PennyMac Mortgage Investment Trust (PMT)
Company Info
Highlights
$1.12B
$0.93
13.89
2.12
$406.06M
$366.05M
$816.13M
$11.39 - $14.45
$13.86
6.68%
3.14
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
PennyMac Mortgage Investment Trust (PMT) returned 5.24% year-to-date (YTD) and -1.83% over the past 12 months. Over the past 10 years, PMT returned 7.94% annually, underperforming the S&P 500 benchmark at 10.78%.
PMT
5.24%
2.15%
4.28%
-1.83%
20.69%
7.94%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of PMT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 8.02% | 7.72% | -0.00% | -9.49% | -0.08% | 5.24% | |||||||
| 2024 | -4.08% | -1.46% | 3.89% | -2.87% | -1.23% | 0.51% | 2.96% | 3.19% | 0.35% | -2.74% | 0.82% | -4.42% | -5.38% |
| 2023 | 23.08% | -14.56% | -5.37% | 4.17% | -6.36% | 15.81% | -2.39% | 4.93% | -7.53% | 5.43% | 10.99% | 9.25% | 36.11% |
| 2022 | 2.83% | -12.46% | 8.27% | -6.42% | 5.48% | -14.52% | 14.76% | -3.32% | -20.67% | 22.69% | 10.09% | -16.19% | -18.07% |
| 2021 | -1.93% | 9.97% | 3.32% | 4.70% | -2.24% | 7.45% | -4.17% | -1.57% | 1.44% | 4.73% | -13.80% | 2.48% | 8.47% |
| 2020 | 4.31% | -10.97% | -48.70% | 0.32% | 5.87% | 59.22% | 10.06% | -9.07% | -6.24% | -4.63% | 14.23% | 5.65% | -12.99% |
| 2019 | 8.70% | 0.69% | 1.62% | 3.68% | -0.95% | 4.95% | 3.07% | -1.23% | 2.16% | 5.17% | 0.87% | -1.47% | 30.33% |
| 2018 | 2.05% | 1.65% | 8.16% | 0.17% | 6.42% | 1.44% | 4.08% | 3.58% | 1.30% | -2.24% | 9.01% | -9.32% | 28.04% |
| 2017 | 3.54% | -0.53% | 5.28% | 3.42% | -2.01% | 4.39% | -1.24% | -1.76% | 0.58% | -5.08% | -2.49% | 5.62% | 9.42% |
| 2016 | -11.21% | -2.88% | 3.65% | 3.20% | 13.25% | 5.46% | 2.87% | -6.10% | 2.23% | 0.83% | 6.97% | 3.48% | 21.41% |
| 2015 | 6.73% | -4.75% | -0.70% | 1.24% | -12.32% | -5.12% | 5.48% | -15.15% | 2.65% | -2.63% | 13.82% | -5.57% | -18.25% |
| 2014 | 5.17% | 3.27% | -1.73% | 0.58% | -9.90% | 3.88% | 0.23% | 3.97% | -3.73% | 3.72% | 0.37% | 0.11% | 5.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PMT is 41, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for PennyMac Mortgage Investment Trust (PMT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
PennyMac Mortgage Investment Trust provided a 12.47% dividend yield over the last twelve months, with an annual payout of $1.60 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.60 | $1.60 | $1.60 | $1.81 | $1.88 | $1.52 | $1.88 | $1.88 | $1.88 | $1.88 | $2.16 | $2.99 |
Dividend yield | 12.47% | 12.71% | 10.70% | 14.61% | 10.85% | 8.64% | 8.43% | 10.10% | 11.70% | 11.48% | 14.15% | 14.18% |
Monthly Dividends
The table displays the monthly dividend distributions for PennyMac Mortgage Investment Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.40 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.40 | $1.60 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.40 | $1.60 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.40 | $1.81 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.47 | $1.88 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.47 | $1.52 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.47 | $1.88 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.47 | $1.88 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.47 | $1.88 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.47 | $1.88 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.47 | $0.00 | $0.47 | $2.16 |
| 2014 | $0.59 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.61 | $0.00 | $0.61 | $2.99 |
Dividend Yield & Payout
Dividend Yield
PennyMac Mortgage Investment Trust has a dividend yield of 12.47%, which means its dividend payment is significantly above the market average.
Payout Ratio
PennyMac Mortgage Investment Trust has a payout ratio of 1.72%, which is below the market average. This means PennyMac Mortgage Investment Trust returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the PennyMac Mortgage Investment Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the PennyMac Mortgage Investment Trust was 75.90%, occurring on Mar 18, 2020. Recovery took 317 trading sessions.
The current PennyMac Mortgage Investment Trust drawdown is 10.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.9% | Feb 10, 2020 | 27 | Mar 18, 2020 | 317 | Jun 21, 2021 | 344 |
| -44.91% | Feb 4, 2015 | 258 | Feb 11, 2016 | 292 | Apr 10, 2017 | 550 |
| -39.81% | Oct 22, 2021 | 243 | Oct 10, 2022 | 305 | Dec 27, 2023 | 548 |
| -30.15% | Jan 23, 2013 | 106 | Jun 24, 2013 | 406 | Feb 3, 2015 | 512 |
| -21.4% | Sep 21, 2009 | 199 | Jul 6, 2010 | 146 | Feb 1, 2011 | 345 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of PennyMac Mortgage Investment Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of PennyMac Mortgage Investment Trust, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -102.6%.
Valuation
The Valuation section provides an overview of how PennyMac Mortgage Investment Trust is priced in the market compared to other companies in the REIT - Mortgage industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for PMT, comparing it with other companies in the REIT - Mortgage industry. Currently, PMT has a P/E ratio of 13.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for PMT compared to other companies in the REIT - Mortgage industry. PMT currently has a PEG ratio of 2.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for PMT relative to other companies in the REIT - Mortgage industry. Currently, PMT has a P/S ratio of 1.9. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for PMT in comparison with other companies in the REIT - Mortgage industry. Currently, PMT has a P/B value of 0.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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