PFSI PennyMac Financial Services (PFSI) Insider Trading, Ownership & Congress Trades
Financial Services · Mortgage bankers & loan correspondents · CIK 0001745916
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter
Conversions, 180 days
2
Codes C/M, not in net · $106.2K priced
What the filings say about PFSI
Insiders, 180 days
-$1.6M net sold
3 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$263.2K
1 notice
PennyMac Financial Services insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, PennyMac Financial Services, Inc. insiders sold a net $1.6M of stock across 295 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Jun 22, 2026.
- The trade is 4.4% of the 48,968 shares held after it.
- No other insider sold within 30 days.
Insider activity: MD, Chief Accounting Officer Hendry Gregory L sold about $189.2K of PFSI on Jul 1, 2026.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Dec 18, 2025.
- The trade is 6.0% of the 48,968 shares held after it.
- No other insider sold within 30 days.
Insider activity: MD, Chief Accounting Officer Hendry Gregory L sold about $240.5K of PFSI on Jun 22, 2026.Context
- 34 earlier Form 4 trades (code P or S) here by this insider (34 sales), the last on Feb 17, 2026.
- The trade is 1.4% of the 210,625 shares held after it.
- 1 other insider sold within 30 days.
Insider activity: Chief Financial Officer Perotti Daniel Stanley sold about $255.9K of PFSI on May 15, 2026; 1 other insider sold within 30 days.Context
- 115 earlier Form 4 trades (code P or S) here by this insider (115 sales), the last on Apr 14, 2026.
- The trade is 6.7% of the 60,604 shares held after it.
- 1 other insider sold within 30 days.
Insider activity: Chairman & CEO SPECTOR DAVID sold about $362.3K of PFSI on May 12, 2026; 1 other insider sold within 30 days.Context
- 115 earlier Form 4 trades (code P or S) here by this insider (115 sales), the last on Apr 14, 2026.
- The trade is 4.9% of the 64,688 shares held after it.
- 1 other insider sold within 30 days.
Insider activity: Chairman & CEO SPECTOR DAVID sold about $276.7K of PFSI on May 12, 2026; 1 other insider sold within 30 days.295 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$1.6M over 180 days
below 54% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
under five funds report holding it
Revenue
-25.2% year over year
below 85% of Financial Services
Margin
2491.9% net margin
more than 99% of Financial Services
Buybacks
$50.0M repurchased, FY to 2026-06-30
more than 53% of Financial Services
Short interest
12.1% of the float short (float per yahoo 2026-10-26) · 5.3 days to cover · settled 2026-09-30
more than 79% of Financial Services
What changed in the last 30 days
Oct 28Insider selling stopped: no sales in 90 days after 6 in the prior 90
Why it matters
The absence is the signal: 6 sales in one 90-day window and none in the next is a change of behaviour, not a filing.
Watch PFSI
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-50.4%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns PFSI: institutional holders (13F)
13F holdings, latest reported quarter
SEC 13F
No reported 13F holders
No fund above the reporting threshold listed this stock last quarter. That is a fact, not missing data.
Congress trades in PFSI
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
PFSI planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
MAZZELLA JOSEPH F
Filed 2026-08-04
$263.2K
Hendry Gregory L
Filed 2026-07-01
$189.2K
Hendry Gregory L
Filed 2026-06-22
$240.5K
Executive pay vs shareholder return · Mr. Spector
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$12.7M
$17.7M
$4.2M
+113%
+98%
2024
$10.6M
$9.6M
$3.7M
+64%
+53%
2023
$7.3M
$14.5M
$2.6M
+40%
+40%
2022
$9.7M
$6.5M
$3.4M
-11%
-4%
2021
$13.6M
$17.3M
$5.5M
+8%
+17%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $1.6M sold by insiders over 180 days, $263.2K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
PFSI financials
Revenue growth
-25.2%
XBRL, annual
Net margin
2491.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$36.3M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM PFSI
| FY Dec 2025 | $20.1M |
| FY Dec 2024 | $26.9M |
| FY Dec 2023 | $13.4M |
| FY Dec 2022 | $12.4M |
| FY Dec 2021 | $7.3M |
| Jun 2026 | $19.5M |
| Mar 2026 | $6.1M |
| Dec 2025 | $6.1M |
| Sep 2025 | $4.6M |
| Jun 2025 | $4.5M |
| Mar 2025 | $4.9M |
| Dec 2024 | $4.1M |
| Sep 2024 | $3.4M |
At each fiscal year end
Single quarter
Net margin, TTM
+1,081%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM PFSI
| FY Dec 2025 | +2,492% |
| FY Dec 2024 | +1,158% |
| FY Dec 2023 | +1,082% |
| FY Dec 2022 | +3,841% |
| FY Dec 2021 | +13,652% |
| Jun 2026 | +111.4% |
| Mar 2026 | +1,345% |
| Dec 2025 | +1,751% |
| Sep 2025 | +3,965% |
| Jun 2025 | +3,022% |
| Mar 2025 | +1,551% |
| Dec 2024 | +2,549% |
| Sep 2024 | +2,018% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$1.8B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM PFSI
| FY Dec 2025 | -$1.7B |
| FY Dec 2024 | -$4.5B |
| FY Dec 2023 | -$1.6B |
| FY Dec 2022 | $6.0B |
| FY Dec 2021 | $2.6B |
| Jun 2026 | $2.1B |
| Mar 2026 | -$1.3B |
| Dec 2025 | -$1.9B |
| Sep 2025 | -$699.4M |
| Jun 2025 | -$132.6M |
| Mar 2025 | $1.1B |
| Dec 2024 | -$2.1B |
| Sep 2024 | -$393.9M |
At each fiscal year end
Single quarter
Debt to equity
2.53x
long-term 2026-06-30 plus current 2019-12-31 (79 months older than the period end); equity 2026-06-30
Debt to equity PFSI
| FY Dec 2025 | 2.52x |
| FY Dec 2024 | 2.58x |
| FY Dec 2023 | 2.56x |
| FY Dec 2022 | 2.42x |
| FY Dec 2021 | 2.26x |
| Jun 2026 | 2.53x |
| Mar 2026 | 2.51x |
| Dec 2025 | 2.52x |
| Sep 2025 | 2.58x |
| Jun 2025 | 2.53x |
| Mar 2025 | 2.67x |
| Dec 2024 | 2.58x |
| Sep 2024 | 2.56x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-0.16x
TTM operating cash flow over long-term 2026-06-30 plus current 2019-12-31 (79 months older than the period end)
Cash flow to debt PFSI
| FY Dec 2025 | -0.15x |
| FY Dec 2024 | -0.46x |
| FY Dec 2023 | -0.17x |
| FY Dec 2022 | 0.72x |
| FY Dec 2021 | 0.33x |
| Jun 2026 | -0.16x |
| Mar 2026 | -0.37x |
| Dec 2025 | -0.15x |
| Sep 2025 | -0.18x |
| Jun 2025 | -0.16x |
| Mar 2025 | -0.25x |
| Dec 2024 | -0.46x |
| Sep 2024 | -0.20x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+9.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity PFSI
| FY Dec 2025 | +12.3% |
| FY Dec 2024 | +8.4% |
| FY Dec 2023 | +4.1% |
| FY Dec 2022 | +13.8% |
| FY Dec 2021 | +29.4% |
| Jun 2026 | +9.4% |
| Mar 2026 | +12.3% |
| Dec 2025 | +12.3% |
| Sep 2025 | +12.5% |
| Jun 2025 | +10.0% |
| Mar 2025 | +9.3% |
| Dec 2024 | +8.4% |
| Sep 2024 | +4.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets PFSI
| FY Dec 2025 | +1.8% |
| FY Dec 2024 | +1.4% |
| FY Dec 2023 | +0.8% |
| FY Dec 2022 | +2.7% |
| FY Dec 2021 | +4.0% |
| Jun 2026 | +1.5% |
| Mar 2026 | +1.8% |
| Dec 2025 | +1.8% |
| Sep 2025 | +2.1% |
| Jun 2025 | +1.7% |
| Mar 2025 | +1.6% |
| Dec 2024 | +1.4% |
| Sep 2024 | +0.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital PFSI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed PFSI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
8.69x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing PFSI
| FY Dec 2025 | 14.19x |
| FY Dec 2024 | 17.46x |
| FY Dec 2023 | 32.13x |
| FY Dec 2022 | 6.67x |
| FY Dec 2021 | 4.72x |
| Jun 2026 | 11.98x |
| Mar 2026 | 9.30x |
| Dec 2025 | 14.19x |
| Sep 2025 | 13.33x |
| Jun 2025 | 13.80x |
| Mar 2025 | 15.33x |
| Dec 2024 | 17.46x |
| Sep 2024 | 35.73x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no cash line filed
Enterprise value PFSI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-54.9%
TTM free cash flow over market value at close 2026-10-26
FCF yield PFSI
| FY Dec 2025 | -24.3% |
| FY Dec 2024 | -86.6% |
| FY Dec 2023 | -35.9% |
| FY Dec 2022 | +212.4% |
| FY Dec 2021 | +62.0% |
| Jun 2026 | -39.8% |
| Mar 2026 | -89.3% |
| Dec 2025 | -24.3% |
| Sep 2025 | -29.9% |
| Jun 2025 | -31.3% |
| Mar 2025 | -49.9% |
| Dec 2024 | -86.6% |
| Sep 2024 | -33.5% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
12.54x
P/E over trailing EPS growth of 1%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing PFSI
| FY Dec 2025 | 0.24x |
| FY Dec 2024 | 0.15x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 17.30x |
| Mar 2026 | 0.21x |
| Dec 2025 | 0.24x |
| Sep 2025 | 0.07x |
| Jun 2025 | 0.14x |
| Mar 2025 | 0.12x |
| Dec 2024 | 0.15x |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $20.1M | $26.9M | $13.4M | $12.4M |
| Net income | $501.0M | $311.0M | $145.0M | $476.0M |
| EPS (diluted) | 9.30 | 5.84 | 2.74 | 8.50 |
| Operating cash flow | -$1.7B | -$4.5B | -$1.6B | $6.0B |
| Long-term debt | $6.2B | $5.3B | $4.4B | $3.8B |
| Buybacks | $4.7M | n/a | $71.5M | $406.1M |
| Dividends paid | $62.5M | $52.2M | $41.4M | $54.6M |
SEC XBRL, fiscal years, as known on 2026-10-28
PFSI Stock Sonar score 6/7 axes
Find similar shapesComparePFSI ranks highest on profitability (55th percentile) and institutional and government (36th), and lowest on growth (15th), among Financial Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
PFSI filings, in plain words
Are PennyMac Financial Services insiders buying or selling PFSI?
In the 180 days to 2026-10-28, PennyMac Financial Services insiders were net sellers, a net $1.6M across purchases and sales reported on Form 4, by 3 sellers.
Are there planned insider sales of PFSI?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $263.2K of stock; the latest, by MAZZELLA JOSEPH F, was filed 2026-08-04.
Read the full summary
In the 180 days to 2026-10-28, PennyMac Financial Services insiders were net sellers of PFSI, a net $1.6M across purchases and sales reported on Form 4 by 3 sellers. None of the 6 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $263.2K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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