PennyMac Financial Services, Inc.
PFSIFigures shown here come from public SEC filings. Dates beside each section show the available history.
How PennyMac Financial Services, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 10 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 24, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| NORDEA INVESTMENT MANAGEMENT AB | 2026-03-31 | 3,122 | $267K | SEC filing |
| Torren Management, LLC | 2026-03-31 | 80 | $6.96K | SEC filing |
| Cooper Financial Group | 2026-03-31 | 3,099 | $271K | SEC filing |
| Ensign Peak Advisors, Inc | 2026-03-31 | 2,619 | $229K | SEC filing |
| KLP KAPITALFORVALTNING AS | 2026-03-31 | 6,900 | $603K | SEC filing |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2026-03-31 | 17,025 | $1.49M | SEC filing |
| Larson Financial Group LLC | 2026-03-31 | 28 | $2.45K | SEC filing |
| DiNuzzo Private Wealth, Inc. | 2026-03-31 | 11 | $962 | SEC filing |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2026-03-31 | 38,737 | Not shown | SEC filing |
| Quarry LP | 2026-03-31 | 9 | $787 | SEC filing |
| PALISADE CAPITAL MANAGEMENT, LP | 2026-03-31 | 105,501 | $9.22M | SEC filing |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2026-03-31 | 24 | $2.1K | SEC filing |
| SG Americas Securities, LLC | 2026-03-31 | 10,829 | Not shown | SEC filing |
| Bare Financial Services, Inc | 2026-03-31 | 34 | $2.97K | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 27,358 | $2.39M | SEC filing |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2026-03-31 | 3,713 | $325K | SEC filing |
| SIMPLEX TRADING, LLC | 2026-03-31 | 5,535 | $484K | SEC filing |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2026-03-31 | 810 | $70.8K | SEC filing |
| MARSHALL WACE, LLP | 2026-03-31 | 57,503 | $5.03M | SEC filing |
| Creative Planning | 2026-03-31 | 14,631 | $1.28M | SEC filing |
- Each value is checked against PennyMac Financial Services, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at PennyMac Financial Services, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among PennyMac Financial Services, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-04-14 · SPECTOR DAVID: Larger than 93 of the 102 other insider sales of Common Stock on file. SEC filing
- 2026-03-06 · SPECTOR DAVID: Larger than 94 of the 102 other insider sales of Common Stock on file. SEC filing
- 2025-11-25 · Jones Doug: Larger than 97 of the 102 other insider sales of Common Stock on file. SEC filing
- 2025-11-10 · Jones Doug: Larger than 100 of the 102 other insider sales of Common Stock on file. SEC filing
- 2025-10-24 · Perotti Daniel Stanley: Larger than 96 of the 102 other insider sales of Common Stock on file. SEC filing
- 2025-10-24 · MCCALLION ANNE: Larger than 99 of the 102 other insider sales of Common Stock on file. SEC filing
- 2025-10-23 · SPECTOR DAVID: Larger than all 102 other insider sales of Common Stock on file. SEC filing
- 2025-10-23 · SPECTOR DAVID: Larger than 98 of the 102 other insider sales of Common Stock on file. SEC filing
- 2025-10-23 · SPECTOR DAVID: Larger than 101 of the 102 other insider sales of Common Stock on file. SEC filing
- 2025-05-15 · Perotti Daniel Stanley: Larger than 92 of the 102 other insider sales of Common Stock on file. SEC filing
- 2025-02-14 · Perotti Daniel Stanley: Larger than 95 of the 102 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-22 | Hendry Gregory L · MD, Chief Accounting Officer | Common Stock | S — Open market or private sale | −2,943 | 81.71 | SEC filing |
| 2026-05-15 | Perotti Daniel Stanley · Chief Financial Officer | Common Stock | S — Open market or private sale | −2,925 | 87.50 | SEC filing |
| 2026-05-12 | SPECTOR DAVID · Chairman & CEO | Common Stock | S — Open market or private sale | −3,144 | 88.02 | SEC filing |
| 2026-05-12 | SPECTOR DAVID · Chairman & CEO | Common Stock | S — Open market or private sale | −2,772 | 86.88 | SEC filing |
| 2026-05-12 | SPECTOR DAVID · Chairman & CEO | Common Stock | S — Open market or private sale | −4,084 | 88.71 | SEC filing |
| 2026-04-14 | SPECTOR DAVID · Chairman & CEO | Common Stock | S — Open market or private sale | −9,583 | 92.80 | SEC filing |
| 2026-04-14 | SPECTOR DAVID · Chairman & CEO | Common Stock | S — Open market or private sale | −417 | 93.47 | SEC filing |
| 2026-03-06 | SPECTOR DAVID · Chairman & CEO | Common Stock | S — Open market or private sale | −917 | 85.26 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-22 | Hendry Gregory L · MD, Chief Accounting Officer | Nonstatutory Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −2,943 | SEC filing |
| 2026-06-22 | Hendry Gregory L · MD, Chief Accounting Officer | Common Stock | M — Exercise or conversion of derivative security | +2,943 | SEC filing |
| 2026-05-07 | Chandra Sunil · Director | Common Stock | A — Grant, award, or other acquisition | +336 | SEC filing |
| 2026-05-07 | NANJI FARHAD · Director | Common Stock | A — Grant, award, or other acquisition | +338 | SEC filing |
| 2026-05-07 | MAZZELLA JOSEPH F · Director | Common Stock | A — Grant, award, or other acquisition | +359 | SEC filing |
| 2026-02-28 | Hendry Gregory L · MD, Chief Accounting Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −32 | SEC filing |
| 2026-02-28 | Jones Doug · Director, President & CMBO | Common Stock | F — Payment of exercise price or tax by delivering securities | −1,704 | SEC filing |
| 2026-02-28 | Tidmore Abbie · Chief Revenue Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −300 | SEC filing |
Showing 8 of 34 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-08 | SPECTOR DAVID · Chairman & CEO | Common Stock | J — Other acquisition or disposition | −25,000 | SEC filing |
| 2026-02-14 | Perotti Daniel Stanley · Chief Financial Officer | Common Stock | D — Disposition to the issuer | −71 | SEC filing |
| 2026-02-13 | SPECTOR DAVID · Chairman & CEO | Common Stock | J — Other acquisition or disposition | −25,000 | SEC filing |
| 2025-10-29 | SPECTOR DAVID · Chairman & CEO | Common Stock | J — Other acquisition or disposition | −25,000 | SEC filing |
| 2025-07-25 | SPECTOR DAVID · Chairman & CEO | Common Stock | J — Other acquisition or disposition | −25,000 | SEC filing |
| 2025-05-02 | SPECTOR DAVID · Chairman & CEO | Common Stock | J — Other acquisition or disposition | −25,000 | SEC filing |
| 2025-03-17 | SPECTOR DAVID · Chairman & CEO | Common Stock | J — Other acquisition or disposition | −1,530 | SEC filing |
Showing 7 of 7 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.