Every material Form 8-K PennyMac Mortgage Investment Trust filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
PennyMac Mortgage Investment Trust reported third quarter 2025 net income attributable to common shareholders of $47.8 million, or $0.55 per common share, compared with a loss of $2.9 million, or $0.04 per share, in the prior quarter. Book value per common share rose to $15.16 from $15.00 at June 30, 2025, and the company declared a $0.40 per share cash dividend payable October 24, 2025.
Net income attributable to common shareholders was $47.8 million, or $0.55 per share, versus a loss of $2.9 million, or $0.04 per share, in the prior quarter
Net investment income was $99.2 million, up from $70.2 million in the prior quarter
Book value per common share increased to $15.16 at September 30, 2025, from $15.00 at June 30, 2025
Sold remaining opportunistic GSE-issued credit risk transfer investments for $195 million; a $0.40 per share dividend is payable October 24, 2025
PennyMac Mortgage Investment Trust reported a second-quarter 2025 net loss attributable to common shareholders of $2.9 million, or $(0.04) per share, compared with a $775 thousand loss in the first quarter. The company cited fair value declines from interest rate volatility and a $14.0 million non-recurring tax expense, while net investment income rose to $70.2 million and book value per common share fell to $15.00.
Net loss attributable to common shareholders of $2.9 million, or $(0.04) per share, for the quarter ended June 30, 2025, versus a $775 thousand loss, or $(0.01) per share, in the prior quarter and net income of $15.0 million, or $0.17 per s
Net investment income was $70.2 million, up from $44.5 million in the first quarter of 2025.
A non-recurring tax expense of $14.0 million, mainly from repricing deferred tax balances due to state apportionment changes, contributed to the result.
Book value per common share decreased to $15.00 at June 30, 2025, from $15.43 at March 31, 2025. A $0.40 per share dividend is payable July 25, 2025, to shareholders of record as of July 11, 2025.
PennyMac Mortgage Investment Trust closed an underwritten public offering of $105 million in 9.00% senior notes due June 15, 2030, including a partial exercise of the underwriters' over-allotment option. Net proceeds are approximately $101.0 million, or about $110.6 million if the underwriters exercise the remaining over-allotment option in full. The debt adds fixed-rate obligations that shareholders should weigh alongside the company's existing borrowings.
Principal: $105 million, including $5 million from partial over-allotment exercise; remaining $10 million option exercisable over 30 days
Interest at 9.00% per year, paid quarterly starting September 15, 2025; maturity June 15, 2030
Redeemable at 100% of principal plus accrued interest on or after June 15, 2027; change-of-control repurchase at 101%
Notes guaranteed by PennyMac Corp. and expected to begin trading on the NYSE as PMTW within 30 days
PennyMac Mortgage Investment Trust (NYSE: PMT) reported a net loss attributable to common shareholders of $0.8 million, or $(0.01) per diluted share, for the first quarter of 2025, compared with net income of $36.1 million, or $0.41 per diluted share, in the fourth quarter of 2024. The company said income excluding market-driven value changes was strong, but net fair value declines from interest rate volatility and credit spread widening offset it, and book value per common share fell to $15.43 from $15.87.
Net investment income was $44.5 million, down from $107.9 million in the prior quarter.
Book value per common share was $15.43 at March 31, 2025, versus $15.87 at December 31, 2024.
Net loan servicing fees were a loss of $27.2 million, compared with income of $207.4 million in the prior quarter.
A cash dividend of $0.40 per common share is payable April 25, 2025, to holders of record as of April 11, 2025.
PennyMac Mortgage Investment Trust closed an underwritten offering of $172.5 million in 9.00% Senior Notes due 2030 on February 11, 2025, including $22.5 million from the underwriters' full exercise of their over-allotment option. The notes add fixed-rate debt that the company must repay with interest, and they are guaranteed by subsidiary PennyMac Corp.
Notes carry a 9.00% annual interest rate, paid quarterly, with the first payment on May 15, 2025, and maturity on February 15, 2030.
The company may redeem the notes at 100% of principal plus accrued interest on or after February 15, 2027, on at least 30 days' notice.
On a change of control, holders can require repurchase at 101% of principal plus accrued interest.
The notes are approved for listing on the New York Stock Exchange under the symbol PMTV, with trading expected within 30 days.
PennyMac Mortgage Investment Trust reported fourth-quarter 2024 net income attributable to common shareholders of $36.1 million, or $0.41 per diluted share, on net investment income of $107.9 million. For the full year, net income attributable to common shareholders fell to $119.2 million, or $1.37 per diluted share, from $157.8 million, or $1.63, in 2023.
Q4 2024 diluted EPS of $0.41, up from $0.36 in Q3 2024 but below $0.44 in Q4 2023
Full-year 2024 net investment income of $334.2 million, down from $429.0 million in 2023
Book value per common share rose to $15.87 at December 31, 2024, from $15.85 at September 30, 2024
Q4 2024 cash dividend of $0.40 per common share was paid on January 24, 2025
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every PennyMac Mortgage Investment Trust filing is on SEC EDGAR ↗. 8-K briefs of other companies →