PennyMac Mortgage Investment Trust (PMT) Invested Capital (2014 - 2026)
PennyMac Mortgage Investment Trust (PMT) reported Invested Capital of $2.54 billion for Q2 2026, down 7.4% from $2.74 billion a year earlier and down 0.5% from the prior quarter.
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Analysis
PennyMac Mortgage Investment Trust (PMT) Invested Capital (2014 - 2026) Analysis & Trends
For FY2025, PennyMac Mortgage Investment Trust posted Invested Capital of $2.92 billion, up 14.6% from FY2024.
- Invested Capital has a three-year compound annual growth rate of 5.1% (FY2022 to FY2025).
- By year, Invested Capital came in at $2.54 billion in FY2024 (-0.5%), $2.56 billion in FY2023 (+1.9%) and $2.51 billion in FY2022.
- The Q2 2026 figure ranks as the lowest quarterly Invested Capital since Q4 2022.
- Year over year, Invested Capital gained in four of the last eight quarters, with growth averaging 1.8%.
- The high point for year-over-year Invested Capital in five years was Q4 2025 (growth of 14.6%); the low point was Q2 2026 (a decline of 7.4%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $2.55 billion (Q1 2026), $2.92 billion (Q4 2025) and $2.76 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 40.19 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 69.63 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 18.75 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 8.82 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 24.41 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 51.34 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | PennyMac Mortgage Investment Trust | 688.03 Mn | -1.12 Bn | - | 2.54 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.54 Bn |
| Mar 31, 2026 | 2.55 Bn |
| Dec 31, 2025 | 2.92 Bn |
| Sep 30, 2025 | 2.76 Bn |
| Jun 30, 2025 | 2.74 Bn |
| Mar 31, 2025 | 2.68 Bn |
| Dec 31, 2024 | 2.54 Bn |
| Sep 30, 2024 | 2.75 Bn |
| Jun 30, 2024 | 2.75 Bn |
| Mar 31, 2024 | 2.56 Bn |
| Dec 31, 2023 | 2.56 Bn |
| Sep 30, 2023 | 2.55 Bn |
| Dec 31, 2022 | 2.51 Bn |
| Dec 31, 2019 | 9.46 Bn |
| Sep 30, 2019 | 8.93 Bn |
| Jun 30, 2019 | 7.43 Bn |
| Mar 31, 2019 | 6.11 Bn |
| Dec 31, 2018 | 6.65 Bn |
| Sep 30, 2018 | 6.01 Bn |
| Jun 30, 2018 | 5.18 Bn |
API Access
PennyMac Mortgage Investment Trust Invested Capital 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=invested-capital&ticker=PMT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "PMT", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=PMT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();