PennyMac Financial Services PFSI
NYSE PFSI
$66.37 -0.13 (-0.20%)
At close: Sep 18, 2026 · 4:00 PM EDT

PennyMac Financial Services (PFSI) Invested Capital (2017 - 2026)

PennyMac Financial Services' (PFSI) quarterly Invested Capital came in at $9.2 billion in Q2 2026, up 11.64% year-over-year from $8.2 billion in Q2 2025, and little changed quarter-over-quarter from $9.2 billion in Q1 2026.

Analysis

PennyMac Financial Services (PFSI) Invested Capital (2017 - 2026) Analysis & Trends

PennyMac Financial Services (PFSI) has reported Invested Capital for 10 consecutive years, with $9.2 billion the latest figure, recorded in Q2 2026.

  • On a quarterly basis, Invested Capital rose 11.64% year-over-year to $9.2 billion in Q2 2026; TTM through Jun 2026 was $9.2 billion, a 11.64% increase from a year earlier, with the FY2025 full-year figure at $9.1 billion, up 30.7% from the prior year.
  • Invested Capital was $9.2 billion for Q2 2026 at PennyMac Financial Services, roughly flat from $9.2 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $9.2 billion in Q2 2026 and troughed at $5.2 billion in Q1 2022.
  • A 5-year average of $6.9 billion and a median of $6.5 billion in 2023 frame the typical range for Invested Capital.
  • Across the five-year window, Invested Capital dropped 0.22% in 2022 and soared 30.94% in 2025, its largest moves.
  • Over 5 years, Invested Capital stood at $5.4 billion in 2022, then rose by 11.91% to $6.1 billion in 2023, then climbed by 15.44% to $7.0 billion in 2024, then surged by 30.7% to $9.1 billion in 2025, then increased by 0.36% to $9.2 billion in 2026.
  • The last three Invested Capital figures came in at $9.2 billion (Q2 2026), $9.2 billion (Q1 2026), and $9.1 billion (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Rocket Companies 46.15 Bn 43.05 Bn - 40.19 Bn
2 Federal National Mortgage Association Fannie Mae 30.33 Bn 30.33 Bn - -
3 Figure Technology Solutions 7.94 Bn 6.40 Bn 196.67 Mn 2.80 Bn
4 PennyMac Financial Services 3.45 Bn 2.70 Bn 480.08 Mn 9.17 Bn
5 Federal Agricultural Mortgage 2.40 Bn 1.36 Bn - 71.33 Bn
6 UWM Holdings 2.01 Bn 2.36 Bn - 3.97 Bn
7 Walker & Dunlop 1.26 Bn 1.11 Bn - 2.54 Bn
8 CNFinance Holdings 1.25 Bn 1.25 Bn - 525.33 Mn
9 Velocity Financial 630.27 Mn -6.82 Bn - 1.30 Bn
10 Onity 266.14 Mn 69.84 Mn - 6.30 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 9.17 Bn
Mar 31, 2026 9.16 Bn
Dec 31, 2025 9.14 Bn
Sep 30, 2025 9.04 Bn
Jun 30, 2025 8.22 Bn
Mar 31, 2025 7.90 Bn
Dec 31, 2024 6.99 Bn
Sep 30, 2024 6.90 Bn
Jun 30, 2024 6.82 Bn
Mar 31, 2024 6.09 Bn
Dec 31, 2023 6.06 Bn
Sep 30, 2023 6.25 Bn
Jun 30, 2023 5.95 Bn
Mar 31, 2023 5.92 Bn
Dec 31, 2022 5.41 Bn
Sep 30, 2022 5.28 Bn
Jun 30, 2022 5.25 Bn
Mar 31, 2022 5.22 Bn
Dec 31, 2021 5.19 Bn
Sep 30, 2021 5.29 Bn