PennyMac Financial Services (PFSI) Long-Term Investments (2017 - 2026)
PennyMac Financial Services (PFSI) reported Long-Term Investments of $875000.0 for Q1 2026, down 20.38% year-over-year from $1.1 million in Q1 2025, and down 7.01% quarter-over-quarter from $941000.0 in Q4 2025.
PennyMac Financial Services (PFSI) Long-Term Investments (2017 - 2026) Analysis & Trends
PennyMac Financial Services (PFSI) has 10 years of Long-Term Investments data on file, last reported at $875000.0 in Q1 2026.
- Long-Term Investments for Q1 2026 came in at $875000.0, down 20.38% year-over-year; the trailing twelve-month figure through Mar 2026 was $875000.0 (down 20.38% YoY), and the FY2025 annual result was $941000.0, changed 0.32% from the prior year.
- Long-Term Investments eased to $875000.0 in Q1 2026 per PFSI's latest filing, from $941000.0 in the prior quarter.
- Over five years, Long-Term Investments peaked at $1.3 million in Q1 2022 and troughed at $875000.0 in Q1 2026.
- A 5-year average of $1.0 million and a median of $965000.0 in 2025 frame the typical range for Long-Term Investments.
- The sharpest annual moves came in 2022 and 2023: Long-Term Investments slumped 40.15% in 2022, then grew 20.67% in 2023.
- A 5-year view of Long-Term Investments shows it stood at $929000.0 in 2022, then gained by 20.67% to $1.1 million in 2023, then decreased by 15.79% to $944000.0 in 2024, then declined by 0.32% to $941000.0 in 2025, then dropped by 7.01% to $875000.0 in 2026.
- Business Quant data shows PFSI's Long-Term Investments at $875000.0 in Q1 2026, $941000.0 in Q4 2025, and $920000.0 in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 37.42 Bn | 34.73 Bn | - | - |
| 2 | PennyMac Financial Services | 4.27 Bn | 3.77 Bn | 523.89 Mn | 875,000.00 |
| 3 | Walker & Dunlop | 1.77 Bn | 1.59 Bn | - | 265.37 Mn |
| 4 | UWM Holdings | 728.84 Mn | 1.55 Bn | - | - |
| 5 | Velocity Financial | 676.73 Mn | 592.27 Mn | - | - |
| 6 | CNFinance Holdings | 606.48 Mn | 557.67 Mn | - | 479.89 Mn |
| 7 | Better Home & Finance Holding | 411.40 Mn | 341.12 Mn | - | - |
| 8 | Onity | 314.31 Mn | 314.31 Mn | - | - |
| 9 | loanDepot | 211.55 Mn | -2.94 Mn | - | 18.10 Mn |
| 10 | Greystone Housing Impact Investors | 119.59 Mn | 119.59 Mn | - | 154.35 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 875,000.00 |
| Dec 31, 2025 | 941,000.00 |
| Sep 30, 2025 | 920,000.00 |
| Jun 30, 2025 | 965,000.00 |
| Mar 31, 2025 | 1.10 Mn |
| Dec 31, 2024 | 944,000.00 |
| Sep 30, 2024 | 1.07 Mn |
| Jun 30, 2024 | 1.03 Mn |
| Mar 31, 2024 | 1.10 Mn |
| Dec 31, 2023 | 1.12 Mn |
| Sep 30, 2023 | 930,000.00 |
| Jun 30, 2023 | 1.01 Mn |
| Mar 31, 2023 | 925,000.00 |
| Dec 31, 2022 | 929,000.00 |
| Sep 30, 2022 | 884,000.00 |
| Jun 30, 2022 | 1.04 Mn |
| Mar 31, 2022 | 1.27 Mn |
| Dec 31, 2021 | 1.30 Mn |
| Sep 30, 2021 | 1.48 Mn |
| Jun 30, 2021 | 1.58 Mn |