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) 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

Historic Data

Download Data
DateValue
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