PennyMac Financial Services (PFSI) Tax Rate (2017 - 2026)

PennyMac Financial Services (PFSI) reported Tax Rate of 21.37% for Q1 2026, down 543.0% year-over-year from 4.82% in Q1 2025, and up 213.4% quarter-over-quarter from 18.84% in Q4 2025.

PennyMac Financial Services (PFSI) Tax Rate (2017 - 2026) Analysis & Trends

PennyMac Financial Services (PFSI) has 10 years of Tax Rate data on file, last reported at 21.37% in Q1 2026.

  • Tax Rate for Q1 2026 came in at 21.37%, down 543.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 1.47% (down 2595.0% YoY), and the FY2025 annual result was 0.46%, down 2281.0% from the prior year.
  • Tax Rate improved to 21.37% in Q1 2026 per PFSI's latest filing, from 18.84% in the prior quarter.
  • Over five years, Tax Rate peaked at 32.06% in Q4 2023 and troughed at 240.4% in Q4 2022.
  • A 5-year average of 0.25% and a median of 23.21% in 2025 frame the typical range for Tax Rate.
  • The sharpest annual moves came in 2022 and 2023: Tax Rate tumbled 26647 bps in 2022, then soared 27246 bps in 2023.
  • A 5-year view of Tax Rate shows it stood at 240.4% in 2022, then soared by 113 bps to 32.06% in 2023, then tumbled by 40 bps to 19.23% in 2024, then plunged by 198 bps to 18.84% in 2025, then soared by 213 bps to 21.37% in 2026.
  • Business Quant data shows PFSI's Tax Rate at 21.37% in Q1 2026, 18.84% in Q4 2025, and 23.21% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Rocket Companies 34.85 Bn 32.16 Bn - 25.75%
2 PennyMac Financial Services 4.14 Bn 3.65 Bn 523.89 Mn 21.37%
3 Walker & Dunlop 1.73 Bn 1.55 Bn - 30.91%
4 UWM Holdings 743.45 Mn 1.57 Bn - 4.01%
5 Velocity Financial 668.42 Mn 583.96 Mn - 27.78%
6 CNFinance Holdings 591.78 Mn 542.97 Mn - -
7 Better Home & Finance Holding 419.52 Mn 349.24 Mn - 3.08%
8 Onity 306.24 Mn 306.24 Mn - 3.80%
9 loanDepot 209.70 Mn -4.79 Mn - 0.31%
10 Greystone Housing Impact Investors 120.06 Mn 120.06 Mn - -0.20%

Historic Data

Download Data
DateValue
Mar 31, 2026 21.37%
Mar 31, 2026 21.37%
Dec 31, 2025 -18.84%
Dec 31, 2025 -18.84%
Sep 30, 2025 23.21%
Sep 30, 2025 23.21%
Jun 30, 2025 -78.52%
Jun 30, 2025 -78.52%
Mar 31, 2025 26.79%
Mar 31, 2025 26.79%
Dec 31, 2024 19.23%
Dec 31, 2024 19.23%
Sep 30, 2024 26.15%
Sep 30, 2024 26.15%
Jun 30, 2024 26.59%
Jun 30, 2024 26.59%
Mar 31, 2024 10.43%
Mar 31, 2024 10.43%
Dec 31, 2023 32.06%
Dec 31, 2023 32.06%