What is the 13F Pro Quality Score for PMT?

13F Pro ranks PennyMac Mortgage Investment Trust (PMT) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View PMT's current score at https://13fpro.ai/company/PMT (free sign-up required for the full ranking).

Where does 13F Pro source PMT data?

All PennyMac Mortgage Investment Trust fundamentals and ownership data come directly from SEC EDGAR. PennyMac Mortgage Investment Trust files with the SEC under CIK 1464423. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is PMT in?

PennyMac Mortgage Investment Trust (PMT) is classified in the Real Estate sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/real-estate.

How often is PMT research updated on 13F Pro?

PMT's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

PennyMac Mortgage Investment Trust(PMT)Stock Analysis

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Why PMT Scores 38/100

exact factor attribution · 2026-08-29

PMT's composite is driven by profitability, held back by free cash flow and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+6.4 pts

93th pct

▲3

Institutional flow

+0.5 pts

60th pct

Shareholder dilution

+0.0 pts

51th pct

Earnings growth

-0.7 pts

36th pct

Capital efficiency

-1.0 pts

40th pct

▲2

Scale

-2.2 pts

36th pct

Revenue growth

-3.3 pts

34th pct

Earnings quality

-4.9 pts

1th pct

Free cash flow

-7.3 pts

1th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

PMT Stock Analysis & AI Quality Score

Data updated 2026-08-29

AI stock analysis and institutional research for PennyMac Mortgage Investment Trust (PMT), a Real Estate sector company. 13F Pro tracks PMT using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q2 2026), PennyMac Mortgage Investment Trust reports quarterly revenue of $72.7M, net income of $30.9M. Top institutional holders of PMT by reported 13-F value include BlackRock, T. Rowe Price Investment Management, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. PMT trades on the NYSE exchange and files with the SEC under CIK 1464423. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PMT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PennyMac Mortgage Investment Trust directly from SEC EDGAR.

Revenue

Q2 2026

$72.7M

Net Income

Q2 2026

$30.9M

ROIC

Q2 2026

2.6%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

-8.0% YoY

$307.5MFY 2025

FY22 $303.8MFY23 $429.0MFY24 $334.2MFY25 $307.5M

Net Income

-20.6% YoY

$127.9MFY 2025

FY22 $-73.3MFY23 $199.7MFY24 $161.0MFY25 $127.9M

EPS (Diluted)

-27.7% YoY

$0.99FY 2025

FY22 $-1.26FY23 $1.63FY24 $1.37FY25 $0.99

Total Assets

+48.2% YoY

$21.35BFY 2025

FY22 $13.92BFY23 $13.11BFY24 $14.41BFY25 $21.35B

Total Debt

+8.6% YoY

$1.09BFY 2025

FY22 $5.07BFY23 $5.15BFY24 $1.01BFY25 $1.09B

Op. Cash Flow

-166.9% YoY

$-7.21BFY 2025

FY22 $1.78BFY23 $1.34BFY24 $-2.70BFY25 $-7.21B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$307.5M -8.0%	$334.2M -22.1%	$429.0M +41.2%	$303.8M -27.7%	$420.3M -10.5%	$469.4M
Net Income	$127.9M -20.6%	$161.0M -19.4%	$199.7M +372.4%	$-73.3M -228.9%	$56.9M +8.6%	$52.4M
EPS (Diluted)	$0.99 -27.7%	$1.37 -16.0%	$1.63 +229.4%	$-1.26 -584.6%	$0.26 -3.7%	$0.27
Total Assets	$21.35B +48.2%	$14.41B +9.9%	$13.11B -5.8%	$13.92B +1.1%	$13.77B +19.8%	$11.49B
Total Debt	$1.09B +8.6%	$1.01B -80.4%	$5.15B +1.5%	$5.07B +13.0%	$4.49B	—
Operating Cash Flow	$-7.21B -166.9%	$-2.70B -301.7%	$1.34B -24.9%	$1.78B +163.3%	$-2.82B -519.8%	$671.7M

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Available Research

13F Pro tracks comprehensive data for PennyMac Mortgage Investment Trust including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of PMT

BlackRock, Inc.
$164.3M14,569,469 sh
T. Rowe Price Investment Management, Inc.
$71.6M6,349,860 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$56.8M5,035,834 sh
VANGUARD CAPITAL MANAGEMENT LLC
$43.3M3,840,860 sh
STATE STREET CORP
$40.0M3,547,189 sh
Invesco Ltd.
$34.5M3,062,070 sh
GEODE CAPITAL MANAGEMENT, LLC
$25.9M2,298,199 sh
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$19.3M1,709,618 sh
CITADEL ADVISORS LLC
$18.9M1,672,282 sh
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$16.5M1,464,731 sh

Fund	Value	Shares
BlackRock, Inc.	$164.3M	14,569,469
T. Rowe Price Investment Management, Inc.	$71.6M	6,349,860
VANGUARD PORTFOLIO MANAGEMENT LLC	$56.8M	5,035,834
VANGUARD CAPITAL MANAGEMENT LLC	$43.3M	3,840,860
STATE STREET CORP	$40.0M	3,547,189
Invesco Ltd.	$34.5M	3,062,070
GEODE CAPITAL MANAGEMENT, LLC	$25.9M	2,298,199
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$19.3M	1,709,618
CITADEL ADVISORS LLC	$18.9M	1,672,282
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$16.5M	1,464,731

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Is PMT a good stock to buy?

13F Pro's AI-powered analysis of PennyMac Mortgage Investment Trust (PMT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PMT are available on the PMT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. PMT is classified as a small company.

Which hedge funds own PMT?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PMT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PennyMac Mortgage Investment Trust's investment landscape.