PennyMac Financial Services (PFSI) Investment Banking Income (2017 - 2026)

PennyMac Financial Services' (PFSI) quarterly Investment Banking Income came in at $345.0 million in Q1 2026, up 56.08% year-on-year from $221.0 million in Q1 2025, and up 14.38% on a QoQ basis from $301.6 million in Q4 2025.

PennyMac Financial Services (PFSI) Investment Banking Income (2017 - 2026) Analysis & Trends

PennyMac Financial Services (PFSI) has 10 years of Investment Banking Income data on file, last reported at $345.0 million in Q1 2026.

  • On a quarterly basis, Investment Banking Income rose 56.08% year-over-year to $345.0 million in Q1 2026; TTM through Mar 2026 was $1.2 billion, a 36.5% increase from a year earlier, with the FY2025 full-year figure at $1.1 billion, up 31.12% from the prior year.
  • Investment Banking Income for Q1 2026 stood at $345.0 million, up from $301.6 million in the prior quarter.
  • Over the last five years, Investment Banking Income for PFSI reached as high as $345.0 million in Q1 2026 and fell as low as $101.9 million in Q4 2022.
  • Historically, Investment Banking Income has averaged $210.1 million across 5 years, with a median of $221.0 million in 2025.
  • Across the five-year window, Investment Banking Income tumbled 79.64% in 2022 and soared 69.66% in 2024, its largest moves.
  • Year by year, Investment Banking Income stood at $101.9 million in 2022, then jumped by 45.97% to $148.8 million in 2023, then surged by 49.26% to $222.0 million in 2024, then jumped by 35.83% to $301.6 million in 2025, then rose by 14.38% to $345.0 million in 2026.
  • Per Business Quant data, the three most recent Investment Banking Income figures were $345.0 million in Q1 2026, $301.6 million in Q4 2025, and $314.5 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Banking Income (Qtr)
1 Rocket Companies 38.33 Bn 35.64 Bn - -
2 Federal National Mortgage Association Fannie Mae 35.67 Bn 35.67 Bn - -
3 Federal Home Loan Mortgage 18.11 Bn 13.64 Bn - -
4 PennyMac Financial Services 4.41 Bn 3.76 Bn 523.89 Mn 344.99 Mn
5 CNFinance Holdings 3.28 Bn 3.20 Bn - -
6 Walker & Dunlop 1.64 Bn 1.44 Bn - -
7 Velocity Financial 681.36 Mn -6.51 Bn - -
8 UWM Holdings 540.43 Mn 116.43 Mn - -
9 Better Home & Finance Holding 362.34 Mn 298.07 Mn - 44.80 Mn
10 Onity 340.51 Mn 215.81 Mn - -

Historic Data

Download Data
DateValue
Mar 31, 2026 344.99 Mn
Dec 31, 2025 301.60 Mn
Sep 30, 2025 314.46 Mn
Jun 30, 2025 234.66 Mn
Mar 31, 2025 221.04 Mn
Dec 31, 2024 222.04 Mn
Sep 30, 2024 256.82 Mn
Jun 30, 2024 176.06 Mn
Mar 31, 2024 162.44 Mn
Dec 31, 2023 148.77 Mn
Sep 30, 2023 151.37 Mn
Jun 30, 2023 141.42 Mn
Mar 31, 2023 104.39 Mn
Dec 31, 2022 101.91 Mn
Sep 30, 2022 168.69 Mn
Jun 30, 2022 222.57 Mn
Mar 31, 2022 298.46 Mn
Dec 31, 2021 500.66 Mn
Sep 30, 2021 626.75 Mn
Jun 30, 2021 582.65 Mn