PennyMac Financial Services (PFSI) Liabilities and Shareholders Equity (2016 - 2026)
PennyMac Financial Services' (PFSI) quarterly Liabilities and Shareholders Equity came in at $29.9 billion in Q2 2026, up 23.27% year-over-year from $24.2 billion in Q2 2025, and down 6.53% quarter-over-quarter from $31.9 billion in Q1 2026.
Analysis
PennyMac Financial Services (PFSI) Liabilities and Shareholders Equity (2016 - 2026) Analysis & Trends
PennyMac Financial Services (PFSI) has reported Liabilities and Shareholders Equity for 11 consecutive years, with $29.9 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Liabilities and Shareholders Equity rose 23.27% year-over-year to $29.9 billion in Q2 2026; TTM through Jun 2026 was $116.6 billion, a 20.13% increase from a year earlier, with the FY2025 full-year figure at $29.4 billion, up 12.66% from the prior year.
- Liabilities and Shareholders Equity was $29.9 billion for Q2 2026 at PennyMac Financial Services, down from $31.9 billion in the prior quarter.
- Over five years, Liabilities and Shareholders Equity peaked at $31.9 billion in Q1 2026 and troughed at $14.3 billion in Q2 2022.
- A 5-year average of $21.8 billion and a median of $20.8 billion in 2023 frame the typical range for Liabilities and Shareholders Equity.
- Across the five-year window, Liabilities and Shareholders Equity tumbled 53.29% in 2022 and surged 38.43% in 2024, its largest moves.
- Over 5 years, Liabilities and Shareholders Equity stood at $16.8 billion in 2022, then grew by 12.02% to $18.8 billion in 2023, then surged by 38.43% to $26.1 billion in 2024, then climbed by 12.66% to $29.4 billion in 2025, then rose by 1.6% to $29.9 billion in 2026.
- The last three Liabilities and Shareholders Equity figures came in at $29.9 billion (Q2 2026), $31.9 billion (Q1 2026), and $29.4 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 46.15 Bn | 43.05 Bn | - | 60.98 Bn |
| 2 | Federal National Mortgage Association Fannie Mae | 30.33 Bn | 30.33 Bn | - | 4,332.34 Bn |
| 3 | Figure Technology Solutions | 7.94 Bn | 6.40 Bn | 196.67 Mn | 3.02 Bn |
| 4 | PennyMac Financial Services | 3.45 Bn | 2.70 Bn | 480.08 Mn | 29.86 Bn |
| 5 | Federal Agricultural Mortgage | 2.40 Bn | 1.36 Bn | - | 39.29 Bn |
| 6 | UWM Holdings | 2.01 Bn | 2.36 Bn | - | 17.94 Bn |
| 7 | Walker & Dunlop | 1.26 Bn | 1.11 Bn | - | 4.89 Bn |
| 8 | CNFinance Holdings | 1.25 Bn | 1.25 Bn | - | 1.34 Bn |
| 9 | Velocity Financial | 630.27 Mn | -6.82 Bn | - | 7.96 Bn |
| 10 | Onity | 266.14 Mn | 69.84 Mn | - | 12.35 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 29.86 Bn |
| Mar 31, 2026 | 31.94 Bn |
| Dec 31, 2025 | 29.39 Bn |
| Sep 30, 2025 | 25.40 Bn |
| Jun 30, 2025 | 24.22 Bn |
| Mar 31, 2025 | 23.87 Bn |
| Dec 31, 2024 | 26.09 Bn |
| Sep 30, 2024 | 22.87 Bn |
| Jun 30, 2024 | 21.58 Bn |
| Mar 31, 2024 | 19.80 Bn |
| Dec 31, 2023 | 18.84 Bn |
| Sep 30, 2023 | 18.95 Bn |
| Jun 30, 2023 | 17.98 Bn |
| Mar 31, 2023 | 20.10 Bn |
| Dec 31, 2022 | 16.82 Bn |
| Sep 30, 2022 | 16.36 Bn |
| Jun 30, 2022 | 14.27 Bn |
| Mar 31, 2022 | 14.62 Bn |
| Dec 31, 2021 | 18.78 Bn |
| Sep 30, 2021 | 19.75 Bn |