

| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | FY2015 | FY2014 | FY2013 | FY2012 | FY2011 | FY2010 | FY2009 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net investment income | $307.5M-8.0% | $334.2M-22.1% | $429.0M+41.2% | $303.8M | |||||||||||||
| Contractually specified | $608.0M-5.7% | $644.6M-2.2% | $659.4M+5.5% | $625.2M | |||||||||||||
| Other | $17.4M+18.4% | $14.7M-13.4% | $17.0M-34.7% | $26.0M | |||||||||||||
| Net mortgage loan servicing fees | $625.5M-5.1% | $659.4M-2.5% | $676.4M+3.9% | $651.3M | |||||||||||||
| Change in fair value of mortgage servicing rights | -$413.7M-142.8% | -$170.4M+42.6% | -$296.8M-166.0% | $449.4M | |||||||||||||
| Mortgage servicing rights hedging results | -$172.9M+23.7% | -$226.6M-144.3% | -$92.8M+54.7% | -$204.9M | |||||||||||||
| Net servicing fees from non-affiliates | $48.9M-81.5% | $264.5M-8.3% | $288.6M-68.3% | $909.6M | |||||||||||||
| Net gains on loans held for sale at fair value: | $52.2M-28.6% | $73.1M+83.5% | $39.9M+55.1% | $25.7M | |||||||||||||
| Loan origination fees | $12.5M-17.0% | $15.1M-17.3% | $18.2M-65.0% | $52.1M | |||||||||||||
| Net gains on investments and financings | $213.1M+249.1% | $61.0M | — | — | |||||||||||||
| Interest income | $850.9M+33.9% | $635.3M-0.7% | $639.9M+66.7% | $383.8M | |||||||||||||
| Interest expense | $870.4M+21.8% | $714.7M-2.9% | $736.0M+79.3% | $410.4M | |||||||||||||
| Net interest expense | -$19.5M+75.5% | -$79.4M+17.3% | -$96.1M-260.8% | -$26.6M | |||||||||||||
| Results of real estate acquired in settlement of loans | -$64K+85.4% | -$437K-134.9% | -$186K-137.5% | $496K | |||||||||||||
| Other | $243K+6.6% | $228K-51.7% | $472K-65.3% | $1.4M | |||||||||||||
| Net investment income | $307.5M-8.0% | $334.2M-22.1% | $429.0M+41.2% | $303.8M | |||||||||||||
| Professional services | $37.8M+195.6% | $12.8M+67.7% | $7.6M-20.4% | $9.6M | |||||||||||||
| Compensation | $11.9M+111.9% | $5.6M-21.1% | $7.1M+19.6% | $5.9M | |||||||||||||
| Loan collection and liquidation | $8.3M+21.2% | $6.8M+49.8% | $4.6M-15.5% | $5.4M | |||||||||||||
| Safekeeping | $4.6M+5.2% | $4.4M+16.9% | $3.8M-54.1% | $8.2M | |||||||||||||
| Loan origination | $2.3M-31.6% | $3.3M-27.7% | $4.6M-61.8% | $12.0M | |||||||||||||
| Other | $12.9M-36.8% | $20.4M+7.3% | $19.0M+2.5% | $18.6M | |||||||||||||
| Total expenses | $213.6M+11.5% | $191.5M+3.7% | $184.6M-23.3% | $240.7M | |||||||||||||
| Income before (benefit from) provision for income taxes | $93.8M-34.2% | $142.6M-41.6% | $244.4M+287.4% | $63.1M | |||||||||||||
| (Benefit from) provision for income taxes | -$34.1M-85.7% | -$18.3M-141.0% | $44.7M-67.2% | $136.4M | |||||||||||||
| Net Income (Loss) | $127.9M-20.6% | $161.0M-19.4% | $199.7M+372.4% | -$73.3M | |||||||||||||
| Dividends on preferred shares of beneficial interest | $41.8M+0.0% | $41.8M+0.0% | $41.8M+0.0% | $41.8M | |||||||||||||
| Net income attributable to common shareholders | $86.1M-27.8% | $119.2M-24.5% | $157.8M+237.1% | -$115.1M | |||||||||||||
| Basic | $990+72162.8% | $1.37-100.0% | $87.4M+6934385.7% | -$1K | |||||||||||||
| Diluted | $990+72162.8% | $1.37-16.0% | $1.63+100.1% | -$1K | |||||||||||||
| Basic | $87.0M+0.2% | $86.8M-0.6% | $87.4M-4.4% | $91.4M | |||||||||||||
| Diluted | $87.0M+0.2% | $86.8M-22.3% | $111.7M+22.2% | $91.4M | |||||||||||||
| Nonaffiliates [Member] | |||||||||||||||||
| PennyMac Financial Services, Inc. [Member] | |||||||||||||||||
| From PennyMac Financial Services, Inc. | $10.1M+361.3% | $2.2M+22.9% | $1.8M-87.0% | $13.7M | |||||||||||||
| Loan servicing fees | $84.4M+1.4% | $83.3M+2.3% | $81.3M-0.7% | $81.9M | |||||||||||||
| Management fees | $27.6M-3.4% | $28.6M-0.5% | $28.8M-7.4% | $31.1M | |||||||||||||
| Loan fulfillment fees | $23.8M-9.5% | $26.3M-5.5% | $27.8M-59.1% | $68.0M | |||||||||||||
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
Source: SEC EDGAR 10-K and 10-Q filings. Last 4 years annual and quarterly free, full history (up to 20 years) on Pro.