PennyMac (PFSI) Furnishes Barclays Investor Update on Sept 8, 2025

PennyMac Financial Services, Inc. filed an 8-K disclosing a presentation titled "Barclays Global Financial Services Conference Investor Update" as Exhibit 99.1.

Rhea-AI Filing Summary

PennyMac Financial Services, Inc. filed an 8-K disclosing a presentation titled "Barclays Global Financial Services Conference Investor Update" as Exhibit 99.1. The filing identifies Daniel S. Perotti, Senior Managing Director and Chief Financial Officer, in connection with the communication. The cover indicates the communication is being furnished under several securities rules for written and pre-commencement communications, and the filing lists September 8, 2025 and the company headquarters in Westlake Village, California. No financial results, transaction details, or forward guidance are included in the disclosed text.

Positive

• Investor outreach at the Barclays Global Financial Services Conference was furnished as Exhibit 99.1
• CFO Daniel S. Perotti is identified as the company presenter, signaling senior-level engagement with investors

Negative

• None.

Insights

Investor Relations Analyst

Company furnished an investor presentation at a major conference on September 8, 2025.

The item documents that an investor update titled "Barclays Global Financial Services Conference Investor Update" was furnished as Exhibit 99.1, with CFO Daniel S. Perotti identified as the presenter. This indicates a formal investor-relations outreach to institutional investors and analysts at a well-known industry conference.

The primary dependencies are the content of the actual exhibit (the presentation slides or remarks) for material financial or strategic disclosures; absent that exhibit, there is no new financial data or transactions in the filing itself. Monitor the exhibit for any disclosed metrics or guidance over the next days following the conference.

8-K Event Classification

2 items: 7.01, 9.01

2 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did PFSI disclose in its 8-K dated September 8, 2025?

The company furnished an investor presentation titled "Barclays Global Financial Services Conference Investor Update" as Exhibit 99.1 and identified Daniel S. Perotti as the presenter.

Does the filing with symbol PFSI include financial results or guidance?

No. The text provided contains no earnings figures, guidance, or transaction details; it only notes the investor update exhibit.

Where is PennyMac Financial Services, Inc. headquartered as listed in the filing?

The filing lists the principal executive offices in Westlake Village, California.

What exhibit number contains the Barclays conference investor update for PFSI?

The investor update was furnished as Exhibit 99.1.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 09/08/2025 - 08:15 AM EDT Learn about SEC filing dates

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): September 8, 2025

PennyMac Financial Services, Inc.

(Exact name of registrant as specified in its charter)

Delaware	001-38727	83-1098934
(State or other jurisdiction of incorporation)	(Commission File Number)	(IRS Employer Identification No.)

3043 Townsgate Road, Westlake Village, California	91361
(Address of principal executive offices)	(Zip Code)

(818) 224-7442

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, $0.0001 par value		PFSI		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 7.01    Regulation FD Disclosure.

PennyMac Financial Services, Inc. (the “Company”) will present at the Barclays Global Financial Services Conference on September 8, 2025. A copy of the investor update has been made available on the Company’s investor relations website and is furnished herewith as Exhibit 99.1 to this Current Report on Form 8-K.

The information in Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, or otherwise subject to the liabilities of Section 18, nor shall it be deemed incorporated by reference into any disclosure document relating to the Company, except to the extent, if any, expressly set forth by specific reference in such filing.

Item 9.01    Financial Statements and Exhibits.

(d)  Exhibits.

Exhibit No.	Description
99.1	Barclays Global Financial Services Conference Investor Update
104	Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	PENNYMAC FINANCIAL SERVICES, INC.
Dated: September 8, 2025	/s/ Daniel S. Perotti
	Daniel S. Perotti
	Senior Managing Director and Chief Financial Officer