PennyMac Mortgage Investment Trust (PMT) Invested Capital (2010 - 2026)
PennyMac Mortgage Investment Trust (PMT) posted Invested Capital of $4.3 billion for Q2 2026, up 1.67% on a QoQ basis from $4.3 billion in Q1 2026, and down 4.35% year-over-year from $4.5 billion in Q2 2025.
Analysis
PennyMac Mortgage Investment Trust (PMT) Invested Capital (2010 - 2026) Analysis & Trends
PennyMac Mortgage Investment Trust has reported Invested Capital for 17 years, with the latest figure at $4.3 billion in Q2 2026.
- On a quarterly basis, Invested Capital fell 4.35% year-over-year to $4.3 billion in Q2 2026; TTM through Jun 2026 was $4.3 billion, a 4.35% decrease from a year earlier, with the FY2025 full-year figure at $4.1 billion, down 14.85% from the prior year.
- Invested Capital was $4.3 billion for Q2 2026 at PennyMac Mortgage Investment Trust, up from $4.3 billion in the prior quarter.
- The five-year high for Invested Capital was $5.1 billion in Q2 2023, with the low at $4.1 billion in Q3 2025.
- Average Invested Capital over 5 years is $4.7 billion, with a median of $4.8 billion recorded in 2022.
- The sharpest annual moves came in 2023 and 2025: Invested Capital grew 5.77% in 2023, then dropped 14.85% in 2025.
- Over 5 years, Invested Capital stood at $4.8 billion in 2022, then gained by 2.12% to $4.9 billion in 2023, then increased by 0.01% to $4.9 billion in 2024, then dropped by 14.85% to $4.1 billion in 2025, then increased by 4.56% to $4.3 billion in 2026.
- The last three Invested Capital figures came in at $4.3 billion (Q2 2026), $4.3 billion (Q1 2026), and $4.1 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 51.34 Bn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 102.35 Bn |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 25.64 Bn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | - |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | 25.82 Bn |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 1.86 Bn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | 4.48 Bn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | 22.02 Bn |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 2.65 Bn |
| 10 | PennyMac Mortgage Investment Trust | 840.19 Mn | 419.34 Mn | - | 4.33 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.33 Bn |
| Mar 31, 2026 | 4.26 Bn |
| Dec 31, 2025 | 4.15 Bn |
| Sep 30, 2025 | 4.13 Bn |
| Jun 30, 2025 | 4.53 Bn |
| Mar 31, 2025 | 4.59 Bn |
| Dec 31, 2024 | 4.87 Bn |
| Sep 30, 2024 | 4.77 Bn |
| Jun 30, 2024 | 4.87 Bn |
| Mar 31, 2024 | 4.84 Bn |
| Dec 31, 2023 | 4.87 Bn |
| Sep 30, 2023 | 4.77 Bn |
| Jun 30, 2023 | 5.09 Bn |
| Mar 31, 2023 | 4.76 Bn |
| Dec 31, 2022 | 4.77 Bn |
| Sep 30, 2022 | 4.85 Bn |
| Jun 30, 2022 | 4.81 Bn |
| Mar 31, 2022 | 4.60 Bn |
| Dec 31, 2021 | 4.84 Bn |
| Sep 30, 2021 | 5.12 Bn |