PFSI PennyMac Financial Services, Inc.companySEC Filings & Insider Trading Activity 2026
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 October 28, 2025, an 8-K current report filed on March 18, 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.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 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
Risk Factors
- • No disclosed regulatory or legal risk specific to 2026 in the text
- • No geopolitical or macroeconomic threat detailed with exposure specifics
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)
AI 8-K Current Report AnalysisRecent 8-K Filings
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- • Bylaws amended to update company name references and align with current stockholder agreement
- • Removed references to terminated stockholder agreement in Article I, Section 12(a)(1)
Annual Reports Archive10-K
AI-powered analysis of PennyMac Financial Services, Inc. (PFSI) 10-K annual reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of PennyMac Financial Services, Inc. (PFSI) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| 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 Margin | 13699.5% | 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 |
| ROE | 29.4% | 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
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Mar 18, 2026 | — | Analysis | — |
10-K | Feb 20, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 11, 2026 | — | — | |
8-K | Jan 29, 2026 | — | — | |
10-Q | Oct 28, 2025 | Sep 30, 2025 | — | |
10-Q | Jul 29, 2025 | Jun 30, 2025 | — | |
10-Q | Apr 29, 2025 | Mar 31, 2025 | — | |
10-K | Feb 19, 2025 | Dec 31, 2024 | — | |
10-Q | Oct 29, 2024 | Sep 30, 2024 | — | |
10-Q | Jul 31, 2024 | Jun 30, 2024 | — | |
10-Q | May 1, 2024 | Mar 31, 2024 | — | |
10-K | Feb 21, 2024 | Dec 31, 2023 | — | |
10-Q | Oct 31, 2023 | Sep 30, 2023 | — | |
10-Q | Aug 3, 2023 | Jun 30, 2023 | — | |
10-Q | May 3, 2023 | Mar 31, 2023 | — | |
10-K | Feb 22, 2023 | Dec 31, 2022 | — | |
10-Q | Nov 2, 2022 | Sep 30, 2022 | — | |
10-Q | Aug 5, 2022 | Jun 30, 2022 | — | |
10-Q | May 5, 2022 | Mar 31, 2022 | — | |
10-K | Feb 23, 2022 | Dec 31, 2021 | — | |
10-Q | Nov 4, 2021 | Sep 30, 2021 | — | |
10-Q | Aug 5, 2021 | Jun 30, 2021 | — | |
10-Q | May 6, 2021 | Mar 31, 2021 | — | |
10-K | Feb 25, 2021 | Dec 31, 2020 | — | |
10-Q | Nov 6, 2020 | Sep 30, 2020 | — |
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 October 28, 2025, an 8-K current report on March 18, 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 October 28, 2025. 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 March 18, 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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