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
DateValue
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