PennyMac Financial Services (PFSI) Assets Average (2017 - 2026)

PennyMac Financial Services (PFSI) reported Assets Average of $30.7 billion for Q1 2026, up 22.76% year-over-year from $25.0 billion in Q1 2025, and up 11.94% quarter-over-quarter from $27.4 billion in Q4 2025.

PennyMac Financial Services (PFSI) Assets Average (2017 - 2026) Analysis & Trends

PennyMac Financial Services (PFSI) has 10 years of Assets Average data on file, last reported at $30.7 billion in Q1 2026.

  • Assets Average for Q1 2026 came in at $30.7 billion, up 22.76% year-over-year; the trailing twelve-month figure through Mar 2026 was $30.7 billion (up 22.76% YoY), and the FY2025 annual result was $27.7 billion, up 23.47% from the prior year.
  • Assets Average advanced to $30.7 billion in Q1 2026 per PFSI's latest filing, from $27.4 billion in the prior quarter.
  • Over five years, Assets Average peaked at $30.7 billion in Q1 2026 and troughed at $8.4 billion in Q1 2023.
  • A 5-year average of $19.5 billion and a median of $19.3 billion in 2024 frame the typical range for Assets Average.
  • The sharpest annual moves came in 2022 and 2024: Assets Average slumped 56.56% in 2022, then soared 129.76% in 2024.
  • A 5-year view of Assets Average shows it stood at $16.6 billion in 2022, then climbed by 13.89% to $18.9 billion in 2023, then gained by 29.54% to $24.5 billion in 2024, then rose by 11.91% to $27.4 billion in 2025, then grew by 11.94% to $30.7 billion in 2026.
  • Business Quant data shows PFSI's Assets Average at $30.7 billion in Q1 2026, $27.4 billion in Q4 2025, and $24.8 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Rocket Companies 34.85 Bn 32.16 Bn - 60.06 Bn
2 PennyMac Financial Services 4.14 Bn 3.65 Bn 523.89 Mn 30.67 Bn
3 Walker & Dunlop 1.73 Bn 1.55 Bn - 5.61 Bn
4 UWM Holdings 743.45 Mn 1.57 Bn - 18.10 Bn
5 Velocity Financial 668.42 Mn 583.96 Mn - 7.49 Bn
6 CNFinance Holdings 591.78 Mn 542.97 Mn - 1.59 Bn
7 Better Home & Finance Holding 419.52 Mn 349.24 Mn - 1.54 Bn
8 Onity 306.24 Mn 306.24 Mn - 16.95 Bn
9 loanDepot 209.70 Mn -4.79 Mn - 7.05 Bn
10 Greystone Housing Impact Investors 120.06 Mn 120.06 Mn - 1.49 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 30.67 Bn
Dec 31, 2025 27.39 Bn
Sep 30, 2025 24.81 Bn
Jun 30, 2025 24.05 Bn
Mar 31, 2025 24.98 Bn
Dec 31, 2024 24.48 Bn
Sep 30, 2024 22.22 Bn
Jun 30, 2024 20.69 Bn
Mar 31, 2024 19.32 Bn
Dec 31, 2023 18.90 Bn
Sep 30, 2023 18.47 Bn
Jun 30, 2023 9.00 Bn
Mar 31, 2023 8.42 Bn
Dec 31, 2022 16.59 Bn
Sep 30, 2022 15.32 Bn
Jun 30, 2022 11.98 Bn
Mar 31, 2022 14.22 Bn
Dec 31, 2021 19.25 Bn
Sep 30, 2021 21.81 Bn
Jun 30, 2021 27.58 Bn