PennyMac Mortgage Investment Trust (PMT) Investment Gain (Loss) (2013 - 2026)
PennyMac Mortgage Investment Trust (PMT) posted Investment Gain (Loss) of -$81.5 million for Q2 2026, up 46.19% on a QoQ basis from -$151.4 million in Q1 2026, and down 8.43% year-over-year from -$89.0 million in Q2 2025.
Analysis
PennyMac Mortgage Investment Trust (PMT) Investment Gain (Loss) (2013 - 2026) Analysis & Trends
PennyMac Mortgage Investment Trust has reported Investment Gain (Loss) for 12 years, with the latest figure at -$81.5 million in Q2 2026.
- On a quarterly basis, Investment Gain (Loss) fell 8.43% year-over-year to -$81.5 million in Q2 2026; TTM through Jun 2026 was -$317.9 million, a 131.03% decrease from a year earlier, with the FY2025 full-year figure at -$413.7 million, down 142.77% from the prior year.
- Investment Gain (Loss) was -$81.5 million for Q2 2026 at PennyMac Mortgage Investment Trust, up from -$151.4 million in the prior quarter.
- The five-year high for Investment Gain (Loss) was $213.3 million in Q3 2024, with the low at -$411.0 million in Q3 2022.
- Average Investment Gain (Loss) over 5 years is -$97.0 million, with a median of -$123.8 million recorded in 2024.
- The sharpest annual moves came in 2023 and 2025: Investment Gain (Loss) soared 362.75% in 2023, then tumbled 452.44% in 2025.
- Over 5 years, Investment Gain (Loss) stood at $43.7 million in 2022, then jumped by 362.75% to $202.4 million in 2023, then tumbled by 164.79% to -$131.1 million in 2024, then surged by 123.91% to $31.4 million in 2025, then tumbled by 359.83% to -$81.5 million in 2026.
- The last three Investment Gain (Loss) figures came in at -$81.5 million (Q2 2026), -$151.4 million (Q1 2026), and $31.4 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | -38.24 Mn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 30.00 Mn |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | - |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | - |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | - |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 5.66 Mn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | - |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | - |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 8.21 Mn |
| 10 | PennyMac Mortgage Investment Trust | 840.19 Mn | 419.34 Mn | - | -81.46 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -81.46 Mn |
| Mar 31, 2026 | -151.39 Mn |
| Dec 31, 2025 | 31.35 Mn |
| Sep 30, 2025 | -116.38 Mn |
| Jun 30, 2025 | -75.13 Mn |
| Mar 31, 2025 | -144.59 Mn |
| Dec 31, 2024 | -131.15 Mn |
| Sep 30, 2024 | 213.27 Mn |
| Jun 30, 2024 | -68.20 Mn |
| Mar 31, 2024 | 41.03 Mn |
| Dec 31, 2023 | 202.42 Mn |
| Sep 30, 2023 | -176.95 Mn |
| Jun 30, 2023 | -133.14 Mn |
| Mar 31, 2023 | -137.44 Mn |
| Dec 31, 2022 | 43.74 Mn |
| Sep 30, 2022 | -411.02 Mn |
| Jun 30, 2022 | -343.42 Mn |
| Mar 31, 2022 | -306.64 Mn |
| Dec 31, 2021 | -276.73 Mn |
| Dec 31, 2020 | -74.42 Mn |