PennyMac Financial Services (PFSI) Long-Term Investments (2017 - 2026)
PennyMac Financial Services (PFSI) posted quarterly 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 reported Long-Term Investments for 10 consecutive years, with $875000.0 the latest figure, recorded in Q1 2026.
- In Q1 2026, Long-Term Investments fell 20.38% year-over-year to $875000.0; the TTM figure through Mar 2026 stood at $875000.0 (down 20.38% YoY), while the FY2025 annual figure was $941000.0, changed 0.32% from the prior year.
- Long-Term Investments retreated to $875000.0 in Q1 2026 per PFSI's latest filing, from $941000.0 in the prior quarter.
- Across five years, Long-Term Investments topped out at $1.3 million in Q1 2022 and bottomed at $875000.0 in Q1 2026.
- Historically, Long-Term Investments has averaged $1.0 million across 5 years, with a median of $965000.0 in 2025.
- Annual changes were most pronounced in 2022 — Long-Term Investments slumped 40.15% — and 2023, when it grew 20.67%.
- PennyMac Financial Services' Long-Term Investments stood at $929000.0 in 2022, then advanced by 20.67% to $1.1 million in 2023, then slipped by 15.79% to $944000.0 in 2024, then fell by 0.32% to $941000.0 in 2025, then declined 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 | 39.55 Bn | 36.45 Bn | - | - |
| 2 | Federal National Mortgage Association Fannie Mae | 36.61 Bn | 36.61 Bn | - | - |
| 3 | Federal Home Loan Mortgage | 18.43 Bn | 14.11 Bn | - | - |
| 4 | PennyMac Financial Services | 3.90 Bn | 3.15 Bn | 480.08 Mn | 846,000.00 |
| 5 | CNFinance Holdings | 1.52 Bn | 1.45 Bn | - | 479.89 Mn |
| 6 | Walker & Dunlop | 1.34 Bn | 1.18 Bn | - | 170.67 Mn |
| 7 | Velocity Financial | 711.47 Mn | -6.74 Bn | - | - |
| 8 | UWM Holdings | 472.54 Mn | -25.87 Mn | - | 96.04 Mn |
| 9 | Onity | 303.25 Mn | 106.95 Mn | - | - |
| 10 | loanDepot | 205.70 Mn | -105.44 Mn | - | 18.18 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 846,000.00 |
| 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 |