PennyMac Financial Services (PFSI) Assets Average (2017 - 2026)
PennyMac Financial Services' (PFSI) quarterly Assets Average came in at $30.9 billion in Q2 2026, up 28.5% year-over-year from $24.0 billion in Q2 2025, and up 0.77% quarter-over-quarter from $30.7 billion in Q1 2026.
Analysis
PennyMac Financial Services (PFSI) Assets Average (2017 - 2026) Analysis & Trends
PennyMac Financial Services (PFSI) has reported Assets Average for 10 consecutive years, with $30.9 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Assets Average rose 28.5% year-over-year to $30.9 billion in Q2 2026; TTM through Jun 2026 was $30.9 billion, a 28.5% increase from a year earlier, with the FY2025 full-year figure at $27.7 billion, up 23.47% from the prior year.
- Assets Average was $30.9 billion for Q2 2026 at PennyMac Financial Services, up from $30.7 billion in the prior quarter.
- Over five years, Assets Average peaked at $30.9 billion in Q2 2026 and troughed at $14.4 billion in Q2 2022.
- A 5-year average of $21.5 billion and a median of $20.0 billion in 2024 frame the typical range for Assets Average.
- Across the five-year window, Assets Average tumbled 47.64% in 2022 and surged 31.84% in 2023, its largest moves.
- Over 5 years, Assets Average stood at $16.6 billion in 2022, then advanced by 13.89% to $18.9 billion in 2023, then rose by 29.54% to $24.5 billion in 2024, then increased by 11.91% to $27.4 billion in 2025, then grew by 12.8% to $30.9 billion in 2026.
- The last three Assets Average figures came in at $30.9 billion (Q2 2026), $30.7 billion (Q1 2026), and $27.4 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Federal National Mortgage Association Fannie Mae | 79.20 Bn | 79.20 Bn | - | 4,323.49 Bn |
| 2 | Rocket Companies | 52.80 Bn | 49.70 Bn | - | 60.21 Bn |
| 3 | Figure Technology Solutions | 8.04 Bn | 6.51 Bn | 196.67 Mn | 2.87 Bn |
| 4 | PennyMac Financial Services | 3.81 Bn | 3.06 Bn | 480.08 Mn | 30.90 Bn |
| 5 | Federal Agricultural Mortgage | 2.47 Bn | 1.43 Bn | - | 38.01 Bn |
| 6 | UWM Holdings | 2.36 Bn | 2.71 Bn | - | 18.60 Bn |
| 7 | CNFinance Holdings | 1.51 Bn | 1.51 Bn | - | 1.39 Bn |
| 8 | Walker & Dunlop | 1.42 Bn | 1.27 Bn | - | 5.53 Bn |
| 9 | Velocity Financial | 725.75 Mn | -6.72 Bn | - | 7.78 Bn |
| 10 | loanDepot | 338.91 Mn | 159.79 Mn | - | 6.97 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 30.90 Bn |
| 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 | 19.04 Bn |
| Mar 31, 2023 | 18.46 Bn |
| Dec 31, 2022 | 16.59 Bn |
| Sep 30, 2022 | 15.32 Bn |
| Jun 30, 2022 | 14.45 Bn |
| Mar 31, 2022 | 16.70 Bn |
| Dec 31, 2021 | 19.26 Bn |
| Sep 30, 2021 | 21.81 Bn |