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| Date | Value |
|---|---|
| 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% |