PennyMac Financial Services (PFSI) Long-Term Investments (2017 - 2026)
PennyMac Financial Services' (PFSI) quarterly Long-Term Investments came in at $846000.0 in Q2 2026, down 12.33% year-over-year from $965000.0 in Q2 2025, and down 3.31% quarter-over-quarter from $875000.0 in Q1 2026.
Analysis
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 $846000.0 the latest figure, recorded in Q2 2026.
- On a quarterly basis, Long-Term Investments fell 12.33% year-over-year to $846000.0 in Q2 2026; TTM through Jun 2026 was $846000.0, a 12.33% decrease from a year earlier, with the FY2025 full-year figure at $941000.0, changed 0.32% from the prior year.
- Long-Term Investments was $846000.0 for Q2 2026 at PennyMac Financial Services, down from $875000.0 in the prior quarter.
- Over five years, Long-Term Investments peaked at $1.3 million in Q1 2022 and troughed at $846000.0 in Q2 2026.
- A 5-year average of $994222.2 and a median of $954500.0 in 2024 frame the typical range for Long-Term Investments.
- Across the five-year window, Long-Term Investments tumbled 40.15% in 2022 and climbed 20.67% in 2023, its largest moves.
- Over 5 years, Long-Term Investments stood at $929000.0 in 2022, then rose by 20.67% to $1.1 million in 2023, then retreated by 15.79% to $944000.0 in 2024, then dropped by 0.32% to $941000.0 in 2025, then dropped by 10.1% to $846000.0 in 2026.
- The last three Long-Term Investments figures came in at $846000.0 (Q2 2026), $875000.0 (Q1 2026), and $941000.0 (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 46.15 Bn | 43.05 Bn | - | - |
| 2 | Federal National Mortgage Association Fannie Mae | 30.33 Bn | 30.33 Bn | - | - |
| 3 | Figure Technology Solutions | 7.94 Bn | 6.40 Bn | 196.67 Mn | 354.01 Mn |
| 4 | PennyMac Financial Services | 3.45 Bn | 2.70 Bn | 480.08 Mn | 846,000.00 |
| 5 | Federal Agricultural Mortgage | 2.40 Bn | 1.36 Bn | - | 19.43 Bn |
| 6 | UWM Holdings | 2.01 Bn | 2.36 Bn | - | 96.04 Mn |
| 7 | Walker & Dunlop | 1.26 Bn | 1.11 Bn | - | 170.67 Mn |
| 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
Download Data
Historic 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 |