CHCInvestments Posted - 10/29/24

$RITM Page 5 and Page 34 and 35 of the Presentation today is all you need to study, it gives the entire picture! Really, Page 34-35 the most interesting. Mortgage Company wise $COOP and $PFSI trade @ 1.2X and 1.3X Book Value with 5-11% ROE, NewRez we barely get 1.1X and we have a 25% ROE. If we had the same 1.4X, it would add $2 to our book value. Investment portfolio, $CIM is the only one lower than us on a p/bv. We have a .80X p/bv, if they would just give us the same 1X p/bv that $NLY has, that would add another $1.25 to book value. So them 2 "true valuation adjustments would raise our book value $3.25-3.75 per share, or over $16 book value. Mortgage loans and asset management is not real big changes. But the top 2 segments for us on page 34, those are significant changes, like 30% added book value if they would simply give us equal credit like companies mentioned above. We will get it eventually, one way or the other!!

Money_Flow_Trader_ Posted - 10/22/24

$PFSI already see a bearish set up. Trash company. Dropping the charts in the premarket

Joe6102 Posted - 10/22/24

$UWMC 2023 was $1.4 trillion. 2025 expected to be 64% higher. $pfsi earnings call says: “Turning to the origination market. Current third-party estimates forecast total originations of $2.3 trillion in 2025, reflecting expectations for mortgage rates to continue their decline from current levels, driving growth in both refinance and purchase volumes.”

Money_Flow_Trader_ Posted - 10/22/24

$PFSI this is my lender. I found out they've been selling my financial data to other lenders and creditors. This is why I've been been getting so much solicitation in the mail. Even if you opt out from the credit bureau, you have to do it with your mortgage lender. I spent 40min on the phone yesterday just to get this removed, even had to speak to a supervisor. I looked into a cash out refi with them, and my phone has been ringing off the hook from other lenders. Even random text messages... Im plotting a big short just out of revenge. Terrible company

DonCorleone77 Posted - 10/22/24

$PFSI PennyMac Financial reports Q3 EPS $1.30, consensus $2.90 Reports Q3 revenue $411.834M, consensus $511.41M. "PennyMac Financial reported outstanding results in the third quarter, with an annualized operating return on equity of 20 percent," said Chairman and CEO David Spector. "Our production segment pretax income nearly tripled from last quarter as lower mortgage rates provided us the opportunity to help many customers in our servicing portfolio lower their monthly mortgage payments through a refinance. At the same time, our servicing portfolio - now near $650 billion in unpaid principal balance and nearly 2.6 million customers - continues to grow, driving increased revenue and cash flow contributions, as well as low-cost leads for our consumer direct lending division."

cubie Posted - 10/22/24

@judgeyoung2 @indievestments @Alvi722 @jenbunn @EBE_Day @Ollip @ribbey @TraderRapp @tonyctl @lukenight cubie don't follow $pfsi ,only monthlies huh, gl judge

judgeyoung2 Posted - 10/22/24

@cubie @EBE_Day @indievestments @Alvi722 @jenbunn @Ollip @ribbey @TraderRapp @tonyctl @lukenight tiny earnings lotto, one contract of $115c $PFSI @ .67

judgeyoung2 Posted - 10/22/24

$PFSI I don’t know what this company does but I’m bullish

ChessGM Posted - 1 month ago

$PFSI "Upcoming earnings: 10/22/2024, Bullish (8.2) The recent analysis surrounding PennyMac Financial Services, Inc. indicates a strong bullish sentiment, primarily driven by a surge in refinancing activities as mortgage rates decline. This favorable market condition is expected to bolster the company's earnings potential, evidenced by a number of reports highlighting its impressive growth trajectory and robust performance relative to its peers. The stock has garnered attention for its solid estimates and explosive growth over several quarters, positioning it favorably within the financial sector. Additionally, the organization has undergone strategic changes, including a leadership transition that may enhance operational efficiency. Analysts are optimistic, with several indicating that PennyMac is well-positioned to capitalize on current market trends. PennyMac Financial Services is set to release its third-quarter results on October 22, 2024, after market close. While there are expectations for growth, some analysts express caution, noting that the company may lack the ideal combination of factors typically associated with a strong earnings beat. The management will host a conference call following the release to discuss the results, which will provide further insights into the company's performance and strategic direction moving forward. Follow us! Do not miss other earnings alerts from ChessGM."

IN0V8 Posted - 1 month ago

$PFSI Jefferies raises PT to $130 from $125

insiderbuyingselling Posted - 1 month ago

$PFSI new insider selling: 10000 shares. http://insiderbuyingselling.com/?t=PFSI

IN0V8 Posted - 1 month ago

$PFSI Opportunity Wedbush raises target price to $130 from $120

insiderbuyingselling Posted - 09/28/24

$PFSI new insider selling: 10500 shares. http://insiderbuyingselling.com/?t=PFSI

garygb Posted - 2 months ago

$PFSI OK I'll hold.

insiderbuyingselling Posted - 2 months ago

$PFSI new insider selling: 10000 shares. http://insiderbuyingselling.com/?t=PFSI

Doozio Posted - 2 months ago

$PFSI $PSFE from cash there is still plenty of ⏰ FOUR them to start chasing in 🧠⏰♾️

libertyjc Posted - 2 months ago

$PFSI she is at all time highs but the fundamentals are great - buy the dips here - decent REFI volume opportunity building for all the mortgage originators; title; and real estate firms

TheEliteTank Posted - 08/23/24

$RKT $uwmc $PFSI Kevin bullish on these, increasing his weighting in the mortgages sector.

Doozio Posted - 3 months ago

$PFSI $PSFE now they are in cash. Drawing bear flags. They wouldn’t chase. NOW Lock in some profits stuff is extended in 🧠⏰♾️

Doozio Posted - 3 months ago

$PFSI rut roh. 🐑👀

Doozio Posted - 3 months ago

$PFSI even that bum can pickem during 🧠⏰♾️.

TheEliteTank Posted - 3 months ago

$PFSI Meet Kevin bullish in this, added to his etf PP as well

NVDAMillionaire Posted - 07/29/24

$PFSI PennyMac Financial Services, Inc. (PFSI): A Detailed Look at the Mortgage Banking Giant’s Performance http://beyondspx.com/2024/07/29/pennymac-financial-services-inc-pfsi-a-detailed-look-at-the-mortgage-banking-giants-performance/

IN0V8 Posted - 07/26/24

$PFSI BTIG raises PT to $115 from $105

epsguid Posted - 07/23/24

$PFSI reported earnings of $1.85, consensus was $2.65 via @eWhispers #epsmiss http://eps.sh/d/pfsi

DonCorleone77 Posted - 07/23/24

$PFSI PennyMac Financial reports Q2 EPS $1.85, consensus $2.58 Reports Q2 revenue $406.1M, consensus $466.57M. "PennyMac Financial generated strong earnings in the second quarter with an annualized operating return on equity of 16 percent," said Chairman and CEO David Spector. "Given our continued strong financial results, I am pleased to note that PFSI's Board of Directors approved a quarterly common cash dividend of $0.30 per share from $0.20 per share, an increase of 50 percent. Our large and growing servicing business continues to drive revenue and cash flow in this higher interest rate environment and notably, our per loan servicing expenses were at record low levels as we continue to leverage our proprietary technology and operational scale. In the second quarter, total acquisition and origination volumes were $27 billion, up 25 percent from the prior quarter, driving continued growth of our servicing portfolio to more than $630 billion in unpaid principal balance at quarter-end."

Stock_Titan Posted - 07/23/24

$PMT $PFSI PennyMac Mortgage Investment Trust Reports Second Quarter 2024 Results https://www.stocktitan.net/news/PMT/penny-mac-mortgage-investment-trust-reports-second-quarter-2024-exng1q97qlht.html

DonCorleone77 Posted - 3 months ago

$PFSI PennyMac downgraded to Market Perform from Outperform at Keefe Bruyette Keefe Bruyette downgraded PennyMac Financial to Market Perform from Outperform with an unchanged price target of $102. The stock is up 11% since July 9 while the 30-year mortgage rate has fallen by just 15 basis points, the analyst tells investors in a research note. The firm says the market's rate cut expectations imply a mortgage rate of 6% by July 2025, which would likely result in a moderate pickup in purchase volume but still relatively weak refinance activity. Keefe cites valuation for the downgrade, saying the stock's multiple is are now at levels last reached during the Covid-19 boom period of late 2020/early 2021, when returns on equity were significantly higher than it forecasts through 2026.

Stock_Titan Posted - 4 months ago

$PFSI PennyMac Financial Services, Inc. Announces Date for Release of Second Quarter 2024 Results https://www.stocktitan.net/news/PFSI/penny-mac-financial-services-inc-announces-date-for-release-of-dggj3hp8pjyx.html

Stock_Titan Posted - 4 months ago

$PMT $PFSI PennyMac Mortgage Investment Trust Announces Date for Release of Second Quarter 2024 Results https://www.stocktitan.net/news/PMT/penny-mac-mortgage-investment-trust-announces-date-for-release-of-9l51wtm0zc9q.html