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PennyMac Financial Services

US · PFSI #2433 by market cap Listed 1970
60.91 -1.85 -2.95%
Live - 5344 symbols - heartbeat 220s ago · 2026-10-07 19:54
After-hours 60.91 0.00%
Market cap
3.16B
P/B
0.73
EPS
9.30
Reader sentiment Are you bullish or bearish on PFSI?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Accumulating
  • The number of reporting institutions increased by 1 in the most recent period (2026/Q3).
  • Total institutional ownership rose 0.4 percentage points.

Institutional ownership

Held by institutions
96.87% +0.43pp
Institutions
274 +1
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund73.58%
Hedge Fund18.93%
Individual/Insider3.76%
Public Company1.92%
Private Company0.95%
Foundation0.57%
VC/PE Fund0.40%
Government Pension Fund0.33%

Top holders as of 2026-03-31

HC Partners LLC 30.30% · 15.74M sh
MFN Partners Management, LP 8.72% · 4.53M sh
T. Rowe Price Group, Inc. 7.63% · 3.97M sh
BlackRock 4.48% · 2.33M sh
Dimensional Fund Advisors 4.10% · 2.13M sh
Donald Smith & Co., Inc. 3.62% · 1.88M sh
Rubric Capital Management LP 3.27% · 1.70M sh
Vanguard Portfolio Management, LLC 3.19% · 1.66M sh
Vanguard Capital Management, LLC 2.86% · 1.49M sh
Invesco Ltd. 1.90% · 988.21K sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 12 buys · 31 sells

NameRoleStake
HC Partners LLC -- 30.30%
David Spector Chairperson & CEO 0.97%
Douglas Jones President, Chief Mortgage Banking Officer & Director 0.84%
Joseph Mazzella Independent Director 0.48%
Daniel Perotti Senior MD & CFO 0.44%
Farhad Nanji Independent Director 0.36%
Anne McCallion Director 0.30%
Gregory Hendry Chief Accounting Officer 0.09%
Patrick Kinsella Independent Director 0.06%
Theodore Tozer Independent Director 0.05%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-08-03 Joseph Mazzella Independent Director Intent to Sell (Form 144) -3,401 $77.39
2026-07-30 David Spector Chairperson & CEO Other Disposition -25,000 --
2026-07-30 Farhad Nanji Independent Director Other Acquisition +379 $82.17
2026-07-30 Sunil Chandra Director Other Acquisition +377 $82.17
2026-06-30 Gregory Hendry Chief Accounting Officer Derivative Exercise and Sale -2,177 $24.40–86.89
2026-06-21 Gregory Hendry Chief Accounting Officer Derivative Exercise and Sale -2,943 $18.05–81.71
2026-05-14 Daniel Perotti Senior MD & CFO Automatic Disposition -2,925 $87.50
2026-05-11 David Spector Chairperson & CEO Automatic Disposition -10,000 $86.88–88.71
2026-05-07 David Spector Chairperson & CEO Other Disposition -25,000 --
2026-05-06 Joseph Mazzella Independent Director Other Acquisition +359 $93.03
2026-05-06 Farhad Nanji Independent Director Other Acquisition +338 $93.03
2026-05-06 Sunil Chandra Director Other Acquisition +336 $93.03
2026-04-13 David Spector Chairperson & CEO Automatic Disposition -10,000 $92.80–93.47
2026-04-07 Mark Elbaum Chief Capital Markets Officer Intent to Sell (Form 144) -419 $92.13
2026-03-15 Shiva Iyer Senior MD & Chief Enterprise Risk Officer Initial Statement of Beneficial 0 --
2026-03-15 Marshall Sebring Senior MD & Chief Investment Officer Initial Statement of Beneficial 0 --
2026-03-05 David Spector Chairperson & CEO Automatic Disposition -22,436 $85.26–86.93
2026-03-02 Derek Stark Senior MD, Chief Legal Officer & Secretary Automatic Disposition -1,066 $87.66
2026-02-27 Mark Elbaum Chief Capital Markets Officer Sale to Issuer -71 $91.93
2026-02-27 David Spector Chairperson & CEO Sale to Issuer -3,097 $91.93

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-07 19:54:59 · For reference only, not investment advice and not tailored to your situation.