PennyMac Financial Services (PFSI) News Today

PennyMac Financial Services, Inc. (NYSE:PFSI) faced headwinds after reporting Q2 revenue below estimates and seeing multiple firms trim their price targets, though investors were supported by a steady dividend and maintained “outperform” and “overweight” ratings from some analysts.

• Positive Sentiment: PennyMac declared a quarterly dividend of $0.30 per share, representing a 1.24% yield and payable August 22 to holders of record August 13. PennyMac Financial Services, Inc. Declares Quarterly Dividend of $0.30
• Neutral Sentiment: Analysts at Keefe, Bruyette & Woods cut their price target from $121.00 to $117.00 but maintained an “outperform” rating. Keefe, Bruyette & Woods Has Lowered Expectations
• Neutral Sentiment: Piper Sandler lowered its price objective from $125.00 to $121.00 but kept an “overweight” rating on the shares. Piper Sandler Lowers Price Target to $121.00
• Neutral Sentiment: A deep-dive analysis highlighted margin compression and channel shifts, partially offset by early AI initiatives in the servicing business. PFSI Q2 Deep Dive: Margin Compression, Channel Shifts, and AI Initiatives Shape Results
• Neutral Sentiment: The full Q2 2025 earnings call transcript is now available for review. Q2 2025 Earnings Call Transcript
• Negative Sentiment: PennyMac’s Q2 revenue fell short of consensus estimates, weighing on investor sentiment. PennyMac Q2 Revenue Misses Estimates
• Negative Sentiment: UBS Group cut its price target to $110.00 (from $115.00) and assigned a “neutral” rating. Price Target Cut to $110.00 by UBS Group
• Negative Sentiment: Wells Fargo lowered its price target to $115.00, signaling more cautious outlook on loan production and spread compression. Wells Fargo Lowers Price Target to $115.00
• Negative Sentiment: Piper Sandler issued a pessimistic forecast, highlighting persistent margin pressure ahead. Piper Sandler Pessimistic Forecast
• Negative Sentiment: Shares gapped down after the earnings release, reflecting investor concern over weak mortgage origination volumes. Shares Gap Down Following Weak Earnings