PennyMac Financial Services
- Market cap
- 3.16B
- P/E (TTM)i
- 8.38
- P/Bi
- 0.73
- EPSi
- 9.30
- Div yieldi
- 1.97%
- 52W posi
- 1%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- 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
DivergingInstitutions 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
Top holders as of 2026-03-31
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 12 buys · 31 sells
| Name | Role | Stake |
|---|---|---|
| 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
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 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.