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The company

PennyMac Financial Services, Inc.

PFSI · NYSE

FinancialsConsumer & Specialty FinanceNot moving yet

PFSI stood above a rising 150-day average in 14 of the last 52 weekly readings, and has been out of that trend for the last 38 weeks. It is 24.6% below that average now. Consumer & Specialty Finance: 21% of its 80 stocks in an uptrend (−6 points in four weeks); Financials: 46% (−11 points in four weeks).

SEC filings

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 38
Industry in uptrend
21% -6 in 4 wk
Insider buys, 12 months
$401K
Insider sales, 12 months
$42.3M
Officials’ trades on record
0
Institutions holding
217 (-3)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 14 of 52 weeks.

17 Apr – 16 Oct
22%42%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Consumer & Specialty Finance: A minority of its stocks are in an uptrend and the share has been slipping. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$17.8M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months1
Sale orders, 12 months22
Buyers · sellers1 · 6
WhoDidSharesTraded
Gregory L. HendryMD, Chief Accounting Officersold2,177at $86.891 Jul 2026filed 2 Jul 2026
Gregory L. HendryMD, Chief Accounting Officersold2,943at $81.7122 Jun 2026filed 24 Jun 2026
Daniel Stanley PerottiChief Financial Officersold2,925at $87.5015 May 2026filed 18 May 2026
David SpectorChairman & CEOsold2,772at $86.8812 May 2026filed 13 May 2026
David SpectorChairman & CEOsold3,144at $88.0212 May 2026filed 13 May 2026
David SpectorChairman & CEOsold4,084at $88.7112 May 2026filed 13 May 2026
David SpectorChairman & CEOsold9,583at $92.8014 Apr 2026filed 15 Apr 2026
David SpectorChairman & CEOsold417at $93.4714 Apr 2026filed 15 Apr 2026
David SpectorChairman & CEOsold729at $85.266 Mar 2026filed 9 Mar 2026
David SpectorChairman & CEOsold8,251at $86.426 Mar 2026filed 9 Mar 2026
David SpectorChairman & CEOsold1,020at $86.936 Mar 2026filed 9 Mar 2026
David SpectorChairman & CEOsold917at $85.266 Mar 2026filed 9 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders217-3 on the quarter
New · exited36 · 39
Reported value$2.6B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
MFN Partners Management, LPunchanged · filed 12 Aug 20264,531,792$394.7M00.0%
BlackRock, Inc.added · filed 7 Aug 20262,327,613$202.7M+123,932+5.6%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 20262,130,571$185.6M+214,300+11.2%
DONALD SMITH & CO., INC.added · filed 11 Aug 20261,882,201$163.9M+509,997+37.2%
Rubric Capital Management LPadded · filed 14 Aug 20261,700,000$148.1M+1,645,273+3006.3%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20261,659,677$144.6M+1,592+0.1%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20261,293,868$112.7M+1,283+0.1%
Invesco Ltd.added · filed 14 Aug 20261,007,153$87.7M+158,040+18.6%
STATE STREET CORPadded · filed 7 Aug 2026922,212$80.3M+65,060+7.6%
GOLDMAN SACHS GROUP INCadded · filed 14 Aug 2026819,763$71.4M+149,912+22.4%
31 Mar 2023 – 30 Jun 2026
146194242Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

David Spector Company insiderChairman & CEO · last 31 Jul 20260 · 88
Farhad Nanji Company insiderDirector · last 31 Jul 202652 · 2
Sunil Chandra Company insiderDirector · last 31 Jul 20260 · 0
Gregory L. Hendry Company insiderMD, Chief Accounting Officer · last 1 Jul 20260 · 6
Daniel Stanley Perotti Company insiderChief Financial Officer · last 15 May 20260 · 19
Joseph F. Mazzella Company insiderDirector · last 7 May 20260 · 26
Derek Stark Company insiderChief Legal Officer · last 3 Mar 20260 · 13
Abbie Tidmore Company insiderChief Revenue Officer · last 28 Feb 20260 · 1
Doug Jones Company insiderDirector, President & CMBO · last 28 Feb 20260 · 23
James Follette Company insiderChief Digital Officer · last 28 Feb 20260 · 10
Mark Elbaum Company insiderChief Capital Markets Officer · last 28 Feb 20260 · 2
Patrick Kinsella Company insiderDirector · last 12 Feb 20262 · 3

Same industry

OPRT Oportun FinancialLeading+45%
ECPG Encore Capital GroupLeading+15%
PLBC Plumas BancorpLeading+9%
MFIN Medallion FinancialLeading+9%
BFH Bread Financial HoldingsLeading+7%
ATLC Atlanticus HoldingsLeading+6%
PRAA PRA GroupLeading+6%
AGM Federal Agricultural MortgageLeading+5%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash conversionFY 2025 · to 31 Dec 2025-330%
Debt to equityFY 2025 · to 31 Dec 20251.45×
Share count trendFY 2025 · to 17 Feb 20260.2%
Cash and equivalentsFY 2025 · to 31 Dec 2025$301.7M
Free cash flowFY 2025 · to 31 Dec 2025−$1.7B

Analyst forecasts

No analyst forecasts yet.