PennyMac Financial Services (PFSI) Long-Term Investments (2017 - 2026)
PennyMac Financial Services' (PFSI) quarterly Long-Term Investments came in at $875000.0 in Q1 2026, down 20.38% year-on-year from $1.1 million in Q1 2025, and down 7.01% on a QoQ basis 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.
- On a quarterly basis, Long-Term Investments fell 20.38% year-over-year to $875000.0 in Q1 2026; TTM through Mar 2026 was $875000.0, a 20.38% decrease from a year earlier, with the FY2025 full-year figure at $941000.0, changed 0.32% from the prior year.
- Long-Term Investments for Q1 2026 stood at $875000.0, down from $941000.0 in the prior quarter.
- Over the last five years, Long-Term Investments for PFSI reached as high as $1.3 million in Q1 2022 and fell as low as $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.
- Across the five-year window, Long-Term Investments plunged 40.15% in 2022 and advanced 20.67% in 2023, its largest moves.
- Year by year, Long-Term Investments stood at $929000.0 in 2022, then grew by 20.67% to $1.1 million in 2023, then declined by 15.79% to $944000.0 in 2024, then decreased by 0.32% to $941000.0 in 2025, then retreated by 7.01% to $875000.0 in 2026.
- Per Business Quant data, the three most recent Long-Term Investments figures were $875000.0 in Q1 2026, $941000.0 in Q4 2025, and $920000.0 in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 38.33 Bn | 35.64 Bn | - | - |
| 2 | Federal National Mortgage Association Fannie Mae | 35.67 Bn | 35.67 Bn | - | - |
| 3 | Federal Home Loan Mortgage | 18.11 Bn | 13.64 Bn | - | - |
| 4 | PennyMac Financial Services | 4.41 Bn | 3.76 Bn | 523.89 Mn | 875,000.00 |
| 5 | CNFinance Holdings | 3.28 Bn | 3.20 Bn | - | 479.89 Mn |
| 6 | Walker & Dunlop | 1.64 Bn | 1.44 Bn | - | 265.37 Mn |
| 7 | Velocity Financial | 681.36 Mn | -6.51 Bn | - | - |
| 8 | UWM Holdings | 540.43 Mn | 116.43 Mn | - | 98.50 Mn |
| 9 | Better Home & Finance Holding | 362.34 Mn | 298.07 Mn | - | - |
| 10 | Onity | 340.51 Mn | 215.81 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 |