Company Analysis

PennyMac Financial Services, Inc. (PFSI)

NYSE: PFSI · Mortgage Bankers & Loan Correspondents · Westlake Village, CA · filing with the SEC since 2018
Grade5.9
◀ Past 7.5● Present 5.7▶ Future 3.7

Filings

255 filings since 2017 beside 845 insider forms · Large accelerated filer · read from EDGAR on Nov 13, 2026
Due nextLarge accelerated filer
10-K Annual report for the fiscal year ending Dec 31, 2026Large accelerated filers have 60 days after the fiscal year ends. by Mar 1, 2027
10-Q Quarterly report for the quarter ending Mar 31, 2027Large accelerated filers have 40 days after the quarter ends; quarter ends are taken to the month end. by May 10, 2027

A deadline is the latest date the SEC's rules allow for its filer category. It is not a forecast of the day the company files. Last time, the results release (8-K item 2.02) came 29 days after the quarter ended. The proxy statement was last filed Apr 20, 2026.

Filings a yearinsider forms included
11218816594136133141102
20192020202120222023202420252026

2026 counts to Nov 13, 2026.

Officer or director change (8-K item 5.02): 5 times in the last 36 months, the newest Oct 29, 2026.
Insider forms 845

Insider forms (3, 4, 5 and 144) are counted each year but not listed here; the people and their trades are on the Ownership tab.

FiledFormWhat it is, in plain wordsPeriodAsk
Nov 3, 2026 10-Q Quarterly report Sep 30, 2026
Oct 29, 2026 8-K items 1.01, 2.02, 5.02, 9.01 Major agreement signed; Results released; Officer or director change · Current report
Sep 14, 2026 8-K items 7.01, 9.01 Investor disclosure (Regulation FD) · Current report
Aug 4, 2026 10-Q Quarterly report Jun 30, 2026
Jul 29, 2026 8-K items 2.02, 9.01 Results released · Current report
Jun 11, 2026 8-K items 5.02, 9.01 Officer or director change · Current report Jun 5, 2026
Jun 4, 2026 S-8 Employee stock plan registration
Jun 4, 2026 8-K item 5.07 Shareholder vote · Current report Jun 3, 2026
May 5, 2026 10-Q Quarterly report Mar 31, 2026
May 5, 2026 8-K items 2.02, 9.01 Results released · Current report
Apr 20, 2026 ARS Annual report to shareholders Dec 31, 2025
Apr 20, 2026 DEFA14A Extra proxy material
Apr 20, 2026 DEF 14A Proxy statement Jun 3, 2026
Apr 1, 2026 SCHEDULE 13G Large holder notice
Mar 27, 2026 SCHEDULE 13G/A Large holder update, amended
Mar 18, 2026 8-K items 5.03, 9.01 Charter, bylaw or fiscal-year change · Current report Mar 16, 2026
Feb 20, 2026 10-K Annual report Dec 31, 2025
Feb 11, 2026 8-K items 7.01, 9.01 Investor disclosure (Regulation FD) · Current report
Jan 29, 2026 8-K items 2.02, 9.01 Results released · Current report
Nov 14, 2025 SCHEDULE 13G/A Large holder update, amended
Oct 28, 2025 10-Q Quarterly report Sep 30, 2025
Oct 21, 2025 8-K items 2.02, 9.01 Results released · Current report
Sep 8, 2025 8-K items 7.01, 9.01 Investor disclosure (Regulation FD) · Current report
Aug 12, 2025 8-K items 1.01, 2.03, 9.01 Major agreement signed; New debt or obligation taken on · Current report
Aug 7, 2025 8-K items 8.01, 9.01 Other event · Current report
Aug 7, 2025 8-K items 8.01, 9.01 Other event · Current report
Jul 29, 2025 10-Q Quarterly report Jun 30, 2025
Jul 22, 2025 8-K items 2.02, 9.01 Results released · Current report
Jun 18, 2025 8-K item 5.07 Shareholder vote · Current report
Jun 18, 2025 S-8 Employee stock plan registration
May 8, 2025 8-K items 1.01, 2.03, 9.01 Major agreement signed; New debt or obligation taken on · Current report
May 1, 2025 8-K items 8.01, 9.01 Other event · Current report
May 1, 2025 8-K items 8.01, 9.01 Other event · Current report
Apr 29, 2025 10-Q Quarterly report Mar 31, 2025
Apr 28, 2025 ARS Annual report to shareholders Dec 31, 2024
Apr 28, 2025 DEFA14A Extra proxy material
Apr 28, 2025 DEF 14A Proxy statement Jun 18, 2025
Apr 22, 2025 8-K items 2.02, 9.01 Results released · Current report
Feb 19, 2025 10-K Annual report Dec 31, 2024
Feb 6, 2025 8-K items 1.01, 2.03, 9.01 Major agreement signed; New debt or obligation taken on · Current report
40 of 255 shown

Every row opens the filing on EDGAR. The plain words are the site's own for each form and each 8-K item; the complete history, insider forms included, is on EDGAR.

SI Assistanton PFSI · research, not advice