PennyMac Mortgage Investment Trust

The grade, in three tenses

Headline 4.8 out of ten, 8 of 9 metrics filed and 1 estimated: past 5.8 out of ten, present 4.8 out of ten, future 3.8 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

• Surviving crises (past): 7.0 out of ten. No warning events in its filings since 2017. 70th percentile among 174 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Track record (past): 2.5 out of ten. -0.4% a year over 9 filed years; profitable in 8 of 9. 25th percentile among 156 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Shareholder treatment (past): 8.5 out of ten. Share count shrank 1.6% a year. 92% of cash flow returned. Insiders: 3 sales, 5 purchases. 85th percentile among 156 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Financial health (present): 4.6 out of ten. ROE 7%: 7¢ of profit per shareholder dollar. Leverage 91%: owes 91¢ per asset dollar. 46th percentile among 171 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Industry position (present): 4.8 out of ten. bottom 49% of 157 in its family; net margin 41.6%. 49th percentile among 157 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Leadership (present): 5.3 out of ten. top 47% of 161 in its family for leadership; chief executive since 2017. 53rd percentile among 161 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
• Room to expand (future): 0.0 out of ten. CrossAssetData estimate 0.0/10, confidence 35 of 100 (one part). 0th percentile among 172 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
• Growth drivers (future): 4.1 out of ten. bottom 41% of 153 in its family for growth drivers. 41st percentile among 153 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Expectations vs reality (future): 5.5 out of ten. top 45% of 150 in its family for expectations against reality. 55th percentile among 150 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-02-18 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-04 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-29 (on EDGAR). Newest filing: Form 4, 2026-10-02. Filings on record since 2009. Read from EDGAR 2026-10-12.

Who runs it

Spector, David (Chairman and CEO); Jones, Doug (Director, President & CMBO); Perotti, Daniel Stanley (Chief Financial Officer); Hendry, Gregory L (Chief Accounting Officer); Iyer, Shiva (Chief Enterprise Risk Officer); Sebring, Marshall (Chief Investment Officer); Stark, Derek (Chief Legal Officer); Tidmore, Abbie (Chief Revenue Officer); Follette, James (Chief Digital Officer); Elbaum, Mark (Chief Capital Markets Officer); and 9 more. 19 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-02.

This file: Overview · Past · Present · Future · Filings · every company on file

Every stock is a company. We grade the company behind the stock. CrossAssetData is a company research product: no investment advice, no price targets, no price predictions; every claim carries its source, and unseen means unseen. The full file draws when the page's script runs: the essentials, the balance sheet, the estimators, the trend, and every filing of the last ten years.