PMT PennyMac Mortgage Investment Trust

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: Specialty finance investing in mortgage-related assets via three segments—credit sensitive strategies, interest rate sensitive strategies, correspondent production
• • New financing structure introduced: “Mark-to-credit” facility started December 2025 for subordinate bonds, eliminating margin calls and enhancing liquidity stability
• • Strategic shift: Since July 1, 2025, correspondent production loans initially purchased by PLS, with PMT retaining right to buy up to 100% of PLS's non-government correspondent production
• • Notable quantitative: Total assets grew to $21.35B in 2025 from $14.41B in 2024, driven by $6.19B increase in interest rate sensitive strategy assets
• • Unusual fact: Correspondent loan purchases of jumbo loans increased sharply to $2.64B in 2025 vs $393M in 2024, reflecting expanded loan acquisition types

Risk Factors

• • No specific regulatory or legal risk identified in the text
• • No geopolitical or macroeconomic threat detailed for fiscal year 2026
• • No operational or supply chain vulnerability disclosed
• • No competitive or market disruption risk mentioned
• • $73.4M available for share repurchase under Board-approved program increased to $500M, with timing subject to market and regulatory factors

Management Discussion & Analysis

• • Revenue from correspondent loan sales $63.2B in 2025, down from $94.4B in 2024
• • Gross gains on loans held for sale $52.2M in 2025 vs $73.1M in 2024
• • Operating segments: Credit sensitive (CRT and subordinate MBS), Interest rate sensitive (MSRs, Agency MBS), Correspondent production; correspondent production largest by dollar activity with $70.8B loans purchased in 2025
• • Fair value assets $20.6B (96% total assets); Level 3 assets $4.8B (22% total assets), including $3.6B MSRs and $1.0B CRT arrangements
• • No explicit margin figures disclosed; pre-tax income from fair value changes $93.8M in 2025 vs $142.6M in 2024
• • Cash flows details limited but loan sales to PennyMac Financial Services (affiliate) dropped to $52.9B from $82.0B in 2024, indicating lower capital allocation to affiliate
• • Dividend or buyback info not provided
• • Forward outlook: Adoption of new OAS model for MSR valuation from Q3 2025 for improved valuation accuracy; key risks include valuation sensitivity in Level 3 assets, fair value estimation uncertainties, volatile pull-through rates, and market shifts in credit spreads and prepayment speeds impacting income

What are the latest PMT SEC filings in 2026?

PennyMac Mortgage Investment Trust (PMT) has filed a 10-K annual report on February 18, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on July 29, 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 PMT file its most recent 10-K annual report?

PennyMac Mortgage Investment Trust (PMT) filed its most recent 10-K annual report on February 18, 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 PMT 10-Q quarterly reports?

PennyMac Mortgage Investment Trust (PMT)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every PMT 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 PMT filed recently?

PennyMac Mortgage Investment Trust (PMT)'s most recent 8-K was filed on July 29, 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 PMT insider trading activity (Form 4)?

SignalX aggregates every PMT 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 PMT file with the SEC?

PennyMac Mortgage Investment Trust (PMT) 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 PMT 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 Mortgage Investment Trust (PMT).

What is PMT's SEC CIK number?

PennyMac Mortgage Investment Trust (PMT)'s SEC CIK (Central Index Key) number is 1464423. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1464423 to look up all PMT filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

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

SignalX extracts XBRL financial data from PennyMac Mortgage Investment Trust (PMT) 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.