PennyMac Financial Services (PFSI) Invested Capital (2016 - 2026)

PennyMac Financial Services (PFSI) has 11 years of Invested Capital data on file, last reported at $4.3 billion in Q1 2026.

• Invested Capital for Q1 2026 came in at $4.3 billion, up 10.81% year-over-year; the trailing twelve-month figure through Mar 2026 was $4.3 billion (up 10.81% YoY), and the FY2025 annual result was $4.3 billion, up 12.52% from the prior year.
• Invested Capital steadied at $4.3 billion in Q1 2026 per PFSI's latest filing, from $4.3 billion in the prior quarter.
• Over five years, Invested Capital peaked at $4.3 billion in Q1 2026 and troughed at $3.4 billion in Q1 2022.
• A 5-year average of $3.7 billion and a median of $3.6 billion in 2023 frame the typical range for Invested Capital.
• The sharpest annual moves came in 2022 and 2025: Invested Capital retreated 1.49% in 2022, then climbed 12.54% in 2025.
• A 5-year view of Invested Capital shows it stood at $3.5 billion in 2022, then rose by 1.95% to $3.5 billion in 2023, then increased by 8.22% to $3.8 billion in 2024, then rose by 12.52% to $4.3 billion in 2025, then advanced by 0.39% to $4.3 billion in 2026.
• Business Quant data shows PFSI's Invested Capital at $4.3 billion in Q1 2026, $4.3 billion in Q4 2025, and $4.2 billion in Q3 2025.