Every 8-K that Pennymac Finl Svcs Inc (PFSI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow PFSI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PFSI filings page.
PennyMac Financial Services reported second quarter 2026 net income of $22 million, or $0.41 in diluted EPS, on total net revenues of $497 million. Adjusted net income was $74 million, or $1.39 in adjusted diluted EPS, on adjusted net revenues of $566 million, with annualized ROE at 2% and annualized adjusted ROE at 7%. The board declared a $0.30 per share cash dividend, payable August 27, 2026 to stockholders of record on August 17, 2026.
Production segment pretax income was $38 million, down 71% from $134 million in the prior quarter, as total fallout adjusted locks declined to $31.5 billion and a $36 million adverse post-lock market impact reduced revenue. Servicing pretax income was $22 million, while pretax income excluding valuation-related items rose to $99 million from $57 million in the prior quarter as servicing revenues excluding valuation-related items reached $369 million and the owned servicing portfolio grew to $488 billion of unpaid principal balance within a total servicing portfolio of $731 billion. Corporate and other recorded a pretax loss of $29 million. Book value per share was $83.49 and liquidity totaled $4,010 million, and management highlighted cost-structure realignment, technology investment and onboarding of Cenlar’s subservicing portfolio.
PennyMac Financial Services, Inc. announced that its Board of Directors has elected Tiffany To, the CEO and Co-Founder of AI software company Ontollo, as a new director. She will serve until the next annual stockholder meeting or until a successor is elected.
Ms. To will receive the same compensation as other independent directors, including an annual cash retainer of $107,500 and a one-time grant of restricted stock units valued at $177,500 under the 2022 Equity Incentive Plan, vesting after one year. She will also enter into the company’s standard indemnification agreement for directors.
The press release highlights Ms. To’s experience leading AI-driven and enterprise technology initiatives at Ontollo, Atlassian, ForAllSecure, and other technology firms. It also notes that for the twelve months ended March 31, 2026, PennyMac produced $154 billion of newly originated loans and serviced $720 billion of loans, underscoring its scale in the U.S. mortgage market.
PennyMac Financial Services, Inc. reported the results of its Annual Meeting of Stockholders held on June 3, 2026. Stockholders voted on electing ten directors, ratifying the independent auditor, and approving executive compensation on an advisory basis.
There were 51,923,059 shares of common stock entitled to vote as of the record date, and 47,547,797 shares, or 91.6%, were represented in person or by proxy. All ten director nominees received strong majorities of votes cast and were elected for one-year terms expiring at the 2027 annual meeting.
Stockholders also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 47,183,413 votes for. The non-binding resolution approving the Company’s executive compensation received 41,064,673 votes for and passed with a clear majority.
PennyMac Financial Services, Inc. reported first quarter 2026 net income of $82.3 million, or $1.53 diluted EPS, on total net revenues of $545.0 million. Adjusted net income was $117.7 million, with adjusted diluted EPS of $2.19 and an 11% annualized adjusted return on equity.
Production pretax income rose to $133.6 million on loan production volume of $37.0 billion UPB, while servicing pretax income was $12.7 million. The servicing portfolio reached $720.3 billion UPB, and book value per share increased to $83.31. The board declared a quarterly dividend of $0.30 per share.
PennyMac Financial Services, Inc. reported that its board of directors approved an amended and restated version of the company’s bylaws effective March 16, 2026. The changes update references to the company’s name, remove references to a terminated stockholder agreement, and update references to a current stockholder agreement.
The amendment also clarifies the existing majority voting standard that applies to uncontested elections of directors, helping spell out how director elections are decided when there is no competing slate. The full text of the updated bylaws is available as an exhibit to the report.
PennyMac Financial Services has entered into a definitive agreement to acquire the subservicing business of Cenlar Capital Corporation in an all-cash transaction, with an upfront purchase price of $172.5 million and up to $85 million of contingent consideration payable over three years.
Based on Cenlar’s current portfolio, PennyMac is expected to add up to $740 billion in unpaid principal balance of mortgage loan subservicing and 2 million loans, bringing its total servicing portfolio to over $1 trillion in unpaid principal balance and making it the second largest mortgage servicer overall and one of the largest subservicers in the U.S.
The deal is expected to close in the second half of 2026, subject to customary closing conditions including required regulatory approvals. At closing, Cenlar will surrender its bank charter, while PennyMac will acquire the subservicing business as a non-bank entity focused exclusively on mortgage subservicing and will transition approximately 100 institutional clients to its platform.
PennyMac Financial Services, Inc. filed a current report to note that it has released its financial results for the fiscal quarter and full year ended December 31, 2025. On January 29, 2026, the company issued a press release and an earnings slide presentation detailing these results.
The press release is furnished as Exhibit 99.1 and the earnings presentation as Exhibit 99.2, with additional supplemental financial information made available on the company’s website at pfsi.pennymac.com. The furnished materials are not deemed filed for liability purposes under the Securities Exchange Act unless specifically incorporated by reference.
PennyMac Financial Services (PFSI) furnished an update on its business by announcing financial results for the fiscal quarter ended September 30, 2025. The company made a press release and a slide presentation available, identified as Exhibits 99.1 and 99.2, and also posted supplemental financial information on its website.
The information under Item 2.02 is expressly furnished, not filed, under the Exchange Act. This distinction limits how it may be used for certain liability purposes and incorporation by reference.
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.
PennyMac Financial Services, Inc. closed an offering of $650,000,000 aggregate principal amount of 6.750% Senior Notes due 2034 on August 12, 2025. Interest accrues from August 12, 2025 at 6.750% per year and is payable semi-annually on February 15 and August 15, beginning February 15, 2026. Proceeds will be used to repay borrowings under the company’s secured MSR facilities, repay other secured indebtedness and for general corporate purposes.
The Notes are senior unsecured obligations of the issuer, fully and unconditionally guaranteed on a senior unsecured basis by the issuer’s existing and future wholly-owned domestic subsidiaries (other than certain excluded subsidiaries). The Notes rank equally with other senior indebtedness and ahead of subordinated debt, while remaining effectively subordinated to secured indebtedness to the extent of the value of collateral. The Indenture includes customary covenants, redemption mechanics (including make-whole and specified pre-2028 redemption baskets) and a change-of-control purchase option.