PennyMac Financial Services, Inc. (PFSI)
NYSEFinancialsFinancial - MortgagesSnapshot 2026-09-04
NYSEFinancialsFinancial - MortgagesSnapshot 2026-09-04
QuarterlyIQ Insights · PFSI
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Results of Operations and Financial Condition. On July 29, 2026, PennyMac Financial Services, Inc. (the “Company”) issued a press release and a slide presentation announcing its financial results for the fiscal quarter ended June 30, 2026. Copies of the press release and the slide presentation used in connection with the Company’s presentation of financial results were made available on July 29, 2026 and are furnished as Exhibit 99.1 and Exhibit 99.2, respectively. In addition , the Company h…
Director — Tiffany To: Ms. To was elected as a new member of the Board of Directors.
Results of Operations and Financial Condition. On May 5, 2026, PennyMac Financial Services, Inc. (the “Company”) issued a press release and a slide presentation announcing its financial results for the fiscal quarter ended March 31, 2026. Copies of the press release and the slide presentation used in connection with the Company’s presentation of financial results were made available on May 5, 2026 and are furnished as Exhibit 99.1 and Exhibit 99.2, respectively. In addition , the Company has…
Results of Operations and Financial Condition. On January 29, 2026, PennyMac Financial Services, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal quarter and year ended December 31, 2025. A copy of the press release and the slide presentation used in connection with the Company’s presentation of financial results were made available on January 29, 2026 and are furnished as Exhibits 99.1 and Exhibit 99.2, respectively. In addition , the Company has ma…
Results of Operations and Financial Condition. On October 21, 2025, PennyMac Financial Services, Inc. (the “Company”) issued a press release and a slide presentation announcing its financial results for the fiscal quarter ended September 30, 2025. A copy of the press release and the slide presentation used in connection with the Company’s presentation of financial results were made available on October 21, 2025 and are furnished as Exhibit 99.1 and Exhibit 99.2, respectively. In addition , th…
Entry into a Material Definitive Agreement. On August 12, 2025 (the “Closing Date”), PennyMac Financial Services, Inc. (the “Issuer” and, together with its subsidiaries, the “Company”) closed the previously announced offering (the “Offering”) of $650,000,000 aggregate principal amount of the Issuer’s 6.750% Senior Notes due 2034 (the “Notes”). The Issuer sold the Notes to the initial purchasers in the Offering, which was exempt from the registration requirements of the Securities Act of 1933,…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth in
Other Events. On August 7, 2025, PennyMac Financial Services, Inc. issued a press release announcing its intention to offer $650 million aggregate principal amount of senior notes due 2034 in a private offering that is exempt from the registration requirements of the Securities Act of 1933, as amended. A copy of the press release is filed as Exhibit 99.1 and incorporated herein by reference. This Current Report on Form 8-K, including Exhibit 99.1, does not constitute an offer to sell or the s…
Other Events. On August 7, 2025, PennyMac Financial Services, Inc. issued a press release announcing the pricing of $650 million aggregate principal amount of 6.750% senior notes due 2034 in a private offering that is exempt from the registration requirements of the Securities Act of 1933, as amended. A copy of the press release is filed as Exhibit 99.1 and incorporated herein by reference.
Results of Operations and Financial Condition. On July 22, 2025, PennyMac Financial Services, Inc. (the “Company”) issued a press release and a slide presentation announcing its financial results for the fiscal quarter ended June 30, 2025. A copy of the press release and the slide presentation used in connection with the Company’s presentation of financial results were made available on July 22, 2025 and are furnished as Exhibits 99.1 and Exhibit 99.2, respectively. In addition, the Company h…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth in
Entry into a Material Definitive Agreement. On May 8, 2025 (the “Closing Date”), PennyMac Financial Services, Inc. (the “Issuer” and, together with its subsidiaries, the “Company”) closed the previously announced offering (the “Offering”) of $850,000,000 aggregate principal amount of the Issuer’s 6.875% Senior Notes due 2032 (the “Notes”). The Issuer sold the Notes to the initial purchasers in the Offering, which was exempt from the registration requirements of the Securities Act of 1933, as…
Other Events. On May 1, 2025, PennyMac Financial Services, Inc. issued a press release announcing the pricing of $850 million aggregate principal amount of 6.875% senior notes due 2032 in a private offering that is exempt from the registration requirements of the Securities Act of 1933, as amended. A copy of the press release is filed as Exhibit 99.1 and incorporated herein by reference.
Other Events. On May 1, 2025, PennyMac Financial Services, Inc. issued a press release announcing its intention to offer $650 million aggregate principal amount of senior notes due 2032 in a private offering that is exempt from the registration requirements of the Securities Act of 1933, as amended. A copy of the press release is filed as Exhibit 99.1 and incorporated herein by reference. This Current Report on Form 8-K, including Exhibit 99.1, does not constitute an offer to sell or the soli…
Results of Operations and Financial Condition. On April 22, 2025, PennyMac Financial Services, Inc. (the “Company”) issued a press release and a slide presentation announcing its financial results for the fiscal quarter ended March 31, 2025. A copy of the press release and the slide presentation used in connection with the Company’s presentation of financial results were made available on April 22, 2025 and are furnished as Exhibits 99.1 and Exhibit 99.2, respectively. In addition, the Compan…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth in
Entry into a Material Definitive Agreement. On February 6, 2025 (the “Closing Date”), PennyMac Financial Services, Inc. (the “Issuer” and, together with its subsidiaries, the “Company”) closed the previously announced offering (the “Offering”) of $850,000,000 aggregate principal amount of the Issuer’s 6.875% Senior Notes due 2033 (the “Notes”). The Issuer sold the Notes to the initial purchasers in the Offering, which was exempt from the registration requirements of the Securities Act of 1933…
Other Events. On February 4, 2025, PennyMac Financial Services, Inc. issued a press release announcing the pricing of $850 million aggregate principal amount of 6.875% senior notes due 2033 in a private offering that is exempt from the registration requirements of the Securities Act of 1933, as amended. A copy of the press release is filed as Exhibit 99.1 and incorporated herein by reference.
Other Events. On February 4, 2025, PennyMac Financial Services, Inc. issued a press release announcing its intention to offer $650 million aggregate principal amount of senior notes due 2033 in a private offering that is exempt from the registration requirements of the Securities Act of 1933, as amended. A copy of the press release is filed as Exhibit 99.1 and incorporated herein by reference. This Current Report on Form 8-K, including Exhibit 99.1, does not constitute an offer to sell or the…
Results of Operations and Financial Condition. On January 30, 2025, PennyMac Financial Services, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal quarter and year ended December 31, 2024. A copy of the press release and the slide presentation used in connection with the Company’s presentation of financial results were made available on January 30, 2025 and are furnished as Exhibits 99.1 and Exhibit 99.2, respectively. In addition , the Company has ma…
Entry into a Material Definitive Agreement. In connection with the retirement of James K. Hunt and Emily Youssouf on December 31, 2024, PennyMac Financial Services, Inc. (the “Company”) and HC Partners LLC entered into the Fourth Amended and Restated Stockholder Agreement (the “Stockholder Agreement”) to decrease the maximum number of directors to serve on the Board from thirteen to eleven. The foregoing description of the Stockholder Agreement does not purport to be complete and is qualified…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth under
Entry into a Material Definitive Agreement. On December 16, 2024, PennyMac Financial Services, Inc. (the “Company”) or subsidiaries thereof entered into the following agreements: (i) Fourth Amended and Restated Management Agreement (the “Management Agreement”), by and among PennyMac Mortgage Investment Trust (“PMT”), PennyMac Operating Partnership, L.P., a wholly-owned subsidiary of PMT (the “Operating Partnership”), and PNMAC Capital Management, LLC, a wholly-owned subsidiary of the Company…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth under
Entry into a Material Definitive Agreement. On October 28 2024, PennyMac Financial Services, Inc. (the “Company”), through two of its indirect, wholly owned subsidiaries, PFSI ISSUER TRUST - FMSR (“Issuer Trust”) and PennyMac Loan Services, LLC (“PLS”), entered into a new variable funding note (“VFN”) repurchase agreement, as part of the structured finance transaction that PLS uses to finance Fannie Mae mortgage servicing rights and related excess servicing spread and servicing advance receiv…
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