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RKT

Rocket Companies Inc

Apr 24 • 12:03PM ET

12.49

Dollar change -0.14
Percentage change -1.07	%

Financial • Mortgage Finance • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VO VXF VTV VOE SCHA FPX FXO IWR DFNL

Index	-	P/E	-	EPS (ttm)	-0.15	Insider Own	12.41%	Shs Outstand	135.81M	Perf Week	9.80%
Market Cap	1.73B	Forward P/E	21.92	EPS next Y	0.57	Insider Trans	0.05%	Shs Float	121.59M	Perf Month	-10.88%
Income	-15.51M	PEG	-	EPS next Q	0.01	Inst Own	61.45%	Short Float	16.56%	Perf Quarter	4.12%
Sales	3.58B	P/S	0.48	EPS this Y	548.41%	Inst Trans	-0.23%	Short Ratio	8.30	Perf Half Y	69.77%
Book/sh	4.60	P/B	2.72	EPS next Y	81.59%	ROA	-0.08%	Short Interest	20.14M	Perf Year	41.35%
Cash/sh	8.19	P/C	1.53	EPS next 5Y	-	ROE	-2.58%	52W Range	7.17 - 15.19	Perf YTD	-13.71%
Dividend Est.	-	P/FCF	34.70	EPS past 5Y	-	ROI	-0.18%	52W High	-17.74%	Beta	2.43
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	25.90%	Gross Margin	96.92%	52W Low	74.27%	ATR (14)	0.57
Dividend Ex-Date	Mar 07, 2022	Current Ratio	-	EPS Y/Y TTM	-131.94%	Oper. Margin	-2.11%	RSI (14)	49.66	Volatility	3.88% 4.46%
Employees	14700	Debt/Eq	15.30	Sales Y/Y TTM	-6.94%	Profit Margin	-0.43%	Recom	3.60	Target Price	11.29
Option/Short	Yes / Yes	LT Debt/Eq	12.67	EPS Q/Q	37.98%	Payout	-	Rel Volume	0.52	Prev Close	12.63
Sales Surprise	-6.29%	EPS Surprise	100.00%	Sales Q/Q	34.43%	Earnings	May 02 AMC	Avg Volume	2.43M	Price	12.49
SMA20	-2.52%	SMA50	-0.07%	SMA200	14.90%	Trades		Volume	528,468	Change	-1.07%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-16-24	Downgrade	Citigroup	Neutral → Sell	$9 → $10
Jan-10-24	Initiated	Deutsche Bank	Hold
Jan-04-24	Downgrade	JP Morgan	Neutral → Underweight	$8.50 → $10.50
Jan-03-24	Downgrade	Wells Fargo	Overweight → Equal Weight	$13 → $14
Jan-03-24	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$10.75
Dec-06-23	Resumed	UBS	Sell	$8.50
Nov-15-23	Initiated	Barclays	Underweight	$6
Aug-07-23	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$11.50
May-22-23	Upgrade	Argus	Sell → Hold
Jan-09-23	Downgrade	Credit Suisse	Neutral → Underperform	$7
Nov-16-22	Downgrade	Argus	Hold → Sell
Sep-06-22	Downgrade	JP Morgan	Overweight → Neutral	$11 → $8.50
Aug-08-22	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$6.50
Jul-06-22	Upgrade	Wells Fargo	Equal Weight → Overweight	$10
May-31-22	Downgrade	Argus	Buy → Hold
May-16-22	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$10 → $7
May-11-22	Downgrade	Citigroup	Buy → Neutral	$14 → $8
Feb-22-22	Upgrade	BofA Securities	Underperform → Neutral
Jan-19-22	Upgrade	JP Morgan	Underweight → Overweight	$17.50 → $15
Jan-03-22	Upgrade	Wedbush	Underperform → Neutral	$14

Show Previous Ratings

Apr-23-24 01:00PM	Rocket Companies Introduces Rocket Logic - Synopsis AI Tool to Analyze and Transcribe Calls, Personalizing Client Interactions (PR Newswire) +5.51%
Apr-18-24 04:05PM	Rocket Companies to Announce First Quarter 2024 Results on May 2 (PR Newswire)
Apr-16-24 09:00AM	Rocket Mortgage Celebrates the Everyday Dreammate: Inspiring Fans and Bringing Dreams to Life During the NFL Draft in Detroit (PR Newswire)
Apr-09-24 03:51PM	Rocket launches patented AI-driven tech platform (HousingWire)
02:53PM	3 Ways to Lock In Lower Mortgage Rates (The Wall Street Journal)
09:00AM	Loading…
09:00AM	Rocket Companies Introduces Rocket Logic AI Platform to Make Homeownership Faster and Easier (PR Newswire)
Apr-06-24 10:20AM	Jim Cramer is Bearish On These 10 Stocks in April (Insider Monkey)
Mar-20-24 03:48PM	Rocket Cos. Stock Sees IBD Rating Blasts Higher; Earns 84 RS Rating (Investor's Business Daily) +6.38%
Mar-08-24 06:40AM	Sell Alert: Analysts Say Ditch These 3 Stocks Right Now (InvestorPlace)
Mar-05-24 01:56PM	Analyst Report: Rocket Companies, Inc. (Morningstar Research)
Feb-23-24 11:07AM	Rocket Companies, Inc. (NYSE:RKT) Q4 2023 Earnings Call Transcript (Insider Monkey) +5.28%
09:10AM	Q4 2023 Rocket Companies Inc Earnings Call (Thomson Reuters StreetEvents)
01:15AM	Rocket Companies (RKT) Q4 2023 Earnings Call Transcript (Motley Fool)
Feb-22-24 07:00PM	Here's What Key Metrics Tell Us About Rocket Companies (RKT) Q4 Earnings (Zacks)
06:13PM	Analyst Report: Rocket Companies, Inc. (Morningstar Research)
05:51PM	Loading…
05:51PM	Rocket Companies Inc (RKT) Reports Mixed Q4 and Full-Year 2023 Results Amid Mortgage Market ... (GuruFocus.com)
04:05PM	Rocket Companies Announces Fourth Quarter and Full Year 2023 Results (PR Newswire)
Feb-19-24 09:15AM	Rocket Companies (RKT) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Feb-14-24 02:35PM	Top 20 Biggest Mortgage Companies in the US (Insider Monkey)
Feb-12-24 10:39AM	15 US States with the Least Debt Per Capita (Insider Monkey)
Feb-08-24 04:05PM	Rocket Companies to Announce Fourth Quarter and Full Year 2023 Results on February 22 (PR Newswire)
Feb-05-24 09:00AM	Rocket Homes Real Estate Search App Now Available on Apple Vision Pro (PR Newswire) -7.75%
Feb-01-24 09:00AM	Rocket Companies Appoints AI and Fintech Expert Alex Rampell to Board of Directors (PR Newswire)
Jan-23-24 03:00PM	The Housing Hiccup: 3 Stocks to Sell as the Real Estate Market Cools (InvestorPlace)
Jan-04-24 12:30PM	Rocket Companies Appoints Jonathan Mildenhall as Chief Marketing Officer (PR Newswire) -5.02%
12:15PM	Rocket Cos. Hires Former Airbnb CMO Jonathan Mildenhall as Its CMO (The Wall Street Journal)
Jan-03-24 04:36PM	AMC's all-time low, Rocket Companies: Trending Tickers (Yahoo Finance Video) -6.58%
Dec-27-23 01:00PM	Mortgage Company Stocks Have More Than Doubled This Year (The Wall Street Journal)
Dec-24-23 01:47PM	15 Prominent NYSE Stocks That Hit 52-Week Highs This Week (Insider Monkey)
Dec-12-23 07:01PM	Analyst Report: Rocket Companies, Inc. (Morningstar Research)
09:18AM	Loading…
09:18AM	Rocket Homes Launches First AI-Driven Apple CarPlay Feature to Fuel Homeownership (PR Newswire)
Dec-11-23 04:05PM	Agree Realty Announces Appointment of Linglong He to Board of Directors (PR Newswire)
Dec-07-23 02:42PM	Fintech Rocket Cos. Stock Scores Relative Price Strength Upgrade (Investor's Business Daily)
Dec-03-23 05:46PM	15 US States with the Most Debt Per Capita (Insider Monkey)
Nov-19-23 08:36AM	15 Stocks George Soros Just Bought and Sold (Insider Monkey)
Nov-17-23 11:54AM	Mortgage rate dip will unleash housing demand: Rocket CEO (Yahoo Finance Video)
Nov-16-23 10:29AM	Rocket Companies CEO: Most of the players in real estate are 'significantly under-penetrated' (CNBC TV)
Nov-15-23 06:18PM	3 Stock Winners From the Crackdown on Outrageous Real Estate Commissions (InvestorPlace)
Nov-09-23 09:16AM	7 Housing Stocks to Sell as Interest Rates Go Out of Control (InvestorPlace) -6.54%
Nov-03-23 12:08PM	Rocket Companies, Inc. (NYSE:RKT) Q3 2023 Earnings Call Transcript (Insider Monkey) +6.54%
11:52AM	Analyst Report: Rocket Companies, Inc. (Morningstar Research)
05:31AM	Rocket Companies (RKT) Q3 2023 Earnings Call Transcript (Motley Fool)
Nov-02-23 08:30PM	Compared to Estimates, Rocket Companies (RKT) Q3 Earnings: A Look at Key Metrics (Zacks) +7.71%
07:05PM	Rocket Companies Inc (RKT) Reports Q3 2023 Earnings: Net Revenue of $1. ... (GuruFocus.com)
04:05PM	Rocket Companies Announces Third Quarter 2023 Results (PR Newswire)
Nov-01-23 04:15PM	Sterling Bank and Trust Teams Up with Rocket Mortgage to Offer Bank Customers Access to Rockets Award-Winning Home Loan Experience (Business Wire)
Oct-30-23 01:05PM	Pathfinder, Rocket's Proprietary Mortgage Guideline Search Engine, Reaches New Heights Using Automation, AI and Machine Learning (PR Newswire)
Oct-27-23 10:00AM	Earnings Preview: Telus International (TIXT) Q3 Earnings Expected to Decline (Zacks)
Oct-26-23 10:02AM	Will Rocket Companies (RKT) Report Negative Earnings Next Week? What You Should Know (Zacks)
Oct-24-23 09:00AM	Lendesk Harnesses the Power of Artificial Intelligence With New Lender Spotlight AI Assistant - Saving Mortgage Professionals Time and Finding Solutions Faster for Homebuyers (PR Newswire)
Oct-19-23 04:05PM	Rocket Companies to Announce Third Quarter 2023 Results on November 2 (PR Newswire)
Oct-16-23 09:00AM	The First National Bank of Long Island Partners with Rocket Mortgage to Expand Consumer Home Financing Options (GlobeNewswire)
Oct-09-23 01:26PM	Why Rocket Mortgage Stock Lost 23% in September (Motley Fool)
Sep-25-23 01:55AM	Dow raised at JPMorgan, Rocket upgraded to Hold: 4 big analyst picks (Investing.com)
Sep-06-23 10:30AM	Gilbert Family Foundation Contributes Nearly $375 Million in Partnership with Henry Ford Health to Bring Shirley Ryan AbilityLab to Detroit and Create the Nick Gilbert Neurofibromatosis Research Institute (PR Newswire)
Aug-23-23 03:49PM	Analyst Report: Rocket Companies, Inc. (Morningstar Research)
Aug-17-23 09:43AM	7 Stocks to Sell for Cash Right Now (InvestorPlace)
Aug-14-23 09:39AM	Here's Why Rocket Is Struggling in the Current Mortgage Environment (Motley Fool)
Aug-07-23 03:47PM	Rocket Cos. Stock Showing Market Leadership; Earns 93 RS Rating (Investor's Business Daily)
Aug-04-23 02:46PM	Analyst Report: Rocket Companies, Inc. (Morningstar Research) +10.47%
02:00PM	Rocket Expands Beyond Refis With Help From 1% Down Payment Mortgages (The Wall Street Journal)
09:03AM	Q2 2023 Rocket Companies Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-03-23 09:30PM	Rocket Companies (RKT) Q2 2023 Earnings Call Transcript (Motley Fool)
09:00PM	Here's What Key Metrics Tell Us About Rocket Companies (RKT) Q2 Earnings (Zacks)
07:35PM	Rocket Companies (RKT) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:05PM	Rocket Companies Announces Second Quarter 2023 Results (PR Newswire)
Aug-02-23 09:46AM	Should You Buy Rocket Companies (RKT) Ahead of Earnings? (Zacks)
Jul-31-23 12:52PM	Rocket Companies Stock Gains After New CEO Announcement - The Details (Benzinga)
09:00AM	Rocket Companies Appoints Varun Krishna Chief Executive Officer (PR Newswire)
Jul-28-23 06:47PM	Analyst Report: Rocket Companies, Inc. (Morningstar Research)
Jul-27-23 07:09AM	Rocket Mortgage Ranked #1 in the U.S. for Client Satisfaction in Mortgage Servicing by J.D. Power for the 9th Time (PR Newswire)
Jul-25-23 04:37PM	3 Financial Stocks to Buy Now (That Arent Banks!) (InvestorPlace)
09:00AM	Rocket Mortgage Canada Becomes Mortgage Lender - Helping Simplify the Homebuying Experience (PR Newswire)
Jul-20-23 04:05PM	Rocket Companies to Announce Second Quarter 2023 Results on August 3 (PR Newswire)
Jul-12-23 04:10PM	Why These 3 Stocks Are the Worst Ways to Play Tech Right Now (InvestorPlace)
02:15PM	Mortgage Stocks Are Rocketing Higher (The Wall Street Journal)
07:48AM	Rocket Companies (NYSE:RKT) rises 8.4% this week, taking one-year gains to 15% (Simply Wall St.)
Jul-11-23 06:03AM	3 Stocks to Sell for Stubbornly High Inflation (InvestorPlace) +7.61%
Jun-21-23 06:44PM	Strength Seen in Marathon Digital Holdings, Inc. (MARA): Can Its 4.2% Jump Turn into More Strength? (Zacks)
Jun-11-23 07:00AM	The Trade in Rocket Can Still Travel (TheStreet.com)
Jun-07-23 11:30AM	Why Is ADTRAN Holdings (ADTN) Up 3.9% Since Last Earnings Report? (Zacks)
Jun-06-23 03:56AM	The Feds man-made housing market recession hit so hard that 4 real estate titans just lost their Fortune 500 status (Fortune)
May-31-23 09:30AM	Lending giant Rocket Mortgage rolled out a 1% down, no-insurance-fee home loan program aims to target more than 90M US borrowers. Is this 2008 all over again? (MoneyWise)
May-27-23 05:32PM	3 Stocks That Will Make You Poor if the Housing Market Tanks (InvestorPlace)
May-23-23 11:33AM	Lowe's cuts guidance, Rocket introduces 1% down program for home buyers (Yahoo Finance Video)
May-22-23 09:00AM	Rocket Mortgage Addresses Affordability Challenges with New 1% Down Home Loan Program (PR Newswire)
08:38AM	3 Housing Stocks That Will Crash as Housing Starts and Building Permits Plunge (InvestorPlace)
07:09AM	Analyst Report: Rocket Companies Inc (Argus Research)
06:54AM	Market Digest: ITRI, KIM, FOXA, SILK, RITM, RKT (Argus Research)
May-17-23 02:57PM	7 Stocks to Sell if the Fed Keeps Raising Interest Rates (InvestorPlace)
May-14-23 03:07PM	Dump These 7 Stocks Fast Before They Tank Your Portfolio (InvestorPlace)
May-04-23 08:30PM	Rocket Companies (RKT) Q1 2023 Earnings Call Transcript (Motley Fool)
07:30PM	Compared to Estimates, Rocket Companies (RKT) Q1 Earnings: A Look at Key Metrics (Zacks)
06:05PM	Rocket Companies (RKT) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
04:05PM	Rocket Companies Announces First Quarter 2023 Results (PR Newswire)
May-02-23 10:01AM	Vivid Seats Inc. (SEAT) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-27-23 10:03AM	Analysts Estimate Rocket Companies (RKT) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-25-23 02:13PM	15 Biggest Rocket Companies in the World (Insider Monkey)
Apr-21-23 07:37PM	Rocket Companies to Announce First Quarter 2023 Results on May 4 (PR Newswire)
Apr-18-23 08:30AM	RESAAS Enters into Partnership with Rocket Mortgage Canada (PR Newswire)

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Rizik Matthew	Director	Apr 19 '24	Buy	11.53	380	4,381	697,133	Apr 19 06:01 PM
Rizik Matthew	Director	Apr 17 '24	Buy	11.44	383	4,382	696,753	Apr 17 06:14 PM
Rizik Matthew	Director	Apr 16 '24	Buy	11.46	375	4,298	696,370	Apr 17 06:14 PM
Rizik Matthew	Director	Apr 15 '24	Buy	12.21	358	4,371	695,995	Apr 17 06:14 PM
Rizik Matthew	Director	Apr 12 '24	Buy	12.20	353	4,307	695,637	Apr 12 05:04 PM
Rizik Matthew	Director	Apr 11 '24	Buy	12.28	158	1,940	695,284	Apr 12 05:04 PM
Rizik Matthew	Director	Apr 10 '24	Buy	12.60	310	3,906	695,126	Apr 10 05:23 PM
Rizik Matthew	Director	Apr 09 '24	Buy	13.83	133	1,839	694,816	Apr 10 05:23 PM
Rizik Matthew	Director	Apr 05 '24	Buy	13.01	335	4,358	694,683	Apr 05 08:29 PM
Rizik Matthew	Director	Apr 04 '24	Buy	13.24	331	4,382	694,348	Apr 05 08:29 PM
Rizik Matthew	Director	Apr 03 '24	Buy	13.12	333	4,369	694,017	Apr 03 05:56 PM
Rizik Matthew	Director	Apr 02 '24	Buy	13.43	316	4,244	693,684	Apr 03 05:56 PM
Rizik Matthew	Director	Apr 01 '24	Buy	14.13	301	4,253	693,368	Apr 03 05:56 PM
Rizik Matthew	Director	Mar 28 '24	Buy	14.57	301	4,386	693,067	Mar 29 04:23 PM
Rizik Matthew	Director	Mar 26 '24	Buy	13.98	312	4,362	692,766	Mar 27 05:03 PM
Rizik Matthew	Director	Mar 25 '24	Buy	14.13	310	4,380	692,454	Mar 27 05:03 PM
Rizik Matthew	Director	Mar 22 '24	Buy	14.03	309	4,335	692,144	Mar 22 05:14 PM
Rizik Matthew	Director	Mar 20 '24	Buy	12.66	203	2,570	691,835	Mar 20 05:41 PM
Rizik Matthew	Director	Mar 19 '24	Buy	12.17	213	2,592	691,632	Mar 20 05:41 PM
Rizik Matthew	Director	Mar 18 '24	Buy	12.30	356	4,379	691,419	Mar 20 05:41 PM
Rizik Matthew	Director	Mar 15 '24	Buy	12.27	356	4,368	691,063	Mar 15 05:31 PM
Rizik Matthew	Director	Mar 14 '24	Buy	12.39	351	4,349	690,707	Mar 15 05:31 PM
Rizik Matthew	Director	Mar 12 '24	Buy	12.31	355	4,370	690,356	Mar 13 06:54 PM
Rizik Matthew	Director	Mar 11 '24	Buy	12.56	344	4,321	690,001	Mar 13 06:54 PM
Rizik Matthew	Director	Mar 08 '24	Buy	12.64	346	4,373	630,695	Mar 08 05:23 PM
Rizik Matthew	Director	Mar 07 '24	Buy	12.58	323	4,063	630,349	Mar 08 05:23 PM
MARINER JONATHAN D	Director	Aug 24 '23	Sale	10.32	12,500	129,000	55,250	Aug 28 04:06 PM

Open in Screener

UWMC

UWM Holdings Corporation

Apr 24 • 12:03PM ET

6.41

Dollar change -0.00
Percentage change -0.07	%

Financial • Mortgage Finance • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

UWMC UWM Holdings Corporation daily Stock Chart

Held by: VTI VB VXF VBK FXO SCHA DES IWR FDM OMFL

Index	-	P/E	-	EPS (ttm)	-0.33	Insider Own	9.52%	Shs Outstand	93.65M	Perf Week	5.01%
Market Cap	605.38M	Forward P/E	15.25	EPS next Y	0.42	Insider Trans	0.00%	Shs Float	85.52M	Perf Month	-13.79%
Income	-13.23M	PEG	-	EPS next Q	0.05	Inst Own	44.86%	Short Float	18.97%	Perf Quarter	-0.07%
Sales	2.17B	P/S	0.28	EPS this Y	869.83%	Inst Trans	-1.00%	Short Ratio	8.99	Perf Half Y	30.46%
Book/sh	1.20	P/B	5.33	EPS next Y	36.36%	ROA	-0.10%	Short Interest	16.22M	Perf Year	16.04%
Cash/sh	5.26	P/C	1.22	EPS next 5Y	-8.56%	ROE	-10.33%	52W Range	4.49 - 7.75	Perf YTD	-10.41%
Dividend Est.	0.40 (6.24%)	P/FCF	4.36	EPS past 5Y	-277.33%	ROI	-0.18%	52W High	-17.35%	Beta	1.66
Dividend TTM	0.40 (6.24%)	Quick Ratio	-	Sales past 5Y	-9.40%	Gross Margin	86.97%	52W Low	42.66%	ATR (14)	0.26
Dividend Ex-Date	Mar 19, 2024	Current Ratio	-	EPS Y/Y TTM	-131.22%	Oper. Margin	40.08%	RSI (14)	48.65	Volatility	2.37% 4.80%
Employees	6700	Debt/Eq	77.55	Sales Y/Y TTM	3.68%	Profit Margin	-0.61%	Recom	3.17	Target Price	6.25
Option/Short	Yes / Yes	LT Debt/Eq	62.78	EPS Q/Q	-9536.67%	Payout	-	Rel Volume	0.44	Prev Close	6.41
Sales Surprise	-127.20%	EPS Surprise	-721.62%	Sales Q/Q	14.69%	Earnings	Feb 28 BMO	Avg Volume	1.80M	Price	6.41
SMA20	-0.37%	SMA50	-3.57%	SMA200	5.36%	Trades		Volume	332,308	Change	-0.07%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-09-24	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$6
Jan-10-24	Initiated	Deutsche Bank	Hold
Jan-10-24	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$6
Dec-06-23	Resumed	UBS	Sell	$4
Nov-15-23	Initiated	Barclays	Underweight	$4
Oct-05-23	Upgrade	BTIG Research	Neutral → Buy	$6
Aug-08-23	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
May-26-23	Upgrade	Jefferies	Hold → Buy	$5.50 → $7
Mar-02-23	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$3.50 → $4
Jan-06-23	Downgrade	Barclays	Equal Weight → Underweight	$2.50
Dec-15-22	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$3.50
Aug-10-22	Downgrade	Credit Suisse	Neutral → Underperform	$3.75 → $3.50
Jun-02-22	Downgrade	Argus	Buy → Hold
May-19-22	Downgrade	Piper Sandler	Neutral → Underweight	$5 → $3
May-17-22	Downgrade	Wedbush	Outperform → Neutral
Apr-21-22	Initiated	BTIG Research	Neutral
Feb-23-22	Downgrade	UBS	Buy → Neutral	$5
Jan-10-22	Downgrade	Barclays	Overweight → Equal Weight	$9 → $7
Dec-16-21	Upgrade	Wedbush	Neutral → Outperform	$8.75 → $8
Dec-15-21	Initiated	Piper Sandler	Neutral	$6.50

Show Previous Ratings

Feb-28-24 11:00AM	UWM Holdings Corporation (UWMC) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks) -5.07%
09:00AM	UWM Holdings Corporation Announces Fourth Quarter & Full Year 2023 Results (Business Wire)
Feb-14-24 04:05PM	UWM Holdings Corporation Announces Q4 2023 and Full Year 2023 Earnings Conference Call (Business Wire)
Jan-14-24 05:30AM	Got $60 Million? Goldman Sachs Wants to Lend You More (The Wall Street Journal)
Dec-27-23 01:00PM	Mortgage Company Stocks Have More Than Doubled This Year (The Wall Street Journal)
08:00AM	Loading…
Nov-15-23 08:00AM	Americas Mortgage King Also Wants an NBA CrownRight Now (The Wall Street Journal)
Nov-08-23 08:30AM	UWM Holdings Corporation Announces Third Quarter 2023 Results (Business Wire) +14.17%
Oct-25-23 04:01PM	UWM Holdings Corporation Announces Q3 2023 Earnings Conference Call (Business Wire)
Oct-05-23 11:14AM	Overstock board, ExxonMobil, UWM upgrade: Trending Stocks (Yahoo Finance Video) +7.92%
Sep-19-23 12:18PM	UWM Holdings Corp (UWMC): A Comprehensive Analysis of Its Dividend Performance and Sustainability (GuruFocus.com)
Aug-09-23 09:00AM	UWM Holdings Corporation Announces Second Quarter 2023 Results (Business Wire) +5.23%
Jul-26-23 04:20PM	UWM Holdings Corporation Announces Q2 2023 Earnings Conference Call (Business Wire)
Jul-12-23 02:15PM	Mortgage Stocks Are Rocketing Higher (The Wall Street Journal) +5.11%
May-31-23 09:30AM	Lending giant Rocket Mortgage rolled out a 1% down, no-insurance-fee home loan program aims to target more than 90M US borrowers. Is this 2008 all over again? (MoneyWise)
May-19-23 01:48PM	Analyst Report: UWM Holdings Corporation (Argus Research)
01:33PM	Loading…
01:33PM	Market Update: AMAT, EA, WMT, UWMC (Argus Research)
May-10-23 08:30AM	UWM Holdings Corporation Announces First Quarter 2023 Results (Business Wire) -18.01%
Apr-26-23 04:05PM	UWM Holdings Corporation Announces Q1 2023 Earnings Conference Call (Business Wire)
Apr-03-23 07:38AM	Weekly Stock List (Argus Research)
Mar-06-23 07:17AM	Analyst Report: UWM Holdings Corporation (Argus Research)
07:02AM	Market Digest: DTE, DINO, NI, PNW, HPE, ZM, UWMC (Argus Research)
Mar-01-23 08:30AM	UWM Holdings Corporation Announces Fourth Quarter & Full Year 2022 Results (Business Wire) +7.98%
Feb-15-23 04:00PM	UWM Holdings Corporation Announces Q4 2022 and Full Year 2022 Earnings Conference Call (Business Wire)
Feb-09-23 03:25AM	NBA superstar Kevin Durant to be traded to the Phoenix Suns, reports say (MarketWatch)
Feb-06-23 12:00PM	UWM Appoints Andrew Hubacker Chief Financial Officer (Business Wire) -5.71%
Dec-20-22 03:39PM	UWMC CEO Mat Ishbia set to buy the Phoenix Suns in $4 billion purchase (Yahoo Finance Video) -7.13%
Dec-03-22 07:53AM	UWM Holdings Corporation (NYSE:UWMC) Looks Like A Good Stock, And It's Going Ex-Dividend Soon (Simply Wall St.)
Nov-30-22 02:47PM	Top Penny Stocks (Investopedia)
Nov-21-22 05:25AM	Here's Why United Wholesale Is Growing Faster Than the Competition (Motley Fool)
Nov-16-22 05:26AM	UWM Holdings' (NYSE:UWMC) Dividend Will Be $0.10 (Simply Wall St.)
06:13AM	Loading…
Nov-09-22 06:13AM	Zacks Industry Outlook Highlights UWM Holding, PennyMac Financial Services and Sixth Street Specialty Lending (Zacks)
Nov-08-22 09:21AM	3 Promising Stocks From the Mortgage & Related Services Industry (Zacks)
Nov-04-22 09:45AM	UWM Holdings Corporation (UWMC) Q3 Earnings and Revenues Surpass Estimates (Zacks) +20.06%
08:30AM	UWM Holdings Corporation Announces Third Quarter 2022 Results (Business Wire)
Oct-28-22 08:20AM	UWM Holdings Corporation Announces Q3 2022 Earnings Conference Call (Business Wire)
Oct-27-22 03:46PM	Mortgage rates: It may be 'a little bit easier' to find a home in 2023, economist says (Yahoo Finance Video)
Oct-20-22 12:40PM	One UWM Holdings Corporation (NYSE:UWMC) insider upped their stake by 9,645% in the previous year (Simply Wall St.)
Sep-15-22 03:14PM	Mortgage rates exceed 6% in 14-year high (Yahoo Finance Video)
Sep-03-22 12:00AM	A Boss Ordered All Workers Back to the Office a Year Ago. He Has No Regrets. (The Wall Street Journal)
Sep-02-22 02:04PM	Non-bank lenders: market-grabbing play is risky business (Financial Times)
Aug-30-22 03:22PM	U.S. home price growth slowed in June: Case-Shiller report (Yahoo Finance Video)
12:00AM	Big US mortgage lenders turn screws on smaller rivals as rates rise (Financial Times)
Aug-23-22 03:57PM	Homeowners became overambitious with prices in Sun Belt states, economist says (Yahoo Finance Video)
Aug-16-22 04:29PM	Housing market: Flexibility has homebuyers looking 'beyond the suburbs', economist explains (Yahoo Finance Video)
Aug-13-22 08:16AM	UWM Holdings (NYSE:UWMC) Is Paying Out A Dividend Of $0.10 (Simply Wall St.)
Aug-12-22 04:33PM	Homebuyer bids decline for the sixth straight month: Report (Yahoo Finance Video)
Aug-09-22 09:45AM	UWM Holdings Corporation (UWMC) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
08:30AM	UWM Holdings Corporation Announces Second Quarter 2022 Results (Business Wire)
Aug-04-22 07:35AM	Walker & Dunlop (WD) Q2 Earnings Miss Estimates (Zacks)
Aug-01-22 03:55PM	Home prices remain elevated amid low inventory, rent inflation slowing (Yahoo Finance Video)
10:51AM	Home price appreciation cooled in June amid higher mortgage rates (Yahoo Finance Video)
Jul-26-22 02:00PM	UWM Holdings Corporation Announces 2022 Q2 Earnings Conference Call (Business Wire) -5.95%
10:30AM	Consumer confidence drops, new home sales fall (Yahoo Finance Video)
Jul-22-22 04:15PM	Housing supply issues are 'up on a location-by-location basis': Strategist (Yahoo Finance Video)
Jul-20-22 10:40AM	Housing: Existing home sales fell in June as mortgage rates rise (Yahoo Finance Video)
Jul-19-22 03:44PM	Housing market: Demand has changed amid interest rate hikes, expert says (Yahoo Finance Video)
Jul-08-22 11:30AM	UWM to Return to New York Stock Exchange with 100 Independent Mortgage Brokers (Business Wire)
Jul-07-22 03:51PM	Housing market isnt headed towards any kind of crisis despite sinking mortgage demand: Expert (Yahoo Finance Video)
Jul-02-22 10:37AM	Shareholders in UWM Holdings (NYSE:UWMC) are in the red if they invested a year ago (Simply Wall St.)
Jun-30-22 04:32PM	Housing economist: If you need a mortgage, get your rate locked in now (Yahoo Finance Video)
Jun-22-22 04:53PM	Housing economist: There is a rental housing shortage driving up rent prices (Yahoo Finance Video)
11:36AM	Homeowners consider 40-year mortgages amid rising housing costs (Yahoo Finance Video)
Jun-15-22 04:39PM	Mortgage rates: Homebuyers have to change what their priorities are, housing expert says (Yahoo Finance Video)
Jun-10-22 10:17AM	Real estate CEO on housing market: 'Im concerned for all the first-time buyers (Yahoo Finance Video) -6.33%
Jun-09-22 09:18AM	Are Options Traders Betting on a Big Move in UWM (UWMC) Stock? (Zacks)
Jun-03-22 05:11PM	The hot housing market is bringing homebuyers to tears (Yahoo Finance Video)
May-27-22 12:15PM	Mortgage rates decline for second straight week: Chart of the Day (Yahoo Finance Video)
May-19-22 05:10PM	Mortgage Lenders Are Playing Defense (The Wall Street Journal)
11:43AM	Housing market seeing more balance as mortgage rates climb: Economist (Yahoo Finance Video)
10:18AM	Housing: Existing home sales fall to lowest level since June 2020 as mortgage rates rise (Yahoo Finance Video)
07:15AM	What Does the Current U.S. Interest Rate Mean for UWM Holdings? (Motley Fool)
May-18-22 10:57AM	Housing market starting to see the impact of higher mortgage rates, economist says (Yahoo Finance Video)
08:59AM	How Clover Mortgage Is Helping Metro Detroiters Save On Homeownership As Rates Begin To Climb (Benzinga)
06:26AM	Here's What UWM Holdings Corporation's (NYSE:UWMC) Shareholder Ownership Structure Looks Like (Simply Wall St.)
May-13-22 12:06PM	A UWM Holdings Corporation (NYSE:UWMC) insider increased their holdings by 45% last year (Simply Wall St.)
May-12-22 06:42AM	What Are the Top 7 Penny Stocks? And Should You Buy? (InvestorPlace) +6.02%
May-10-22 09:55AM	UWM Holdings Corporation (UWMC) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
08:30AM	UWM Holdings Corporation Announces First Quarter 2022 Results (Business Wire)
May-03-22 03:00PM	Analysts Estimate UWM Holdings Corporation (UWMC) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-28-22 03:57PM	Housing: Homebuyers turn to second jobs to afford a down payment (Yahoo Finance Video) +6.34%
Apr-26-22 08:30AM	UWM Holdings Corporation Announces 2022 Q1 Earnings Conference Call (Business Wire) -6.38%
Apr-21-22 11:02AM	Housing: What to consider before buying a home this year (Yahoo Finance Video)
Apr-19-22 10:59AM	How rising mortgage rates are affecting home sales and homebuilders (Yahoo Finance Video)
Apr-14-22 04:07PM	Housing market: U.S. mortgage rates hit 5% (Yahoo Finance Video)
Apr-11-22 03:49PM	Housing: Why low inventory may still drive home prices up (Yahoo Finance Video)
10:04AM	Mortgage rates creep higher for homebuyers on Fed policy (Yahoo Finance Video)
Apr-08-22 04:58PM	What retirees should do with their homes amid rising mortgage rates (Yahoo Finance Video)
04:04PM	Housing: Homebuyers are returning to the NYC real estate market (Yahoo Finance Video)
11:06AM	Housing market: How rising mortgage rates are affecting homebuyers (Yahoo Finance Video)
Apr-07-22 03:54PM	Rental prices are going to continue to increase for homes: RentPath CEO (Yahoo Finance Video)
Apr-06-22 04:05PM	Housing: How rising mortgage rates and low inventory impact homebuyers (Yahoo Finance Video)
Apr-05-22 11:52AM	Why Black homeownership rates are lower now than a decade ago (Yahoo Finance Video) -5.22%
Mar-31-22 04:33PM	Mortgage rates soaring following first Fed rate hike (Yahoo Finance Video)
Mar-28-22 10:44AM	Mortgage rates leading to higher costs for homebuyers, economist says (Yahoo Finance Video)
Mar-24-22 05:18PM	Mortgage rates soar to 3-year high following first Fed interest rate hike (Yahoo Finance Video)
Mar-18-22 03:38PM	Housing economist details whats driving people towards thinking about new homes (Yahoo Finance Video)
Mar-17-22 03:44PM	Mortgage rates: The refinancing chance may be over, housing economist says (Yahoo Finance Video)
11:23AM	Mortgage rates surpass 4% for the first time in almost 3 years (Yahoo Finance Video)
Mar-09-22 04:46PM	Mortgage rates dip, refinancing surges (Yahoo Finance Video)
Mar-05-22 08:20AM	Here's Why United Wholesale Is Betting on Home Purchases (Motley Fool)

UWM Holdings Corp. is a wholesale mortgage lender, which underwrites and provides closing documentation for residential mortgage loans originated by independent mortgage brokers, correspondents, small banks and local credit unions. The firm provides independent mortgage advisors with a set of technologically driven tools and a value proposition that enables them to offer borrowers that meet the credit rating standards compelling financing alternatives. The company was founded in 1986 and is headquartered in Pontiac, MI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Elezaj Alex	EVP, Chief Strategy Officer	Mar 01 '24	Option Exercise	0.00	15,021	0	301,612	Mar 05 04:30 PM
Hubacker Andrew	EVP, CFO and CAO	Mar 01 '24	Option Exercise	0.00	7,844	0	30,678	Mar 05 04:28 PM
Mat Ishbia	President and CEO	Mar 01 '24	Option Exercise	0.00	267,037	0	267,037	Mar 05 04:27 PM
Lawson Laura	EVP, Chief People Officer	Mar 01 '24	Option Exercise	0.00	10,014	0	50,726	Mar 05 04:25 PM
Wilner Melinda	EVP, COO	Mar 01 '24	Option Exercise	0.00	16,356	0	57,030	Mar 05 04:24 PM
Hubacker Andrew	EVP, CFO and CAO	Feb 06 '24	Option Exercise	0.00	26,427	0	31,507	Feb 07 04:04 PM
Lawson Laura	EVP, Chief People Officer	Feb 01 '24	Option Exercise	0.00	20,656	0	47,818	Feb 05 04:05 PM
Wilner Melinda	EVP, COO	Feb 01 '24	Option Exercise	0.00	20,656	0	47,718	Feb 05 04:07 PM
Hubacker Andrew	EVP, CFO and CAO	Feb 01 '24	Option Exercise	0.00	1,224	0	5,502	Feb 05 04:06 PM
Elezaj Alex	EVP, Chief Strategy Officer	Feb 01 '24	Option Exercise	0.00	4,590	0	288,170	Feb 05 04:09 PM
Verdun Robert	Director	Sep 13 '23	Buy	5.20	40,000	208,000	204,725	Sep 14 10:18 AM
Hubacker Andrew	EVP, CFO and CAO	Sep 01 '23	Option Exercise	0.00	3,750	0	5,362	Sep 06 06:47 PM

Open in Screener

PFSI

PennyMac Financial Services Inc.

Apr 24 • 12:03PM ET

90.88

Dollar change -1.90
Percentage change -2.05	%

Financial • Mortgage Finance • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

PFSI PennyMac Financial Services Inc. daily Stock Chart

Held by: VTI VB IWM VBR VXF AVUV DFAT IWN DFAS FNDA

Index	RUT	P/E	33.49	EPS (ttm)	2.71	Insider Own	7.68%	Shs Outstand	50.18M	Perf Week	5.24%
Market Cap	4.58B	Forward P/E	7.39	EPS next Y	12.30	Insider Trans	-9.42%	Shs Float	46.56M	Perf Month	0.64%
Income	144.66M	PEG	1.62	EPS next Q	2.27	Inst Own	89.33%	Short Float	2.09%	Perf Quarter	5.72%
Sales	2.75B	P/S	1.67	EPS this Y	278.98%	Inst Trans	-11.90%	Short Ratio	4.20	Perf Half Y	42.75%
Book/sh	70.52	P/B	1.29	EPS next Y	18.41%	ROA	0.81%	Short Interest	0.97M	Perf Year	42.04%
Cash/sh	18.81	P/C	4.83	EPS next 5Y	20.73%	ROE	4.13%	52W Range	56.16 - 94.78	Perf YTD	2.83%
Dividend Est.	0.80 (0.88%)	P/FCF	-	EPS past 5Y	1.14%	ROI	1.81%	52W High	-4.12%	Beta	1.66
Dividend TTM	0.80 (0.88%)	Quick Ratio	-	Sales past 5Y	23.89%	Gross Margin	89.62%	52W Low	61.81%	ATR (14)	2.28
Dividend Ex-Date	Feb 12, 2024	Current Ratio	-	EPS Y/Y TTM	-67.20%	Oper. Margin	28.76%	RSI (14)	56.11	Volatility	2.36% 2.31%
Employees	3914	Debt/Eq	2.45	Sales Y/Y TTM	0.35%	Profit Margin	5.27%	Recom	1.50	Target Price	108.56
Option/Short	Yes / Yes	LT Debt/Eq	1.25	EPS Q/Q	-204.01%	Payout	29.16%	Rel Volume	0.88	Prev Close	92.78
Sales Surprise	-13.51%	EPS Surprise	-21.27%	Sales Q/Q	13.78%	Earnings	Apr 24 AMC	Avg Volume	232.11K	Price	90.88
SMA20	2.18%	SMA50	3.46%	SMA200	14.84%	Trades		Volume	86,268	Change	-2.05%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-09-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$100 → $105
Jan-10-24	Initiated	Deutsche Bank	Buy	$115
Jan-10-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform
Dec-06-23	Initiated	UBS	Neutral	$85
Nov-15-23	Initiated	Barclays	Overweight	$82
Oct-02-23	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$77 → $81
Jul-17-23	Initiated	Jefferies	Buy	$85
Jan-18-23	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Jan-06-23	Downgrade	Barclays	Overweight → Equal Weight	$55 → $58
Dec-06-22	Upgrade	Wells Fargo	Equal Weight → Overweight	$54 → $75
Apr-21-22	Initiated	BTIG Research	Buy	$60
Apr-06-21	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$77 → $73
Mar-19-21	Downgrade	Wells Fargo	Overweight → Equal Weight	$75 → $70
Dec-14-20	Initiated	Jefferies	Buy	$95
Apr-13-20	Upgrade	Credit Suisse	Neutral → Outperform	$36
Mar-23-20	Upgrade	JMP Securities	Mkt Perform → Mkt Outperform	$25
Feb-28-20	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$40
Dec-09-19	Downgrade	Keefe Bruyette	Outperform → Mkt Perform
Sep-05-19	Upgrade	Wells Fargo	Market Perform → Outperform	$35
May-07-18	Upgrade	Keefe Bruyette	Mkt Perform → Outperform

Show Previous Ratings

Apr-22-24 09:16AM	PennyMac (PFSI) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Apr-18-24 06:00PM	Why the Market Dipped But PennyMac Financial (PFSI) Gained Today (Zacks)
09:00AM	PennyMac Financial Services, Inc. (PFSI) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Apr-17-24 08:00AM	PennyMac Financial Services, Inc. Announces Date for Release of First Quarter 2024 Results (Business Wire)
Apr-12-24 06:00PM	PennyMac Financial (PFSI) Stock Moves -1.43%: What You Should Know (Zacks)
12:10PM	Loading…
12:10PM	Will PennyMac (PFSI) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Apr-05-24 12:00PM	PennyMac (PFSI) Upgraded to Strong Buy: What Does It Mean for the Stock? (Zacks)
Mar-27-24 01:26AM	Chief Legal Officer Derek Stark Sells Shares of PennyMac Financial Services Inc (PFSI) (GuruFocus.com)
Mar-05-24 04:30PM	Pennymac Promotes Senior Executives and Invests in its Servicing and Digital Future (Business Wire)
Feb-14-24 02:34PM	Top 5 Biggest Mortgage Companies in the US (Insider Monkey)
Feb-12-24 12:20PM	Earnings Estimates Moving Higher for PennyMac (PFSI): Time to Buy? (Zacks)
Feb-02-24 10:20AM	PennyMac Financial Services, Inc. (NYSE:PFSI) Q4 2023 Earnings Call Transcript (Insider Monkey)
07:35AM	Q4 2023 PennyMac Financial Services Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-01-24 07:00PM	PennyMac (PFSI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:35PM	PennyMac Financial (PFSI) Q4 Earnings Surpass Estimates (Zacks)
05:06PM	Loading…
05:06PM	PennyMac Financial Services Inc Reports Q4 and Full-Year 2023 Results (GuruFocus.com)
04:36PM	PennyMac: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	PennyMac Financial Services, Inc. Reports Fourth Quarter and Full-Year 2023 Results (Business Wire)
Jan-29-24 08:00AM	PennyMac Financial Services, Inc. Announces Date for Release of Fourth Quarter and Full-Year 2023 Results (Business Wire)
Jan-25-24 10:00AM	PennyMac Financial (PFSI) Earnings Expected to Grow: Should You Buy? (Zacks)
Jan-10-24 03:57PM	Pennymac pulls back on 2021 plan to hire 300+ workers in North Carolina (HousingWire)
Dec-16-23 11:01PM	Insider Sell Alert: Chief Capital Markets Officer William Chang Sells Shares of PennyMac ... (GuruFocus.com)
Dec-15-23 11:20AM	Insider Sell Alert: Chief Servicing Officer Steven Bailey Sells 23,914 Shares of PennyMac ... (GuruFocus.com)
Dec-14-23 01:05AM	Insider Sell: Chief Mort Fulfillment Off. ... (GuruFocus.com) +7.42%
Dec-06-23 06:43PM	PennyMac Financial Services, Inc. Announces Upsizing and Pricing of Private Offering of $750 Million of Senior Notes (Business Wire)
10:57AM	Pennymac to issue $650M in unsecured debt (HousingWire)
07:57AM	PennyMac Financial Services, Inc. Announces Proposed Private Offering of $650 Million of Senior Notes (Business Wire)
Dec-05-23 03:27PM	Pennymac rolls out new home equity loan product for broker partners (HousingWire)
10:19AM	Black Knight awarded $155M in trade secrets theft lawsuit against Pennymac (HousingWire)
Nov-21-23 08:50AM	What Makes PennyMac (PFSI) a Good Fit for 'Trend Investing' (Zacks)
11:51AM	Loading…
Oct-27-23 11:51AM	PennyMac Financial Services, Inc. (NYSE:PFSI) Q3 2023 Earnings Call Transcript (Insider Monkey) +8.57%
Oct-26-23 07:00PM	Compared to Estimates, PennyMac (PFSI) Q3 Earnings: A Look at Key Metrics (Zacks)
06:21PM	PennyMac Financial Services Inc (PFSI) Reports Q3 2023 Earnings (GuruFocus.com)
05:58PM	Servicing earnings prop up Pennymacs Q3 performance (HousingWire)
05:50PM	PennyMac Financial (PFSI) Beats Q3 Earnings Estimates (Zacks)
05:50PM	PennyMac Mortgage (PMT) Q3 Earnings and Revenues Surpass Estimates (Zacks)
04:52PM	PennyMac: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	PennyMac Financial Services, Inc. Reports Third Quarter 2023 Results (Business Wire)
Oct-20-23 10:00AM	Earnings Preview: CBRE Group (CBRE) Q3 Earnings Expected to Decline (Zacks)
Oct-19-23 10:01AM	PennyMac Mortgage (PMT) Earnings Expected to Grow: Should You Buy? (Zacks)
08:00AM	PennyMac Financial Services, Inc. Announces Date for Release of Third Quarter 2023 Results (Business Wire)
Sep-27-23 09:00AM	Pennymac Earns Coveted Spot on Newsweeks 2023 List of Top 100 Most Loved Workplaces® (Business Wire)
Sep-05-23 07:30AM	PennyMac Financial Services, Inc. to Present at the 2023 Barclays Global Financial Services Conference (Business Wire)
Aug-01-23 08:55AM	PennyMac Financial Services (NYSE:PFSI) Has Affirmed Its Dividend Of $0.20 (Simply Wall St.)
Jul-30-23 08:09AM	PennyMac Financial Services, Inc. (NYSE:PFSI) Analysts Just Slashed This Year's Estimates (Simply Wall St.)
Jul-28-23 08:34AM	Q2 2023 PennyMac Mortgage Investment Trust Earnings Call (Thomson Reuters StreetEvents) -5.11%
07:13AM	Q2 2023 PennyMac Financial Services Inc Earnings Call (QnA Session) (Thomson Reuters StreetEvents)
Jul-27-23 07:30PM	PennyMac (PFSI) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
07:30PM	Compared to Estimates, PennyMac Mortgage (PMT) Q2 Earnings: A Look at Key Metrics (Zacks)
06:35PM	PennyMac Financial (PFSI) Q2 Earnings Meet Estimates (Zacks)
06:25PM	PennyMac Mortgage (PMT) Lags Q2 Earnings and Revenue Estimates (Zacks)
05:26PM	PennyMac: Q2 Earnings Snapshot (AP Finance)
04:15PM	PennyMac Financial Services, Inc. Reports Second Quarter 2023 Results (Business Wire)
Jul-20-23 10:02AM	Analysts Estimate PennyMac Financial (PFSI) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-17-23 09:53AM	Will PennyMac Financial's Uptrend Continue? (TheStreet.com)
Jul-13-23 08:00AM	PennyMac Financial Services, Inc. Announces Date for Release of Second Quarter 2023 Results (Business Wire)
Jul-07-23 09:26AM	Zacks Industry Outlook Highlights PennyMac, Federal Agricultural Mortgage and Velocity Financial (Zacks)
Jul-06-23 10:41AM	3 Mortgage & Related Services Stocks to Watch Amid Macro Woes (Zacks)
Jun-22-23 09:00AM	PennyMac Financial Services Reaches Key Resistance Point Again (TheStreet.com)
May-26-23 08:48AM	New Strong Sell Stocks for May 26th (Zacks)
May-15-23 08:20AM	New Strong Sell Stocks for May 15th (Zacks)
May-07-23 10:30AM	Bearish Bets: 3 Stocks You Seriously Should Think About Shorting This Week (TheStreet.com)
May-01-23 06:04AM	PennyMac Financial Services (NYSE:PFSI) Is Due To Pay A Dividend Of $0.20 (Simply Wall St.)
Apr-27-23 06:15PM	PennyMac Mortgage (PMT) Beats Q1 Earnings Estimates (Zacks)
06:15PM	PennyMac Financial (PFSI) Lags Q1 Earnings and Revenue Estimates (Zacks)
05:10PM	PennyMac: Q1 Earnings Snapshot (AP Finance)
04:30PM	PennyMac Financial Services, Inc. Reports First Quarter 2023 Results (Business Wire)
Apr-24-23 06:44AM	Zacks Industry Outlook Highlights UWM Holding, PennyMac Financial Services and Federal Agricultural Mortgage (Zacks)
Apr-21-23 08:55AM	3 Stocks to Watch in a Struggling Mortgage & Related Services Industry (Zacks)
Apr-20-23 08:00AM	PennyMac Financial Services, Inc. Announces Date for Release of First Quarter 2023 Results (Business Wire)
Apr-05-23 09:00AM	Pennymac Announces the Second Annual Stanford L. Kurland Memorial Golf Classic to Benefit the Neuro-Oncology Program at UCLA Health (Business Wire)
Apr-04-23 10:18AM	PennyMac Financial Services' (NYSE:PFSI) 47% CAGR outpaced the company's earnings growth over the same three-year period (Simply Wall St.)
Mar-09-23 04:30PM	Pennymac Announces Organizational Changes (Business Wire)
Mar-02-23 08:30AM	PennyMac Financial Services, Inc. Announces Doug Jones Joined Its Board of Directors (Business Wire)
Feb-09-23 09:05AM	Here's What Saved the Day for PennyMac Financial Services Investors (Motley Fool)
Feb-08-23 05:36AM	PennyMac Financial Services, Inc. (NYSE:PFSI) Looks Interesting, And It's About To Pay A Dividend (Simply Wall St.)
Feb-06-23 05:23AM	PennyMac Financial Services (NYSE:PFSI) Has Announced A Dividend Of $0.20 (Simply Wall St.)
Feb-05-23 11:42AM	PennyMac Financial Services, Inc. (NYSE:PFSI) Q4 2022 Earnings Call Transcript (Insider Monkey)
Feb-02-23 06:05PM	PennyMac Mortgage (PMT) Reports Q4 Loss, Misses Revenue Estimates (Zacks) +5.21%
05:55PM	PennyMac Financial (PFSI) Q4 Earnings and Revenues Beat Estimates (Zacks)
04:30PM	PennyMac Financial Services, Inc. Reports Fourth Quarter and Full-Year 2022 Results (Business Wire)
Jan-26-23 08:00AM	PennyMac Financial Services, Inc. Announces Date for Release of Fourth Quarter and Full-Year 2022 Results (Business Wire)
Jan-09-23 04:20PM	Pennymac Commemorates a Milestone Anniversary (Business Wire)
Dec-17-22 06:00AM	Things Could Be Looking Up for PennyMac Financial Services. Here's Why. (Motley Fool)
Dec-01-22 05:10AM	3 Promising Stocks From the Mortgage & Related Services Industry (Revised) (Zacks)
Nov-30-22 09:40AM	Is PennyMac Financial Services (PFSI) a Great Value Stock Right Now? (Zacks)
Nov-16-22 08:16AM	15 Biggest Mortgage Companies in the US (Insider Monkey)
Nov-11-22 09:40AM	Should Value Investors Buy PennyMac Financial Services (PFSI) Stock? (Zacks)
Nov-09-22 06:13AM	Zacks Industry Outlook Highlights UWM Holding, PennyMac Financial Services and Sixth Street Specialty Lending (Zacks)
Nov-08-22 09:21AM	3 Promising Stocks From the Mortgage & Related Services Industry (Zacks)
07:40AM	PennyMac Financial Services Third Quarter 2022 Earnings: Beats Expectations (Simply Wall St.)
Nov-05-22 08:06AM	Should You Buy PennyMac Financial Services, Inc. (NYSE:PFSI) For Its Upcoming Dividend? (Simply Wall St.)
Nov-01-22 09:55AM	How Much Upside is Left in PennyMac (PFSI)? Wall Street Analysts Think 28% (Zacks)
Oct-31-22 06:14AM	PennyMac Financial Services (NYSE:PFSI) Has Announced A Dividend Of $0.20 (Simply Wall St.)
Oct-28-22 01:48PM	Why Shares of PennyMac Financial Services Popped Today (Motley Fool) +16.86%
Oct-27-22 06:05PM	PennyMac Financial (PFSI) Q3 Earnings and Revenues Surpass Estimates (Zacks)
04:30PM	PennyMac Financial Services, Inc. Reports Third Quarter 2022 Results (Business Wire)
03:46PM	Mortgage rates: It may be 'a little bit easier' to find a home in 2023, economist says (Yahoo Finance Video)
Oct-26-22 09:40AM	Are Investors Undervaluing PennyMac Financial Services (PFSI) Right Now? (Zacks)
09:09AM	PennyMac Financial Services' (NYSE:PFSI) five-year earnings growth trails the 22% YoY shareholder returns (Simply Wall St.)

PennyMac Financial Services, Inc. operates as a holding company, which engages in the production and servicing of U.S. residential mortgage loans. It operates through the following segments: Loan Production, Loan Servicing, and Investment Management. The Loan Production segment is sourced through three channels: correspondent production, consumer direct lending and broker direct lending. The Loan Servicing segment performs loan administration, collection, and default management activities. The Investment Management segment currently manages PennyMac Mortgage Investment Trust. The company was founded by Stanford L. Kurland on July 2, 2008 and is headquartered in Westlake Village, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SPECTOR DAVID	Chairman & CEO	Apr 09 '24	Sale	90.72	10,000	907,209	250,604	Apr 11 05:47 PM
STARK DEREK	Chief Legal Officer	Mar 25 '24	Sale	89.44	5,255	470,007	27,084	Mar 26 05:17 PM
SPECTOR DAVID	Chairman & CEO	Mar 12 '24	Sale	85.67	3,326	284,941	644,612	Mar 13 05:35 PM
SPECTOR DAVID	Chairman & CEO	Mar 11 '24	Sale	86.05	26,451	2,276,236	647,938	Mar 13 05:35 PM
Jones Doug	Director, President & CMBO	Mar 11 '24	Sale	86.10	17,079	1,470,475	23,892	Mar 13 05:37 PM
SPECTOR DAVID	Chairman & CEO	Mar 11 '24	Sale	86.05	10,000	860,548	260,604	Mar 13 05:35 PM
Follette James	Chief Digital Officer	Mar 04 '24	Sale	84.66	5,061	428,441	10,789	Mar 05 05:11 PM
Bailey Steven Richard	Chief Servicing Officer	Feb 29 '24	Option Exercise	0.00	8,494	0	15,893	Mar 04 06:03 PM
Hendry Gregory L	MD, Chief Accounting Officer	Feb 29 '24	Option Exercise	0.00	1,261	0	48,263	Mar 04 05:59 PM
Follette James	Chief Digital Officer	Feb 29 '24	Option Exercise	0.00	8,494	0	15,751	Mar 04 05:56 PM
Chang William Herbert	Chief Capital Markets Officer	Feb 29 '24	Option Exercise	0.00	6,795	0	36,458	Mar 04 06:05 PM
White Donald J.	Chief Risk Officer	Feb 29 '24	Option Exercise	0.00	2,426	0	11,288	Mar 04 06:08 PM
STARK DEREK	Chief Legal Officer	Feb 29 '24	Option Exercise	0.00	4,368	0	31,146	Mar 04 05:51 PM
SPECTOR DAVID	Chairman & CEO	Feb 29 '24	Option Exercise	0.00	35,189	0	673,751	Mar 04 05:31 PM
Perotti Daniel Stanley	Chief Financial Officer	Feb 29 '24	Option Exercise	0.00	8,494	0	36,368	Mar 04 05:43 PM
Jones Doug	Director, President & CMBO	Feb 29 '24	Option Exercise	0.00	19,415	0	40,027	Mar 04 05:34 PM
Follette James	Chief Digital Officer	Feb 27 '24	Sale	86.24	2,617	225,690	7,257	Feb 28 09:10 PM
SPECTOR DAVID	Chairman & CEO	Feb 20 '24	Sale	87.18	15,000	1,307,758	270,604	Feb 21 06:13 PM
Perotti Daniel Stanley	Chief Financial Officer	Feb 15 '24	Sale	88.50	11,400	1,008,900	257,897	Feb 20 06:33 PM
SPECTOR DAVID	Chairman & CEO	Jan 16 '24	Sale	84.43	15,000	1,266,514	285,604	Jan 17 06:20 PM
MAZZELLA JOSEPH F	Director	Dec 18 '23	Sale	88.69	12,000	1,064,340	165,031	Dec 18 06:11 PM
STARK DEREK	Chief Legal Officer	Dec 14 '23	Option Exercise	18.05	6,925	124,996	35,136	Dec 15 08:43 PM
Chang William Herbert	Chief Capital Markets Officer	Dec 14 '23	Sale	91.85	9,900	909,279	31,159	Dec 15 08:47 PM
STARK DEREK	Chief Legal Officer	Dec 14 '23	Sale	89.92	6,925	622,678	28,211	Dec 15 08:43 PM
Perotti Daniel Stanley	Chief Financial Officer	Dec 13 '23	Sale	85.50	3,800	324,900	269,297	Dec 15 08:41 PM
Follette James	Chief Mort Fulfillment Off.	Dec 11 '23	Option Exercise	31.70	21,243	673,432	33,718	Dec 12 08:08 PM
Perotti Daniel Stanley	Chief Financial Officer	Dec 11 '23	Option Exercise	17.26	16,881	291,366	47,224	Dec 12 08:15 PM
Bailey Steven Richard	Chief Servicing Officer	Dec 11 '23	Option Exercise	57.10	300	17,130	9,200	Dec 12 08:06 PM
Follette James	Chief Mort Fulfillment Off.	Dec 11 '23	Sale	80.42	21,742	1,748,435	11,976	Dec 12 08:08 PM
Perotti Daniel Stanley	Chief Financial Officer	Dec 11 '23	Sale	80.58	16,881	1,360,239	30,343	Dec 12 08:15 PM
Jones Doug	Director, President & CMBO	Dec 11 '23	Sale	80.38	7,170	576,341	510,000	Dec 12 08:14 PM
Bailey Steven Richard	Chief Servicing Officer	Dec 11 '23	Sale	80.00	300	24,000	8,900	Dec 12 08:06 PM
SPECTOR DAVID	Chairman & CEO	Dec 08 '23	Option Exercise	17.26	72,301	1,247,915	722,484	Dec 12 08:04 PM
Bailey Steven Richard	Chief Servicing Officer	Dec 08 '23	Option Exercise	50.54	23,614	1,193,467	32,514	Dec 12 08:06 PM
Jones Doug	Director, President & CMBO	Dec 08 '23	Option Exercise	17.26	28,216	487,008	53,200	Dec 12 08:14 PM
Hendry Gregory L	MD, Chief Accounting Officer	Dec 08 '23	Option Exercise	17.26	3,077	53,109	50,259	Dec 12 08:11 PM
SPECTOR DAVID	Chairman & CEO	Dec 08 '23	Sale	79.98	72,301	5,782,569	650,183	Dec 12 08:04 PM
Jones Doug	Director, President & CMBO	Dec 08 '23	Sale	79.82	28,216	2,252,308	24,984	Dec 12 08:14 PM
Jones Doug	Director, President & CMBO	Dec 08 '23	Sale	80.23	27,830	2,232,854	517,170	Dec 12 08:14 PM
Bailey Steven Richard	Chief Servicing Officer	Dec 08 '23	Sale	80.16	23,614	1,892,797	8,900	Dec 12 08:06 PM
Kinsella Patrick	Director	Dec 08 '23	Sale	79.61	10,000	796,053	26,596	Dec 12 08:02 PM
Hendry Gregory L	MD, Chief Accounting Officer	Dec 08 '23	Sale	79.26	3,077	243,875	47,182	Dec 12 08:11 PM
SPECTOR DAVID	Chairman & CEO	Dec 01 '23	Sale	78.30	15,000	1,174,534	300,604	Dec 05 05:17 PM
Perotti Daniel Stanley	Chief Financial Officer	Nov 15 '23	Sale	76.16	7,600	578,816	273,097	Nov 16 05:30 PM
SPECTOR DAVID	Chairman & CEO	Nov 08 '23	Sale	71.47	15,000	1,072,120	315,604	Nov 09 05:15 PM
SPECTOR DAVID	Chairman & CEO	Oct 02 '23	Sale	65.82	15,000	987,249	330,604	Oct 04 05:50 PM
SPECTOR DAVID	Chairman & CEO	Sep 20 '23	Sale	69.23	15,000	1,038,387	345,604	Sep 21 07:31 PM
Perotti Daniel Stanley	Chief Financial Officer	Aug 15 '23	Sale	72.37	7,600	550,012	280,697	Aug 17 05:22 PM
SPECTOR DAVID	Chairman & CEO	Aug 07 '23	Sale	76.28	15,000	1,144,125	360,604	Aug 08 06:04 PM
SPECTOR DAVID	Chairman & CEO	Jul 18 '23	Sale	77.32	15,000	1,159,800	375,604	Jul 19 05:24 PM
SPECTOR DAVID	Chairman & CEO	Jun 13 '23	Sale	68.10	15,000	1,021,497	390,604	Jun 14 05:37 PM
MCCALLION ANNE	Director	Jun 07 '23	Option Exercise	17.26	28,216	487,008	33,142	Jun 09 05:53 PM
MCCALLION ANNE	Director	Jun 07 '23	Sale	64.95	28,216	1,832,677	4,926	Jun 09 05:53 PM
Jones Doug	Director, President & CMBO	Jun 01 '23	Sale	61.58	20,000	1,231,528	485,000	Jun 05 08:12 PM
STARK DEREK	Chief Legal Officer	Jun 01 '23	Sale	61.52	6,500	399,895	29,211	Jun 05 08:16 PM
Jones Doug	President & Chief Mtg Bkg Ofcr	May 22 '23	Sale	62.39	19,820	1,236,546	24,984	May 24 06:55 PM
SPECTOR DAVID	Chairman & CEO	May 17 '23	Sale	61.96	15,000	929,452	405,604	May 18 06:31 PM

Open in Screener

FOA

Finance of America Companies Inc

Apr 24 • 12:02PM ET

0.5254

Dollar change +0.0110
Percentage change 2.14	%

Financial • Credit Services • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

FOA Finance of America Companies Inc daily Stock Chart

Held by: VTI IWM VXF IWN VTWO OMFS IWC VTWV URTY VTHR

Index	RUT	P/E	-	EPS (ttm)	-1.34	Insider Own	69.61%	Shs Outstand	96.34M	Perf Week	-19.23%
Market Cap	50.73M	Forward P/E	1.69	EPS next Y	0.31	Insider Trans	0.00%	Shs Float	29.35M	Perf Month	-22.93%
Income	-80.09M	PEG	-	EPS next Q	-0.06	Inst Own	20.74%	Short Float	3.42%	Perf Quarter	-49.48%
Sales	30.65M	P/S	1.66	EPS this Y	-108.84%	Inst Trans	-0.17%	Short Ratio	11.42	Perf Half Y	-47.46%
Book/sh	2.41	P/B	0.22	EPS next Y	981.10%	ROA	-0.24%	Short Interest	1.00M	Perf Year	-68.35%
Cash/sh	2.33	P/C	0.23	EPS next 5Y	-	ROE	-23.59%	52W Range	0.51 - 2.09	Perf YTD	-52.24%
Dividend Est.	-	P/FCF	0.04	EPS past 5Y	-528.03%	ROI	-0.33%	52W High	-74.83%	Beta	0.94
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	-31.40%	Gross Margin	-77.69%	52W Low	2.41%	ATR (14)	0.06
Dividend Ex-Date	Jun 25, 2009	Current Ratio	-	EPS Y/Y TTM	70.10%	Oper. Margin	-122.77%	RSI (14)	28.23	Volatility	12.00% 8.56%
Employees	922	Debt/Eq	114.63	Sales Y/Y TTM	-95.06%	Profit Margin	-261.31%	Recom	1.50	Target Price	1.75
Option/Short	Yes / Yes	LT Debt/Eq	104.79	EPS Q/Q	129.66%	Payout	-	Rel Volume	0.94	Prev Close	0.51
Sales Surprise	336.15%	EPS Surprise	-3.69%	Sales Q/Q	-69.36%	Earnings	Mar 06 AMC	Avg Volume	87.93K	Price	0.53
SMA20	-21.62%	SMA50	-31.30%	SMA200	-53.43%	Trades		Volume	34,852	Change	2.14%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-16-23	Downgrade	Credit Suisse	Outperform → Neutral	$2
Oct-11-21	Initiated	Morgan Stanley	Equal-Weight	$5
Aug-19-21	Initiated	Goldman	Neutral	$5.50
Jun-17-21	Initiated	Credit Suisse	Outperform	$12
Jun-15-21	Upgrade	Raymond James	Outperform → Strong Buy	$13.50
Apr-23-21	Initiated	Raymond James	Outperform	$15

Apr-22-24 04:05PM	Finance of America Announces First Quarter 2024 Earnings Release and Conference Call on May 6, 2024 (Business Wire) -9.69%
Mar-06-24 04:21PM	Finance of America Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
Feb-21-24 04:25PM	Finance of America Announces Fourth Quarter and Full Year 2023 Earnings Release and Conference Call on March 6, 2024 (Business Wire)
Feb-16-24 04:23PM	Finance of America Receives Continued Listing Standard Notice from the NYSE (Business Wire)
Dec-15-23 04:34PM	Finance of America Receives Continued Listing Standard Notice from the NYSE (Business Wire) -5.22%
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Nov-16-23 09:00AM	Finance of America Chooses Spera Security to Bolster its Identity Security (GlobeNewswire)
Nov-08-23 11:22AM	Finance Of America Companies Inc. (NYSE:FOA) Q3 2023 Earnings Call Transcript (Insider Monkey) -28.26%
Nov-07-23 04:05PM	Finance of America Reports Third Quarter 2023 Results (Business Wire)
Oct-24-23 06:17PM	Finance of America Announces Third Quarter Earnings Release and Conference Call on November 7, 2023 (Business Wire)
Oct-23-23 09:00AM	Finance of America Expands Reach of Second Lien Reverse Mortgage to Allow More Homeowners 55 and Older to Access Home Equity (Business Wire)
Aug-22-23 11:00AM	Concerns about Household Finances Remain High as 8 out of 10 Homeowners are Anxious about U.S. Economy, According to New Research from FAR (Business Wire)
Aug-08-23 04:05PM	Finance of America Reports Second Quarter 2023 Results (Business Wire)
Jul-25-23 04:05PM	Finance of America Announces Second Quarter Earnings Release and Conference Call on August 8, 2023 (Business Wire)
Jul-06-23 07:00AM	Finance of America Issues Statement on the Sale of Incenters Title Insurance Business (Business Wire)
May-08-23 04:15PM	Finance of America Reports First Quarter 2023 Results (Business Wire)
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May-03-23 06:45AM	PHH Mortgage Announces New Subservicing Agreement with Finance of America Reverse (GlobeNewswire)
May-02-23 07:00AM	Finance of America Establishes New Reporting Segments (Business Wire)
Apr-24-23 04:05PM	Finance of America Announces First Quarter Earnings Release and Conference Call on May 8, 2023 (Business Wire)
Apr-03-23 07:00AM	Finance of America Marks New Chapter in its Strategic Vision to Create Modern Retirement Solutions Centered on the Home (Business Wire)
Mar-13-23 04:15PM	Finance of America Reports Fourth Quarter and Full Year 2022 Results (Business Wire)
Feb-28-23 08:30AM	Finance of America Announces Fourth Quarter and Full Year 2022 Earnings Release and Conference Call on March 13, 2023 (Business Wire)
Feb-21-23 06:45AM	Finance of America Issues Statement on the Proposed Sale of Commercial Lending Business (Business Wire)
Feb-02-23 06:30AM	Finance of America Issues Statement on the Proposed Sale of Incenters Title Insurance Business (Business Wire)
Feb-01-23 07:00AM	FAR Launches HomeSafe Second: The Only Second-Lien Reverse Mortgage Product Empowering Older Americans to Tap Home Equity Without Making Monthly Payments (Business Wire)
Dec-28-22 08:30AM	Voxtur Announces Changes to Board of Directors (GlobeNewswire)
Dec-07-22 07:00AM	Finance of America to Acquire Assets of Reverse Mortgage Lender AAG (Business Wire) +22.50%
Nov-09-22 06:00AM	Finance of America Reports Third Quarter 2022 Results (Business Wire) -9.27%
Oct-26-22 04:05PM	Finance of America Announces Third Quarter 2022 Earnings Release and Conference Call on November 9, 2022 (Business Wire)
Oct-21-22 04:35PM	Finance of America Sharpens Focus on Specialty Finance and Services Business, Plans to Discontinue Forward Mortgage Originations (Business Wire)
Oct-13-22 12:00PM	Finance of America Reverse and Morningstar Collaborate to Educate Financial Advisors about Reverse Mortgages (Business Wire)
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Oct-03-22 12:00PM	Majority of Retirees and Pre-Retirees Lack Sufficient Savings to Retire by Age 65, According to New Research from The Stanford Center on Longevity and FAR (Business Wire) +11.49%
Aug-11-22 09:11AM	Analysts Just Shaved Their Finance Of America Companies Inc. (NYSE:FOA) Forecasts Dramatically (Simply Wall St.) +10.13%
Aug-04-22 04:05PM	Finance of America Reports Second Quarter 2022 Results (Business Wire)
Jul-26-22 12:00PM	Older Homeowners Least Likely Cohort to Consider Tapping into Home Equity Despite Record Property Values, According to New Research from FAR (Business Wire)
Jul-21-22 04:05PM	Finance of America Announces Second Quarter 2022 Earnings Release and Conference Call on August 4, 2022 (Business Wire)
Jun-30-22 12:00PM	Finance of America Reverse Earns Second Consecutive Great Place to Work Certification (Business Wire)
Jun-13-22 04:05PM	Finance of America Companies Chief Executive Officer Patricia L. Cook to Retire on June 30 (Business Wire)
May-11-22 06:07AM	Quite a few insiders invested in Finance Of America Companies Inc. (NYSE:FOA) last year which is positive news for shareholders (Simply Wall St.)
May-09-22 04:05PM	Finance of America Reports First Quarter 2022 Results (Business Wire)
Apr-25-22 04:05PM	Finance of America Announces First Quarter 2022 Earnings Release and Conference Call on May 9, 2022 (Business Wire)
Mar-18-22 12:59PM	The past year for Finance Of America Companies (NYSE:FOA) investors has not been profitable (Simply Wall St.)
Mar-02-22 04:22PM	Finance of America Reports Fourth Quarter and Full Year 2021 Results (Business Wire)
Feb-24-22 08:30AM	Finance of America Names Jason Rudman as Chief Customer Officer (Business Wire)
Feb-17-22 08:17AM	Finance of America Companies CEO Patricia Cook to Retire (Business Wire)
Feb-16-22 04:05PM	Finance of America Announces Fourth Quarter and Full Year Earnings Release on March 2, 2022 and Conference Call on March 3, 2022 (Business Wire)
Jan-07-22 01:26PM	Top Small Cap Stocks for January 2022 (Investopedia) +5.44%
Dec-01-21 09:00AM	Groundbreaking New Study Demonstrates Reverse Mortgages Can Reduce Risk and Increase Wealth for Retirees (Business Wire)
Nov-11-21 10:00AM	Finance of America Reverse Has New Look, Brand Assets to Reflect Its Modern Identity & Impactful Relationships with Customers (Business Wire)
Nov-08-21 04:15PM	Finance of America Reports Third Quarter 2021 Results (Business Wire)
Oct-27-21 04:15PM	Finance of America Announces Third Quarter 2021 Earnings Release on November 8, 2021 and Conference Call on November 9, 2021 (Business Wire)
Oct-11-21 09:00AM	Finance of America Mortgage Increases Conforming Loan Limits to Help Borrowers Overcome Rising Home Prices (Business Wire) -6.86%
Oct-05-21 10:00AM	Finance of America Mortgage Helps Address the Nations Affordable Housing Crisis with Launch of ADU Refinancing Option (Business Wire)
Sep-10-21 11:50AM	Were You A Replay Acquisition Corp Shareholder? Kehoe Law Firm, P.C. Merger Investigation On Behalf Of Former RPLA Investors (ACCESSWIRE)
Sep-07-21 05:13PM	Finance of America to Present at the Barclays Global Financial Services Conference (Business Wire)
Aug-24-21 08:15AM	Scott+Scott Attorneys at Law LLP Investigates Replay Acquisition Corps Directors and Officers for Breach of Fiduciary Duties RPLA, FOA (GlobeNewswire) +5.07%
Aug-11-21 04:40PM	Finance of America Reports Second Quarter 2021 Results (Business Wire)
Jul-29-21 05:32PM	Finance of America Announces Second Quarter 2021 Earnings Release on August 11, 2021 and Conference Call on August 12, 2021 (Business Wire)
Jul-06-21 04:05AM	Do Institutions Own Finance Of America Companies Inc. (NYSE:FOA) Shares? (Simply Wall St.)
Jun-30-21 11:29AM	Buy These 3 Stocks Before They Pop Over 50%, Say Analysts (TipRanks)
May-13-21 04:05PM	Finance of America Reports First Quarter 2021 Results (Business Wire) -6.26%
03:15PM	Finance of America Companies Inc to Host Earnings Call (ACCESSWIRE)
May-10-21 09:00AM	Finance of America Expands Suite of Lending Solutions With Launch of Finance of America Home Improvement (Business Wire)
Apr-30-21 08:00AM	Finance of America Announces First Quarter 2021 Earnings Webcast and Conference Call on May 13, 2021 (Business Wire)
Apr-27-21 04:15PM	Finance of America Companies Bolsters Wholesale Platform With Acquisition of Certain Assets of Parkside Lending (Business Wire)
Apr-06-21 04:15PM	Finance of America Strengthens Leadership Team (Business Wire)

Finance of America Cos. Inc. engages in the provision of mortgage loans, reverse mortgage loans, and business purpose loans to residential real estate investors. It offers a vertically integrated lending and services platform that connects borrowers with investors. The company was founded on October 9, 2020 and is headquartered in Plano, TX.

Insider Trading	Relationship	Date	Transaction	#Shares	#Shares Total	SEC Form 4
Sieffert Kristen N	President	Apr 01 '24	Option Exercise	360,698	565,216	Apr 03 04:42 PM
Thornock Tai A.	Chief Accounting Officer	Apr 01 '24	Option Exercise	84,494	149,255	Apr 03 04:38 PM
Richmond Lauren	Chief Legal Officer	Apr 01 '24	Option Exercise	95,181	198,480	Apr 03 04:36 PM
Prahm Jeremy	Chief Investment Officer	Apr 01 '24	Option Exercise	772,492	1,115,176	Apr 03 04:34 PM
Fleming Graham	Chief Executive Officer	Apr 01 '24	Option Exercise	892,893	1,401,158	Apr 03 04:32 PM

Open in Screener

GHLD

Guild Holdings Co

Apr 24 • 11:54AM ET

13.50

Dollar change -0.06
Percentage change -0.44	%

Financial • Mortgage Finance • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

GHLD Guild Holdings Co daily Stock Chart

Held by: VTI BSVO VXF VFH

Index	-	P/E	-	EPS (ttm)	-0.66	Insider Own	85.44%	Shs Outstand	20.79M	Perf Week	-3.57%
Market Cap	824.85M	Forward P/E	8.24	EPS next Y	1.64	Insider Trans	-0.01%	Shs Float	8.90M	Perf Month	-8.78%
Income	-39.01M	PEG	-	EPS next Q	0.21	Inst Own	8.23%	Short Float	0.12%	Perf Quarter	-3.57%
Sales	718.13M	P/S	1.15	EPS this Y	95.74%	Inst Trans	-0.42%	Short Ratio	2.28	Perf Half Y	13.64%
Book/sh	19.36	P/B	0.70	EPS next Y	7.30%	ROA	-1.10%	Short Interest	0.01M	Perf Year	27.76%
Cash/sh	2.08	P/C	6.48	EPS next 5Y	-	ROE	-3.21%	52W Range	9.08 - 15.06	Perf YTD	-4.19%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-2.13%	52W High	-10.36%	Beta	1.02
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	9.28%	Gross Margin	94.40%	52W Low	48.71%	ATR (14)	0.32
Dividend Ex-Date	Aug 22, 2023	Current Ratio	-	EPS Y/Y TTM	-111.85%	Oper. Margin	3.27%	RSI (14)	33.78	Volatility	1.88% 1.60%
Employees	4200	Debt/Eq	1.74	Sales Y/Y TTM	-14.59%	Profit Margin	-5.43%	Recom	2.29	Target Price	15.64
Option/Short	No / Yes	LT Debt/Eq	0.54	EPS Q/Q	-518.26%	Payout	-	Rel Volume	2.55	Prev Close	13.56
Sales Surprise	-66.83%	EPS Surprise	40.55%	Sales Q/Q	10.09%	Earnings	Mar 12 AMC	Avg Volume	4.70K	Price	13.50
SMA20	-5.87%	SMA50	-5.96%	SMA200	6.21%	Trades		Volume	4,978	Change	-0.44%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-03-24	Downgrade	JP Morgan	Neutral → Underweight	$14
Feb-21-24	Initiated	BTIG Research	Buy	$18
Oct-17-23	Downgrade	JP Morgan	Overweight → Neutral	$15.50 → $13
Sep-27-22	Initiated	Jefferies	Buy	$15
Mar-28-22	Downgrade	Wells Fargo	Overweight → Equal Weight	$11
Nov-11-21	Upgrade	JP Morgan	Neutral → Overweight	$16.50
Aug-27-21	Initiated	Wedbush	Outperform	$20
Jan-19-21	Downgrade	JP Morgan	Overweight → Neutral	$18.50
Nov-16-20	Initiated	Wells Fargo	Overweight	$20
Nov-16-20	Initiated	JP Morgan	Overweight	$17.50
Nov-16-20	Initiated	JMP Securities	Mkt Outperform	$19
Nov-16-20	Initiated	Compass Point	Buy	$20

Show Previous Ratings

Mar-13-24 12:41PM	Q4 2023 Guild Holdings Co Earnings Call (Thomson Reuters StreetEvents)
08:32AM	Guild Holdings Company (NYSE:GHLD) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-12-24 05:31PM	Guild Holdings Co Reports Mixed Results Amid Market Challenges (GuruFocus.com) -5.15%
05:20PM	Guild Holdings Company (GHLD) Q4 Earnings Surpass Estimates (Zacks)
04:05PM	Guild Holdings Company Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
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Feb-27-24 04:15PM	Guild Holdings Company Announces Fourth Quarter and Full Year 2023 Earnings Webcast and Conference Call Details (Business Wire)
Feb-14-24 02:35PM	Top 20 Biggest Mortgage Companies in the US (Insider Monkey)
Feb-13-24 04:05PM	Guild Mortgage Strategically Expands with Acquisition of Academy Mortgage (Business Wire)
01:56PM	Guild strikes a deal to acquire Academy Mortgage: sources (HousingWire)
Feb-05-24 05:00PM	Former executive sues Guild over $750,000 in unpaid compensation (HousingWire)
Jan-31-24 04:01PM	15 Countries With Highest Mortgage Rates (Insider Monkey)
Jan-04-24 06:00AM	2023 Guild Giving Golf Event Raises $500,800 for San Diego Charities (Business Wire)
Dec-28-23 06:00AM	Guild Mortgage Lists First Two Making Paradise Home Initiative Houses Available for Purchase (Business Wire)
Dec-27-23 01:00PM	Mortgage Company Stocks Have More Than Doubled This Year (The Wall Street Journal)
Dec-12-23 06:00AM	Guild Mortgage Named Top Workplace by The San Diego Union-Tribune for 11th Straight Year (Business Wire)
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Dec-05-23 06:00AM	Guild Mortgage Names Adam ODaniel SVP and CMO (Business Wire)
Nov-20-23 08:00AM	Guild Mortgage Earns 2024 Military Friendly Employer Designation (Business Wire)
Nov-11-23 12:55PM	Guild Holdings Company (NYSE:GHLD) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-09-23 06:36AM	Q3 2023 Guild Holdings Co Earnings Call (Thomson Reuters StreetEvents)
Nov-08-23 07:00PM	Guild reports higher profits in Q3, plans to acquire purchase lenders (HousingWire)
05:45PM	Guild Holdings Co (GHLD) Reports Q3 2023 Earnings Amid Market Headwinds (GuruFocus.com)
04:05PM	Guild Holdings Company Reports Third Quarter 2023 Results (Business Wire)
Nov-01-23 10:01AM	Earnings Preview: Guild Holdings Company (GHLD) Q3 Earnings Expected to Decline (Zacks)
Oct-30-23 07:15PM	Ponce Financial (PDLB) Q3 Earnings and Revenues Surpass Estimates (Zacks)
Oct-23-23 04:15PM	Guild Holdings Company Announces Third Quarter 2023 Earnings Webcast and Conference Call Details (Business Wire)
Oct-09-23 12:29PM	Guild Holdings Company (GHLD) Surges 9.1%: Is This an Indication of Further Gains? (Zacks)
Sep-25-23 06:05AM	Hollywood writers reach tentative strike deal with studios; media stocks higher (TheStreet.com)
Sep-08-23 06:09PM	Amazon to require some authors to disclose the use of AI material (Associated Press Finance)
Aug-28-23 06:00AM	Guild Mortgage Acquires First Centennial Mortgage (Business Wire)
Aug-10-23 06:04AM	Guild Mortgage VP of Marketplace Diversity Strategy Named 2023 Woman of Influence (Business Wire)
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Aug-09-23 06:09AM	Need To Know: Analysts Are Much More Bullish On Guild Holdings Company (NYSE:GHLD) (Simply Wall St.)
Aug-08-23 07:02AM	Guild Holdings Company (NYSE:GHLD) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-05-23 08:41AM	Benign Growth For Guild Holdings Company (NYSE:GHLD) Underpins Its Share Price (Simply Wall St.)
Aug-03-23 06:35PM	Guild Holdings Company (GHLD) Tops Q2 Earnings and Revenue Estimates (Zacks) -8.34%
04:05PM	Guild Holdings Company Reports Second Quarter 2023 Results (Business Wire)
Jul-28-23 08:25AM	WisdomTree, Inc. (WT) Q2 Earnings Meet Estimates (Zacks)
Jul-21-23 08:15AM	American Express (AXP) Tops Q2 Earnings Estimates (Zacks)
06:04AM	Guild Mortgage Named a Top Ten Lender by Maine State Housing Authority (Business Wire)
Jul-20-23 04:15PM	Guild Holdings Company Announces Second Quarter 2023 Earnings Webcast and Conference Call Details (Business Wire)
Jul-12-23 06:05AM	U.S. Department of Agriculture Names Guild Mortgage a Top Guaranteed Rural Housing Lender for 2023 (Business Wire)
Jun-15-23 08:01AM	Guild Mortgage Names Lamont Watson the Companys First VP of Diverse Talent Development (Business Wire)
Jun-13-23 08:01AM	Guild Mortgage Introduces 1% Down Payment Advantage Program, Making Sustainable Homeownership More Attainable (Business Wire)
May-09-23 06:42AM	Q1 2023 Guild Holdings Co Earnings Call (Thomson Reuters StreetEvents)
May-08-23 05:35PM	Guild Holdings Company (GHLD) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
04:05PM	Guild Holdings Company Reports First Quarter 2023 Results (Business Wire)
07:45AM	Investing in Guild Holdings (NYSE:GHLD) a year ago would have delivered you a 18% gain (Simply Wall St.)
Apr-28-23 11:15AM	United Bancorporation of Alabama, Inc. (UBAB) Q1 Earnings and Revenues Top Estimates (Zacks)
Apr-24-23 09:00AM	2022 Guild Giving Golf Event Raises $380,000 for San Diego Charities (Business Wire) -8.09%
Apr-21-23 07:30AM	Guild Holdings Company Announces First Quarter 2023 Earnings Webcast and Conference Call Details (Business Wire)
Apr-20-23 09:00AM	Guild Mortgage Adds High Performing Group of Loan Officers and Branch Offices in California (Business Wire)
Apr-12-23 09:17AM	34-year-old Rachel Romer built Guild Education into one of the worlds highest-valued female-founded startups. Now, shes expanding it beyond traditional education (Fortune)
Mar-20-23 05:00PM	Guild Mortgage Announces Executive Management Succession Plan (Business Wire)
Mar-17-23 04:03PM	Guild Mortgage Expands Reverse Mortgage Division (Business Wire) -8.74%
Mar-13-23 06:01PM	Guild Mortgage Acquires Cherry Creek Mortgage (Business Wire)
Mar-11-23 07:23AM	Guild Holdings Full Year 2022 Earnings: Misses Expectations (Simply Wall St.)
03:14AM	Guild Holdings Company (NYSE:GHLD) Q4 2022 Earnings Call Transcript (Insider Monkey)
Mar-10-23 06:41AM	Q4 2022 Guild Holdings Co Earnings Call (Thomson Reuters StreetEvents)
Mar-09-23 06:55PM	Guild Holdings Company (GHLD) Reports Break-Even Earnings for Q4 (Zacks)
04:10PM	Guild Holdings Company Reports Fourth Quarter and Full Year 2022 Results (Business Wire)
Mar-01-23 07:30AM	Guild Holdings Company Announces Fourth Quarter and Full Year 2022 Earnings Webcast and Conference Call Details (Business Wire)
Feb-24-23 05:40AM	Here's Why We Think Guild Holdings (NYSE:GHLD) Might Deserve Your Attention Today (Simply Wall St.)
Feb-07-23 05:02PM	Guild Mortgage Acquires Legacy Mortgage (Business Wire)
Jan-31-23 08:29AM	Guild Mortgage Making Paradise Home Initiative to Benefit Community Devastated by Fire (Business Wire)
Dec-20-22 08:55AM	Guild Mortgage Helps Homebuyers Save on Mortgage Payments Through New Payment Advantage Program (Business Wire)
Dec-01-22 05:23PM	San Diego firm buys Inlanta Mortgage (American City Business Journals) -6.00%
04:08PM	Guild Mortgage Acquires Inlanta Mortgage, Wisconsin-Based Lender Operating in 27 States (Business Wire)
Nov-28-22 07:20AM	Shareholders in Guild Holdings (NYSE:GHLD) are in the red if they invested a year ago (Simply Wall St.)
Nov-21-22 08:45AM	Guild Mortgage Named Top Workplace by The San Diego Union-Tribune for Tenth Straight Year (Business Wire) -5.65%
Nov-16-22 08:16AM	15 Biggest Mortgage Companies in the US (Insider Monkey)
Nov-03-22 06:55PM	Guild Holdings Company (GHLD) Tops Q3 Earnings and Revenue Estimates (Zacks)
04:15PM	Guild Holdings Company Reports Third Quarter 2022 Results (Business Wire)
Nov-01-22 10:01AM	Royalty Pharma (RPRX) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Oct-27-22 04:15PM	Guild Holdings Company Announces Third Quarter 2022 Earnings Webcast and Conference Call Details (Business Wire)
Oct-12-22 06:05AM	Guild Mortgage Honored by Department of Defense with Pro Patria Award (Business Wire)
Oct-07-22 06:05AM	Guild Mortgage Upgrades 3-2-1 Home Plus Program to Open More Doors for First-Time Homebuyers (Business Wire) -7.64%
Oct-06-22 09:25AM	Denver banking newcomer is next to partner with upskilling startup Guild (American City Business Journals)
Oct-04-22 06:46AM	Guild Holdings Company's (NYSE:GHLD) top owners are private equity firms with 66% stake, while 13% is held by individual investors (Simply Wall St.) +5.12%
Sep-22-22 08:30AM	Guild Mortgage Extends Commitment to Diversity, Equity and Inclusion for Hispanic Homebuyers (Business Wire)
Aug-06-22 05:31AM	Guild Holdings Company (GHLD) Q2 2022 Earnings Call Transcript (Motley Fool)
Aug-04-22 04:15PM	Guild Holdings Company Reports Second Quarter 2022 Results (Business Wire)
Jul-28-22 10:03AM	Earnings Preview: Guild Holdings Company (GHLD) Q2 Earnings Expected to Decline (Zacks)
Jul-25-22 04:15PM	Guild Holdings Company Announces Second Quarter 2022 Earnings Webcast and Conference Call Details (Business Wire)
08:15AM	Guild Mortgage to Evaluate Rent and Other Consistent Payment History in Place of Traditional Credit Reports for Home Loans (Business Wire)
Jun-28-22 09:00AM	Guild Holdings Company Appoints Gioia Messinger to Its Board of Directors (Business Wire)
Jun-21-22 06:55AM	The past year for Guild Holdings (NYSE:GHLD) investors has not been profitable (Simply Wall St.)
May-16-22 09:05AM	Guild Mortgage Helps Homebuyers Compete with All-Cash Offers with New CashPass Program (Business Wire) +6.45%
May-06-22 04:30PM	Guild Holdings Company (GHLD) Q1 2022 Earnings Call Transcript (Motley Fool) +5.81%
07:15AM	Guild Holdings Company (GHLD) Q1 Earnings and Revenues Top Estimates (Zacks)
06:00AM	Guild Holdings Company Reports First Quarter 2022 Results (Business Wire)
Apr-29-22 03:00PM	Earnings Preview: Guild Holdings Company (GHLD) Q1 Earnings Expected to Decline (Zacks)
Apr-25-22 04:15PM	Guild Holdings Company Announces First Quarter 2022 Earnings Webcast and Conference Call Details (Business Wire)
Apr-20-22 09:02AM	Guild Mortgage Simplifies the Path to Sustainable Homeownership with New GreenSmart Advantage Program (Business Wire)
Mar-31-22 09:05AM	Guild Mortgage Named a 2022 Best Company to Work For by National Mortgage News (Business Wire)
Mar-24-22 09:30AM	Guild Mortgage Earns Fifth Straight STAR Performer Recognition from Fannie Mae (Business Wire) +5.47%
Mar-23-22 11:13AM	Some Analysts Just Cut Their Guild Holdings Company (NYSE:GHLD) Estimates (Simply Wall St.)
Mar-10-22 10:00PM	Guild Holdings Company (GHLD) Q4 2021 Earnings Call Transcript (Motley Fool)
06:25PM	Guild Holdings Company (GHLD) Misses Q4 Earnings and Revenue Estimates (Zacks)
04:15PM	Guild Holdings Company Reports Fourth Quarter and Full Year 2021 Results (Business Wire)
Mar-02-22 04:15PM	Guild Holdings Company Announces Fourth Quarter and Full Year 2021 Earnings Webcast and Conference Call Details (Business Wire)
Feb-18-22 10:00AM	Wall Street Analysts See a 40% Upside in Guild Holdings Company (GHLD): Can the Stock Really Move This High? (Zacks)

Guild Holdings Co.is a growth-oriented mortgage company, which engages in the provision of personalized mortgage-borrowing services. It operates through the Origination and Servicing business segments. The Origination segment includes the retail and correspondence channel. The Servicing segment performs loan administration, collection, and default management activities, including the collection and remittance of loan payments, response to customer inquiries, accounting for principal and interest, holding custodial (impounded) funds for the payment of property taxes and insurance premiums, counseling delinquent borrowers, and supervising foreclosures and property dispositions. The company was founded in 1960 and is headquartered in San Diego, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Marcon Martha E.	Director	Dec 08 '23	Sale	12.75	930	11,858	55,406	Dec 11 05:14 PM
Bryant Edward JR	Director	Dec 07 '23	Sale	12.37	2,500	30,925	25,889	Dec 11 05:17 PM
Bryant Edward JR	Director	Jun 02 '23	Sale	10.36	8,572	88,806	27,926	Jun 06 02:08 PM

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RKT

Rocket Companies Inc

UWMC

UWM Holdings Corporation

PFSI

PennyMac Financial Services Inc.

FOA

Finance of America Companies Inc

GHLD

Guild Holdings Co

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