PennyMac Mortgage Investment Trust (PMT) Investment Gain (Loss) (2013 - 2026)
PennyMac Mortgage Investment Trust's (PMT) quarterly Investment Gain (Loss) came in at -$33.4 million in Q1 2026, down 151.51% year-on-year from $64.9 million in Q1 2025, and down 206.55% quarter-over-quarter from $31.4 million in Q4 2025.
PennyMac Mortgage Investment Trust (PMT) Investment Gain (Loss) (2013 - 2026) Analysis & Trends
PennyMac Mortgage Investment Trust's Investment Gain (Loss) history runs 8 years deep, the most recent figure standing at -$33.4 million for Q1 2026.
- On a quarterly basis, Investment Gain (Loss) fell 151.51% year-over-year to -$33.4 million in Q1 2026; TTM through Mar 2026 was $50.1 million, a 125.44% increase from a year earlier, with the FY2025 full-year figure at $148.3 million, up 283.51% from the prior year.
- Investment Gain (Loss) declined to -$33.4 million in Q1 2026 per PMT's latest filing, from $31.4 million in the prior quarter.
- Across five years, Investment Gain (Loss) topped out at $202.4 million in Q4 2023 and bottomed at -$251.5 million in Q3 2022.
- The 5-year median for Investment Gain (Loss) is -$33.4 million (2026), against an average of -$27.5 million.
- Biggest YoY gain for Investment Gain (Loss) was 414.74% in 2022; the steepest drop was 1252.68% in 2022.
- Year by year, Investment Gain (Loss) stood at $43.7 million in 2022, then soared by 362.75% to $202.4 million in 2023, then slumped by 164.79% to -$131.1 million in 2024, then jumped by 123.91% to $31.4 million in 2025, then tumbled by 206.55% to -$33.4 million in 2026.
- Per Business Quant, the three latest PMT Investment Gain (Loss) figures stand at -$33.4 million (Q1 2026), $31.4 million (Q4 2025), and $37.6 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.39 Bn | 14.47 Bn | - | 46.68 Mn |
| 2 | AGNC Investment | 11.92 Bn | 11.42 Bn | - | 95.00 Mn |
| 3 | Starwood Property Trust | 6.08 Bn | 5.70 Bn | - | - |
| 4 | Rithm Capital | 5.16 Bn | 5.16 Bn | - | - |
| 5 | Blackstone Mortgage Trust | 2.81 Bn | 2.26 Bn | - | - |
| 6 | Dynex Capital | 2.54 Bn | 2.02 Bn | - | 8.72 Mn |
| 7 | Armour Residential REIT | 2.10 Bn | 2.02 Bn | - | - |
| 8 | Ellington Financial | 1.66 Bn | 1.49 Bn | - | -262,000.00 |
| 9 | Orchid Island Capital | 1.31 Bn | 628.49 Mn | 61.82 Mn | - |
| 10 | PennyMac Mortgage Investment Trust | 845.13 Mn | 443.48 Mn | 62.41 Mn | -33.41 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -33.41 Mn |
| Dec 31, 2025 | 31.35 Mn |
| Sep 30, 2025 | 37.57 Mn |
| Jun 30, 2025 | 14.56 Mn |
| Mar 31, 2025 | 64.86 Mn |
| Dec 31, 2024 | -131.15 Mn |
| Sep 30, 2024 | 123.43 Mn |
| Jun 30, 2024 | -34.93 Mn |
| Mar 31, 2024 | -38.20 Mn |
| Dec 31, 2023 | 202.42 Mn |
| Sep 30, 2023 | -144.03 Mn |
| Jun 30, 2023 | -61.62 Mn |
| Mar 31, 2023 | 78.22 Mn |
| Dec 31, 2022 | 43.74 Mn |
| Sep 30, 2022 | -251.48 Mn |
| Jun 30, 2022 | -182.50 Mn |
| Mar 31, 2022 | -186.53 Mn |
| Dec 31, 2021 | -13.90 Mn |
| Sep 30, 2021 | -18.59 Mn |
| Jun 30, 2021 | 29.25 Mn |