PennyMac Financial Services (PFSI) Investment Gain (Loss) (2017 - 2026)
PennyMac Financial Services' (PFSI) quarterly Investment Gain (Loss) came in at $293.5 million in Q2 2026, up 218.75% year-over-year from $92.1 million in Q2 2025, and up 16.32% quarter-over-quarter from $252.3 million in Q1 2026.
Analysis
PennyMac Financial Services (PFSI) Investment Gain (Loss) (2017 - 2026) Analysis & Trends
PennyMac Financial Services (PFSI) has reported Investment Gain (Loss) for 10 consecutive years, with $293.5 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Investment Gain (Loss) rose 218.75% year-over-year to $293.5 million in Q2 2026; TTM through Jun 2026 was $639.2 million, a 739.57% increase from a year earlier, with the FY2025 full-year figure at -$1.4 billion, down 326.39% from the prior year.
- Investment Gain (Loss) was $293.5 million for Q2 2026 at PennyMac Financial Services, up from $252.3 million in the prior quarter.
- Over five years, Investment Gain (Loss) peaked at $1.4 billion in Q4 2024 and troughed at -$793.3 million in Q4 2023.
- A 5-year average of $25.5 million and a median of $103.6 million in 2022 frame the typical range for Investment Gain (Loss).
- Across the five-year window, Investment Gain (Loss) sank 1095.37% in 2023 and surged 325.7% in 2024, its largest moves.
- Over 5 years, Investment Gain (Loss) stood at -$66.4 million in 2022, then slumped by 1095.37% to -$793.3 million in 2023, then jumped by 274.27% to $1.4 billion in 2024, then tumbled by 124.81% to -$343.0 million in 2025, then soared by 185.57% to $293.5 million in 2026.
- The last three Investment Gain (Loss) figures came in at $293.5 million (Q2 2026), $252.3 million (Q1 2026), and -$343.0 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 46.15 Bn | 43.05 Bn | - | - |
| 2 | Federal National Mortgage Association Fannie Mae | 30.33 Bn | 30.33 Bn | - | -76.00 Mn |
| 3 | Figure Technology Solutions | 7.94 Bn | 6.40 Bn | 196.67 Mn | - |
| 4 | PennyMac Financial Services | 3.45 Bn | 2.70 Bn | 480.08 Mn | 293.51 Mn |
| 5 | Federal Agricultural Mortgage | 2.40 Bn | 1.36 Bn | - | - |
| 6 | UWM Holdings | 2.01 Bn | 2.36 Bn | - | - |
| 7 | Walker & Dunlop | 1.26 Bn | 1.11 Bn | - | - |
| 8 | CNFinance Holdings | 1.25 Bn | 1.25 Bn | - | - |
| 9 | Velocity Financial | 630.27 Mn | -6.82 Bn | - | - |
| 10 | Onity | 266.14 Mn | 69.84 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 293.51 Mn |
| Mar 31, 2026 | 252.32 Mn |
| Dec 31, 2025 | -343.00 Mn |
| Sep 30, 2025 | 436.37 Mn |
| Jun 30, 2025 | -247.18 Mn |
| Mar 31, 2025 | -430.99 Mn |
| Dec 31, 2024 | 1.38 Bn |
| Sep 30, 2024 | -628.25 Mn |
| Jun 30, 2024 | 124.87 Mn |
| Mar 31, 2024 | 129.33 Mn |
| Dec 31, 2023 | -793.32 Mn |
| Sep 30, 2023 | 221.74 Mn |
| Jun 30, 2023 | -55.33 Mn |
| Mar 31, 2023 | -236.53 Mn |
| Dec 31, 2022 | -66.37 Mn |
| Sep 30, 2022 | 95.29 Mn |
| Jun 30, 2022 | 111.88 Mn |
| Mar 31, 2022 | 212.66 Mn |
| Dec 31, 2021 | 510.82 Mn |
| Sep 30, 2021 | 645.54 Mn |