PennyMac Financial plans $650 million senior notes offering

Published 07/08/2025, 13:18
PennyMac Financial plans $650 million senior notes offering

WESTLAKE VILLAGE, Calif. - PennyMac Financial Services, Inc. (NYSE:PFSI), a $5.1 billion market cap mortgage services provider trading at a P/E ratio of 13.1, announced Thursday its intention to offer $650 million in senior notes due 2034, according to a press release statement.

The notes will be fully guaranteed on an unsecured senior basis by the company’s existing and future wholly owned domestic subsidiaries, with certain exclusions. The company plans to use proceeds from the offering to repay borrowings under its secured MSR facilities, other secured indebtedness, and for general corporate purposes. According to InvestingPro data, the company is currently burning through cash rapidly, with negative free cash flow yield, suggesting the importance of this refinancing move.

The offering will be made exclusively through private placement to qualified institutional buyers under Rule 144A of the Securities Act of 1933 and to certain non-U.S. persons under Regulation S. The notes have not been registered under the Securities Act or state securities laws, limiting their sale in the United States.

PennyMac Financial, founded in 2008, specializes in the production and servicing of U.S. mortgage loans. For the twelve months ended June 30, 2025, the company originated $134 billion in loans, positioning it as a top national lender. As of June 30, 2025, PennyMac serviced loans totaling $700 billion in unpaid principal balance. The company generated revenue of $3.57 billion in the last twelve months, with a robust gross profit margin of 91%. InvestingPro analysis indicates the stock is currently trading below its Fair Value, with analysts setting price targets between $110 and $135.

The company employs approximately 4,400 people across the country. The offering remains subject to market conditions and other factors. Get deeper insights into PFSI’s financial health and access 8 additional exclusive ProTips with a subscription to InvestingPro.

In other recent news, PennyMac Financial Services Inc. reported its second-quarter earnings for 2025, which fell short of expectations. The company disclosed an earnings per share (EPS) of $2.54, missing the projected $2.88. Revenue also lagged behind forecasts, coming in at $444.73 million against an anticipated $545.04 million. This represents an 18.4% shortfall in revenue estimates. Following these results, Piper Sandler adjusted its price target for PennyMac Financial, lowering it to $121 from a previous $125 while maintaining an Overweight rating. The adjustment was attributed to the company’s operating miss in the second quarter, primarily due to lower gain on sale income. However, this was partially offset by higher servicing fees. These developments provide investors with critical insights into the company’s recent performance and market evaluations.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.