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| Date | Value |
|---|---|
| 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 |