secwatch.observer — SEC 8-K summary ====================================== Issuer: PennyMac Financial Services, Inc. (PFSI) CIK: 0001745916 Form: 8-K Filed at: 2026-05-05T23:59:59+00:00 Accession: 0001104659-26-055670 Event type: earnings Sentiment: neutral Materiality: 0.70 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 PFSI Q1 2026: Net income $82.3M, adj. EPS $2.19; Production pretax $133.6M; Servicing pretax $12.7M -------------------------------------------------------------------------------- - Net income $82.3M ($1.53 diluted EPS); adjusted net income $117.7M ($2.19 adjusted EPS). - Total net revenues $545.0M; book value per share $83.31, up from $82.77 at Dec 31, 2025. - Production segment pretax income $133.6M, up 110% YoY; direct lending volumes surged (consumer direct +130% YoY). - Servicing segment pretax $12.7M vs $76.0M YoY; MSR fair value gains $183M offset by $221M hedging losses. - Board declared $0.30/share dividend payable May 28; repurchased ~560K shares for $50.0M at avg $89.28. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1745916/000110465926055670/0001104659-26-055670-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1745916/000110465926055670/tm2613557d1_8k.htm HTML page: https://secwatch.observer/filing/0001104659-26-055670 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer