PennyMac Financial Services, Inc. (PFSI) key performance indicators and operating metrics (19 metrics) from SEC EDGAR filings, earnings calls, and investor decks. First-party data.
| Metric | Latest Value | Period |
|---|---|---|
| Servicing portfolio unpaid principal balance | 720.3B | FY2026-Q1 |
| Effective tax rate | 21.40 percent | FY2026-Q1 |
| Total loan acquisitions and originations (unpaid principal balance) | 37B | FY2026-Q1 |
| Owned mortgage servicing rights portfolio (unpaid principal balance) | 483.8B | FY2026-Q1 |
| Broker direct originations (unpaid principal balance) | 6.7B | FY2026-Q1 |
| Consumer direct originations (unpaid principal balance) | 6B | FY2026-Q1 |
| Total locks (unpaid principal balance) | 44.8B | FY2026-Q1 |
| Pre-tax income excluding valuation-related items (Non-Generally Accepted Accounting Principles) | 47.8M | FY2025-Q4 |
| Correspondent acquisitions of conventional conforming and jumbo loans fulfilled for PennyMac Mortgage Trust (unpaid principal balance) | 3.3B | FY2025-Q3 |
| Broker direct locks (unpaid principal balance) | 4.9B | FY2025-Q3 |
| Consumer direct locks (unpaid principal balance) | 3.3B | FY2025-Q3 |
| Correspondent locks (unpaid principal balance) | 18.9B | FY2025-Q3 |
| Total acquisitions and originations (unpaid principal balance) | 24.4B | FY2025-Q3 |
| Owned mortgage servicing rights portfolio | 469.9B | FY2025-Q2 |
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Data sourced from U.S. SEC EDGAR filings, earnings call transcripts, and investor decks. Not personalized investment advice.