PennyMac Mortgage Investment Trust (PMT) Return on Equity [ROE] (2011 - 2026)
PennyMac Mortgage Investment Trust (PMT) reported Return on Equity [ROE] of 8.94% for Q2 2026, up 3.35 percentage points from 5.58% a year earlier and up 1.33 percentage points from the prior quarter.
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Analysis
PennyMac Mortgage Investment Trust (PMT) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2025, PennyMac Mortgage Investment Trust posted Return on Equity [ROE] of 7.38%, down 0.58 percentage points from FY2024.
- Return on Equity [ROE] has declined for three consecutive years, with a five-year change of -0.01 percentage points (FY2020 to FY2025).
- By year, Return on Equity [ROE] came in at 7.95% in FY2024 (-0.10 pp), 8.06% in FY2023 (-1.21 pp), 9.26% in FY2022 (+0.26 pp) and 9.01% in FY2021 (+1.63 pp).
- The Q2 2026 figure ranks as the highest quarterly Return on Equity [ROE] since Q2 2024.
- Year over year, Return on Equity [ROE] gained in three of the last eight quarters, with an average year-over-year change of -0.92 percentage points.
- The high point for year-over-year Return on Equity [ROE] in five years was Q4 2023 (a gain of 13.91 percentage points); the low point was Q1 2022 (a drop of 32.36 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 7.61% (Q1 2026), 6.79% (Q4 2025) and 6.52% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 2.01% |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 13.99% |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 13.69% |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 13.17% |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 41.65% |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 21.08% |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.87% |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 17.89% |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | PennyMac Mortgage Investment Trust | 688.03 Mn | -1.12 Bn | - | 8.94% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.94% |
| Mar 31, 2026 | 7.61% |
| Dec 31, 2025 | 6.79% |
| Sep 30, 2025 | 6.52% |
| Jun 30, 2025 | 5.58% |
| Mar 31, 2025 | 6.41% |
| Dec 31, 2024 | 8.31% |
| Sep 30, 2024 | 8.64% |
| Jun 30, 2024 | 9.61% |
| Mar 31, 2024 | 9.53% |
| Dec 31, 2023 | 10.22% |
| Sep 30, 2023 | 7.80% |
| Jun 30, 2023 | 5.22% |
| Mar 31, 2023 | 0.33% |
| Dec 31, 2022 | -3.68% |
| Sep 30, 2022 | -4.64% |
| Jun 30, 2022 | -6.65% |
| Mar 31, 2022 | -1.48% |
| Dec 31, 2021 | 2.34% |
| Sep 30, 2021 | 6.49% |
API Access
PennyMac Mortgage Investment Trust Return on Equity [ROE] 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=return-on-equity-%5Broe%5D&ticker=PMT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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=return-on-equity-%5Broe%5D&ticker=PMT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();