Dollar change -0.11
Percentage change -2.51	%

Peers: RKT PFSI CACC PMT OPRT ESNT EFC LADR OZK WD

| Held by: VTI VB VBK VXF SCHA IWR BTAL CSB PP DES

Index	-	P/E	-	EPS (ttm)	-0.15	Insider Own	15.73%	Shs Outstand	200.78M	Perf Week	0.71%
Market Cap	6.83B	Forward P/E	9.49	EPS next Y	0.45	Insider Trans	-3.97%	Shs Float	169.73M	Perf Month	3.14%
Enterprise Value	19.39B	PEG	-	EPS next Q	0.06	Inst Own	57.42%	Short Float	16.99%	Perf Quarter	-5.74%
Income	-8.01M	P/S	2.78	EPS this Y	47.49%	Inst Trans	5.02%	Short Ratio	4.53	Perf Half Y	-30.79%
Sales	2.46B	P/B	5.20	EPS next Y	90.67%	ROA	-0.06%	Short Interest	28.84M	Perf YTD	-27.26%
Book/sh	0.82	P/C	14.08	EPS next 5Y	53.01%	ROE	-5.74%	52W High	9.74 -56.16%	Perf Year	-45.33%
Cash/sh	0.30	P/FCF	-	EPS past 3/5Y	-42.04% -	ROIC	-0.11%	52W Low	3.80 12.52%	Perf 3Y	16.99%
Dividend Est.	0.40 (9.37%)	EV/EBITDA	141.26	Sales past 3/5Y	-11.58% -	Gross Margin	85.38%	Volatility	5.31% 3.96%	Perf 5Y	-59.64%
Dividend TTM	0.40 (9.37%)	EV/Sales	7.88	EPS Y/Y TTM	-171.38%	Oper. Margin	3.69%	ATR (14)	0.19	Perf 10Y	-
Dividend Ex-Date	Jun 18, 2025	Quick Ratio	0.17	Sales Y/Y TTM	9.19%	Profit Margin	-0.33%	RSI (14)	49.75	Recom	2.30
Dividend Gr. 3/5Y	0.00% -	Current Ratio	0.17	EPS Q/Q	-236.69%	SMA20	0.34%	Beta	1.75	Target Price	5.54
Payout	309.36%	Debt/Eq	70.19	Sales Q/Q	4.76%	SMA50	1.59%	Rel Volume	0.87	Prev Close	4.38
Employees	9100	LT Debt/Eq	41.78	Earnings	Aug 07 BMO	SMA200	-22.26%	Avg Volume	6.37M	Price	4.27
IPO	Mar 24, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	-322.63% -59.06%	Trades		Volume	5,518,968	Change	-2.51%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-10-25	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$4.50
Jul-08-25	Upgrade	Barclays	Equal Weight → Overweight	$6
Apr-16-25	Upgrade	UBS	Sell → Neutral
Apr-07-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$6.50
Mar-03-25	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$6.50 → $7.50
Nov-05-24	Resumed	Morgan Stanley	Equal-Weight	$6 → $7.50
Oct-08-24	Upgrade	Barclays	Underweight → Equal Weight	$6 → $8
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

Show Previous Ratings

Today 07:50AM	Tree.com (TREE) Surges 22.6%: Is This an Indication of Further Gains? (Zacks)
Jul-24-25 04:01PM	UWM Holdings Corporation Announces Q2 2025 Earnings Conference Call (Business Wire)
Jul-18-25 08:55AM	NYSE Content Advisory: Pre-Market update + Strong earnings and data gives Wall Street momentum (PR Newswire)
Jul-15-25 05:38PM	UWM Holdings Corporation (UWMC): A Bull Case Theory (Insider Monkey)
02:12AM	Keefe Bruyette Downgraded UWM Holdings (UWMC), Reduced the PT (Insider Monkey)
12:33PM	Loading…
Jun-23-25 12:33PM	Morgan Stanley Upgrades UWM Holdings (UWMC) Rating, Raises PT (Insider Monkey)
Jun-18-25 06:33PM	There is opportunity to buy homes in U.S., just not as much as we would like, says UWM's Mat Ishbia (CNBC TV)
Jun-03-25 03:00AM	Why UWM Holdings Corp. (UWMC) Crashed On Monday (Insider Monkey)
May-06-25 10:00AM	Compared to Estimates, UWM (UWMC) Q1 Earnings: A Look at Key Metrics (Zacks) -14.68%
09:45AM	UWM Holdings Corporation (UWMC) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
08:30AM	UWM Holdings Corporation Announces First Quarter 2025 Results (Business Wire)
Apr-29-25 04:01PM	UWM Holdings Corporation Announces Q1 2025 Earnings Conference Call (Business Wire)
Apr-17-25 08:46AM	Is UWM Holdings (UWMC) a Dividend Trap to Avoid in 2025? (Insider Monkey)
Apr-08-25 09:23AM	Why UWM Holdings Corporation (UWMC) Went Down On Monday? (Insider Monkey) -6.29%
Apr-03-25 04:48AM	Why UWM Holdings Corp. (UWMC) Went Up On Wednesday? (Insider Monkey)
02:16PM	Loading…
Apr-01-25 02:16PM	United Wholesale Mortgage Intent On Making Technology A Differentiator In Expected Boom (Seeking Alpha)
Mar-31-25 01:23PM	UWM Holdings Corporation Appoints Rami Hasani Chief Financial Officer (Business Wire)
Mar-25-25 01:14AM	UWM Holdings: Record 2024 Performance Sets Stage For Future Gains (SeekingAlpha)
Mar-20-25 01:12PM	Value or Growth? SA spotlights 10 stocks that offer both (SeekingAlpha)
12:57PM	Homebuilders', mortgage lenders' stocks climb after postive home sales report (SeekingAlpha)
Feb-26-25 08:30AM	UWM Holdings Corporation Announces Fourth Quarter & Full Year 2024 Results (Business Wire) -5.78%
Feb-12-25 08:30AM	UWM Holdings Corporation Announces Q4 2024 and Full Year 2024 Earnings Conference Call (Business Wire)
Jan-20-25 05:25PM	Is UWM Holdings Corporation (UWMC) Among the Most Undervalued Stocks to Invest in for Under $20? (Insider Monkey)
Dec-20-24 06:55AM	UWM Holdings price target lowered to $6.50 from $7.50 at Morgan Stanley (TipRanks)
Dec-05-24 04:38PM	UWM Holdings Corporation Announces Pricing of Upsized Offering of $800 Million of 6.625% Senior Notes Due 2030 (Business Wire)
07:30AM	UWM Holdings Corporation Announces Offering of Senior Notes Due 2030 (Business Wire)
Nov-25-24 06:29PM	United Wholesale Mortgage CEO talks mortgage refinancing demand (CNBC TV)
Nov-07-24 08:30AM	UWM Holdings Corporation Announces Third Quarter 2024 Results (Business Wire) -7.09%
Oct-31-24 04:01PM	UWM Holdings Corporation Announces 3Q 2024 Earnings Conference Call (Business Wire)
Sep-12-24 06:12PM	Mortgage refinancing boom is already happening, says United Wholesale Mortgage CEO (CNBC TV)
08:30AM	Loading…
Aug-06-24 08:30AM	UWM Holdings Corporation Announces Second Quarter 2024 Results (Business Wire)
Jul-23-24 04:01PM	UWM Holdings Corporation Announces 2Q 2024 Earnings Conference Call (Business Wire)
Jul-08-24 12:15AM	UWM Holdings Corporation (UWMC): Why Is Reddit's WallStreetBets Buying This Stock Now? (Insider Monkey)
Jul-07-24 12:32PM	Forget AMC and Gamestop: 10 New Stocks Reddit's WallStreetBets Is Buying (Insider Monkey)
Jun-27-24 04:30PM	3 Top Stocks Hoping for a Boost From the WNBA (InvestorPlace)
May-30-24 03:57AM	The Best Mortgage Lender in America (Insider Monkey)
03:53AM	15 Best Mortgage Lenders in America (Insider Monkey)
May-09-24 10:30AM	Compared to Estimates, UWM (UWMC) Q1 Earnings: A Look at Key Metrics (Zacks) +5.03%
09:50AM	UWM Holdings Corporation (UWMC) Reports Break-Even Earnings for Q1 (Zacks)
08:30AM	UWM Holdings Corporation Announces First Quarter 2024 Results (Business Wire)
May-02-24 10:01AM	UWM Holdings Corporation (UWMC) Reports Next Week: Wall Street Expects Earnings Growth (Zacks) +5.63%
Apr-30-24 04:00PM	UWM Holdings Corporation Announces Q1 2024 Earnings Conference Call (Business Wire)
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)
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	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.)
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)

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
Mat Ishbia	President and CEO	Jul 23 '25	Sale	4.65	400,036	1,860,167	2,899,100	Jul 24 05:25 PM
Mat Ishbia	President and CEO	Jul 22 '25	Sale	4.57	400,036	1,828,165	3,299,136	Jul 24 05:25 PM
Mat Ishbia	President and CEO	Jul 24 '25	Sale	4.42	400,036	1,768,159	2,499,064	Jul 24 05:25 PM
Mat Ishbia	President and CEO	Jul 21 '25	Sale	4.40	400,036	1,760,158	3,699,172	Jul 21 05:56 PM
Mat Ishbia	President and CEO	Jul 18 '25	Sale	4.20	400,036	1,680,151	4,099,208	Jul 21 05:56 PM
Mat Ishbia	President and CEO	Jul 15 '25	Sale	4.20	400,036	1,680,151	5,299,316	Jul 17 05:29 PM
Mat Ishbia	President and CEO	Jul 17 '25	Sale	4.18	400,036	1,672,150	4,499,244	Jul 17 05:29 PM
Mat Ishbia	President and CEO	Jul 16 '25	Sale	4.17	400,036	1,668,150	4,899,280	Jul 17 05:29 PM
Mat Ishbia	President and CEO	Jul 14 '25	Sale	4.22	400,036	1,688,152	1,499,352	Jul 14 05:13 PM
Mat Ishbia	President and CEO	Jul 11 '25	Sale	4.14	400,036	1,656,149	1,899,388	Jul 14 05:13 PM
Mat Ishbia	President and CEO	Jul 09 '25	Sale	4.26	400,036	1,704,153	2,699,460	Jul 10 05:15 PM
Mat Ishbia	President and CEO	Jul 10 '25	Sale	4.13	400,036	1,652,149	2,299,424	Jul 10 05:15 PM
Mat Ishbia	President and CEO	Jul 08 '25	Sale	4.13	400,036	1,652,149	3,099,496	Jul 10 05:15 PM
Mat Ishbia	President and CEO	Jul 02 '25	Sale	4.32	400,036	1,728,156	4,299,604	Jul 07 05:55 PM
Mat Ishbia	President and CEO	Jul 03 '25	Sale	4.25	400,036	1,700,153	3,899,568	Jul 07 05:55 PM
Mat Ishbia	President and CEO	Jul 07 '25	Sale	4.05	400,036	1,620,146	3,499,532	Jul 07 05:55 PM
Mat Ishbia	President and CEO	Jul 01 '25	Sale	4.23	400,036	1,692,152	499,640	Jul 01 06:48 PM
Mat Ishbia	President and CEO	Jun 30 '25	Sale	4.13	400,036	1,652,149	899,676	Jul 01 06:48 PM
Mat Ishbia	President and CEO	Jun 27 '25	Sale	4.12	400,036	1,648,148	1,299,712	Jul 01 06:48 PM
Mat Ishbia	President and CEO	Jun 24 '25	Sale	4.25	400,036	1,700,153	2,499,820	Jun 26 05:31 PM
Mat Ishbia	President and CEO	Jun 26 '25	Sale	4.15	400,036	1,660,149	1,699,748	Jun 26 05:31 PM
Mat Ishbia	President and CEO	Jun 25 '25	Sale	4.14	400,036	1,656,149	2,099,784	Jun 26 05:31 PM
Mat Ishbia	President and CEO	Jun 23 '25	Sale	4.10	400,036	1,640,148	2,899,856	Jun 23 05:40 PM
Mat Ishbia	President and CEO	Jun 20 '25	Sale	4.02	400,036	1,608,145	3,299,892	Jun 23 05:40 PM
Mat Ishbia	President and CEO	Jun 18 '25	Sale	3.93	400,036	1,572,141	3,699,928	Jun 23 05:40 PM
Mat Ishbia	President and CEO	Jun 17 '25	Sale	3.99	400,036	1,596,144	4,099,964	Jun 17 05:20 PM
SFS Holding Corp	10% Owner	Jun 17 '25	Proposed Sale	4.18	24,402,216	102,001,263		Jun 17 05:19 PM
Mat Ishbia	President and CEO	Feb 28 '25	Option Exercise	6.28	152,990	960,777	324,510	Mar 04 04:47 PM
WOLFE ADAM A	EVP, CLO & Chief Admin Officer	Feb 28 '25	Option Exercise	6.28	1,171	7,354	17,614	Mar 04 04:46 PM
Wilner Melinda	EVP, COO	Feb 28 '25	Option Exercise	6.28	9,371	58,850	61,641	Mar 04 04:45 PM
Lawson Laura	EVP, Chief People Officer	Feb 28 '25	Option Exercise	6.28	5,738	36,035	53,549	Mar 04 04:45 PM
Hubacker Andrew	EVP, CFO and CAO	Feb 28 '25	Option Exercise	6.28	5,738	36,035	36,791	Mar 04 04:44 PM
Elezaj Alex	EVP, Chief Strategy Officer	Feb 28 '25	Option Exercise	6.28	8,606	54,046	305,293	Mar 04 04:43 PM
Mat Ishbia	President and CEO	Sep 16 '24	Sale	8.45	1,200,000	10,140,000	0	Sep 18 07:27 AM
Mat Ishbia	President and CEO	Sep 13 '24	Sale	8.45	10,842,012	91,615,001	0	Sep 17 04:28 PM
Mat Ishbia	President and CEO	Aug 30 '24	Sale	9.11	5,000,000	45,550,000	0	Sep 04 04:32 PM
Hubacker Andrew	EVP, CFO and CAO	Sep 01 '24	Option Exercise	0.00	3,750	0	32,145	Sep 03 04:20 PM

Dollar change -0.27
Percentage change -12.16	%

BLNE Beeline Holdings Inc daily Stock Chart

Peers: DEO BUD STZ TAP SAM BF-A BF-B MO KDP SBEV

| Held by: VXF

Index	-	P/E	-	EPS (ttm)	-27.85	Insider Own	25.89%	Shs Outstand	7.82M	Perf Week	25.00%
Market Cap	17.67M	Forward P/E	65.00	EPS next Y	0.03	Insider Trans	17.35%	Shs Float	6.72M	Perf Month	47.73%
Enterprise Value	28.32M	PEG	-	EPS next Q	-0.47	Inst Own	3.10%	Short Float	6.02%	Perf Quarter	33.56%
Income	-6.46M	P/S	2.23	EPS this Y	82.27%	Inst Trans	0.23%	Short Ratio	0.14	Perf Half Y	-77.82%
Sales	7.92M	P/B	0.32	EPS next Y	100.67%	ROA	-13.88%	Short Interest	0.40M	Perf YTD	-79.75%
Book/sh	6.02	P/C	11.70	EPS next 5Y	-	ROE	-23.93%	52W High	29.80 -93.46%	Perf Year	-79.67%
Cash/sh	0.17	P/FCF	-	EPS past 3/5Y	27.53% 40.57%	ROIC	-13.42%	52W Low	0.62 214.41%	Perf 3Y	-98.50%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-32.74% -20.16%	Gross Margin	4.07%	Volatility	35.93% 21.63%	Perf 5Y	-99.10%
Dividend TTM	-	EV/Sales	3.58	EPS Y/Y TTM	61.45%	Oper. Margin	-91.07%	ATR (14)	0.35	Perf 10Y	-99.99%
Dividend Ex-Date	-	Quick Ratio	0.50	Sales Y/Y TTM	-24.58%	Profit Margin	-81.57%	RSI (14)	59.24	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.60	EPS Q/Q	52.85%	SMA20	25.52%	Beta	1.34	Target Price	4.50
Payout	-	Debt/Eq	0.24	Sales Q/Q	-24.01%	SMA50	60.41%	Rel Volume	0.67	Prev Close	2.22
Employees	76	LT Debt/Eq	0.02	Earnings	May 20 BMO	SMA200	-55.44%	Avg Volume	2.92M	Price	1.95
IPO	Apr 16, 2014	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	1,951,656	Change	-12.16%

Jul-18-25 05:00PM	Beeline to Announce Q2 2025 Financial Results and Host Stakeholder Update Call (Newsfile) +10.64% +6.41%
Jul-15-25 08:00AM	Beeline Assigns Kristin Miller to Lead BlinkQC as the Product Moves from Beta to Production (Newsfile)
Jul-01-25 02:30PM	IBN Coverage: Beeline Holdings (NASDAQ: BLNE) Raises $6.5M, Slashes Debt to Strengthen Financial Position (NewMediaWire) -8.78%
08:30AM	Beeline Strengthens Balance Sheet in June with $6.5M Capital Raise and Major Debt Reduction (GlobeNewswire)
Jun-25-25 08:40AM	Beeline Title Among the First to Close Crypto Real Estate Transaction (GlobeNewswire) -7.04%
08:30AM	Loading…
08:30AM	Beeline Title Closes its First Crypto Real Estate Transaction - Building a Title Platform for Lenders leveraging Stable Coins looking to infuse liquidity in Residential Real Estate (GlobeNewswire)
08:00AM	EXCLUSIVE: Beeline Closes Its First Crypto Real Estate Transaction (Benzinga)
Jun-24-25 03:00PM	IBN Coverage: Beeline Holdings (NASDAQ: BLNE) Surpasses $1 Billion in Loans as AI Mortgage Platform Scales Nationwide (NewMediaWire) +29.09%
Jun-12-25 05:05PM	Beeline to Unlock Real Estate Liquidity for Consumers through a Stablecoin Funding (Newsfile)
Jun-04-25 08:30AM	Beeline Taps Crypto Ecosystem to Unlock Real Estate Liquidity for Consumers Through a Stablecoin Funding (Newsfile)
May-29-25 08:30AM	Beeline Unveils One-Click AI Sales Agent - Transforming Website Traffic into Mortgage Leads in Under Two Minutes (GlobeNewswire)
May-21-25 08:15AM	Beeline Holdings Reports Q1 2025 Results: First Quarter as Public Company Highlights AI-Led Growth, Record Originations, and Transformational Fintech Expansion (GlobeNewswire) -7.20%
03:04AM	Beeline Holdings Inc (BLNE) Q1 2025 Earnings Call Highlights: Revenue Surge Amid Strategic ... (GuruFocus.com)
May-20-25 04:15PM	Beeline Holdings Reports Q1 2025 Results: First Quarter as Public Company Highlights AI-Led Growth, Record Originations, and Transformational Fintech Expansion (Newsfile)
May-16-25 12:51PM	Beeline to Announce Q1 2025 Financial Results and Host Stakeholder Update Call (Newsfile)
08:30AM	Loading…
May-15-25 08:30AM	Beeline Appoints Veteran Public Company Executive Frank Knuettel II to Board of Directors (GlobeNewswire)
May-08-25 09:00AM	Beeline's New Affiliate Network to Target 200,000 Realtors and Creators, Accelerate Real Estate Investor Lending (GlobeNewswire)
Apr-29-25 09:00AM	Beeline Hits $1 Billion in Originations, Driving the Future of Digital Mortgage Lending (GlobeNewswire)
Apr-28-25 08:30AM	Beeline teams up with Rabbu to make finding and funding short term rental properties frictionless (GlobeNewswire) +6.99%
Apr-24-25 08:30AM	Beeline CEO and COO to Present at Ladenburg Thalmann Technology Innovation Expo on May 21 in New York City (GlobeNewswire) +8.96%
Apr-15-25 04:15PM	Beeline Holdings Reports Full Year 2024 Results and Provides Business Update (Newsfile) -15.25%
Apr-08-25 04:50AM	Beeline Accelerates Growth Rate in 2024 with Just Under $200M in Originations - Outpacing Industry by 29% (Newsfile) -9.70%
Apr-03-25 09:48AM	Beeline to Release Year-End Results and Invites Stakeholders to Business Update Call (Newsfile)
Mar-26-25 12:42PM	Beeline CEO Invests Another $900,000 in Series G Offering Priced at a 205% Premium to Market Price and Donates Warrants to St. Jude Children's Research Hospital (Newsfile) +10.64%
Mar-25-25 08:30AM	Beeline CEO Invests an Additional $900,000 in Series G Offering Priced at a 205% Premium to Market Price and Donates Warrants to St. Jude Children's Research Hospital (Newsfile) +12.57%
Mar-20-25 08:30AM	Beeline Announces Public Launch of MagicBlocks, an AI-Powered Sales Agent Platform (Newsfile)
Mar-19-25 08:30AM	RETRANSMISSION: Beeline Board of Directors Approves Waiver of Insider Trading Policy (Newsfile) -16.21%
Mar-18-25 05:50PM	Beeline Board of Directors Approves Waiver of Insider Trading Policy (Newsfile) -5.23%
09:00AM	Beeline's AI Sales Agent 'Bob 2.0' Delivers 6X More Leads than Human Chat - Revolutionizing Mortgage Sales at Near Zero Cost (Newsfile)
Mar-12-25 08:30AM	Beeline Holdings Appoints Industry Veteran David Kittle as Special Advisor (Newsfile) -7.65%
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Mar-10-25 07:30AM	Beeline Holdings Receives Nasdaq Approval as a New Listing (Newsfile) -10.53%
Feb-26-25 08:30AM	Beeline and CredEvolv Partner to Expand Disruptive Mortgage Platform (Newsfile)
Feb-19-25 08:30AM	Beeline Secures $5M Funding as CEO Invests $2.9M to Drive AI Mortgage Disruption (Newsfile) +10.86%
Feb-12-25 08:30AM	Beeline Loans and RedAwning Partner to Revolutionize Real Estate Investing (Newsfile)
Feb-06-25 08:15AM	Beeline Labs Announces First Capital Raise for Cutting-Edge AI Sales Solution in Magic Blocks (Newsfile)
Jan-30-25 09:00AM	Beeline Launches 'Beeline Labs' to Drive Revenue Growth with Groundbreaking SaaS Model and BlinkQC (Newsfile)
Jan-28-25 08:30AM	Beeline Holdings Reports Results of Special Shareholder Meeting Held on Monday, January 27, 2025 (Newsfile) -12.63%
Jan-23-25 08:30AM	Eastside Distilling, Inc. Launches AI Based Online Mortgage Business Beeline Financial Holdings, Inc. and Commencement of Trading Under New Ticker Symbol 'BLNE' (Newsfile) +15.66%
Jan-21-25 10:55AM	Eastside Distilling Announces Postponement of Special Meeting of Stockholders (Newsfile) +6.27%
Jan-17-25 09:25AM	Eastside Distilling Unveils Strategic Partnerships to Boost Production and Expand Marketing in 2025 (PR Newswire) -5.16%
Nov-15-24 08:00AM	Eastside Distilling, Inc. Announces Private Placement Offering (PR Newswire)
Nov-14-24 04:10PM	Eastside Distilling Reports Third Quarter 2024 Financial Results (PR Newswire)
Nov-06-24 05:22PM	Eastside Distilling, Inc. Provides Update on its Merger with Beeline Financial Holdings, Inc. (PR Newswire)
Nov-05-24 06:12PM	Eastside Distilling, Inc. to Report 2024 Third Quarter Results on Thursday, November 14, 2024 (PR Newswire) -5.87%
Oct-10-24 08:00AM	Eastside Distilling, Inc. Announces Closing of its Merger with AI Powered Beeline Financial Holdings, Inc. (PR Newswire)
Oct-08-24 05:50PM	Eastside Distilling Announces Corporate Transformation and Debt Restructuring (TipRanks) -5.03%
Sep-11-24 06:00PM	Eastside Distilling, Inc. to Merge with Beeline Financial Holdings, Inc (PR Newswire) -19.71%
Sep-06-24 04:45PM	Eastside Distilling Announces Closing of $0.4 Million Registered Direct Offering, Priced at a Premium to Market Under Nasdaq Rules (PR Newswire) -20.42%
Sep-05-24 03:30PM	Eastside Distilling Announces $0.4 Million Registered Direct Offering, Priced at a Premium to Market Under Nasdaq Rules (PR Newswire) +89.45%
Sep-04-24 07:45PM	Eastside Distilling, Inc. to Merge with Beeline Financial Holdings Inc., Marking Strategic Expansion into FinTech Mortgage Services (PR Newswire)
Aug-14-24 05:50PM	Eastside Distilling, Inc. (EAST) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:15PM	Eastside Distilling Reports Second Quarter 2024 Financial Results (PR Newswire)
Aug-05-24 09:55PM	Eastside Distilling, Inc. to Report 2024 Second Quarter Results on Wednesday August 14, 2024 (PR Newswire) -15.96% +6.46%
Jul-15-24 07:35AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday (InvestorPlace) -15.42%
May-14-24 07:34AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday (InvestorPlace) -28.86%
May-13-24 08:53PM	EAST Stock Earnings: Eastside Distilling Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace) -8.59%
04:15PM	Eastside Distilling Reports First Quarter 2024 Financial Results (PR Newswire)
May-02-24 02:13PM	Eastside Distilling, Inc. to Report 2024 First Quarter Results on Monday, May 13, 2024 (PR Newswire)
Apr-03-24 09:07AM	Eastside Distilling, Inc. (NASDAQ:EAST) Q4 2023 Earnings Call Transcript (Insider Monkey) -5.17%
Apr-01-24 09:53PM	EAST Stock Earnings: Eastside Distilling Misses EPS, Misses Revenue for Q4 2023 (InvestorPlace) +18.17% -16.15%
04:30PM	Eastside Distilling Reports Fourth Quarter 2023 Financial Results (PR Newswire)
Mar-27-24 10:36AM	Eastside Distilling, Inc. to Report 2023 Fiscal Year Results on Monday, April 1, 2024 (PR Newswire)
Mar-11-24 02:56PM	Eastside Distilling to Attend the 36th Annual Roth Conference March 17-19, 2024 and schedules 4th Quarter Earnings Call (PR Newswire) +16.04%
Nov-29-23 07:07AM	22nd Century Appoints Larry Firestone as Chairman and CEO (GlobeNewswire)
Nov-20-23 05:46PM	Eastside Distilling, Inc. (NASDAQ:EAST) Q3 2023 Earnings Call Transcript (Insider Monkey) -6.00%
Nov-14-23 04:10PM	Eastside Distilling Reports Third Quarter 2023 Financial Results (PR Newswire) +6.60% -9.73%
Nov-06-23 12:18PM	Eastside Distilling, Inc. to Report Third Quarter 2023 Financial Results on Tuesday, November 14, 2023 (PR Newswire)
10:00AM	Will Eastside Distilling, Inc. (EAST) Report Negative Q3 Earnings? What You Should Know (Zacks)
Oct-02-23 08:15AM	Eastside Distilling Announces Completion of Debt-for-Equity Exchange (PR Newswire) +23.31%
Aug-15-23 07:41AM	Q2 2023 Eastside Distilling Inc Earnings Call (Thomson Reuters StreetEvents) -25.93%
Aug-14-23 04:40PM	Eastside Distilling Reports Second Quarter 2023 Financial Results (PR Newswire)
Aug-03-23 10:29AM	Eastside Distilling, Inc. to Report Second Quarter 2023 Financial Results on Monday, August 14, 2023 (PR Newswire)
Jun-13-23 04:30PM	Eastside Distilling, Inc. Announces Positive Business and Financial Updates (PR Newswire) +81.10% -28.09%
May-30-23 09:55AM	Eastside Distilling, Inc. (EAST) Could Find a Support Soon, Here's Why You Should Buy the Stock Now (Zacks)
May-18-23 12:21PM	Eastside Distilling, Inc. (NASDAQ:EAST) Q1 2023 Earnings Call Transcript (Insider Monkey) -8.40%
May-16-23 07:06AM	Q1 2023 Eastside Distilling Inc Earnings Call (Thomson Reuters StreetEvents) -20.25%
May-15-23 09:10AM	Eastside Distilling Reports First Quarter 2023 Financial Results (PR Newswire) +28.86%
May-14-23 08:16AM	Eastside Distilling First Quarter 2023 Earnings: EPS Beats Expectations, Revenues Lag (Simply Wall St.)
May-09-23 04:56PM	Eastside Distilling, Inc. to Report First Quarter 2023 Financial Results on Friday, May 12th, 2023 and Announces Anticipated Completion of Reverse Stock Split (PR Newswire) +7.66%
May-04-23 05:08PM	10 Best Brewery and Distillery Stocks To Buy Now (Insider Monkey)
Apr-19-23 02:46PM	Investors Aren't Entirely Convinced By Eastside Distilling, Inc.'s (NASDAQ:EAST) Revenues (Simply Wall St.)
Apr-04-23 01:20PM	Eastside Distilling, Inc. (NASDAQ:EAST) Q4 2022 Earnings Call Transcript (Insider Monkey) -8.04%
Mar-31-23 04:00PM	Eastside Distilling Reports Fourth Quarter 2022 Financial Results (PR Newswire) +42.28% -22.86%
Mar-16-23 07:56PM	Eastside Distilling, Inc. to Report Fourth Quarter and Fiscal Year 2022 Financial Results on Friday, March 31, 2023 (PR Newswire)
Dec-16-22 02:46PM	11 Best Sugar Stocks to Buy Now (Insider Monkey)
Nov-14-22 05:25PM	Eastside Distilling, Inc. (EAST) Reports Q3 Loss, Misses Revenue Estimates (Zacks)
04:01PM	Eastside Distilling Reports Third Quarter 2022 Financial Results (PR Newswire)
Nov-02-22 04:02PM	Eastside Distilling, Inc. to Report Third Quarter Financial Results on Monday, November 14, 2022 (PR Newswire) -10.34%
Sep-20-22 09:25AM	10 Best Wine Stocks to Invest In 2022 (Insider Monkey) -9.72%
Aug-31-22 09:00AM	Eastside Distilling, Inc. Updates Craft Canning + Printing Milestones (PR Newswire)
Aug-29-22 07:19AM	Zacks.com featured highlights include Eastside Distilling, Adial Pharmaceuticals, The Buckle, Ruth's Hospitality Group and Insight Enterprises (Zacks)
Aug-11-22 06:25PM	Eastside Distilling, Inc. (EAST) Reports Q2 Loss, Tops Revenue Estimates (Zacks) -5.92%
04:10PM	Eastside Distilling Reports Second Quarter 2022 Financial Results (PR Newswire)
Jul-05-22 09:00AM	Eastside Distilling, Inc. to Report Second Quarter Financial Results on Thursday, August 11, 2022 (PR Newswire) -7.25%
Jun-03-22 08:55AM	Eastside Distilling, Inc. Announces Asset Purchase and Services Agreement between Craft Canning and Aprch Beverages (PR Newswire)
May-16-22 04:27PM	Eastside Distilling Reports First Quarter 2022 Financial Results (PR Newswire)
Apr-07-22 08:09PM	Eastside Distilling, Inc. to Report First Quarter Financial Results on Monday, May 16, 2022 (PR Newswire) +15.27% +20.54%
Apr-06-22 09:30AM	EastWest Bioscience (TSXV:EAST) Reports Material Increase in Earning Recognition Due to deconsolidation of Subsidiary (ACCESSWIRE)
Mar-30-22 04:15PM	Eastside Distilling Reports Fourth Quarter 2021 Financial Results (PR Newswire) +7.65% -8.34%
Mar-24-22 03:45PM	Eastside Distilling, Inc. Announces Incremental $3 Million Credit Facility (PR Newswire)

Beeline Holdings, Inc. operates as a mortgage technology company. It also offers handcrafted spirits and digital printing can through its subsidiary. It operates through the following segments: Beeline, Bridgetown Spirits, and Corporate. The company was founded by Lenny Gotter in 2004 and is headquartered in Providence, RI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Freedman Joseph David	Director	Jun 16 '25	Buy	0.69	35,000	24,013	140,920	Jun 17 01:50 PM
Freedman Joseph David	Director	Jun 17 '25	Buy	0.67	15,000	10,017	155,920	Jun 17 01:50 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	Jun 13 '25	Buy	0.66	113,500	74,914	1,881,548	Jun 16 04:05 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	May 21 '25	Buy	1.17	27,304	32,011	1,767,048	May 23 03:12 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	May 22 '25	Buy	1.16	1,000	1,160	1,768,048	May 23 03:12 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	May 16 '25	Buy	1.26	9,900	12,502	1,739,744	May 19 04:01 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	May 15 '25	Buy	1.30	700	909	1,729,844	May 19 04:01 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	May 07 '25	Buy	1.38	1,450	2,008	1,727,836	May 09 04:05 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	May 08 '25	Buy	1.47	1,308	1,921	1,729,144	May 09 04:05 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	May 05 '25	Buy	1.44	5,093	7,325	1,726,386	May 06 04:31 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	May 02 '25	Buy	1.39	18,200	25,248	1,721,293	May 02 09:50 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	May 01 '25	Buy	1.43	10,082	14,453	1,703,093	May 02 10:41 AM
Liuzza Nicholas Reyland JR	Chief Executive Officer	Apr 30 '25	Buy	1.49	4,450	6,613	1,693,011	May 02 10:41 AM
Liuzza Nicholas Reyland JR	Chief Executive Officer	Apr 29 '25	Buy	1.34	3,395	4,533	1,688,561	May 02 10:39 AM
Liuzza Nicholas Reyland JR	Chief Executive Officer	Apr 25 '25	Buy	1.46	3,450	5,027	1,685,166	Apr 28 04:45 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	Apr 23 '25	Buy	1.37	3,700	5,051	1,682,416	Apr 25 04:05 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	Apr 22 '25	Buy	1.27	3,910	4,959	1,678,716	Apr 24 08:00 AM
Freedman Joseph David	Director	Apr 16 '25	Buy	1.17	15,251	17,891	101,161	Apr 17 04:38 PM
Freedman Joseph David	Director	Apr 17 '25	Buy	1.15	4,749	5,439	105,910	Apr 17 04:38 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	Apr 16 '25	Buy	1.16	18,000	20,849	223,716	Apr 17 04:05 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	Mar 20 '25	Buy	2.66	23,500	62,403	1,674,806	Mar 24 04:05 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	Mar 20 '25	Buy	2.33	2,500	5,829	205,716	Mar 24 04:05 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	Mar 19 '25	Buy	2.76	16,000	44,136	203,216	Mar 20 04:06 PM
Liuzza Nicholas Reyland JR	Chief Executive Officer	Mar 19 '25	Buy	2.82	1,150	3,245	1,651,306	Mar 20 04:06 PM
Freedman Joseph David	Director	Mar 18 '25	Buy	2.84	6,250	17,732	83,910	Mar 20 04:05 PM
Freedman Joseph David	Director	Mar 19 '25	Buy	2.47	2,000	4,945	85,910	Mar 20 04:05 PM
Liuzza Nicholas Reyland JR	CEO of Subsidiary	Dec 10 '24	Buy	0.82	38,165	31,486	49,000	Dec 11 05:18 PM
Liuzza Nicholas Reyland JR	CEO of Subsidiary	Dec 09 '24	Buy	0.77	6,835	5,263	10,835	Dec 11 05:18 PM
GWIN GEOFFREY C	CEO	Oct 28 '24	Option Exercise	0.50	180,000	90,000	235,751	Nov 01 03:57 PM
Bigger Michael	10% Owner	Sep 05 '24	Sale	2.09	1,054,091	2,201,329	0	Oct 10 08:30 PM

Dollar change -0.13
Percentage change -0.53	%

FOA Finance of America Companies Inc daily Stock Chart

Peers: RKT PFSI NLY AGNC TWO HTGC CIM IVR PMT SACH

| Held by: VTI IWM VXF AVUV IWN VTWO AVSC IWC DFAT DFAS

Index	RUT	P/E	-	EPS (ttm)	-1.52	Insider Own	81.03%	Shs Outstand	10.71M	Perf Week	2.36%
Market Cap	589.97M	Forward P/E	7.15	EPS next Y	3.40	Insider Trans	-0.05%	Shs Float	4.61M	Perf Month	8.00%
Enterprise Value	29.58B	PEG	-	EPS next Q	0.61	Inst Own	13.69%	Short Float	15.72%	Perf Quarter	20.42%
Income	53.23M	P/S	0.30	EPS this Y	366.97%	Inst Trans	57.28%	Short Ratio	8.41	Perf Half Y	-9.46%
Sales	1.95B	P/B	1.99	EPS next Y	21.25%	ROA	0.19%	Short Interest	0.72M	Perf YTD	-13.58%
Book/sh	12.20	P/C	2.34	EPS next 5Y	88.49%	ROE	21.28%	52W High	32.40 -25.00%	Perf Year	211.42%
Cash/sh	10.37	P/FCF	-	EPS past 3/5Y	- -3.64%	ROIC	0.20%	52W Low	6.83 255.78%	Perf 3Y	39.66%
Dividend Est.	-	EV/EBITDA	16.11	Sales past 3/5Y	9.84% -	Gross Margin	94.43%	Volatility	3.59% 3.54%	Perf 5Y	-76.63%
Dividend TTM	-	EV/Sales	15.16	EPS Y/Y TTM	151.14%	Oper. Margin	92.10%	ATR (14)	0.87	Perf 10Y	-
Dividend Ex-Date	Jun 25, 2009	Quick Ratio	0.08	Sales Y/Y TTM	4215.36%	Profit Margin	2.73%	RSI (14)	57.35	Recom	3.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.08	EPS Q/Q	228.17%	SMA20	2.24%	Beta	1.47	Target Price	25.00
Payout	0.00%	Debt/Eq	99.78	Sales Q/Q	4499.06%	SMA50	7.44%	Rel Volume	0.47	Prev Close	24.43
Employees	745	LT Debt/Eq	88.72	Earnings	Aug 05 AMC	SMA200	13.05%	Avg Volume	86.22K	Price	24.30
IPO	Apr 18, 2019	Option/Short	Yes / Yes	EPS/Sales Surpr.	22.84% 94.65%	Trades		Volume	40,195	Change	-0.53%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-20-24	Downgrade	UBS	Buy → Neutral	$14 → $24
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

Jul-22-25 04:05PM	Finance of America Announces Second Quarter Earnings Release and Conference Call on August 5, 2025 (Business Wire)
May-07-25 11:00AM	Finance of America stock jumps after Q1 earnings, revenue beat; delivers Q2 guidance (Seeking Alpha) +9.46%
May-06-25 04:05PM	Finance of America Reports First Quarter 2025 Results (Business Wire)
Apr-22-25 04:05PM	Finance of America Announces First Quarter Earnings Release and Conference Call on May 6, 2025 (Business Wire) +6.56%
09:00AM	Finance of America Launches New Ad Campaign Highlighting How Homeowners 55 and Up Unlock Home Equity in Their Next Chapter (Business Wire)
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Apr-03-25 09:00AM	David&Goliath Wins AOR for Finance of America (Business Wire)
Apr-02-25 09:00AM	Finance of America Promotes Jonathan Scarpati to Chief Production Officer (Business Wire)
Mar-20-25 08:00AM	FOA Appoints New Board Members Andrew Essex and Cory Gardner (Business Wire) -5.43%
Mar-11-25 04:05PM	Finance of America Reports Fourth Quarter and Full Year 2024 Results (Business Wire)
Mar-04-25 08:00AM	Finance of America Announces Strategic Leadership Additions to Drive Digital Innovation in Home Equity Retirement Solutions (Business Wire)
Feb-25-25 04:05PM	Finance of America Announces Fourth Quarter and Full Year 2024 Earnings Release and Conference Call on March 11, 2025 (Business Wire) +9.68%
Jan-03-25 06:05AM	Horizon Media Holdings Appoints Tech Visionary and Industry Powerhouse Bob Lord as Its First President (PR Newswire) +5.41%
Dec-27-24 08:50AM	Fast-paced Momentum Stock Finance of America Companies (FOA) Is Still Trading at a Bargain (Zacks) -5.36%
Dec-11-24 12:00PM	What Makes Finance of America Companies (FOA) a New Strong Buy Stock (Zacks) +9.95%
08:50AM	Why Fast-paced Mover Finance of America Companies (FOA) Is a Great Choice for Value Investors (Zacks)
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Nov-06-24 04:42PM	Finance of America Reports Third Quarter 2024 Results (Business Wire)
Oct-31-24 09:00AM	Finance of America Enhances Popular Reverse Home Equity Product, HomeSafe Second Gives More Homeowners 55+ a Flexible Alternative to Finance Retirement (Business Wire)
Oct-28-24 07:30AM	Finance of America Announces a Nearly 98% Participation Rate in the Exchange Offer and Consent Solicitation for Existing 2025 Unsecured Notes (Business Wire)
Oct-23-24 04:05PM	Finance of America Announces Third Quarter 2024 Earnings Release and Conference Call on November 6, 2024 (Business Wire)
Sep-17-24 07:45AM	Finance of America Announces Exchange Offer and Consent Solicitation for Existing 2025 Unsecured Notes (Business Wire) +14.49%
Aug-06-24 04:05PM	Finance of America Reports Second Quarter 2024 Results (Business Wire)
Jul-23-24 04:05PM	Finance of America Announces Second Quarter 2024 Earnings Release and Conference Call on August 6, 2024 (Business Wire) +6.05%
Jul-22-24 11:09AM	Upcoming Stock Splits This Week (July 22 to July 26) Stay Invested (TipRanks)
Jul-15-24 05:44PM	Finance of America Announces Expected Effective Date of July 25, 2024 for Reverse Stock Split (Business Wire)
Jun-25-24 07:00AM	Finance of America Announces Exchange Offer Support Agreement with Unsecured Corporate Noteholders (Business Wire)
Jun-19-24 08:01AM	Voxtur Shareholders for Accountability File Information Document and Nominate Alternative Directors for Company's Upcoming Annual and Special Meeting (PR Newswire)
May-07-24 08:47AM	Finance Of America Companies Inc. (NYSE:FOA) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-06-24 04:15PM	Finance of America Reports First Quarter 2024 Results (Business Wire) +11.11%
09:00AM	Finance of America Unifies FAR, AAG Under Single Brand (Business Wire)
May-05-24 07:56AM	15 Best Places to Retire in West Virginia (Insider Monkey)
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Apr-29-24 10:00AM	Finance of America Companies Inc. (FOA) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release (Zacks) +8.78%
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% -8.16%
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) -10.19%
Dec-15-23 04:34PM	Finance of America Receives Continued Listing Standard Notice from the NYSE (Business Wire) -5.22%
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) -11.68%
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) +6.25%
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) -10.71%
Oct-13-22 12:00PM	Finance of America Reverse and Morningstar Collaborate to Educate Financial Advisors about Reverse Mortgages (Business Wire)
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) -9.14%
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) -6.91%
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) +9.85%
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) +11.16%
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) -20.68%
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% +5.38%
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	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Thornock Tai A.	Chief Accounting Officer	Jul 16 '25	Sale	23.25	1,100	25,575	17,250	Jul 17 04:05 PM
Thornock Tai A.	Officer	Jul 16 '25	Proposed Sale	23.25	1,100	25,575		Jul 16 05:05 PM
Sieffert Kristen N	President	Jul 01 '25	Sale	23.12	750	17,340	84,799	Jul 03 04:07 PM
Sieffert Kristen N	Officer	Jul 01 '25	Proposed Sale	23.11	750	17,333		Jul 01 11:27 AM
Thornock Tai A.	Chief Accounting Officer	Jun 16 '25	Sale	21.35	1,100	23,485	18,350	Jun 18 04:04 PM
Thornock Tai A.	Officer	Jun 16 '25	Proposed Sale	21.35	1,100	23,485		Jun 16 11:36 AM
Sieffert Kristen N	President	Jun 02 '25	Sale	21.47	750	16,102	85,549	Jun 04 04:25 PM
Sieffert Kristen N	Officer	Jun 02 '25	Proposed Sale	21.46	750	16,095		Jun 02 03:06 PM
Thornock Tai A.	Chief Accounting Officer	May 28 '25	Sale	22.24	1,100	24,464	19,450	May 30 04:07 PM
Thornock Tai A.	Officer	May 28 '25	Proposed Sale	22.24	1,100	24,464		May 28 09:56 AM
Sieffert Kristen N	President	May 01 '25	Sale	21.01	750	15,758	86,299	May 05 04:55 PM
Thornock Tai A.	Chief Accounting Officer	Apr 23 '25	Sale	20.00	1,100	22,000	20,550	Apr 25 04:12 PM
Thornock Tai A.	Officer	Apr 23 '25	Proposed Sale	20.00	1,100	22,000		Apr 23 12:58 PM
Sieffert Kristen N	President	Apr 01 '25	Option Exercise	0.00	60,535	0	104,728	Apr 03 04:45 PM
Sieffert Kristen N	President	Apr 01 '25	Sale	21.09	750	15,819	87,049	Apr 03 04:45 PM
Thornock Tai A.	Chief Accounting Officer	Apr 01 '25	Option Exercise	0.00	13,342	0	24,070	Apr 03 04:42 PM
Prahm Jeremy	Chief Investment Officer	Apr 01 '25	Option Exercise	0.00	123,275	0	203,694	Apr 03 04:36 PM
Engel Matthew A	Chief Financial Officer	Apr 01 '25	Option Exercise	0.00	10,833	0	18,842	Apr 03 04:25 PM
Richmond Lauren	Chief Legal Officer	Apr 01 '25	Option Exercise	0.00	12,690	0	30,246	Apr 03 04:21 PM
Fleming Graham	Chief Executive Officer	Apr 01 '25	Option Exercise	0.00	123,275	0	233,900	Apr 03 04:16 PM
Sieffert Kristen N	President	Mar 19 '25	Sale	22.35	750	16,762	50,975	Mar 21 04:14 PM
Thornock Tai A.	Chief Accounting Officer	Mar 19 '25	Sale	22.35	1,100	24,585	12,442	Mar 21 04:10 PM
Thornock Tai A.	Officer	Mar 19 '25	Proposed Sale	22.35	1,100	24,585		Mar 19 10:20 AM
Corio Norma	Director	Dec 12 '24	Buy	25.61	4,300	110,122	16,580	Dec 16 04:07 PM
West Lance	Director	Dec 10 '24	Sale	22.10	23,245	513,715	0	Dec 11 05:39 PM
West Lance	Director	Dec 06 '24	Sale	21.00	6,750	141,750	23,245	Dec 10 05:07 PM
West Lance	Director	Dec 05 '24	Sale	21.04	26,368	554,783	29,995	Dec 06 06:13 PM
West Lance	Director	Dec 04 '24	Sale	20.71	13,637	282,391	56,363	Dec 06 06:13 PM
Lance West	Affiliate	Dec 03 '24	Proposed Sale	18.96	70,000	1,327,200		Dec 03 06:24 PM
Engel Matthew A	Chief Financial Officer	Nov 15 '24	Option Exercise	0.00	12,452	0	12,452	Nov 19 05:07 PM

Dollar change +0.81
Percentage change 0.87	%

PFSI PennyMac Financial Services Inc daily Stock Chart

Peers: RKT COOP NLY PMT TWO MITT EFC NYMT IVR AGNC

| Held by: VTI VB IWM VXF VBR AVUV IWN DFAT KBE VTWO

Index	RUT	P/E	13.05	EPS (ttm)	7.21	Insider Own	4.68%	Shs Outstand	51.67M	Perf Week	-6.72%
Market Cap	4.86B	Forward P/E	6.76	EPS next Y	13.91	Insider Trans	-3.62%	Shs Float	49.25M	Perf Month	-3.57%
Enterprise Value	22.75B	PEG	0.31	EPS next Q	2.69	Inst Own	91.93%	Short Float	3.19%	Perf Quarter	-1.09%
Income	386.60M	P/S	1.23	EPS this Y	64.66%	Inst Trans	3.61%	Short Ratio	4.46	Perf Half Y	-13.89%
Sales	3.95B	P/B	1.21	EPS next Y	44.65%	ROA	1.69%	Short Interest	1.57M	Perf YTD	-7.90%
Book/sh	78.04	P/C	7.78	EPS next 5Y	41.47%	ROE	10.05%	52W High	119.13 -21.04%	Perf Year	-6.30%
Cash/sh	12.09	P/FCF	-	EPS past 3/5Y	-26.79% 3.60%	ROIC	3.77%	52W Low	85.74 9.72%	Perf 3Y	84.60%
Dividend Est.	1.20 (1.28%)	EV/EBITDA	17.10	Sales past 3/5Y	-6.17% 12.08%	Gross Margin	90.51%	Volatility	3.22% 2.41%	Perf 5Y	114.23%
Dividend TTM	1.20 (1.28%)	EV/Sales	5.77	EPS Y/Y TTM	96.22%	Oper. Margin	31.58%	ATR (14)	2.76	Perf 10Y	427.13%
Dividend Ex-Date	Aug 13, 2025	Quick Ratio	0.09	Sales Y/Y TTM	23.65%	Profit Margin	9.80%	RSI (14)	39.71	Recom	1.56
Dividend Gr. 3/5Y	7.72% 52.81%	Current Ratio	0.05	EPS Q/Q	37.54%	SMA20	-5.96%	Beta	1.49	Target Price	122.12
Payout	17.13%	Debt/Eq	4.59	Sales Q/Q	11.83%	SMA50	-4.13%	Rel Volume	1.31	Prev Close	93.26
Employees	4100	LT Debt/Eq	1.54	Earnings	Jul 22 AMC	SMA200	-6.93%	Avg Volume	352.57K	Price	94.07
IPO	May 09, 2013	Option/Short	Yes / Yes	EPS/Sales Surpr.	-7.50% -19.69%	Trades		Volume	460,391	Change	0.87%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-08-25	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$114
Jul-22-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$102
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

Show Previous Ratings

Today 09:23AM	PFSI Q2 Deep Dive: Margin Compression, Channel Shifts, and AI Initiatives Shape Results (StockStory)
Jul-23-25 03:11AM	PennyMac Financial Services Inc (PFSI) Q2 2025 Earnings Call Highlights: Strong Net Income Amid ... (GuruFocus.com) -7.38%
Jul-22-25 06:05PM	PennyMac Financial (PFSI) Lags Q2 Earnings and Revenue Estimates (Zacks)
05:06PM	PennyMac Mortgage: Q2 Earnings Snapshot (Associated Press Finance)
05:03PM	PennyMac: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	Loading…
04:15PM	PennyMac Mortgage Investment Trust Reports Second Quarter 2025 Results (Business Wire)
04:15PM	PennyMac Financial Services, Inc. Reports Second Quarter 2025 Results (Business Wire)
Jul-21-25 09:19AM	PennyMac Financial Services Inc (PFSI) Q2 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Jul-20-25 11:03PM	PennyMac Financial Services (PFSI) Q2 Earnings: What To Expect (StockStory)
Jul-17-25 11:31PM	Thrifts & Mortgage Finance Stocks Q1 In Review: PennyMac Financial Services (NYSE:PFSI) Vs Peers (StockStory)
Jul-15-25 10:00AM	PennyMac Financial (PFSI) Earnings Expected to Grow: Should You Buy? (Zacks)
08:00AM	PennyMac Mortgage Investment Trust Announces Date for Release of Second Quarter 2025 Results (Business Wire)
08:00AM	PennyMac Financial Services, Inc. Announces Date for Release of Second Quarter 2025 Results (Business Wire)
Jul-10-25 12:05AM	PennyMac Financial Services (PFSI): Buy, Sell, or Hold Post Q1 Earnings? (StockStory)
Jul-09-25 01:52PM	KBRA Assigns Preliminary Ratings to PMT Loan Trust 2025-INV7 (PMTLT 2025-INV7) (Business Wire)
09:43AM	Loading…
09:43AM	Implied Volatility Surging for PennyMac Financial Services Stock Options (Zacks)
08:13AM	Bandwidth Powers Pennymac Cloud Migration To 50 Percent Cost Savings, Faster Loan Closings (PR Newswire)
Jun-25-25 08:00AM	PennyMac Mortgage Investment Trust Declares Second Quarter 2025 Dividend for Its Common Shares (Business Wire)
Jun-24-25 02:22AM	PFSI Q1 Deep Dive: Servicing Strength, Tech Investments, and Strategic Brand Push (StockStory)
Jun-03-25 04:11PM	PennyMac Mortgage Investment Trust Announces Pricing of Public Offering of Senior Notes (Business Wire)
08:59AM	PennyMac Mortgage Investment Trust Announces Public Offering of Senior Notes (Business Wire)
May-28-25 08:30AM	PennyMac Mortgage Investment Trust to Present at the Nareit REITweek 2025 Investor Conference (Business Wire)
May-15-25 08:00AM	PennyMac Mortgage Investment Trust Declares Second Quarter 2025 Dividends for Its Preferred Shares (Business Wire)
May-01-25 05:56PM	PennyMac Financial Services, Inc. Announces Upsizing and Pricing of Private Offering of $850 Million of Senior Notes (Business Wire)
08:06AM	PennyMac Financial Services, Inc. Announces Proposed Private Offering of $650 Million of Senior Notes (Business Wire)
Apr-25-25 08:32AM	Implied Volatility Surging for PennyMac Financial Services Stock Options (Zacks)
Apr-23-25 07:34AM	Q1 2025 PennyMac Financial Services Inc Earnings Call (Thomson Reuters StreetEvents)
03:06AM	PennyMac Financial Services Inc (PFSI) Q1 2025 Earnings Call Highlights: Navigating Market ... (GuruFocus.com)
Apr-22-25 09:14PM	PennyMac Financial Services, Inc. (PFSI) Q1 2025 Earnings Call Transcript (Seeking Alpha)
06:30PM	PennyMac (PFSI) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:30PM	Loading…
05:30PM	PennyMac Financial (PFSI) Q1 Earnings and Revenues Lag Estimates (Zacks)
04:40PM	PennyMac: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	PennyMac Financial Services, Inc. Reports First Quarter 2025 Results (Business Wire)
Apr-21-25 09:15AM	Curious about PennyMac (PFSI) Q1 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Apr-15-25 08:00AM	PennyMac Mortgage Investment Trust Announces Date for Release of First Quarter 2025 Results (Business Wire)
08:00AM	PennyMac Financial Services, Inc. Announces Date for Release of First Quarter 2025 Results (Business Wire)
Apr-09-25 11:37AM	Strength Seen in Onity (ONIT): Can Its 6.5% Jump Turn into More Strength? (Zacks)
Mar-20-25 12:57PM	Homebuilders', mortgage lenders' stocks climb after postive home sales report (SeekingAlpha)
Mar-11-25 08:00AM	Pennymac Hires Isaac Boltansky as Managing Director, Head of Public Policy (Business Wire)
Mar-05-25 12:00PM	Pennymac Named Team USA and LA28's Official Mortgage Supporter in Exclusive Landmark Deal (Business Wire)
Feb-12-25 08:00AM	Pennymac Debuts New Bring It Home Video Series to Support the Aspiration of Homeownership (Business Wire)
Feb-06-25 08:00AM	Pennymac Expands Third Party Origination (TPO) Offerings with the Launch of NonDel+, a Full-Service Non-Delegated Solution (Business Wire)
Feb-04-25 06:05PM	PennyMac Financial Services, Inc. Announces Upsizing and Pricing of Private Offering of $850 Million of Senior Notes (Business Wire)
07:51AM	PennyMac Financial Services, Inc. Announces Proposed Private Offering of $650 Million of Senior Notes (Business Wire)
Jan-31-25 07:19AM	Q4 2024 PennyMac Financial Services Inc Earnings Call (Thomson Reuters StreetEvents) -8.82%
02:39AM	PennyMac Financial Services Inc (PFSI) Q4 2024 Earnings Call Highlights: Strong Growth in ... (GuruFocus.com)
Jan-30-25 07:00PM	Here's What Key Metrics Tell Us About PennyMac (PFSI) Q4 Earnings (Zacks)
05:55PM	PennyMac Financial (PFSI) Q4 Earnings and Revenues Lag Estimates (Zacks)
04:55PM	PennyMac: Q4 Earnings Snapshot (Associated Press Finance)
04:14PM	PennyMac Financial Services, Inc. Reports Fourth Quarter and Full-Year 2024 Results (Business Wire)
Jan-29-25 07:09AM	Earnings To Watch: PennyMac Financial Services Inc (PFSI) Reports Q4 2024 Result (GuruFocus.com)
Jan-23-25 08:00AM	PennyMac Financial Services, Inc. Announces Date for Release of Fourth Quarter and Full-Year 2024 Results (Business Wire)
Jan-22-25 12:10PM	Will PennyMac (PFSI) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Dec-16-24 09:40AM	Is the Options Market Predicting a Spike in PennyMac Financial (PFSI) Stock? (Zacks)
Dec-13-24 08:00AM	PennyMac Mortgage Investment Trust Declares Fourth Quarter 2024 Dividend for Its Common Shares (Business Wire)
Nov-14-24 08:00AM	PennyMac Mortgage Investment Trust Declares Fourth Quarter 2024 Dividends for Its Preferred Shares (Business Wire)
Oct-24-24 09:35AM	Down -11.42% in 4 Weeks, Here's Why PennyMac (PFSI) Looks Ripe for a Turnaround (Zacks)
Oct-23-24 09:37AM	Q3 2024 PennyMac Financial Services Inc Earnings Call (Thomson Reuters StreetEvents)
03:08AM	PennyMac Financial Services Inc (PFSI) Q3 2024 Earnings Call Highlights: Strong Production ... (GuruFocus.com)
Oct-22-24 06:00PM	PennyMac (PFSI) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
05:40PM	PennyMac Financial (PFSI) Q3 Earnings Top Estimates (Zacks)
04:40PM	PennyMac: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	PennyMac Financial Services, Inc. Reports Third Quarter 2024 Results (Business Wire)
Oct-15-24 08:00AM	PennyMac Financial Services, Inc. Announces Date for Release of Third Quarter 2024 Results (Business Wire)
Oct-03-24 04:30PM	Pennymac Announces Organizational Changes (Business Wire)
Sep-13-24 04:00PM	Huge Growth Is Just One Reason To Watch This Stock. Here's Another. (Investor's Business Daily)
Sep-12-24 10:11AM	249% Average Growth Is Just One Reason To Watch This Stock. Here's Another. (Investor's Business Daily)
Sep-06-24 04:20PM	PennyMac Financial Services, Inc. Announces Changes to Its Board of Directors (Business Wire)
Aug-30-24 04:17PM	Billboard Company, Mortgage Provider Hit New Highs, Buy Points (Investor's Business Daily)
Aug-29-24 08:00AM	PennyMac Mortgage Investment Trust to Present at the 2024 Barclays Global Financial Services Conference (Business Wire)
08:00AM	PennyMac Financial Services, Inc. to Present at the 2024 Barclays Global Financial Services Conference (Business Wire)
Aug-26-24 06:00AM	When rates skyrocketed, mortgage servicing reset the board. The next battle is about to begin (HousingWire)
Aug-19-24 07:33PM	Three Ways to Play Housing in a Rate-Cut Cycle (InvestorPlace)
Jul-30-24 06:00AM	High Rates Have Been Good for One Corner of the Mortgage Industry. Now What? (The Wall Street Journal)
Jul-24-24 11:55AM	Q2 2024 PennyMac Mortgage Investment Trust Earnings Call (Thomson Reuters StreetEvents)
Jul-23-24 06:30PM	Here's What Key Metrics Tell Us About PennyMac (PFSI) Q2 Earnings (Zacks)
05:30PM	PennyMac Financial (PFSI) Surpasses Q2 Earnings Estimates (Zacks)
04:31PM	PennyMac: Q2 Earnings Snapshot (Associated Press Finance)
04:17PM	PennyMac Financial Services, Inc. Reports Second Quarter 2024 Results and Increases Quarterly Dividend (Business Wire)
Jul-16-24 08:00AM	PennyMac Financial Services, Inc. Announces Date for Release of Second Quarter 2024 Results (Business Wire)
Jul-08-24 04:20PM	Pennymac to Aid U.S. Army Veteran Career Transitions by Joining Forces with PaYS Program (Business Wire)
May-20-24 05:24PM	PennyMac Financial Services Prices $650 Million Private Debt Offering (MT Newswires)
05:10PM	PennyMac Financial Services, Inc. Announces Pricing of Private Offering of $650 Million of Senior Notes (Business Wire)
08:24AM	PennyMac Financial Services, Inc. Announces Proposed Private Offering of $650 Million of Senior Notes (Business Wire)
May-16-24 05:19PM	Pennymac Financial Services Insider Sold Shares Worth $1,048,800, According to a Recent SEC Filing (MT Newswires)
May-07-24 03:06AM	PennyMac Financial Services Insider Sold Shares Worth $1,493,927, According to a Recent SEC Filing (MT Newswires)
Apr-26-24 11:58AM	UBS Lowers PennyMac Financial Services' Price Target to $100 From $105, Maintains Neutral Rating (MT Newswires)
09:59AM	Keefe Bruyette & Woods Adjusts PennyMac Financial Services Price Target to $100 From $105, Maintains Outperform Rating (MT Newswires)
08:39AM	PennyMac Financial Services, Inc. (NYSE:PFSI) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-25-24 11:52AM	11 Tips to Get Approved for a Mortgage (Insider Monkey) -6.38%
09:53AM	Deutsche Bank Adjusts PennyMac Financial Services Price Target to $112 From $115, Maintains Buy Rating (MT Newswires)
07:10AM	Q1 2024 PennyMac Financial Services Inc Earnings Call (Thomson Reuters StreetEvents)
04:29AM	PennyMac Financial Services Q1 Earnings, Revenue Rise; Keeps Quarterly Dividend of $0.20 a Share (MT Newswires)
03:25AM	PennyMac Financial Services Inc (PFSI) Q1 2024 Earnings Call Transcript Highlights: Key ... (GuruFocus.com)
Apr-24-24 09:46PM	Pennymac posts first-quarter profit of $39M (HousingWire)
07:30PM	PennyMac (PFSI) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
06:12PM	PennyMac Financial Services Inc (PFSI) Reports Q1 2024 Earnings: Misses Analyst Expectations (GuruFocus.com)
04:33PM	PennyMac: Q1 Earnings Snapshot (Associated Press Finance)
04:16PM	PennyMac Financial Services, Inc. Reports First Quarter 2024 Results (Business Wire)
Apr-22-24 09:16AM	PennyMac (PFSI) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)

PennyMac Financial Services, Inc. is 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	Jul 07 '25	Sale	100.81	5,000	504,048	135,604	Jul 08 06:39 PM
SPECTOR DAVID	Chairman & CEO	Jun 11 '25	Sale	98.29	5,000	491,429	140,604	Jun 12 06:03 PM
David Spector	Officer	Jun 11 '25	Proposed Sale	97.30	15,000	1,459,500		Jun 11 05:15 PM
Perotti Daniel Stanley	Chief Financial Officer	May 15 '25	Sale	99.45	10,500	1,044,228	234,025	May 19 05:34 PM
SPECTOR DAVID	Chairman & CEO	May 14 '25	Sale	99.15	5,000	495,750	145,604	May 16 04:52 PM
Perotti Daniel Stanley	Officer	May 15 '25	Proposed Sale	99.45	10,500	1,044,228		May 15 05:34 PM
MAZZELLA JOSEPH F	Director	May 02 '25	Sale	98.23	11,000	1,080,576	92,863	May 06 07:40 PM
MAZZELLA JOSEPH F	Director	May 02 '25	Proposed Sale	98.19	11,000	1,080,138		May 02 04:17 PM
ELBAUM MARK	Chief Capital Markets Officer	Apr 04 '25	Sale	102.88	410	42,181	4,207	Apr 07 05:26 PM
SPECTOR DAVID	Chairman & CEO	Apr 02 '25	Sale	103.44	5,000	517,196	150,604	Apr 03 06:08 PM
Tidmore Abbie	Chief Revenue Officer	Mar 24 '25	Sale	102.55	2,669	273,706	4,878	Mar 25 05:16 PM
Tidmore Abbie	Officer	Mar 24 '25	Proposed Sale	102.55	2,669	273,703		Mar 24 05:15 PM
Follette James	Chief Digital Officer	Mar 06 '25	Sale	100.81	992	100,008	7,338	Mar 07 05:16 PM
SPECTOR DAVID	Chairman & CEO	Mar 06 '25	Sale	101.28	5,000	506,398	155,604	Mar 07 05:14 PM
Jones Doug	Director, President & CMBO	Mar 05 '25	Sale	102.95	8,373	862,035	19,056	Mar 07 05:10 PM
Follette James	Officer	Mar 06 '25	Proposed Sale	100.81	992	100,008		Mar 06 04:37 PM
Jones Doug	Officer	Mar 05 '25	Proposed Sale	102.96	8,373	862,043		Mar 05 05:17 PM
STARK DEREK	Chief Legal Officer	Feb 28 '25	Sale	103.07	2,110	217,478	26,209	Mar 04 07:40 PM
STARK DEREK	Chief Legal Officer	Mar 04 '25	Sale	101.52	588	59,694	25,621	Mar 04 07:40 PM
Follette James	Chief Digital Officer	Mar 04 '25	Sale	102.75	755	77,576	8,330	Mar 04 07:30 PM
ELBAUM MARK	Chief Capital Markets Officer	Feb 28 '25	Sale	102.09	83	8,473	4,617	Mar 04 07:24 PM
Bailey Steven Richard	Officer	Mar 04 '25	Proposed Sale	101.80	464	47,235		Mar 04 04:23 PM
STARK DEREK	Officer	Mar 04 '25	Proposed Sale	101.52	588	59,695		Mar 04 04:23 PM
Follette James	Officer	Mar 04 '25	Proposed Sale	102.75	755	77,576		Mar 04 04:22 PM
SPECTOR DAVID	Chairman & CEO	Feb 27 '25	Sale	102.12	6,839	698,418	635,554	Mar 03 07:01 PM
SPECTOR DAVID	Chairman & CEO	Feb 27 '25	Sale	102.12	5,000	510,605	160,604	Mar 03 07:01 PM
SPECTOR DAVID	Chairman & CEO	Feb 28 '25	Sale	103.08	3,068	316,244	632,486	Mar 03 07:01 PM
STARK DEREK	Officer	Feb 28 '25	Proposed Sale	103.07	2,110	217,479		Feb 28 04:29 PM
Follette James	Chief Digital Officer	Feb 25 '25	Sale	99.93	1,983	198,161	10,497	Feb 27 05:58 PM
Follette James	Chief Digital Officer	Feb 26 '25	Sale	102.70	990	101,673	9,507	Feb 27 05:58 PM
Bailey Steven Richard	Officer	Feb 27 '25	Proposed Sale	101.80	12,197	1,241,643		Feb 27 04:56 PM
David Spector	Officer	Feb 27 '25	Proposed Sale	103.18	29,907	3,085,804		Feb 27 04:03 PM
Follette James	Officer	Feb 26 '25	Proposed Sale	102.07	990	101,049		Feb 26 04:24 PM
Follette James	Officer	Feb 25 '25	Proposed Sale	99.93	1,983	198,161		Feb 25 05:22 PM
Perotti Daniel Stanley	Chief Financial Officer	Feb 14 '25	Sale	101.49	10,500	1,065,645	214,997	Feb 19 06:59 PM
Perotti Daniel Stanley	Officer	Feb 14 '25	Proposed Sale	101.49	10,500	1,065,607		Feb 14 04:10 PM
SPECTOR DAVID	Chairman & CEO	Jan 08 '25	Sale	99.38	5,000	496,920	165,604	Jan 10 05:55 PM
Chang William Herbert	Officer	Jan 08 '25	Proposed Sale	99.35	10,645	1,057,555		Jan 08 04:36 PM
David Spector	Officer	Jan 08 '25	Proposed Sale	99.52	5,000	497,600		Jan 08 04:27 PM
Chang William Herbert	Officer	Jan 07 '25	Proposed Sale	100.00	10,473	1,047,335		Jan 07 04:50 PM
Chang William Herbert	Officer	Jan 06 '25	Proposed Sale	100.20	10,348	1,036,892		Jan 06 04:35 PM
Jones Doug	Director, President & CMBO	Dec 26 '24	Sale	103.16	7,882	813,107	450,000	Dec 27 04:52 PM
Jones Doug	Director, President & CMBO	Dec 24 '24	Option Exercise	17.52	23,229	406,972	47,121	Dec 26 04:50 PM
Jones Doug	Director, President & CMBO	Dec 20 '24	Option Exercise	17.52	600	10,512	24,492	Dec 26 04:50 PM
Jones Doug	Director, President & CMBO	Dec 24 '24	Sale	101.51	23,229	2,357,976	23,892	Dec 26 04:50 PM
Jones Doug	Director, President & CMBO	Dec 24 '24	Sale	101.71	21,044	2,140,385	457,882	Dec 26 04:50 PM
Jones Doug	Director, President & CMBO	Dec 20 '24	Sale	102.03	1,074	109,580	478,926	Dec 26 04:50 PM
Jones Doug	Director, President & CMBO	Dec 20 '24	Sale	102.04	600	61,224	23,892	Dec 26 04:50 PM
Jones Doug	Officer	Dec 26 '24	Proposed Sale	103.16	7,882	813,111		Dec 26 04:01 PM
Jones Doug	Officer	Dec 24 '24	Proposed Sale	101.61	44,273	4,498,462		Dec 26 10:00 AM
Perotti Daniel Stanley	Chief Financial Officer	Dec 20 '24	Option Exercise	17.52	16,481	288,747	53,982	Dec 23 08:41 PM
Perotti Daniel Stanley	Chief Financial Officer	Dec 20 '24	Sale	101.56	16,481	1,673,853	37,501	Dec 23 08:41 PM
SPECTOR DAVID	Chairman & CEO	Dec 20 '24	Option Exercise	17.52	61,120	1,070,822	695,732	Dec 23 08:37 PM
SPECTOR DAVID	Chairman & CEO	Dec 20 '24	Sale	101.72	61,120	6,217,076	634,612	Dec 23 08:37 PM
Jones Doug	Officer	Dec 20 '24	Proposed Sale	102.03	1,674	170,804		Dec 20 05:50 PM
Perotti Daniel Stanley	Officer	Dec 20 '24	Proposed Sale	101.56	16,481	1,673,835		Dec 20 05:31 PM
SPECTOR DAVID	Officer	Dec 20 '24	Proposed Sale	101.72	61,120	6,216,865		Dec 20 05:14 PM
SPECTOR DAVID	Chairman & CEO	Dec 04 '24	Sale	104.95	10,000	1,049,461	170,604	Dec 06 05:33 PM
Hendry Gregory L	MD, Chief Accounting Officer	Nov 20 '24	Option Exercise	17.52	3,032	53,121	51,072	Nov 21 07:18 PM
Hendry Gregory L	MD, Chief Accounting Officer	Nov 20 '24	Sale	102.09	3,032	309,547	48,040	Nov 21 07:18 PM
Hendry Gregory L	Officer	Nov 20 '24	Proposed Sale	102.09	3,032	309,547		Nov 20 04:31 PM
Perotti Daniel Stanley	Chief Financial Officer	Nov 15 '24	Sale	100.02	10,500	1,050,210	225,497	Nov 18 05:54 PM
Perotti Daniel Stanley	Officer	Nov 15 '24	Proposed Sale	100.02	10,500	1,050,210		Nov 15 04:39 PM
SPECTOR DAVID	Chairman & CEO	Nov 12 '24	Sale	105.04	10,000	1,050,363	180,604	Nov 13 05:29 PM
SPECTOR DAVID	Chairman & CEO	Oct 14 '24	Sale	107.57	10,000	1,075,665	190,604	Oct 15 05:36 PM
David Spector	Officer	Oct 14 '24	Proposed Sale	108.16	30,000	3,244,800		Oct 15 08:41 AM
Perotti Daniel Stanley	Chief Financial Officer	Sep 26 '24	Sale	112.93	10,500	1,185,744	235,997	Sep 27 05:49 PM
Perotti Daniel Stanley	Officer	Sep 26 '24	Proposed Sale	112.99	10,500	1,186,367		Sep 26 04:42 PM
SPECTOR DAVID	Chairman & CEO	Sep 17 '24	Sale	116.79	10,000	1,167,899	200,604	Sep 18 05:44 PM
Bailey Steven Richard	Chief Servicing Officer	Sep 16 '24	Option Exercise	58.21	14,130	822,483	28,800	Sep 18 05:24 PM
Bailey Steven Richard	Chief Servicing Officer	Sep 16 '24	Sale	116.88	14,130	1,651,574	14,670	Sep 18 05:24 PM
Bailey Steven Richard	Officer	Sep 16 '24	Proposed Sale	116.88	14,130	1,651,575		Sep 16 05:35 PM
Hunt James K	Director	Aug 27 '24	Sale	102.42	10,000	1,024,200	26,821	Aug 29 06:47 PM
MCCALLION ANNE	Director	Aug 26 '24	Option Exercise	17.52	23,829	417,484	25,683	Aug 28 07:18 PM
MCCALLION ANNE	Director	Aug 26 '24	Sale	103.14	23,829	2,457,613	1,854	Aug 28 07:18 PM
MCCALLION ANNE	Director	Aug 26 '24	Proposed Sale	103.14	23,829	2,457,614		Aug 26 04:50 PM
SPECTOR DAVID	Chairman & CEO	Aug 21 '24	Sale	99.31	10,000	993,091	210,604	Aug 23 05:16 PM
MAZZELLA JOSEPH F	Director	Aug 14 '24	Sale	97.92	11,396	1,115,908	105,446	Aug 15 05:22 PM
MAZZELLA JOSEPH F	Director	Aug 14 '24	Proposed Sale	97.92	11,396	1,115,908		Aug 14 04:39 PM

Open in Screener

GHLD

Guild Holdings Co

Jul 25 • 04:00PM ET

19.85

Dollar change -0.01
Percentage change -0.05	%

Financial • Mortgage Finance • USA • NYSE

GHLD Guild Holdings Co daily Stock Chart

Peers: RKT PFSI WD COOP HMST HOMB TREE ALLY HTB LPRO

| Held by: VTI BSVO VXF PRFZ DFAC DFSU DCOR RFLR DXUV

Index	-	P/E	28.59	EPS (ttm)	0.69	Insider Own	83.99%	Shs Outstand	21.56M	Perf Week	0.00%
Market Cap	1.24B	Forward P/E	9.92	EPS next Y	2.00	Insider Trans	-0.00%	Shs Float	9.97M	Perf Month	0.66%
Enterprise Value	3.99B	PEG	2.98	EPS next Q	0.43	Inst Own	9.44%	Short Float	2.39%	Perf Quarter	52.57%
Income	44.74M	P/S	1.14	EPS this Y	18.86%	Inst Trans	0.39%	Short Ratio	3.21	Perf Half Y	61.33%
Sales	1.08B	P/B	1.02	EPS next Y	16.16%	ROA	1.05%	Short Interest	0.24M	Perf YTD	46.24%
Book/sh	19.39	P/C	10.27	EPS next 5Y	9.59%	ROE	3.71%	52W High	20.15 -1.49%	Perf Year	42.80%
Cash/sh	1.93	P/FCF	-	EPS past 3/5Y	-30.53% 75.85%	ROIC	1.80%	52W Low	10.78 84.07%	Perf 3Y	93.60%
Dividend Est.	0.92 (4.62%)	EV/EBITDA	16.97	Sales past 3/5Y	-13.78% 2.73%	Gross Margin	96.19%	Volatility	0.23% 0.30%	Perf 5Y	-
Dividend TTM	-	EV/Sales	3.68	EPS Y/Y TTM	64.72%	Oper. Margin	16.38%	ATR (14)	0.19	Perf 10Y	-
Dividend Ex-Date	Mar 17, 2025	Quick Ratio	0.11	Sales Y/Y TTM	42.92%	Profit Margin	4.13%	RSI (14)	80.63	Recom	2.67
Dividend Gr. 3/5Y	- -	Current Ratio	0.11	EPS Q/Q	-184.19%	SMA20	0.14%	Beta	0.94	Target Price	18.60
Payout	31.97%	Debt/Eq	2.40	Sales Q/Q	43.88%	SMA50	16.85%	Rel Volume	0.87	Prev Close	19.86
Employees	5270	LT Debt/Eq	1.07	Earnings	Aug 07 AMC	SMA200	40.54%	Avg Volume	74.27K	Price	19.85
IPO	Oct 22, 2020	Option/Short	No / Yes	EPS/Sales Surpr.	48.37% -16.44%	Trades		Volume	64,469	Change	-0.05%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-22-25	Downgrade	Jefferies	Buy → Hold	$20
Apr-08-25	Upgrade	JP Morgan	Underweight → Neutral	$12
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

Jul-24-25 04:05PM	Guild Holdings Company Announces Second Quarter 2025 Earnings Details (Business Wire)
08:00AM	Bread Financial Holdings (BFH) Tops Q2 Earnings Estimates (Zacks)
Jun-18-25 08:30AM	Guild Holdings Co. and Bayview Asset Management Sign Definitive Agreement (Business Wire) +25.45%
Jun-10-25 09:40AM	Should Value Investors Buy Guild (GHLD) Stock? (Zacks)
08:47AM	Virtu Financial and Limina Team Up to Streamline Post-Trade Operations (Zacks)
06:50AM	Loading…
06:50AM	New Strong Buy Stocks for June 10th (Zacks)
05:59AM	Best Value Stocks to Buy for June 10th (Zacks)
May-23-25 05:25PM	Guild Holdings Company Comments on Schedule 13D Filing by Bayview Asset Management (Business Wire) +10.36%
May-12-25 09:40AM	Are Investors Undervaluing Guild (GHLD) Right Now? (Zacks)
May-08-25 07:10AM	Q1 2025 Guild Holdings Co Earnings Call (Thomson Reuters StreetEvents) +8.00%
03:38AM	Guild Holdings Co (GHLD) Q1 2025 Earnings Call Highlights: Strong Loan Originations Amid ... (GuruFocus.com)
May-07-25 05:55PM	Guild Holdings Company (GHLD) Beats Q1 Earnings Estimates (Zacks)
04:05PM	Guild Holdings Company Reports First Quarter 2025 Results (Business Wire)
Apr-30-25 10:01AM	Guild Holdings Company (GHLD) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-29-25 11:40AM	GHLD vs. MCO: Which Stock Should Value Investors Buy Now? (Zacks)
04:05PM	Loading…
Apr-23-25 04:05PM	Guild Holdings Company Announces First Quarter 2025 Earnings Webcast and Conference Call Details (Business Wire)
Apr-15-25 12:28PM	Applied Digital's Q3 Earnings & Revenues Miss Estimates, Stock Down (Zacks)
Apr-11-25 11:40AM	GHLD or SOFI: Which Is the Better Value Stock Right Now? (Zacks)
Mar-27-25 09:21AM	Trading Near 52-Week High, Why GL Stock is Still Worth Buying Now (Zacks)
Mar-24-25 03:24PM	Guild (GHLD) Moves 5.2% Higher: Will This Strength Last? (Zacks) -8.25%
Mar-20-25 11:40AM	GHLD vs. HASI: Which Stock Is the Better Value Option? (Zacks)
Mar-07-25 07:39AM	Q4 2024 Guild Holdings Co Earnings Call (Thomson Reuters StreetEvents)
02:20AM	Guild Holdings Co (GHLD) Q4 2024 Earnings Call Highlights: Record Growth and Strategic Positioning (GuruFocus.com)
Mar-06-25 05:25PM	Guild Holdings Company (GHLD) Q4 Earnings Lag Estimates (Zacks)
04:05PM	Guild Holdings Company Reports Fourth Quarter and Full Year 2024 Results (Business Wire)
Mar-05-25 07:13AM	Guild Holdings Co (GHLD) Q4 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com) +9.71%
Feb-20-25 04:05PM	Guild Holdings Company Announces Fourth Quarter and Full Year 2024 Earnings Webcast and Conference Call Details (Business Wire)
Jan-16-25 08:00AM	Guild Mortgage Achieves Most Five-Star Ratings by Any Lender on Zillow (Business Wire)
Nov-07-24 01:09PM	Q3 2024 Guild Holdings Co Earnings Call (Thomson Reuters StreetEvents)
02:28AM	Guild Holdings Co (GHLD) Q3 2024 Earnings Call Highlights: Navigating Market Volatility with ... (GuruFocus.com)
06:10PM	Loading…
Nov-06-24 06:10PM	Guild Holdings Company (GHLD) Misses Q3 Earnings and Revenue Estimates (Zacks)
04:05PM	Guild Holdings Company Reports Third Quarter 2024 Results (Business Wire)
Nov-05-24 07:54AM	Earnings To Watch: Guild Holdings Co (GHLD) Reports Q3 2024 Result (GuruFocus.com)
Oct-30-24 10:01AM	Guild Holdings Company (GHLD) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Oct-28-24 09:35AM	Guild (GHLD) Loses -14.23% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks)
Oct-23-24 04:05PM	Guild Holdings Company Announces Third Quarter 2024 Earnings Webcast and Conference Call Details (Business Wire)
Oct-09-24 06:05PM	Guild Holdings Co (GHLD) Q2 2024 Earnings Call Highlights: Strong Growth in Originations and ... (GuruFocus.com)
Oct-08-24 01:47PM	Best-fit for SMEs: UK Guild aims to shape the future of business finance (Motor Finance)
Aug-20-24 12:20PM	Surging Earnings Estimates Signal Upside for Guild (GHLD) Stock (Zacks) +5.02%
Aug-08-24 06:55PM	Guild Holdings Company (GHLD) Q2 Earnings and Revenues Surpass Estimates (Zacks) +10.03% +5.53%
04:05PM	Guild Holdings Company Reports Second Quarter 2024 Results (Business Wire)
Jul-31-24 06:00AM	Guild Mortgage Grows Impact through Expanded Guild Gateway to Homeownership Assistance Program (Business Wire)
Jul-25-24 04:05PM	Guild Holdings Company Announces Second Quarter 2024 Earnings Webcast and Conference Call Details (Business Wire)
10:01AM	Guild Holdings Company (GHLD) Earnings Expected to Grow: What to Know Ahead of Q2 Release (Zacks)
Jul-22-24 10:38AM	Guild Mortgage Launches Custom AI System, Streamlining Tasks and Improving Efficiency (Business Wire)
Jul-17-24 01:21PM	Guild Mortgage Team Helps Provide Clean Water to Remote Ecuador Village (Business Wire)
Jun-05-24 08:43AM	Guilds Rachel Romer saw her $4.4 billion startup as her other child during her stroke recovery (Fortune) +7.07%
Jun-02-24 09:00AM	Rachel Romer built a $4.4 billion education unicorn by 34then she had a stroke. Now her CEO successor reckons with Guilds new chapter (Fortune)
May-13-24 11:23AM	Guild Holdings Company (NYSE:GHLD) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 02:17PM	Guild Holdings Co (GHLD) Reports Strong First Quarter 2024 Performance, Surpassing Analyst ... (GuruFocus.com)
May-09-24 08:55PM	GHLD Stock Earnings: Guild Holdings Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
04:05PM	Guild Holdings Company Reports First Quarter 2024 Results (Business Wire)
Apr-25-24 04:15PM	Guild Holdings Company Announces First Quarter 2024 Earnings Webcast and Conference Call Details (Business Wire)
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)
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)
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)
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% +5.53%
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)

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
McGarry Strategic Enterprises,	10% Owner	Jun 13 '25	Sale	16.24	100	1,624	4,379,615	Jun 16 12:36 PM
McGarry Strategic Enterprises,	10% Owner	Mar 28 '25	Sale	16.06	923	14,824	4,379,817	Apr 01 06:26 PM
McGarry Strategic Enterprises,	10% Owner	Mar 31 '25	Sale	16.25	102	1,658	4,379,715	Apr 01 06:26 PM
Mary Ann McGarry	Director	Mar 28 '25	Proposed Sale	13.22	105,000	1,388,100		Mar 28 05:33 PM
Bryant Edward JR	Director	Dec 09 '24	Sale	13.49	4,000	53,944	23,838	Dec 11 04:18 PM
Bryant Edward JR	Director	Dec 09 '24	Proposed Sale	13.39	4,000	53,560		Dec 09 05:47 PM

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Guild Holdings Co

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