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PennyMac Mortgage Investment Trust PMT R2K

Real Estate · REIT - Mortgage · United States
https://pmt.pennymac.com
Company Profile ↓
$10.12
-8.01% 1Y
Mkt Cap$882.49M
P/E8.72
P/B0.67
Div. Yield15.81%
52W High$12.84
52W Low$9.48
Book Value$15.20
EPS (TTM)$1.16

Company Overview

PennyMac Mortgage Investment Trust, through its subsidiary, primarily invests in residential mortgage-related assets in the United States. The company operates through: Credit Sensitive Strategies, Interest Rate Sensitive Strategies, and Correspondent Production segments. The Credit Sensitive Strategies segment invests in credit risk transfer (CRT) agreements and subordinate and credit-linked mortgage-backed securities (MBS). The Interest Rate Sensitive Strategies segment engages in investing in mortgage servicing rights, agency and senior non-agency MBS, and collateralized mortgage obligations (CMOs), as well as interest rate hedging activities. The Correspondent Production segment is involved in purchasing, pooling, and reselling newly originated prime credit quality loans directly or in the form of MBS. The company primarily sells its loans to government-sponsored enterprises. It has elected to be taxed as a real estate investment trust (REIT). It is not subject to U.S. federal income tax on the REIT taxable income it distributes to its shareholders. PennyMac Mortgage Investment Trust was incorporated in 2009 and is headquartered in Westlake Village, California.

Why Investors Should Care

Consistent Profit Growth

Net profit has compounded at 11.7% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 17.8% CAGR over the past five years.

Reasonable Valuation

Trades at a P/E of 8.7, below the sector median of 27.4.

Healthy Margins

Maintains a net profit margin of 21.1%.

Dividend Income

Offers a dividend yield of 15.81%.

Recent Developments

  • Trailing 12 Months Year-on-year growth — revenue -24.1%, earnings -20.6%.
  • 5-Year Trend Long-term compounding — revenue CAGR 17.8%, profit CAGR 11.7%.

Growth & Price Performance

Compounded Sales Growth

5 Years:17.78%
1 Year:-24.10%

Compounded Profit Growth

5 Years:11.65%
1 Year:-20.57%

Stock Price Performance

1 Year:-8.01%
6 Months:-16.78%
3 Months:-11.94%
1 Month:+6.40%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bearish
52-Week Range 19% of range
$9.48 $12.84
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMABelow
  • RSI (14)48.73 · Neutral
Price Performance
1M+6.40%
3M-11.94%
6M-16.78%
1Y-8.01%
Valuation vs Sector

P/E of 8.72 is below the sector median of 27.36 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Excellent profit margin of 21.1%.
  • Compounding revenue at 17.8% over 5 years.
  • Profit CAGR of 11.7% over 5 years.
  • Attractive dividend yield of 15.81%.

CONS

  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
8.72
Industry PE
27.36
Forward P/E
6.71
PEG Ratio
0.76
Book Value
$15.20
Price to Book
0.67
P/S
1.31
EV/EBITDA
-
Dividend Yield
15.81%

Growth (CAGR)

Revenue 5Y
17.78%
Profit 5Y
11.65%
Revenue (YoY)
-24.10%
Earnings (YoY)
-20.57%

Profitability & Returns

ROCE
-
ROE
7.58%
ROA
0.76%
Profit Margin
21.14%
Op Margin
18.75%
Gross Margin
82.05%
EPS (Latest Qtr)
$0.16
EPS (TTM)
$1.16

Balance Sheet & Liquidity

Debt/Equity
10.90
Quick Ratio
1.48
Current Ratio
1.96
Debt
$20.35B
Total Assets
$22.50B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
1.19%
Chg in Prom Hold
0.01%
FII / Inst Holding
79.96%
Chg in FII Hold
0.21%

Financial Snapshot

Enterprise Value
$882.49M
Total Revenue (TTM)
$675.55M
EBITDA
-
Free Cash Flow
-
Operating Cash Flow
$-9.15B
Shares Outstanding
87.20M
Gross Margin
82.05%
Payout Ratio
137.93%

Peer comparison

Peer companies in the same sector (Real Estate).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 PMT PennyMac Mortgage Investment Trust R2K 10.12 8.72 $882.49M 15.81% - 7.58% 17.78% 11.65%
2 WELL Welltower Inc. SPX 236.00 113.46 $166.60B 1.25% 0.26% 3.67% 22.69% 87.90%
3 PLD Prologis, Inc. SPX 142.49 35.71 $132.85B 2.88% - 6.84% 14.83% 36.55%
4 EQIX Equinix, Inc. SPX 1,023.54 70.74 $100.95B 1.87% 5.10% 10.06% 16.33% 16.02%
5 AMT American Tower Corporation SPX 168.83 27.23 $78.66B 3.73% 7.82% 29.95% 3.34% 12.73%
6 SPG Simon Property Group, Inc. SPX 221.28 15.38 $71.76B 4.02% - 113.59% 3.14% 14.02%
7 DLR Digital Realty Trust, Inc. SPX 173.11 45.80 $60.83B 2.65% - 5.69% 15.18% 18.41%
8 O Realty Income Corporation SPX 63.77 52.27 $59.47B 5.18% - 2.83% 24.73% 13.04%
9 PSA Public Storage SPX 318.93 32.95 $55.99B 3.68% - 20.18% 5.67% 7.85%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Dec 2014Mar 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026
Revenue 53.06M37.66M69.77M90.77M50.57M52.22M47.62M103.33M68.93M64.47M83.96M75.80M93.70M75.67M82.99M108.50M83.90M106.62M96.40M130.76M155.04M-------------------
Net Income 26.51M7.51M28.07M38.81M15.71M14.50M-5.27M35.41M31.17M28.74M28.78M19.39M40.84M28.19M36.42M46.56M41.62M53.53M44.23M70.00M58.60M-594.67M464.62M99.55M71.60M38.09M-35.95M-19.13M-70.73M11.91M60.70M24.62M61.42M47.61M25.43M41.41M9.68M7.53M58.30M24.62M
Diluted EPS 0.340.090.360.490.210.20-0.080.490.440.400.380.200.500.350.470.620.550.680.500.710.55-5.994.510.940.670.32-0.45-0.32-0.880.010.500.160.510.390.170.36-0.01-0.040.550.16

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue -111.67M303.53M405.52M356.74M248.76M272.09M317.94M351.07M-------
Net Income 24.48M64.44M138.25M200.19M194.54M90.10M75.81M117.75M152.80M226.36M52.37M56.85M-73.29M199.65M160.98M127.87M
Diluted EPS 1.442.413.142.962.471.161.081.481.992.420.270.26-1.261.631.370.99

Balance Sheet (Annual)

Figures in USD.

Metric Sep 2012Dec 2012Mar 2013Jun 2013Sep 2013Dec 2013Mar 2014Jun 2014Sep 2014Dec 2014Mar 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025Dec 2026Dec 2027Dec 2028Dec 2029
Total Assets 2.33B2.56B2.93B3.44B4.25B4.30B4.22B4.86B4.60B4.90B5.73B6.68B5.59B5.83B5.82B5.77B6.62B6.36B6.00B6.01B5.79B5.60B5.79B6.68B7.27B7.81B7.56B9.47B10.74B11.77B11.49B13.77B13.92B13.11B14.41B21.35B----
Total Equity 1.18B1.20B1.22B1.24B1.49B1.47B1.54B1.58B1.59B1.58B1.54B1.53B1.51B1.50B1.41B1.36B1.35B1.35B1.46B1.45B1.61B1.54B1.54B1.55B1.56B1.57B1.73B1.94B2.22B2.45B2.30B2.37B1.96B1.96B1.94B1.89B----
Cash & Equivalents -----------------34.48M---77.65M---59.84M--------------
Long Term Debt ------------------780.18M582.66M571.70M661.72M737.29M1.36B1.09B1.01B1.30B1.92B1.65B2.16B-4.49B5.07B5.15B1.01B1.09B695.00M305.00M423.50M1.62B
Total Liabilities 1.14B1.36B1.70B2.20B2.75B2.84B2.68B3.29B3.01B3.32B4.19B5.15B4.08B4.33B4.41B4.41B5.26B5.01B4.54B4.56B4.17B4.06B4.25B5.13B5.71B6.25B5.83B7.52B8.52B9.32B9.20B11.41B11.96B11.16B12.47B19.46B----

Cash Flows (Annual)

Figures in USD.

Metric Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow -------621.54M223.12M-573.75M-2.99B671.66M-2.82B1.78B1.34B-2.70B-7.21B
Investing Cash Flow ------193.95M681.68M-1.42B-704.68M-15.37M1.09B-1.87B-21.73M1.36B429.67M
Financing Cash Flow ------403.96M-861.63M1.98B3.73B-702.64M1.73B135.89M-1.15B1.40B6.72B
Share Buybacks ---0016.34M98.37M91.20M10.72M037.27M56.85M87.99M28.49M00
Dividends Paid 12.96M39.55M94.82M147.57M174.43M173.02M131.56M---------

Ratios (Annual)

Figures in %.

Metric Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ----------------
Operating Margin % ----------------
Net Margin % -57.7%45.5%49.4%54.5%36.2%27.9%37.0%43.5%-------
ROE % --11.5%13.6%12.3%6.0%5.6%7.6%9.8%9.2%2.3%2.4%-3.7%10.2%8.3%6.8%
ROCE % ----------------

Shareholding Pattern

Insiders
1.19%
Institutions
79.96%
Public Float
80.93%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 15.89% 13.86M $148.96M
2 T. Rowe Price Investment Management, Inc. 6.21% 5.42M $58.25M
3 Vanguard Portfolio Management LLC 5.68% 4.95M $53.23M
4 Vanguard Capital Management LLC 4.37% 3.81M $40.98M
5 State Street Corporation 3.88% 3.38M $36.36M
6 Geode Capital Management, LLC 2.54% 2.21M $23.79M
7 Invesco Ltd. 2.52% 2.19M $23.59M
8 Mirae Asset Global ETFs Holdings Ltd. 1.90% 1.66M $17.82M
9 Charles Schwab Investment Management, Inc. 1.67% 1.45M $15.64M
10 Boston Partners 1.65% 1.44M $15.43M

Analyst View

Loading analyst coverage…

Latest News

Recent headlines for PMT

Google News ue, 14 Jul 2026

PennyMac Schedules July 29 Webcast to Review Q2 Results - Stock Titan

<a href="https://news.google.com/rss/articles/CBMiuwFBVV95cUxQSXBkYUliZWUxSUxkV3R6anNqVTZSOEhXWDdidDVwZDl5QnhqZVlfeGR0NExOQXhFb3BGdmhhd0t5SUVWTGN2a19YVXg1RTJZQ2JIRmxuSjR6bGpNN3lac2ZUQnUyZ18wRTVLOWVNVVpDODZSTGRFNVhjalhyRS0yMEhJclBXeEtWcEJiT0…

Google News Sat, 27 Jun 2026

PennyMac Mortgage Investment Trust (PMT) Stock Faces Mixed Analyst Target Changes After Quarterly Reset - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMipgFBVV95cUxOYldWbjJ3Q0tmeXRwQ0ZUN05IVU1UWXFnQmV1N205cTNPZkF4LWtGNlRnRXhadlQ0c195R243eEU4eXJHUGV6di0yb0JmVHhheHpBTklmeF9EUUw0c2hmem4zRi1md2VweE5nTENmNmlaT2VwMVU3bVlnRS15Q2dlMEhTdllhYXIzYjhTbV…

Google News Mon, 13 Jul 2026

Trading the Move, Not the Narrative: (PMT) Edition - Stock Traders Daily

<a href="https://news.google.com/rss/articles/CBMixwFBVV95cUxQXzExSHh2N2t5c2FTTG0wSnFNWl9SblJiRlF4aTBkMDFRQTdsejlzcGUxMnZMRVl0ZVFjLVpmcEl0MU9vcGd2NHhPekpZVUtGcGFQdXJRU3lnRUJKQjhOVDladG9mWC1NRkNXNGVjMkF2aWhuek5hZENvSUVBVG9lMXA3azNESURoTmtycV…

Google News ue, 30 Jun 2026

PMT talks infra equity and how to balance stock concentration risk - Top1000funds.com

<a href="https://news.google.com/rss/articles/CBMiqwFBVV95cUxPdElhOUhUbUhZdzlkeWNDR1d3X0Z1SEFNcFBJSXY2bVMzUjkzTWRqQllQLWJzWFRKbjV3eVdaY0FQOFdqWnZjdk80RExab3Q4cHB6OVZMQWdLVTNmRzJKTVk4eGQtOHNLS1pJRDlQNlROWVhITGJ5eE9OVERuZU5KN2N5NWV2QzFoc2xqQz…

Google News hu, 09 Jul 2026

PennyMac Mortgage Investment Trust (NYSE:PMT) Shares Gap Down - Here's Why - MarketBeat

<a href="https://news.google.com/rss/articles/CBMivwFBVV95cUxNMldjeXpHSEQyN0lWbnU3TEw3bEtiaHZ1czhQX2d0TWo5TFdfcmh6LWt4NmNBeXdVWDZwVDNtNnNMajYtUVQ5UWl3eF9UVjYybWhXTElHLTlDRy0zeWVEUUVuMnNhVnYyeDhWX1dnSm5NamtRbGc1b0FtOXExajVVdTN0MmhCVmZlM3VtUl…

Google News Wed, 15 Jul 2026

PMTW SEC Filings - PennyMac Mortg 10-K, 10-Q, 8-K Forms - Stock Titan

<a href="https://news.google.com/rss/articles/CBMiZkFVX3lxTE5wNGo5d19mVkhBV05HdE5Dd21FZFBrTk9PMzlwMGN6bmZ0R2ZfdTZYMkVFbXpCT2tCVHFhRjI2d2k0T1Fpd1MtVUxZb2kydE9UYXJqck9tV2x2aVBoZVJpZFlpVTVKQQ?oc=5" target="_blank">PMTW SEC Filings - PennyMac M…

PMT — Frequently Asked Questions

What is the current share price of PennyMac Mortgage Investment Trust (PMT)?

As of 2026-07-14 21:23 PDT, PennyMac Mortgage Investment Trust (PMT) trades at $10.12 on NYSE. Its 52-week range is $9.48 to $12.84.

What is the market capitalisation of PMT?

PennyMac Mortgage Investment Trust (PMT) has a market capitalisation of $882.49M on NYSE.

What is the P/E ratio of PMT?

PMT trades at a trailing price-to-earnings (P/E) ratio of 8.72. The industry average P/E is 27.36. Its price-to-book (P/B) ratio is 0.67.

Does PMT pay a dividend?

PennyMac Mortgage Investment Trust (PMT) currently offers a dividend yield of 15.81%.

What is the return on equity (ROE) of PMT?

PMT has a return on equity (ROE) of 7.58%.

Is PMT a good stock to buy?

This page provides a data-driven analysis of PennyMac Mortgage Investment Trust (PMT), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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