PennyMac Mortgage Investment Trust (PMT-PB) Tax Rate (2010 - 2026)

PennyMac Mortgage Investment Trust (PMT-PB) recorded quarterly Tax Rate of 8.47% in Q1 2026, down 86.71% quarter-over-quarter from 63.74% in Q4 2025, and down 24516.0% on a YoY basis from N/an in Q1 2025.

PennyMac Mortgage Investment Trust (PMT-PB) Tax Rate (2010 - 2026) Analysis & Trends

PennyMac Mortgage Investment Trust's Tax Rate history runs 17 years deep, the most recent figure standing at 8.47% for Q1 2026.

  • In Q1 2026, Tax Rate fell 24516.0% year-over-year to 8.47%; the TTM figure through Mar 2026 stood at 18.47% (up 3684.0% YoY), while the FY2025 annual figure was 5.55%, up 1841.0% from the prior year.
  • Tax Rate was 8.47% for Q1 2026 at PennyMac Mortgage Investment Trust, down from 63.74% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 253.63% in Q1 2025 to a low of 77.36% in Q2 2022.
  • Historically, Tax Rate has averaged 40.47% across 5 years, with a median of 15.59% in 2024.
  • The sharpest annual moves came in 2023 and 2025: Tax Rate plunged 26189 bps in 2023, then surged 30066 bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 184.02% in 2022, then sank by 117 bps to 31.22% in 2023, then surged by 150 bps to 15.59% in 2024, then surged by 309 bps to 63.74% in 2025, then sank by 87 bps to 8.47% in 2026.
  • The last three Tax Rate figures came in at 8.47% (Q1 2026), 63.74% (Q4 2025), and 24.04% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Annaly Capital Management 15.34 Bn 13.08 Bn - -0.53%
2 AGNC Investment 11.42 Bn 10.75 Bn - -
3 Starwood Property Trust 6.25 Bn 6.25 Bn - -7.38%
4 Rithm Capital 5.08 Bn 4.78 Bn - 29.02%
5 Blackstone Mortgage Trust 3.10 Bn 2.56 Bn - -22.35%
6 Dynex Capital 2.58 Bn 1.80 Bn - -
7 Armour Residential REIT 2.05 Bn 1.32 Bn - -
8 Ellington Financial 1.67 Bn 1.39 Bn - 1.06%
9 Two Harbors Investment 1.29 Bn 746.67 Mn - 11.28%
10 PennyMac Mortgage Investment Trust - - 62.41 Mn 8.47%

Historic Data

Download Data
DateValue
Mar 31, 2026 8.47%
Mar 31, 2026 8.47%
Dec 31, 2025 63.74%
Dec 31, 2025 63.74%
Sep 30, 2025 -24.04%
Sep 30, 2025 -24.04%
Jun 30, 2025 55.70%
Jun 30, 2025 55.70%
Mar 31, 2025 253.63%
Mar 31, 2025 253.63%
Dec 31, 2024 15.59%
Dec 31, 2024 15.59%
Sep 30, 2024 -56.05%
Sep 30, 2024 -56.05%
Jun 30, 2024 11.10%
Jun 30, 2024 11.10%
Mar 31, 2024 -47.02%
Mar 31, 2024 -47.02%
Dec 31, 2023 -31.22%
Dec 31, 2023 -31.22%