Market Cap
$3.3B
PFSI
PennyMac Financial Services, Inc.
$61.13 ▼ -1.32%
Prev close $61.95Market cap$3.3B
ConsensusBuy
12-mo target$90.57 (+48.2%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)23 New Institutional Positions18 Institutional Exits Traditional Finance
Snapshot
The big-picture read on PFSI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (60%)
Inst. Holders
50 funds
Inst. Value
$1.8B
Inst. Activity
23 buys / 18 sells
Insider Activity
$0.00 buy / $4.7M sell
Insider Net $
-$4.7M
SEC Reports
11
Price chart 30d -15.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 other
Sep 14, 2026 SEC Rosen Law Firm Encourages PennyMac Financial Services, Inc. Investors to Inquire About Securities Class Action Investigation - PFSI
NEW YORK, Sept. 28, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, continue
PennyMac Financial Services, Inc. (PFSI) filed an 8-K furnishing an investor update presented at the Barclays Global Fin
8-K — Impact 4/10
Jul 31, 2026 Insider
SPECTOR DAVID disposed of 25,000 shares
Chairman & CEO
Jul 31, 2026 Insider
NANJI FARHAD was granted 379 shares
Director @ $82.17 ($31.1K)
Jul 31, 2026 Insider
Chandra Sunil was granted 377 shares
Director @ $82.17 ($31.0K)
Jun 30, 2026 Inst.
Rubric Capital Management LP — DOUBLED
1,700,000 shares ($148.1M)
Jun 30, 2026 Inst.
Jun 23, 2026 SEC AMERICAN CENTURY COMPANIES INC — ADD
649,995 shares ($56.6M)
Gregory L. Hendry, an officer of PennyMac Financial Services, Inc., filed a Form 144 on June 22, 2026, indicating intent
144 — Impact 2/10
Analyst ratings buy % -17.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
60% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 30, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 30, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 30, 2026 | Piper Sandler | DOWNGRADE | Neutral | 54% |
| Jul 30, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Jul 7, 2026 | Barclays | DOWNGRADE | Equal-Weight | 54% |
| Jul 2, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jun 16, 2026 | BTIG | MAINTAIN | Buy | 53% |
| May 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 6 | 6 | 0 | 0 | 60% | |
| Aug 1, 2026 | 3 | 6 | 6 | 0 | 0 | 60% | |
| Jul 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Jun 1, 2026 | 3 | 8 | 4 | 0 | 0 | 73% | |
| May 1, 2026 | 3 | 8 | 3 | 0 | 0 | 79% | |
| Apr 1, 2026 | 3 | 8 | 3 | 0 | 0 | 79% | |
| Mar 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% | |
| Feb 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% |
Price targets
Where 7 covering analysts think PFSI trades over the next 12 months.
$90.57 +48.2% upside Strong Buy
Current$61.13 Low$78.00 Median$90.00 High$100.00 7 analysts
$78.00$100.00
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 0 bullish, 1 bearish, 1 mixed, 9 neutral · avg impact 2.9/10.
NEUTRAL8-K4/10
PennyMac Financial Services, Inc. (PFSI) filed an 8-K furnishing an investor update presented at the
Sep 14, 2026
NEUTRAL1442/10
Gregory L. Hendry, an officer of PennyMac Financial Services, Inc., filed a Form 144 on June 22, 202
Jun 23, 2026
NEUTRAL8-K2/10
PennyMac Financial Services elected Tiffany To, CEO of AI software company Ontollo, to its Board of
Jun 11, 2026
NEUTRALCOURT-RULING2/10
The Fifth Circuit affirmed the district court's dismissal of a borrower lawsuit against PennyMac Loa
Jun 6, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
other
Rosen Law Firm Encourages PennyMac Financial Services, Inc. Investors to Inquire About Securities Class Action Investigation - PFSI
NEW YORK, Sept. 28, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on be
Sep 20, 2026
other
Rosen Law Firm Encourages PennyMac Financial Services, Inc. Investors to Inquire About Securities Class Action Investigation - PFSI
NEW YORK, Sept. 20, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims
Sep 16, 2026
other
Rosen Law Firm Encourages PennyMac Financial Services, Inc. Investors with Losses in Excess of $100K to Inquire About Securities Class Action Investigation - PFSI
NEW YORK, Sept. 15, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims
Sep 10, 2026
other
Rosen Law Firm Encourages PennyMac Financial Services, Inc. Investors to Inquire About Securities Class Action Investigation - PFSI
NEW YORK, Sept. 10, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims
Aug 31, 2026
other
Rosen Law Firm Encourages PennyMac Financial Services, Inc. Investors to Inquire About Securities Class Action Investigation - PFSI
NEW YORK, Aug. 31, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims o
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.65 | $1.10–$1.90 | -51.8% | -4.6% | 0↑ 6↓ | $0.6B | 6 |
| Next Q | $1.85 | $1.60–$1.99 | -5.7% | +0.1% | 0↑ 4↓ | $0.6B | 6 |
| Current FY | $7.06 | $6.20–$7.40 | -43.1% | -1.2% | 0↑ 6↓ | $2.2B | 6 |
| Next FY | $10.76 | $8.86–$12.11 | 52.3% | -3.4% | 0↑ 5↓ | $2.8B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.651 | — |
| 7d ago | $1.731 | -0.080 |
| 30d ago | $1.731 | -0.080 |
| 60d ago | $2.568 | -0.918 |
| 90d ago | $2.829 | -1.178 |
Institutional ownership
Which big funds own PFSI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.8B total value (21,164,587 shares) as of 2026-Q2. Top holders: BlackRock,, DIMENSIONAL, Rubric. Net buying activity: 23 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,327,613 | $202.7M | 11.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,130,571 | $185.6M | 10.1% | — |
| Rubric Capital Management LP | 1,700,000 | $148.1M | 8.0% | DOUBLED +3006.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,659,677 | $144.6M | 7.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,293,868 | $112.7M | 6.1% | — |
| Invesco Ltd. | 1,007,153 | $87.7M | 4.8% | TRIM -45.9% |
| STATE STREET CORP | 922,212 | $80.3M | 4.4% | — |
| GOLDMAN SACHS GROUP INC | 819,763 | $71.4M | 3.9% | — |
| FMR LLC | 807,585 | $70.3M | 3.8% | TRIM -66.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 758,664 | $66.1M | 3.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Rubric Capital Management LP | DOUBLED | 54,727 | 1,700,000 | +3006.3% | $148.1M |
| AMERICAN CENTURY COMPANIES INC | ADD | 432,485 | 649,995 | +50.3% | $56.6M |
| MILLENNIUM MANAGEMENT LLC | NEAR_EXIT | 2,385,760 | 449,157 | -81.2% | $39.1M |
| AMERIPRISE FINANCIAL INC | ADD | 266,600 | 397,792 | +49.2% | $34.6M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 272,270 | 348,769 | +28.1% | $30.4M |
| MORGAN STANLEY | DOUBLED | 118,851 | 341,593 | +187.4% | $29.8M |
| Bank of New York Mellon Corp | ADD | 235,734 | 303,380 | +28.7% | $26.4M |
| Schonfeld Strategic Advisors LLC | DOUBLED | 34,862 | 129,357 | +271.1% | $11.3M |
| MARSHALL WACE, LLP | DOUBLED | 57,503 | 126,725 | +120.4% | $11.0M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | ADD | 59,592 | 106,161 | +78.1% | $9.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$4.7M — $0.00 bought, $4.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | SPECTOR DAVID | Chairman & CEO | J | 25,000 | — | — |
| Jul 31, 2026 | NANJI FARHAD | Director | AWARD | 379 | $82.17 | $31.1K |
| Jul 31, 2026 | Chandra Sunil | Director | AWARD | 377 | $82.17 | $31.0K |
| Jul 1, 2026 | Hendry Gregory L | MD, Chief Accounting Officer | SELL | 2,177 | $86.89 | $189.2K |
| Jul 1, 2026 | Hendry Gregory L | MD, Chief Accounting Officer | EXERCISE | 2,177 | $24.40 | $53.1K |
| Jun 22, 2026 | Hendry Gregory L | MD, Chief Accounting Officer | SELL | 2,943 | $81.71 | $240.5K |
| Jun 22, 2026 | Hendry Gregory L | MD, Chief Accounting Officer | EXERCISE | 2,943 | $18.05 | $53.1K |
| May 15, 2026 | Perotti Daniel Stanley | Chief Financial Officer | SELL | 2,925 | $87.50 | $255.9K |
| May 12, 2026 | SPECTOR DAVID | Chairman & CEO | SELL | 4,084 | $88.71 | $362.3K |
| May 12, 2026 | SPECTOR DAVID | Chairman & CEO | SELL | 3,144 | $88.02 | $276.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PFSI.
Shares short
2,991,672
Settlement Sep 15, 2026
Change vs prior
+2.7%
Semi-monthly cycle
Days to cover
5.5
At avg daily volume
Of shares outstanding
≈5.8%
Estimate — not % of float
All PFSI filing & press-release reports (11)
- 8-K reportSep 14, 2026
- 144 reportJun 23, 2026
- 8-K reportJun 11, 2026
- COURT-RULING reportJun 6, 2026
- COURT-RULING reportMay 31, 2026
- CLUSTER reportMay 18, 2026
- 144 reportMay 15, 2026
- 144 reportMay 12, 2026
- 8-K reportMay 5, 2026
- DEFA14A reportApr 20, 2026
- CLUSTER reportMar 9, 2026