PennyMac Financial Services, Inc.

NYSE:PFSI Stock Report

Market Cap: US$5.2b

PennyMac Financial Services Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:PFSI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
14 Feb 25SellUS$1,065,645Daniel PerottiIndividual10,500US$101.49
26 Dec 24SellUS$813,107Douglas JonesIndividual7,882US$103.16
24 Dec 24SellUS$2,249,965Douglas JonesIndividual22,118US$102.03
27 Aug 24SellUS$1,024,200James C. HuntIndividual10,000US$102.42
14 Aug 24SellUS$1,115,908Joseph MazzellaIndividual11,396US$97.92
03 Jun 24SellUS$905,648David SpectorIndividual10,000US$90.56
22 May 24SellUS$2,744,824Douglas JonesIndividual30,000US$92.81
15 May 24SellUS$931,581David SpectorIndividual10,000US$93.16
15 May 24SellUS$1,048,800Daniel PerottiIndividual11,400US$92.00
03 May 24SellUS$1,493,927Joseph MazzellaIndividual16,465US$90.73
09 Apr 24SellUS$907,209David SpectorIndividual10,000US$90.72
25 Mar 24SellUS$470,007Derek StarkIndividual5,255US$89.44
12 Mar 24SellUS$2,561,177David SpectorIndividual29,777US$86.05
11 Mar 24SellUS$1,470,475Douglas JonesIndividual17,079US$86.10
11 Mar 24SellUS$860,548David SpectorIndividual10,000US$86.05
04 Mar 24SellUS$428,441James FolletteIndividual5,061US$84.66

Insider Trading Volume

Insider Buying: PFSI insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PFSI?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders2,352,4314.58%
General Public2,536,9564.94%
Hedge Funds4,531,7928.82%
Institutions41,955,43781.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 84.44% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
30.6%
HC Partners LLC
15,741,237US$1.6b0%100.0%
8.82%
MFN Partners Management, LP
4,531,792US$459.4m0%9.35%
8.56%
T. Rowe Price Group, Inc.
4,400,199US$446.0m-4.35%0.04%
5.62%
The Vanguard Group, Inc.
2,886,580US$292.6m7.43%no data
4.44%
BlackRock, Inc.
2,282,810US$231.4m3.19%no data
4.18%
Dimensional Fund Advisors LP
2,149,585US$217.9m-4.46%0.03%
2.54%
FMR LLC
1,305,510US$132.3m11.9%0.01%
2.28%
Invesco Ltd.
1,171,818US$118.8m1.24%0.03%
1.94%
State Street Global Advisors, Inc.
998,027US$101.2m9.46%no data
1.92%
Senvest Management, LLC
988,162US$100.2m-0.09%2.64%
1.47%
David Spector
755,634US$76.6m-0.66%no data
1.4%
JP Morgan Asset Management
716,844US$72.7m-16.8%0.01%
1.28%
Geode Capital Management, LLC
658,559US$66.8m1.67%no data
1.07%
Goldman Sachs Asset Management, L.P.
549,321US$55.7m-6.06%0.01%
1.01%
Millennium Management LLC
518,574US$52.6m104%0.04%
0.97%
Boston Partners Global Investors, Inc.
497,080US$50.4m50.1%0.03%
0.91%
Douglas Jones
465,337US$47.2m-6.25%no data
0.89%
Basswood Capital Management, L.L.C.
456,874US$46.3m-0.32%2.6%
0.88%
Charles Schwab Investment Management, Inc.
453,810US$46.0m1.44%0.01%
0.72%
Norges Bank Investment Management
372,074US$37.7m2.76%no data
0.69%
American Century Investment Management Inc
353,631US$35.8m3.44%0.02%
0.62%
Massachusetts Financial Services Company
320,250US$32.5m48.1%0.01%
0.56%
Northern Trust Global Investments
287,740US$29.2m-22.7%no data
0.52%
Joseph Mazzella
265,189US$26.9m0.11%no data
0.49%
UBS Asset Management AG
253,231US$25.7m74%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/22 04:05
End of Day Share Price 2025/02/21 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

PennyMac Financial Services, Inc. is covered by 14 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mark DeVriesBarclays
Mark DeVriesBarclays
Terry MaBarclays