PennyMac Financial Services, Inc.

NYSE:PFSI Stock Report

Market Cap: US$5.1b

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
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
20 Feb 24SellUS$1,307,759David SpectorIndividual15,000US$87.18
15 Feb 24SellUS$1,008,900Daniel PerottiIndividual11,400US$88.50
16 Jan 24SellUS$1,266,515David SpectorIndividual15,000US$84.43

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PFSI?
Owner TypeNumber of SharesOwnership Percentage
General Public948,0231.85%
Individual Insiders3,549,3246.92%
Hedge Funds4,531,7928.84%
Institutions42,228,66982.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.7%.

Top Shareholders

Top 25 shareholders own 85.45% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
30.7%
HC Partners LLC
15,741,237US$1.6b0%100.0%
8.98%
T. Rowe Price Group, Inc.
4,600,487US$458.2m-3.3%0.04%
8.84%
MFN Partners Management, LP
4,531,792US$451.4m0%8.76%
5.24%
The Vanguard Group, Inc.
2,686,913US$267.6m1.2%no data
4.39%
Dimensional Fund Advisors LP
2,249,934US$224.1m-8.98%0.04%
4.32%
BlackRock, Inc.
2,212,174US$220.3m0.54%no data
2.28%
FMR LLC
1,166,680US$116.2m232%0.01%
2.26%
Invesco Ltd.
1,157,492US$115.3m11.8%0.03%
1.93%
Senvest Management, LLC
989,062US$98.5m-10.8%2.77%
1.83%
Vandad Fartaj
938,226US$93.4m0%no data
1.78%
State Street Global Advisors, Inc.
911,741US$90.8m6.02%no data
1.68%
JP Morgan Asset Management
861,442US$85.8m-0.6%0.01%
1.48%
David Spector
760,634US$75.8m-3.79%no data
1.26%
Geode Capital Management, LLC
647,764US$64.5m3.13%no data
1.14%
Goldman Sachs Asset Management, L.P.
584,744US$58.2m-0.73%0.02%
0.97%
Douglas Jones
496,337US$49.4m0%no data
0.89%
Basswood Capital Management, L.L.C.
458,332US$45.6m0.04%2.28%
0.87%
Charles Schwab Investment Management, Inc.
447,351US$44.6m7.45%0.01%
0.73%
Northern Trust Global Investments
372,321US$37.1m3.42%0.01%
0.71%
Norges Bank Investment Management
362,088US$36.1m0%no data
0.68%
Goldman Sachs Group, Investment Banking and Securities Investments
349,968US$34.9m420%0.02%
0.67%
American Century Investment Management Inc
341,866US$34.0m-1.76%0.02%
0.65%
Boston Partners Global Investors, Inc.
331,083US$33.0m11.4%0.02%
0.64%
Alyeska Investment Group, L.P.
329,326US$32.8m0%0.17%
0.52%
Joseph Mazzella
268,623US$26.8m-3.97%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/19 21:52
End of Day Share Price 2024/12/19 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

PennyMac Financial Services, Inc. is covered by 18 analysts. 6 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