PennyMac Financial Services, Inc. (PFSI) Tax Rate (2017 - 2026)
PennyMac Financial Services' Tax Rate was 31.08% in Q2 2026, up 109.60 percentage points from -78.52% a year earlier and up 9.72 percentage points from the prior quarter.
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Analysis
PennyMac Financial Services, Inc. (PFSI) Tax Rate (2017 - 2026) Analysis & Trends
On a trailing twelve-month basis, PennyMac Financial Services' Tax Rate was 22.61% through Jun 30, 2026, up 18.32 percentage points year-over-year; for FY2025, it came in at 9.13%, down 13.21 percentage points from FY2024.
- Tax Rate shows a five-year change of -17.37 percentage points (FY2020 to FY2025).
- In earlier years, Tax Rate was 22.34% in FY2024 (+1.12 pp), 21.22% in FY2023 (-7.30 pp), 28.52% in FY2022 (+2.35 pp) and 26.17% in FY2021 (-0.33 pp).
- The Q2 2026 figure marks the highest quarterly Tax Rate since Q4 2023.
- Compared with a year earlier, Tax Rate was higher in three of the last eight quarters, with an average year-over-year change of +0.04 percentage points.
- The best year-over-year quarter for Tax Rate over five years was Q2 2026 (a gain of 109.60 percentage points); the worst was Q2 2025 (a drop of 105.11 percentage points).
- Per Business Quant data, PFSI's Tax Rate in the three quarters before Q2 2026 was 21.37% (Q1 2026), 20.52% (Q4 2025) and 23.21% (Q3 2025).
Peer Set
Peer Comparison
Historic Data
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Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 31.08% |
| Mar 31, 2026 | 21.37% |
| Dec 31, 2025 | 20.52% |
| Sep 30, 2025 | 23.21% |
| Mar 31, 2025 | 26.79% |
| Dec 31, 2024 | 19.23% |
| Sep 30, 2024 | 26.15% |
| Jun 30, 2024 | 26.59% |
| Mar 31, 2024 | 10.43% |
| Sep 30, 2023 | 26.76% |
| Jun 30, 2023 | 20.11% |
| Mar 31, 2023 | 20.37% |
| Dec 31, 2022 | 44.46% |
| Sep 30, 2022 | 27.14% |
| Jun 30, 2022 | 27.24% |
| Mar 31, 2022 | 25.98% |
| Dec 31, 2021 | 26.07% |
| Sep 30, 2021 | 26.58% |
| Jun 30, 2021 | 26.93% |
| Mar 31, 2021 | 25.52% |
API Access
PennyMac Financial Services, Inc. Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=PFSI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "PFSI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=PFSI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();