PennyMac Mortgage Investment (PMT)

• Market cap: $1.08B
• 1 day: -0.89%
• 5 days: 1.83%
• 1 month: -1.13%
• 3 months: -1.29%
• 6 months: -15.69%
• Year to date: -2.47%
• 1 year: -12.75%
• 5 years: -29.72%
• 10 years: -18.44%
• Sector: Real Estate
• Industry: Mortgage REIT

About: PennyMac Mortgage Investment Trust is a specialty finance company that invests primarily in residential mortgage loans and mortgage-related assets. The company's operations include activities such as the production and servicing of financial securities based on residential loans and the pooling and reselling of high-credit-quality mortgages. The company operates through three segments: correspondent production, credit-sensitive strategies, interest-rate-sensitive strategies. The Credit sensitive strategies segment generates income via investments in CRT arrangements, subordinate MBS, distressed loans, and real estate.

Employees: 7

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

2.47% less ownership

Funds ownership: 68.98% [Q1] → 66.51% (-2.47%) [Q2]

3% less funds holding

Funds holding: 199 [Q1] → 193 (-6) [Q2]

15% less capital invested

Capital invested by funds: $877M [Q1] → $744M (-$133M) [Q2]

22% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 76

69% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $43M

100% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 0 (-2) [Q2]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $13.50 10% upside
• Avg. target: $13.50 10% upside
• High target: $13.50 10% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

Keefe, Bruyette & Woods Bose George

10% upside $13.50

Market Perform Downgraded

25 Jul 2025