PennyMac Mortgage Investment Trust PMT

8.33 (0.12) (1.42%) as of 25 Sep
Market cap
$736.9M
P/E
5.9×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.16
Total sells 0.05
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy 1 1 — 1 — — — — — — — —
Sell — — — — — — — — — — 1 1
Insider Ownership 1.22%

Capital & Financial Ratios

Market Cap 736.86
Revenue 1,218.05
Net Income 166.19
Free Cash Flow (10,074.29)
Net Debt 20,018.26
Current Ratio 1.46
Debt/Equity 11.03
P/E ratio 5.87
P/S ratio 0.60
P/B ratio 0.55
Past 5Y EPS Growth (10.82%)
This Y EPS Growth 2.43%
Next Y EPS Growth 36.42%
Next 5Y EPS Growth 13.94%
in millions of $

Dividends

Payout Ratio 2.85
Annual Dividend Rate 1.60
Annual Dividend Yield 11.56%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 1.60
0.40
0.40
0.40
2025 1.60
0.40
0.40
0.40
0.40
2024 1.60
0.40
0.40
0.40
0.40
2023 1.60
0.40
0.40
0.40
0.40
2022 1.81
0.47
0.47
0.47
0.40
2021 1.88
0.47
0.47
0.47
0.47
2020 1.52
0.25
0.40
0.40
0.47
2019 1.88
0.47
0.47
0.47
0.47
2018 1.88
0.47
0.47
0.47
0.47
2017 1.88
0.47
0.47
0.47
0.47
2016 1.88
0.47
0.47
0.47
0.47
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 409 441 462 421
Receivables 0 16 19 17
Inventory — — — —
Other — — — —
2,512 4,767 11,714 16,092
2023 2024 2025 Q'26
Payables 355 139 168 136
ST’ Debt 5,625 6,501 8,019 8,395
Other — — — —
8,890 9,570 10,445 11,012
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 12.17% 9.74% 18.15%
Cash Flow 0.00% 0.00% 0.00%
Earnings (0.27%) 25.95% 0.00%
Book Value 2.35% (3.85%) (1.30%)

Revenue

Mar Jun Sep Dec Year
’26 82 73 — — —
’25 44 70 99 964 1,178
’24 74 71 81 823 1,049
’23 90 90 163 821 1,165
’22 82 22 151 460 714
’21 278 201 123 123 725
’20 (425) 619 280 266 740
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (2,529) (2,939) — — —
’25 (594) (2,016) (1,298) (3,306) (7,213)
’24 (342) 244 (984) (1,621) (2,703)
’23 (1,276) 2,020 64 533 1,340
’22 1,747 (69) (402) 509 1,784
’21 (1,869) (999) 154 (105) (2,820)
’20 1,705 903 (1,955) 19 672
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (2,530) (2,941) — — —
’25 (594) (2,015) (1,298) (3,305) (7,213)
’24 (502) 377 (985) (1,621) (2,731)
’23 (1,275) 2,021 50 534 1,331
’22 1,750 (69) (398) 509 1,792
’21 (3,116) (914) 139 1,608 (1,106)
’20 106 2,346 (1,762) 26 715
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.16 0.23 — — —
’25 (0.01) (0.04) 0.55 0.48 0.99
’24 0.39 0.17 0.36 0.41 1.37
’23 0.50 0.16 0.51 0.44 1.63
’22 (0.32) (0.88) 0.01 (0.07) (1.26)
’21 0.67 0.32 (0.45) (0.28) 0.26
’20 (5.99) 4.51 0.94 0.78 0.27
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.8
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
10.91 14.87 15.44 18.39 3.50 16.76 10.78 10.52 12.33 11.60

Analyst estimates 2026–2028

Powerpack
Low Price
17.38 18.46 21.35 23.35 23.79 21.53 18.67 15.89 15.22 14.93
High Price
3 3 3 1 1 1 — 7 7 7
Employees
141 156 175 786 740 725 0 166 150 168
Revenue/Emp
422 469 526 786 740 725 714 1,165 1,049 1,178
Revenue
83.11% 86.01% 87.36% 89.15% 86.26% 83.66% 84.18% 90.55% 89.33% 90.48%
Gross Margin
62 125 158 191 80 45 63 244 143 94
EBT
14.64% 26.54% 30.02% 24.25% 10.77% 6.16% 8.83% 20.98% 13.60% 7.97%
EBT Margin
76 118 153 226 52 57 (73) 200 161 128
Net Income
13 117 (9) 0 19 27 17 15 23 20
Depreciation
6.15 7.10 8.64 9.95 7.45 7.44 7.81 13.33 12.08 13.54
Revenue/Sh
1.09 1.53 2.09 2.54 0.27 0.26 (1.26) 1.80 1.37 0.99
Earnings/Sh
(9.05) 3.37 (9.42) (37.79) 6.76 (28.95) 19.52 15.34 (31.13) (82.92)
Cash Flow/Sh
3.38 2.54 1.63 0.95 0.44 17.59 0.09 (0.11) (0.32) 0.00
Capex/Sh
(5.67) 5.91 (7.79) (36.84) 7.20 (11.36) 19.60 15.23 (31.46) (82.92)
Free CF/Sh
19.68 23.35 25.72 31.03 23.11 24.31 21.47 22.40 22.33 21.70
Book Value/Sh
69 66 61 79 99 97 91 87 87 87
Shares
15.07 10.33 8.91 8.71 54.97 66.65 0.00 8.33 9.19 12.81
PE Ratio
2.70 2.24 2.15 2.24 2.36 2.33 1.63 1.13 1.04 0.93
PS Ratio
0.84 0.85 0.90 0.82 0.88 0.92 0.82 0.93 0.78 0.81
PB Ratio
12.78 10.09 12.31 11.32 11.11 14.01 13.13 7.26 9.35 14.83
EV/Sales
(13.84) 12.11 (13.69) (3.06) 11.49 (4.45) 2.63 6.36 (3.59) (2.42)
EV/FCF
(622) 223 (574) (2,985) 672 (2,820) 1,784 1,340 (2,703) (7,213)
Op' Cash Flow
232 168 99 75 44 1,713 8 (9) (28) 0
Capex
(389) 391 (475) (2,910) 715 (1,106) 1,792 1,331 (2,731) (7,213)
FCF
(315) (931) (3,233) (3,927) (4,543) (3,257) (5,878) (6,378) (4,803) 1,268
Working Cap'
4,410 3,780 5,481 7,336 6,658 8,694 8,578 7,562 9,159 16,836
Total Debt
4,253 3,684 5,346 7,141 6,473 8,467 8,214 7,152 8,718 16,374
Net Debt
1,351 1,545 1,566 2,451 2,297 2,368 1,963 1,957 1,939 1,887
Sh' Equity
1.24% 1.70% 1.89% 2.05% 0.23% 0.20% (0.83%) 1.17% 0.87% 0.48%
ROA
2.79% 3.67% 3.29% 3.41% 2.84% 2.33% 3.13% 6.92% 5.21% 3.38%
ROIC
5.33% 7.82% 10.12% 11.75% 1.31% 1.34% (7.09%) 11.13% 8.47% 6.27%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

PennyMac Mortgage Investment Trust peers in Reit Mortgage

All 37 Reit Mortgage stocks →

PennyMac Mortgage Investment Trust (PMT) key facts

  • PennyMac Mortgage Investment Trust (PMT) is a Reit Mortgage company in the Real Estate sector, listed on the New York Stock Exchange.
  • PennyMac Mortgage Investment Trust’s revenue for fiscal 2025 (year ended December 2025) was $1.2 billion, up 12.3% from fiscal 2024.
  • As of September 25, 2026, PMT traded at $8.33, a market capitalization of $736.9 million.
  • PennyMac Mortgage Investment Trust pays an annual dividend of $1.60 per share, a yield of 11.6%.
  • Return on equity was 6.27% and debt-to-equity 11.03.

Source: company filings (standardised) and stockrow calculations.

PennyMac Mortgage Investment Trust (PMT) Latest News

News by impact score

Fine-tune

7 Aug

4 transcript

PMT held its Q2 2026 earnings call covering financial results, performance metrics, and management outlook for the mortgage investment trust. Earnings call details directly inform financial performance expectations and investor positioning for PMT.

4 Aug

4

PMT executes strategic shift to credit sensitive investments in Q2 amid ongoing market headwinds. Strategic shift to credit sensitive investments represents major move likely to alter PMT trajectory and investor sentiment.

30 Jul

3 transcript

PMT released Q2 2026 earnings results covering financial performance, portfolio metrics, and operational updates in the mortgage investment space. Quarterly earnings data typically influences near-term stock sentiment and valuation without altering long-term strategy.

3 transcript

PennyMac Mortgage Investment Trust Q2 earnings call highlighted financial results, operational metrics and strategic outlook for the mortgage investment trust. Q2 earnings details typically affect near-term valuation and sentiment without reshaping long-term trajectory.

29 Jul

3

PennyMac Mortgage Investment Trust missed Q2 earnings and revenue estimates. Missing earnings and revenue targets typically pressures near-term stock performance and investor sentiment.

3

PennyMac Mortgage Investment Trust reported its second quarter 2026 financial results. Quarterly results release discloses performance metrics that shape near-term valuation and sentiment.

22 Jul

3

PMT earnings are projected to grow, prompting assessment of potential stock purchase. Anticipated PMT earnings growth may moderately influence stock performance and sentiment.

24 Jun

3

Rithm Capital growth trends signal shift to fee-driven business mix with potential effects on mortgage REIT sector including PMT positioning and performance. Rithm Capital business mix shift may moderately influence PMT competitive and market dynamics without fundamental change.

26 May

3

Analysts recalibrate expectations for PennyMac Mortgage Investment Trust (PMT), shifting the narrative around the company. Analyst expectation recalibrations moderately affect PMT market sentiment and performance outlook.

15 May

3

Analysts posed five revealing questions during PennyMac Mortgage Investment Trust's Q1 earnings call, highlighting key insights into the company's performance, strategy, and market outlook. Analyst questions from Q1 earnings call offer moderate insights into PMT's financial performance and operational challenges.

12 May

3

Analysts are reworking expectations for PennyMac Mortgage Investment Trust (PMT), evolving its investment story amid shifting outlooks. Analysts revising expectations signals moderate influence on PMT's financial performance and investor sentiment.

6 May

4

PennyMac Mortgage Investment Trust (PMT) released Q1 2026 earnings call summary, covering financial results, portfolio performance, dividend declarations, and forward-looking guidance amid mortgage market conditions. Q1 2026 earnings details, including financial metrics and outlook, signal major shifts in PMT's performance and investor expectations.

5 May

4

PennyMac Mortgage Investment Trust reported first quarter 2026 results. Quarterly earnings reports for PMT directly impact financial performance and investor sentiment.

3

PennyMac Mortgage Investment Trust (PMT) Q1 earnings and revenues missed analyst estimates. Q1 earnings and revenue misses indicate moderately noticeable pressure on PMT's financial performance and market sentiment.

3

PennyMac Mortgage Investment Trust (NYSE:PMT) missed Q1 CY2026 revenue estimates. Revenue miss highlights financial underperformance that may noticeably affect short-term market sentiment and stock price.

4 May

4

PennyMac Mortgage Investment Trust (PMT) releases earnings tomorrow, with analysts outlining expectations for financial performance, dividend stability, and mortgage market outlook amid interest rate pressures. Earnings reports drive significant volatility in PMT's stock price and long-term investor confidence based on results versus consensus estimates.

29 Apr

3

KBRA assigned preliminary ratings to PMT Loan Trust 2026-INV5, a $500 million securitization of performing residential mortgage loans issued by PennyMac Mortgage Investment Trust. KBRA's preliminary ratings on PMTLT 2026-INV5 support PMT's core securitization operations and funding access, moderately boosting market sentiment and financial performance.

21 Apr

3

PennyMac Mortgage Investment Trust (PMT) earnings are forecasted to grow, prompting analysts to recommend buying the stock amid positive outlook. Expected earnings growth moderately boosts financial performance outlook and investor sentiment without fundamentally altering long-term trajectory.

27 Mar

3

KBRA assigns preliminary ratings to PMT Loan Trust 2026-INV4 (PMTLT 2026-INV4), a $500+ million securitization of investment-grade residential mortgage loans issued by PennyMac Mortgage Investment Trust. Preliminary ratings from KBRA on PMT's new loan securitization facilitate funding access and bolster market confidence in its mortgage operations.

18 Mar

3

KBRA assigns preliminary ratings to PMT Loan Trust 2026-CNF3, a securitization by PennyMac Mortgage Investment Trust (PMT). Preliminary ratings from KBRA enable PMT's securitization issuance, moderately boosting funding access and financial performance.

11 Mar

3

PennyMac Mortgage Investment Trust declares First Quarter 2026 dividend for its common shares. Dividend declaration signals stable payout policy, moderately boosting investor sentiment and PMT's attractiveness to income investors.

2 Mar

4

Fed’s mortgage capital proposal is potentially reshaping the investment case for PennyMac Financial Services (PFSI), with implications for related PennyMac Mortgage Investment Trust (PMT). Fed’s mortgage capital proposal introduces regulatory changes that could significantly alter capital requirements and competitive dynamics for mortgage REITs like PMT.

26 Feb

3

KBRA assigned preliminary ratings to PMT Loan Trust 2026-CNF2, a $500+ million securitization of consumer non-qualified mortgage loans by PennyMac Mortgage Investment Trust (PMT), with senior notes rated AAA and other classes accordingly. Preliminary ratings from KBRA enable PMT's securitization of non-QM loans, supporting ongoing funding and financial performance with moderate impact.

11 Feb

3

PennyMac Mortgage Investment Trust (PMT) is highlighted as a risky value stock due to concerns over its financial stability and market position. Analysts point to potential vulnerabilities in its business model, particularly in the current economic climate. The article suggests that investors should exercise caution when considering PMT as part of their portfolio, given the uncertainties surrounding its future performance. Concerns about financial stability and market position may moderately influence PMT's performance.

8 Feb

3

PennyMac Mortgage Investment Trust (PMT) is highlighted among three stocks priced under $50 that investors should approach with caution. Concerns revolve around the company's exposure to interest rate fluctuations and the overall volatility in the mortgage market. Analysts suggest that while PMT has potential, the current economic environment poses risks that could impact its performance and investor sentiment. Interest rate fluctuations and market volatility are expected to moderately influence PMT's financial performance and competitive positioning.

4 Feb

3

PennyMac Mortgage Investment Trust (PMT) is highlighted among three bank stocks facing uncertainties. The article discusses various factors affecting PMT, including market conditions and regulatory challenges, which could influence its performance and investor sentiment. The overall outlook remains cautious as these open questions may impact the company's strategic decisions moving forward. Market conditions and regulatory challenges could moderately influence PMT's financial performance and competitive positioning.

3

KBRA has assigned preliminary ratings to the PMT Loan Trust 2026-INV2, indicating a structured financial product backed by mortgage loans. This rating reflects the creditworthiness and expected performance of the trust, which is part of PennyMac Mortgage Investment Trust's broader portfolio. The ratings are crucial for investors assessing the risk and return profile of the investment. The preliminary ratings may moderately influence investor sentiment and financial performance related to PMT's mortgage-backed securities.

30 Jan

4

PennyMac Mortgage Investment Trust (PMT) reported strong Q4 2025 earnings, highlighting robust financial performance and strategic initiatives that position the company favorably in the mortgage investment sector. Key metrics showed significant growth, and management provided optimistic guidance for future quarters, emphasizing a commitment to enhancing shareholder value through effective capital management and market responsiveness. Strong earnings and strategic initiatives are likely to significantly impact future performance and investor sentiment.

3 transcript

PennyMac Mortgage Investment Trust reported its Q4 earnings, highlighting key financial metrics and strategic initiatives. The company emphasized its focus on maintaining a strong balance sheet and adapting to market conditions. Management discussed the impact of interest rates on mortgage demand and outlined plans for future growth, including potential investments in new mortgage products. Overall, the earnings call reflected a cautious yet optimistic outlook for the upcoming quarters. The earnings call indicates moderate influences on financial performance and strategic direction, but broader market conditions will also play a significant role.

3

PennyMac Mortgage Investment Trust (PMT) reported a profit beat but experienced a revenue shortfall in its latest financial results. The company's performance reflects ongoing challenges in the mortgage market, impacting its overall valuation. Analysts are assessing the implications of these results on PMT's future prospects and market positioning. The profit beat indicates some positive financial performance, but the revenue shortfall suggests potential challenges ahead.

stockrow.com/PMT · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com