PFSI PennyMac Financial Services, Inc.
company
SEC Filings & Insider Trading Activity 2026

CIK: 1745916
Financials
Mortgage Bankers & Loan Correspondents 45 filings
Russell 2000

Latest PennyMac Financial Services, Inc. (PFSI) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on February 20, 2026, a 10-Q quarterly report filed on May 5, 2026, an 8-K current report filed on June 11, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for PennyMac Financial Services, Inc. (PFSI) (SEC CIK 1745916), with AI-powered section-by-section summaries updated daily.

10-Q: 22
SC 13G: 9
10-K: 7
8-K: 6
SC 13D: 1

Latest 2026 SEC Filing Dates

10-K Annual Report
Feb 20, 2026
10-Q Quarterly Report
May 5, 2026
8-K Current Report
Jun 11, 2026

AI 10-K Annual Report Analysis
Latest 10-K (2025-12-31)

Business Overview

  • Core business: specialty financial services focused on U.S. residential mortgage loan production, servicing, and mortgage market investment management
  • New emphasis on correspondent lending: became initial purchaser for all loans from correspondent sellers starting July 1, 2025, transferring conventional loans to PMT
+3 more insights

Risk Factors

  • No disclosed regulatory or legal risk specific to 2026 in the text
  • No geopolitical or macroeconomic threat detailed with exposure specifics
+3 more insights

Management Discussion & Analysis

  • Revenue $2.05B in 2025, up 28% YoY from $1.59B driven by $302M production revenue growth and $172M servicing fee increase
  • Net income $501M in 2025, up 61% YoY from $311M with pre-tax margin 27.0% vs 25.2% (2025 vs 2024)
+4 more insights

Annual Reports Archive
10-K

AI-powered analysis of PennyMac Financial Services, Inc. (PFSI) 10-K annual reports filed with SEC EDGAR.

Recent 8-K Filings
Current Reports

AI-powered analysis of PennyMac Financial Services, Inc. (PFSI) 8-K current reports disclosing material events.

Financial Summary
XBRL

FY2021FY2022FY2023FY2024FY2025
Profitability
Revenue$7.3M$12.4M$13.4M$26.9M$20.1M
Net Income$1.0B$475.5M$144.7M$311.4M$501.1M
Net Margin13699.5%3837.2%1079.3%1159.1%2491.9%
Balance Sheet
Total Assets$18.8B$16.8B$18.8B$26.1B$29.4B
Equity$3.4B$3.5B$3.5B$3.8B$4.3B
ROE29.4%13.7%4.1%8.1%11.6%

Source: XBRL financial data from PennyMac Financial Services, Inc. (PFSI) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.

Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4

FormFiling DatePeriodAnalysisSEC
8-K
Jun 11, 2026
8-K
Jun 4, 2026
8-K
May 5, 2026
10-Q
May 5, 2026Mar 31, 2026
8-K
Mar 18, 2026Analysis
10-K
Feb 20, 2026Dec 31, 2025Analysis
8-K
Feb 11, 2026
8-K
Jan 29, 2026
10-Q
Oct 28, 2025Sep 30, 2025
10-Q
Jul 29, 2025Jun 30, 2025
10-Q
Apr 29, 2025Mar 31, 2025
10-K
Feb 19, 2025Dec 31, 2024
10-Q
Oct 29, 2024Sep 30, 2024
10-Q
Jul 31, 2024Jun 30, 2024
10-Q
May 1, 2024Mar 31, 2024
10-K
Feb 21, 2024Dec 31, 2023
SC 13G
Feb 14, 2024
SC 13G
Feb 13, 2024
SC 13G
Feb 9, 2024
10-Q
Oct 31, 2023Sep 30, 2023
10-Q
Aug 3, 2023Jun 30, 2023
10-Q
May 3, 2023Mar 31, 2023
10-K
Feb 22, 2023Dec 31, 2022
SC 13G
Feb 14, 2023
SC 13G
Jan 27, 2023

Frequently Asked Questions

What are the latest PFSI SEC filings in 2026?

PennyMac Financial Services, Inc. (PFSI) has filed a 10-K annual report on February 20, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on June 11, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did PFSI file its most recent 10-K annual report?

PennyMac Financial Services, Inc. (PFSI) filed its most recent 10-K annual report on February 20, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view PFSI 10-Q quarterly reports?

PennyMac Financial Services, Inc. (PFSI)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every PFSI 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has PFSI filed recently?

PennyMac Financial Services, Inc. (PFSI)'s most recent 8-K was filed on June 11, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find PFSI insider trading activity (Form 4)?

SignalX aggregates every PFSI Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does PFSI file with the SEC?

PennyMac Financial Services, Inc. (PFSI) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new PFSI filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for PennyMac Financial Services, Inc. (PFSI).

What is PFSI's SEC CIK number?

PennyMac Financial Services, Inc. (PFSI)'s SEC CIK (Central Index Key) number is 1745916. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1745916 to look up all PFSI filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find PFSI return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from PennyMac Financial Services, Inc. (PFSI) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.

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