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UWMC

UWM Holdings Corporation

Feb 26 • 04:00PM ET

4.55

+0.39 9.38 %

Financial • Mortgage Finance • USA • NYSE

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

| Held by: VTI VB VXF VBK FXO KBWD SCHA DES IWR VFH

Index	-	P/E	74.59	EPS (ttm)	0.06	Insider Own	13.80%	Shs Outstand	268.42M	Perf Week	-5.21%
Market Cap	7.37B	Forward P/E	8.09	EPS next Y	0.56	Insider Trans	-23.89%	Shs Float	248.48M	Perf Month	-22.35%
Enterprise Value	25.91B	PEG	0.09	EPS next Q	0.06	Inst Own	72.46%	Short Float	19.93%	Perf Quarter	-13.33%
Income	27.38M	P/S	2.33	EPS this Y	267.83%	Inst Trans	1.38%	Short Ratio	3.01	Perf Half Y	-21.14%
Sales	3.16B	P/B	6.13	EPS next Y	27.49%	ROA	0.17%	Short Interest	49.52M	Perf YTD	3.88%
Book/sh	0.74	P/C	14.64	EPS next 5Y	86.23%	ROE	15.17%	52W High	7.14 -36.27%	Perf Year	-26.61%
Cash/sh	0.31	P/FCF	-	EPS past 3/5Y	-35.69% -	ROIC	0.19%	52W Low	3.79 20.21%	Perf 3Y	8.59%
Dividend Est.	0.40 (8.79%)	EV/EBITDA	17.34	Sales past 3/5Y	14.81% -	Gross Margin	87.20%	Volatility	8.60% 6.94%	Perf 5Y	-39.89%
Dividend TTM	0.40 (8.79%)	EV/Sales	8.20	EPS Y/Y TTM	-15.92%	Oper. Margin	45.69%	ATR (14)	0.31	Perf 10Y	-
Dividend Ex-Date	Mar 19, 2026	Quick Ratio	1.19	Sales Y/Y TTM	29.98%	Profit Margin	0.87%	RSI (14)	42.12	Recom	2.70
Dividend Gr. 3/5Y	0.00% -	Current Ratio	1.19	EPS Q/Q	1250.00%	SMA20	-5.66%	Beta	1.93	Target Price	6.21
Payout	333.33%	Debt/Eq	88.53	Sales Q/Q	276.51%	SMA50	-9.06%	Rel Volume	1.86	Prev Close	4.16
Employees	9100	LT Debt/Eq	72.43	Earnings	Feb 25 BMO	SMA200	-10.33%	Avg Volume	16.44M	Price	4.55
IPO	Mar 24, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	-9.71% -0.09%	Trades		Volume	29,958,256	Change	9.38%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-19-25	Initiated	Jefferies	Hold	$5
Sep-29-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$6.50
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

Show Previous Ratings

Feb-26-26 02:27PM	UWM Holdings (UWMC) Achieves Record Loan Volume and $945M Q4 Revenue (Insider Monkey) +9.38%
Feb-25-26 06:01PM	UWM Holdings Corp (UWMC) Q4 2025 Earnings Call Highlights: Record Originations and Strategic ... (GuruFocus.com) -8.77%
01:03PM	Tech Rallies Ahead Of Nvidia Earnings, Bitcoin Jumps 7%: What's Moving Markets Wednesday? (Benzinga)
12:35PM	UWM Holdings Corporation Q4 2025 Earnings Call Summary (Moby)
12:15PM	UWM Holdings Corporation (UWMC) Misses Q4 Earnings Estimates (Zacks)
08:30AM	Loading…
08:30AM	UWM Holdings Corporation Announces Fourth Quarter & Full Year 2025 Results (Business Wire)
Feb-24-26 07:27AM	UWM Holdings Corp (UWMC) Q4 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Feb-23-26 09:58AM	Is UWM Holdings (UWMC) One of the Best American Penny Stocks to Invest In? (Insider Monkey)
Feb-12-26 04:01PM	UWM Holdings Corporation Announces 4Q 2025 and Full Year 2025 Earnings Conference Call (Business Wire)
Feb-03-26 07:04PM	Stock Market Today, Feb. 3: Rocket Companies Rallies on Signs of Mortgage Demand Recovery (Motley Fool)
Feb-02-26 01:40PM	Russell 2000 Rallies, Gold And Silver Extend Losses: What's Moving Markets Monday? (Benzinga)
Jan-30-26 12:34PM	Two Harbors Investment Q4 Earnings on the Deck: Here's What to Expect (Zacks) -13.86%
Jan-20-26 02:20AM	Is 2026 the Year to Buy UWM Holdings? (Motley Fool) -5.41%
Jan-16-26 09:40AM	Has Galaxy Digital Inc. (GLXY) Outpaced Other Finance Stocks This Year? (Zacks) +5.17%
01:00AM	Housing Affordability Is Topic A. Just Ask Rival Mortgage Lenders Rocket and UWM. (Barrons.com)
10:11AM	Loading…
Jan-12-26 10:11AM	Goldman Sachs Eyes Multi-Year Recovery for UWM Holdings (UWMC) Amid 2026 Fundamental Upswing (Insider Monkey)
Jan-10-26 09:00AM	Morning Movers: Oklo, Vistra climb following Meta nuclear energy deals (TipRanks)
Jan-09-26 04:43PM	These Stocks Moved the Most Today: Oklo, Vistra, Opendoor, Intel, GM, Revolution Medicines, Tilray, and More (Barrons.com) +13.80%
03:18PM	These Stocks Are Moving the Most Today: Oklo, Vistra, Opendoor, Intel, GM, Revolution Medicines, Tilray, and More (Barrons.com)
01:49PM	S&P 500, Russell 2000 Soar To Record Highs, Silver Jumps To $80: What's Moving Markets Friday? (Benzinga)
06:20AM	December Jobs Report Miss Forecasts While Unemployment Defies Expectations (Barchart)
05:40AM	Rocket stock rockets, Intel gains and other premarket movers (MarketWatch)
03:18AM	Stock Market Today: Dow, S&P 500 and Nasdaq set to pause ahead of jobs report and possible Supreme Court ruling (MarketWatch)
Jan-07-26 06:03PM	3 Financial Stocks That Can Diversify a Tech-Heavy Portfolio (Motley Fool)
08:22AM	UWM Holdings price target lowered to $5 from $6 at Goldman Sachs (TipRanks)
04:45AM	Jefferies and KBW Neutral on UWM Holdings (UWMC) (Insider Monkey)
Jan-02-26 10:49AM	Jefferies Initiates a Hold Rating on UWM Holdings Corporation (UWMC) (Insider Monkey)
Dec-31-25 11:41AM	Jefferies Initiates Hold on UWM Holdings (UWMC) After $1.3B Two Harbors Deal (Insider Monkey)
Dec-28-25 12:46PM	UWM Holdings to Acquire Two Harbors in $1.3B All-Stock Merger to Create Mortgage Servicing Giant (Insider Monkey)
Dec-21-25 07:40AM	Jefferies Sees Structural Strength but Limited Upside for UWM Holdings Corporation (UWMC) (Insider Monkey)
12:15PM	Loading…
Dec-19-25 12:15PM	Why UWM Holdings Stock Was Getting Mashed This Week (Motley Fool)
07:38AM	Jefferies initiates mortgage finance sector, flags scale as key to recovery (Investing.com)
Dec-18-25 09:50AM	Micron upgraded, PayPal downgraded: Wall Street's top analyst calls (The Fly)
Dec-17-25 08:30AM	UWMC Announces Strategic Acquisition of TWO (Business Wire) -5.27%
Nov-06-25 04:22PM	UWM Holdings Corp (UWMC) Q3 2025 Earnings Call Highlights: Record Loan Production and Strategic ... (GuruFocus.com) -10.07%
09:45AM	UWM Holdings Corporation (UWMC) Q3 Earnings Lag Estimates (Zacks)
08:30AM	UWM Holdings Corporation Announces Third Quarter 2025 Results (Business Wire)
Nov-05-25 07:40AM	What To Expect From UWM Holdings Corp (UWMC) Q3 2025 Earnings (GuruFocus.com)
Nov-03-25 07:00PM	Centerspace (CSR) Q3 FFO Miss Estimates (Zacks)
Oct-30-25 10:00AM	UWM Holdings Corporation (UWMC) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:30AM	Tree.com (TREE) Q3 Earnings and Revenues Beat Estimates (Zacks)
Oct-28-25 11:33PM	UBS Maintains Hold on UWM Holdings (UWMC) with $5.50 Price Target (Insider Monkey)
06:50AM	2 High-Yield Dividend Stocks Set to Soar (Motley Fool)
Oct-24-25 09:17AM	Home Builders, Mortgage Stocks Rise. Rates Are Heading Lower. (Barrons.com)
Oct-23-25 04:01PM	UWM Holdings Corporation Announces Q3 2025 Earnings Conference Call (Business Wire)
Oct-16-25 08:00AM	A major lender wants to turn mortgages into rewards points. Here's why you should think twice. (MarketWatch)
Oct-07-25 11:02AM	UWM Holdings (UWMC) Extends Losses Amid Class Action Lawsuit Uncertainties (Insider Monkey)
Sep-09-25 05:07PM	UWM Holdings Corporation Announces Pricing of Upsized Offering of $1.0 Billion of 6.250% Senior Notes Due 2031 (Business Wire) +6.25%
07:59AM	UWM Holdings Corporation Announces Offering of Senior Notes Due 2031 (Business Wire)
Sep-02-25 04:46AM	UWM Surges on Strong Earnings as Analysts Reaffirm Buy Ratings (Insider Monkey)
Aug-08-25 03:25AM	UWM Holdings Corp (UWMC) Q2 2025 Earnings Call Highlights: Record Production and Strategic AI ... (GuruFocus.com)
Aug-07-25 10:30AM	BC-Most Active Stocks (Associated Press Finance) +6.64%
10:00AM	Here's What Key Metrics Tell Us About UWM (UWMC) Q2 Earnings (Zacks)
09:40AM	UWM Holdings Corporation (UWMC) Beats Q2 Earnings and Revenue Estimates (Zacks)
08:30AM	UWM Holdings Corporation Announces Second Quarter 2025 Results (Business Wire)
Aug-06-25 09:15AM	Unlocking Q2 Potential of UWM (UWMC): Exploring Wall Street Estimates for Key Metrics (Zacks)
Jul-31-25 10:00AM	UWM Holdings Corporation (UWMC) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-25-25 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)
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)
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)
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%

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	Feb 24 '26	Sale	4.51	632,874	2,854,262	3,963,533	Feb 25 04:39 PM
Mat Ishbia	President and CEO	Feb 25 '26	Sale	4.03	632,874	2,550,482	3,330,659	Feb 25 04:39 PM
Mat Ishbia	President and CEO	Feb 19 '26	Sale	4.77	632,874	3,018,809	5,862,155	Feb 23 04:43 PM
Mat Ishbia	President and CEO	Feb 20 '26	Sale	4.64	632,874	2,936,535	5,229,281	Feb 23 04:43 PM
Mat Ishbia	President and CEO	Feb 23 '26	Sale	4.52	632,874	2,860,590	4,596,407	Feb 23 04:43 PM
Mat Ishbia	President and CEO	Feb 13 '26	Sale	4.94	632,874	3,126,398	1,160,777	Feb 18 04:49 PM
Mat Ishbia	President and CEO	Feb 17 '26	Sale	4.88	632,874	3,088,425	7,127,903	Feb 18 04:49 PM
Mat Ishbia	President and CEO	Feb 18 '26	Sale	4.85	632,874	3,069,439	6,495,029	Feb 18 04:49 PM
Mat Ishbia	President and CEO	Feb 10 '26	Sale	4.83	632,874	3,056,781	3,059,399	Feb 12 04:55 PM
Mat Ishbia	President and CEO	Feb 12 '26	Sale	4.73	632,874	2,993,494	1,793,651	Feb 12 04:55 PM
Mat Ishbia	President and CEO	Feb 11 '26	Sale	4.66	632,874	2,949,193	2,426,525	Feb 12 04:55 PM
Mat Ishbia	President and CEO	Feb 05 '26	Sale	5.10	632,874	3,227,657	4,958,021	Feb 09 04:39 PM
Mat Ishbia	President and CEO	Feb 06 '26	Sale	4.84	632,874	3,063,110	4,325,147	Feb 09 04:39 PM
Mat Ishbia	President and CEO	Feb 09 '26	Sale	4.61	632,874	2,917,549	3,692,273	Feb 09 04:39 PM
Mat Ishbia	President and CEO	Feb 03 '26	Sale	5.21	632,874	3,297,274	6,223,769	Feb 04 05:21 PM
Mat Ishbia	President and CEO	Feb 04 '26	Sale	5.05	632,874	3,196,014	5,590,895	Feb 04 05:21 PM
Mat Ishbia	President and CEO	Jan 29 '26	Sale	5.76	632,874	3,645,354	1,522,391	Feb 02 05:09 PM
Mat Ishbia	President and CEO	Feb 02 '26	Sale	5.20	632,874	3,290,945	6,856,643	Feb 02 05:09 PM
Mat Ishbia	President and CEO	Jan 30 '26	Sale	5.00	632,874	3,164,370	889,517	Feb 02 05:09 PM
Mat Ishbia	President and CEO	Jan 28 '26	Sale	5.89	632,874	3,727,628	2,155,265	Jan 28 05:00 PM
Mat Ishbia	President and CEO	Jan 27 '26	Sale	5.81	632,874	3,676,998	2,788,139	Jan 28 05:00 PM
Mat Ishbia	President and CEO	Jan 22 '26	Sale	5.87	632,874	3,714,970	4,686,761	Jan 26 04:52 PM
Mat Ishbia	President and CEO	Jan 23 '26	Sale	5.85	632,874	3,702,313	4,053,887	Jan 26 04:52 PM
Mat Ishbia	President and CEO	Jan 26 '26	Sale	5.75	632,874	3,639,026	3,421,013	Jan 26 04:52 PM
Mat Ishbia	President and CEO	Jan 16 '26	Sale	6.04	632,874	3,822,559	6,585,383	Jan 21 04:52 PM
Mat Ishbia	President and CEO	Jan 20 '26	Sale	5.82	632,874	3,683,327	5,952,509	Jan 21 04:52 PM
Mat Ishbia	President and CEO	Jan 21 '26	Sale	5.75	632,874	3,639,026	5,319,635	Jan 21 04:52 PM
Mat Ishbia	President and CEO	Jan 15 '26	Sale	5.72	632,874	3,620,039	618,257	Jan 15 05:00 PM
Mat Ishbia	President and CEO	Jan 14 '26	Sale	5.46	632,874	3,455,492	1,251,131	Jan 15 05:00 PM
Mat Ishbia	President and CEO	Jan 13 '26	Sale	5.37	632,874	3,398,533	1,884,005	Jan 15 05:00 PM
Mat Ishbia	President and CEO	Jan 12 '26	Sale	5.35	632,874	3,385,876	2,516,879	Jan 12 04:51 PM
Mat Ishbia	President and CEO	Jan 09 '26	Sale	5.27	632,874	3,335,246	3,149,753	Jan 12 04:51 PM
Mat Ishbia	President and CEO	Jan 08 '26	Sale	4.73	632,874	2,993,494	3,782,627	Jan 12 04:51 PM
Mat Ishbia	President and CEO	Jan 07 '26	Sale	4.70	632,874	2,974,508	4,415,501	Jan 07 04:56 PM
Mat Ishbia	President and CEO	Jan 06 '26	Sale	4.45	632,874	2,816,289	5,048,375	Jan 07 04:56 PM
Mat Ishbia	President and CEO	Jan 05 '26	Sale	4.43	632,874	2,803,632	5,681,249	Jan 07 04:56 PM
Mat Ishbia	President and CEO	Dec 30 '25	Sale	4.43	632,874	2,803,632	979,871	Jan 02 05:10 PM
Mat Ishbia	President and CEO	Jan 02 '26	Sale	4.42	632,874	2,797,303	6,314,123	Jan 02 05:10 PM
Mat Ishbia	President and CEO	Dec 31 '25	Sale	4.37	632,874	2,765,659	346,997	Jan 02 05:10 PM
Mat Ishbia	President and CEO	Dec 26 '25	Sale	4.57	632,874	2,892,234	2,245,619	Dec 29 06:50 PM
Mat Ishbia	President and CEO	Dec 29 '25	Sale	4.42	632,874	2,797,303	1,612,745	Dec 29 06:50 PM
Mat Ishbia	President and CEO	Dec 24 '25	Sale	4.66	449,997	2,096,986	2,878,493	Dec 29 06:50 PM
Mat Ishbia	President and CEO	Dec 23 '25	Sale	4.70	402,483	1,891,670	3,328,490	Dec 29 06:50 PM
SFS Holding Corp	10% Owner	Dec 23 '25	Proposed Sale	5.26	34,394,802	180,916,659		Dec 15 07:02 PM
Mat Ishbia	President and CEO	Dec 11 '25	Sale	5.63	612,287	3,447,176	4,343,260	Dec 15 06:03 AM
Mat Ishbia	President and CEO	Dec 12 '25	Sale	5.47	612,287	3,349,210	3,730,973	Dec 15 06:03 AM
Mat Ishbia	President and CEO	Dec 10 '25	Sale	5.60	612,287	3,428,807	4,955,547	Dec 10 05:31 PM
Mat Ishbia	President and CEO	Dec 09 '25	Sale	5.54	612,287	3,392,070	5,567,834	Dec 10 05:31 PM
Mat Ishbia	President and CEO	Dec 05 '25	Sale	5.78	612,287	3,539,019	6,792,408	Dec 08 05:02 PM
Mat Ishbia	President and CEO	Dec 04 '25	Sale	5.74	612,287	3,514,527	7,404,695	Dec 08 05:02 PM
Mat Ishbia	President and CEO	Dec 08 '25	Sale	5.67	612,287	3,471,667	6,180,121	Dec 08 05:02 PM
Mat Ishbia	President and CEO	Dec 01 '25	Sale	5.80	612,287	3,551,265	9,241,556	Dec 03 04:54 PM
Mat Ishbia	President and CEO	Dec 02 '25	Sale	5.80	612,287	3,551,265	8,629,269	Dec 03 04:54 PM
Mat Ishbia	President and CEO	Dec 03 '25	Sale	5.71	612,287	3,496,159	8,016,982	Dec 03 04:54 PM
Mat Ishbia	President and CEO	Nov 26 '25	Sale	5.81	596,356	3,464,828	3,490,916	Nov 28 02:06 PM
Mat Ishbia	President and CEO	Nov 25 '25	Sale	5.60	596,356	3,339,594	4,087,272	Nov 28 02:06 PM
Mat Ishbia	President and CEO	Nov 28 '25	Sale	5.85	437,073	2,556,877	3,053,843	Nov 28 02:06 PM
Mat Ishbia	President and CEO	Nov 24 '25	Sale	5.21	596,356	3,107,015	4,683,628	Nov 24 04:58 PM
Mat Ishbia	President and CEO	Nov 21 '25	Sale	5.09	596,356	3,035,452	5,279,984	Nov 24 04:58 PM
Mat Ishbia	President and CEO	Nov 20 '25	Sale	4.98	596,356	2,969,853	5,876,340	Nov 24 04:58 PM
Mat Ishbia	President and CEO	Nov 19 '25	Sale	4.96	596,356	2,957,926	6,472,696	Nov 19 04:52 PM
Mat Ishbia	President and CEO	Nov 18 '25	Sale	4.93	596,356	2,940,035	7,069,052	Nov 19 04:52 PM
Mat Ishbia	President and CEO	Nov 13 '25	Sale	5.27	596,356	3,142,796	2,058,120	Nov 17 05:09 PM
Mat Ishbia	President and CEO	Nov 14 '25	Sale	5.11	596,356	3,047,379	1,461,764	Nov 17 05:09 PM
Mat Ishbia	President and CEO	Nov 17 '25	Sale	4.94	596,356	2,945,999	7,665,408	Nov 17 05:09 PM
Mat Ishbia	President and CEO	Nov 12 '25	Sale	5.47	596,356	3,262,067	2,654,476	Nov 12 04:42 PM
Mat Ishbia	President and CEO	Nov 11 '25	Sale	5.45	596,356	3,250,140	3,250,832	Nov 12 04:42 PM
Mat Ishbia	President and CEO	Nov 10 '25	Sale	5.47	596,356	3,262,067	3,847,188	Nov 10 04:47 PM
Mat Ishbia	President and CEO	Nov 06 '25	Sale	5.25	596,356	3,130,869	5,039,900	Nov 10 04:47 PM
Mat Ishbia	President and CEO	Nov 07 '25	Sale	5.18	596,356	3,089,124	4,443,544	Nov 10 04:47 PM
Mat Ishbia	President and CEO	Nov 04 '25	Sale	5.76	596,356	3,435,011	6,232,612	Nov 05 05:03 PM
Mat Ishbia	President and CEO	Nov 05 '25	Sale	5.69	596,356	3,393,266	5,636,256	Nov 05 05:03 PM
Mat Ishbia	President and CEO	Nov 03 '25	Sale	5.76	596,356	3,435,011	28,968	Nov 03 05:01 PM
Mat Ishbia	President and CEO	Oct 31 '25	Sale	5.59	596,356	3,333,630	625,324	Nov 03 05:01 PM
Mat Ishbia	President and CEO	Oct 30 '25	Sale	5.56	596,356	3,315,739	1,221,680	Nov 03 05:01 PM
Mat Ishbia	President and CEO	Oct 28 '25	Sale	5.82	596,356	3,470,792	2,414,392	Oct 29 04:44 PM
Mat Ishbia	President and CEO	Oct 29 '25	Sale	5.70	596,356	3,399,229	1,818,036	Oct 29 04:44 PM
Mat Ishbia	President and CEO	Oct 24 '25	Sale	5.87	596,356	3,500,610	3,607,104	Oct 27 04:31 PM
Mat Ishbia	President and CEO	Oct 27 '25	Sale	5.83	596,356	3,476,755	3,010,748	Oct 27 04:31 PM
Mat Ishbia	President and CEO	Oct 23 '25	Sale	5.75	596,356	3,429,047	4,203,460	Oct 27 04:31 PM
Mat Ishbia	President and CEO	Oct 22 '25	Sale	5.73	596,356	3,417,120	4,799,816	Oct 22 04:48 PM
Mat Ishbia	President and CEO	Oct 21 '25	Sale	5.67	596,356	3,381,339	5,396,172	Oct 22 04:48 PM
Mat Ishbia	President and CEO	Oct 20 '25	Sale	5.56	596,356	3,315,739	5,992,528	Oct 20 05:57 PM
Mat Ishbia	President and CEO	Oct 17 '25	Sale	5.37	596,356	3,202,432	6,588,884	Oct 20 05:57 PM
Mat Ishbia	President and CEO	Oct 15 '25	Sale	5.39	596,356	3,214,359	7,781,596	Oct 16 07:54 PM
Mat Ishbia	President and CEO	Oct 16 '25	Sale	5.26	596,356	3,136,833	7,185,240	Oct 16 07:54 PM
Mat Ishbia	President and CEO	Oct 14 '25	Sale	5.38	596,356	3,208,395	1,577,952	Oct 14 04:53 PM
Mat Ishbia	President and CEO	Oct 10 '25	Sale	5.34	596,356	3,184,541	2,770,664	Oct 14 04:53 PM
Mat Ishbia	President and CEO	Oct 09 '25	Sale	5.30	596,356	3,160,687	3,367,020	Oct 14 04:53 PM
Mat Ishbia	President and CEO	Oct 13 '25	Sale	5.27	596,356	3,142,796	2,174,308	Oct 14 04:53 PM
Mat Ishbia	President and CEO	Oct 08 '25	Sale	5.40	596,356	3,220,322	3,963,376	Oct 08 04:48 PM
Mat Ishbia	President and CEO	Oct 07 '25	Sale	5.39	596,356	3,214,359	4,559,732	Oct 08 04:48 PM
Mat Ishbia	President and CEO	Oct 02 '25	Sale	6.06	596,356	3,613,917	6,348,800	Oct 06 06:15 PM
Mat Ishbia	President and CEO	Oct 03 '25	Sale	5.99	596,356	3,572,172	5,752,444	Oct 06 06:15 PM
Mat Ishbia	President and CEO	Oct 06 '25	Sale	5.69	596,356	3,393,266	5,156,088	Oct 06 06:15 PM
Mat Ishbia	President and CEO	Oct 01 '25	Sale	6.22	596,356	3,709,334	6,945,156	Oct 01 04:50 PM
Mat Ishbia	President and CEO	Sep 30 '25	Sale	6.09	596,356	3,631,808	741,512	Oct 01 04:50 PM
Mat Ishbia	President and CEO	Sep 25 '25	Sale	6.25	596,356	3,727,225	2,530,580	Sep 29 04:48 PM
Mat Ishbia	President and CEO	Sep 26 '25	Sale	6.23	596,356	3,715,298	1,934,224	Sep 29 04:48 PM
Mat Ishbia	President and CEO	Sep 29 '25	Sale	6.11	596,356	3,643,735	1,337,868	Sep 29 04:48 PM

Open in Screener

PFSI

PennyMac Financial Services Inc

Feb 26 • 04:00PM ET

92.93

+0.19 0.20 %

Financial • Mortgage Finance • USA • NYSE

PFSI PennyMac Financial Services Inc daily Stock Chart

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

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

Index	RUT	P/E	9.98	EPS (ttm)	9.31	Insider Own	34.53%	Shs Outstand	52.06M	Perf Week	-1.48%
Market Cap	4.85B	Forward P/E	6.09	EPS next Y	15.25	Insider Trans	-1.38%	Shs Float	34.15M	Perf Month	-37.82%
Enterprise Value	19.86B	PEG	0.28	EPS next Q	2.44	Inst Own	60.56%	Short Float	5.76%	Perf Quarter	-27.22%
Income	501.08M	P/S	1.14	EPS this Y	30.19%	Inst Trans	-11.43%	Short Ratio	2.72	Perf Half Y	-14.77%
Sales	4.24B	P/B	1.12	EPS next Y	25.93%	ROA	1.81%	Short Interest	1.97M	Perf YTD	-29.51%
Book/sh	82.77	P/C	6.81	EPS next 5Y	22.16%	ROE	12.31%	52W High	160.36 -42.05%	Perf Year	-9.93%
Cash/sh	13.64	P/FCF	-	EPS past 3/5Y	3.05% -14.97%	ROIC	4.76%	52W Low	85.74 8.39%	Perf 3Y	53.00%
Dividend Est.	1.00 (1.08%)	EV/EBITDA	13.19	Sales past 3/5Y	15.79% 0.08%	Gross Margin	87.72%	Volatility	2.79% 4.79%	Perf 5Y	56.95%
Dividend TTM	1.20 (1.29%)	EV/Sales	4.69	EPS Y/Y TTM	58.79%	Oper. Margin	33.90%	ATR (14)	4.68	Perf 10Y	659.19%
Dividend Ex-Date	Feb 13, 2026	Quick Ratio	0.08	Sales Y/Y TTM	8.31%	Profit Margin	11.83%	RSI (14)	31.77	Recom	1.78
Dividend Gr. 3/5Y	14.47% 17.32%	Current Ratio	0.08	EPS Q/Q	1.12%	SMA20	-3.79%	Beta	1.55	Target Price	133.00
Payout	12.90%	Debt/Eq	3.65	Sales Q/Q	3.93%	SMA50	-24.43%	Rel Volume	1.10	Prev Close	92.74
Employees	4900	LT Debt/Eq	1.44	Earnings	Jan 29 AMC	SMA200	-18.97%	Avg Volume	721.78K	Price	92.93
IPO	May 09, 2013	Option/Short	Yes / Yes	EPS/Sales Surpr.	-36.53% -14.96%	Trades		Volume	791,309	Change	0.20%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-19-25	Initiated	Jefferies	Buy	$160
Oct-07-25	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$129
Aug-25-25	Resumed	Wells Fargo	Overweight	$115
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

Show Previous Ratings

Feb-20-26 03:47AM	The Zacks Analyst Blog Rocket, PennyMac , Wells Fargo , Bank of America and JPMorgan (Zacks)
Feb-19-26 10:48AM	Fed's Mortgage Pivot: What it Means for Banks & Non-Bank Lenders (Zacks)
Feb-18-26 12:00PM	The Federal Reserve Wants to Change How You Shop for a Mortgage (The Wall Street Journal)
Feb-16-26 06:36AM	$PFSI Stock Announcement: PennyMac Financial Services, Inc. Investors May Have Been Affected by Fraud and Are Urged to Contact BFA Law (Newsfile)
Feb-12-26 08:00AM	PennyMac Mortgage Investment Trust Declares First Quarter 2026 Dividends for Its Preferred Shares and Announces 2025 Dividend Tax Information (Business Wire)
04:15PM	Loading…
Feb-11-26 04:15PM	Pennymac Announces Acquisition of Cenlar's Subservicing Business Becoming One of the Largest Mortgage Subservicers (Business Wire)
Feb-10-26 11:01PM	PennyMac Financial Services (PFSI): Buy, Sell, or Hold Post Q4 Earnings? (StockStory)
Feb-05-26 03:40PM	Rocket CEO says U.S. mortgage industry is a tale of two cities. His booming business shows a broader reality for American homebuyers (Fortune)
Feb-03-26 07:04PM	Stock Market Today, Feb. 3: Rocket Companies Rallies on Signs of Mortgage Demand Recovery (Motley Fool)
10:56AM	Better Home hires Zeta, IBM alum for CFO role (CFO Dive)
Jan-30-26 11:16AM	Stocks Slip as Bond Yields Rise after Warsh Picked for Fed Chair (Barchart) -33.25%
10:00AM	Stocks Fall as Trump Nominates Warsh for Fed Chair (Barchart)
01:36AM	PennyMac Financial Services Q4 Earnings Call Highlights (MarketBeat)
12:05AM	PennyMac Mortgage Investment Trust (PMT) Q4 2025 Earnings Call Highlights: Strong ... (GuruFocus.com)
12:00AM	PennyMac Financial Services Inc (PFSI) Q4 2025 Earnings Call Highlights: Strong Annual Growth ... (GuruFocus.com)
06:15PM	Loading…
Jan-29-26 06:15PM	PennyMac Financial (PFSI) Q4 Earnings and Revenues Miss Estimates (Zacks)
05:37PM	PennyMac: Q4 Earnings Snapshot (Associated Press Finance)
05:28PM	PennyMac Mortgage: Q4 Earnings Snapshot (Associated Press Finance)
05:23PM	PennyMac Financial Services (NYSE:PFSI) Misses Q4 CY2025 Revenue Estimates, Stock Drops 22.5% (StockStory)
04:16PM	PennyMac Mortgage Investment Trust Reports Fourth Quarter and Full-Year 2025 Results (Business Wire)
04:16PM	PennyMac Financial Services, Inc. Reports Fourth Quarter and Full-Year 2025 Results (Business Wire)
Jan-27-26 10:01PM	Earnings To Watch: PennyMac Financial Services (PFSI) Reports Q4 Results Tomorrow (StockStory)
Jan-22-26 10:00AM	PennyMac Financial (PFSI) Earnings Expected to Grow: What to Know Ahead of Q4 Release (Zacks)
08:00AM	PennyMac Mortgage Investment Trust Announces Date for Release of Fourth Quarter and Full-Year 2025 Results (Business Wire)
08:00AM	PennyMac Financial Services, Inc. Announces Date for Release of Fourth Quarter and Full-Year 2025 Results (Business Wire)
Jan-16-26 11:25AM	Why PennyMac Financial Services (PFSI) Stock Is Trading Up Today (StockStory) +5.81%
Jan-13-26 10:21AM	Zacks Industry Outlook Highlights PennyMac Financial Services, LendingTree and Federal Agricultural Mortgage (Zacks)
09:00AM	Is PennyMac Stock a Buy, Sell, or Hold for January 2026? (Barchart)
Jan-12-26 12:40PM	3 Stocks to Watch From Thriving Mortgage & Related Services Industry (Zacks)
10:47AM	PennyMac (PFSI) Moves 6.4% Higher: Will This Strength Last? (Zacks)
02:36PM	Loading…
Jan-09-26 02:36PM	These Stocks Rally As Trump Targets Lower Mortgage Rates (Investor's Business Daily) +6.41%
12:21PM	How Trumps Plan to Buy Mortgage Bonds Will Affect Rates (Barrons.com)
Jan-02-26 07:43PM	Boeing Stock Is a Long-Term Winner, Says Analyst. Plus, Nvidia, Aflac, and More. (Barrons.com)
Dec-23-25 11:40AM	PFSI or ZG: Which Is the Better Value Stock Right Now? (Zacks)
Dec-19-25 11:50AM	Why PennyMac Financial Services (PFSI) Stock Is Up Today (StockStory)
07:38AM	Jefferies initiates mortgage finance sector, flags scale as key to recovery (Investing.com)
Dec-18-25 05:28PM	PennyMac Mortgage Investment Trust Prices Further Reopening of $75 Million of 8.500% Exchangeable Senior Notes Due 2029 (Business Wire)
Dec-11-25 05:07PM	PennyMac Mortgage Investment Trust Prices Reopening of $75 Million of 8.500% Exchangeable Senior Notes Due 2029 (Business Wire)
Dec-10-25 08:00AM	PennyMac Mortgage Investment Trust Declares Fourth Quarter 2025 Dividend for Its Common Shares (Business Wire)
Nov-30-25 10:34PM	A Look Back at Thrifts & Mortgage Finance Stocks' Q3 Earnings: PennyMac Financial Services (NYSE:PFSI) Vs The Rest Of The Pack (StockStory)
Nov-21-25 06:16PM	PennyMac Financial Services and Franklin BSP Realty Trust Shares Are Soaring, What You Need To Know (StockStory)
Nov-10-25 11:00PM	2 Reasons to Watch PFSI and 1 to Stay Cautious (StockStory)
Oct-28-25 03:21PM	PennyMac Financial Services (PFSI) Stock Trades Down, Here Is Why (StockStory)
Oct-24-25 02:36PM	Why PennyMac Financial Services (PFSI) Stock Is Trading Up Today (StockStory)
Oct-22-25 11:50AM	Why PennyMac Financial Services (PFSI) Stock Is Up Today (StockStory) +7.16%
Oct-21-25 11:01PM	PennyMac Financial Services Inc (PFSI) Q3 2025 Earnings Call Highlights: Strong Financial ... (GuruFocus.com)
05:22PM	PennyMac Mortgage: Q3 Earnings Snapshot (Associated Press Finance)
05:22PM	PennyMac: Q3 Earnings Snapshot (Associated Press Finance)
05:07PM	PennyMac Financial Services (NYSE:PFSI) Reports Bullish Q3 (StockStory)
04:15PM	PennyMac Mortgage Investment Trust Reports Third Quarter 2025 Results (Business Wire)
04:15PM	PennyMac Financial Services, Inc. Reports Third Quarter 2025 Results (Business Wire)
Oct-20-25 09:17AM	Earnings To Watch: PennyMac Financial Services Inc (PFSI) Reports Q3 2025 Result (GuruFocus.com)
Oct-19-25 11:02PM	PennyMac Financial Services (PFSI) Reports Earnings Tomorrow: What To Expect (StockStory)
Oct-14-25 08:00AM	PennyMac Mortgage Investment Trust Announces Date for Release of Third Quarter 2025 Results (Business Wire)
08:00AM	PennyMac Financial Services, Inc. Announces Date for Release of Third Quarter 2025 Results (Business Wire)
12:02AM	3 Reasons to Sell PFSI and 1 Stock to Buy Instead (StockStory)
Oct-09-25 11:30PM	A Look Back at Thrifts & Mortgage Finance Stocks' Q2 Earnings: PennyMac Financial Services (NYSE:PFSI) Vs The Rest Of The Pack (StockStory)
Oct-07-25 12:09PM	PennyMac draws former Better CFO for strategy role (CFO Dive)
Oct-06-25 04:15PM	Pennymac Announces Organizational Changes (Business Wire)
Oct-01-25 04:15PM	Annaly Capital Management, Inc. and PennyMac Financial Services, Inc. Enter Into Strategic Subservicing Relationship and Agreement to Purchase Mortgage Servicing Rights (Business Wire)
Sep-22-25 09:25AM	Are Options Traders Betting on a Big Move in PennyMac Financial Stock? (Zacks)
Sep-20-25 08:00AM	Adjustable-rate mortgages are staging a comeback as buyers seek lower rates (Yahoo Finance)
Sep-17-25 08:00AM	PennyMac Mortgage Investment Trust Declares Third Quarter 2025 Dividend for Its Common Shares (Business Wire)
Sep-08-25 03:36PM	PennyMac Financial Services (PFSI) Stock Is Up, What You Need To Know (StockStory)
08:13AM	Pennymac Selects Vesta to Supercharge Its Mortgage Platform, Setting a New Industry Standard in Origination Technology (Business Wire)
Sep-03-25 08:00AM	Pennymac Correspondent Group Expands Product Suite with Launch of Non-QM Offerings (Business Wire)
Aug-29-25 08:00AM	PennyMac Mortgage Investment Trust to Present at the 2025 Barclays Global Financial Services Conference (Business Wire)
08:00AM	PennyMac Financial Services, Inc. to Present at the 2025 Barclays Global Financial Services Conference (Business Wire)
Aug-14-25 02:40PM	KBRA Assigns Ratings to PNMAC GMSR ISSUER TRUST MSR COLLATERALIZED NOTES, Series 2025-GT1 (Business Wire)
08:00AM	PennyMac Mortgage Investment Trust Declares Third Quarter 2025 Dividends for Its Preferred Shares (Business Wire)
Aug-07-25 05:13PM	PennyMac Financial Services, Inc. Announces Pricing of Private Offering of $650 Million of Senior Notes (Business Wire)
08:07AM	PennyMac Financial Services, Inc. Announces Proposed Private Offering of $650 Million of Senior Notes (Business Wire)
Aug-05-25 06:03PM	KBRA Assigns Preliminary Ratings to PMT Loan Trust 2025-INV8 (PMTLT 2025-INV8) (Business Wire)
Jul-25-25 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	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	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)

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
STARK DEREK	Chief Legal Officer	Feb 25 '26	Sale	91.50	1,903	174,124	22,477	Feb 26 08:14 PM
STARK DEREK	Officer	Feb 25 '26	Proposed Sale	91.50	1,903	174,124		Feb 25 04:23 PM
Tidmore Abbie	Chief Revenue Officer	Feb 20 '26	Option Exercise	0.00	2,054	0	9,725	Feb 24 06:49 PM
Follette James	Chief Digital Officer	Feb 20 '26	Option Exercise	0.00	3,424	0	14,115	Feb 24 06:45 PM
Jones Doug	Director, President & CMBO	Feb 20 '26	Option Exercise	0.00	7,610	0	35,120	Feb 24 06:42 PM
STARK DEREK	Chief Legal Officer	Feb 20 '26	Option Exercise	0.00	2,130	0	25,505	Feb 24 06:35 PM
Hendry Gregory L	MD, Chief Accounting Officer	Feb 20 '26	Option Exercise	0.00	304	0	49,171	Feb 24 06:33 PM
Perotti Daniel Stanley	Chief Financial Officer	Feb 20 '26	Option Exercise	0.00	3,805	0	18,532	Feb 24 06:31 PM
SPECTOR DAVID	Chairman & CEO	Feb 20 '26	Option Exercise	0.00	13,699	0	555,431	Feb 24 06:29 PM
SPECTOR DAVID	Chairman & CEO	Feb 19 '26	Sale	94.50	10,000	945,027	90,604	Feb 20 05:59 PM
SPECTOR DAVID	Chairman & CEO	Feb 19 '26	Sale	94.52	2,950	278,828	541,732	Feb 20 05:59 PM
David Spector	Officer	Feb 19 '26	Proposed Sale	94.33	12,950	1,221,574		Feb 19 05:21 PM
Perotti Daniel Stanley	Chief Financial Officer	Feb 17 '26	Sale	93.30	2,925	272,902	213,550	Feb 18 07:34 PM
Perotti Daniel Stanley	Officer	Feb 17 '26	Proposed Sale	93.30	2,925	272,902		Feb 17 04:19 PM
Kinsella Patrick	Director	Feb 12 '26	Buy	89.15	2,250	200,588	34,210	Feb 13 06:22 PM
SPECTOR DAVID	Chairman & CEO	Jan 13 '26	Sale	145.19	10,000	1,451,880	100,604	Jan 14 05:46 PM
David Spector	Officer	Jan 13 '26	Proposed Sale	145.59	10,000	1,455,900		Jan 13 04:33 PM
Hendry Gregory L	MD, Chief Accounting Officer	Dec 18 '25	Option Exercise	11.28	3,530	39,818	52,163	Dec 19 05:36 PM
Hendry Gregory L	MD, Chief Accounting Officer	Dec 18 '25	Sale	131.64	3,530	464,689	48,633	Dec 19 05:36 PM
SPECTOR DAVID	Chairman & CEO	Dec 16 '25	Sale	129.81	5,000	649,030	110,604	Dec 18 05:35 PM
Hendry Gregory L	Officer	Dec 18 '25	Proposed Sale	131.64	3,530	464,696		Dec 18 04:03 PM
Jones Doug	Director, President & CMBO	Nov 25 '25	Sale	132.63	20,000	2,652,541	430,000	Nov 26 05:17 PM
Jones Doug	Officer	Nov 25 '25	Proposed Sale	132.63	20,000	2,652,678		Nov 25 05:06 PM
Perotti Daniel Stanley	Chief Financial Officer	Nov 17 '25	Sale	126.67	8,775	1,111,520	216,475	Nov 18 05:34 PM
Perotti Daniel Stanley	Officer	Nov 17 '25	Proposed Sale	126.46	8,775	1,109,693		Nov 17 05:34 PM
SPECTOR DAVID	Chairman & CEO	Nov 12 '25	Sale	129.26	5,000	646,322	115,604	Nov 13 05:28 PM
Jones Doug	Director, President & CMBO	Nov 10 '25	Option Exercise	11.28	23,453	264,550	42,509	Nov 12 05:16 PM
Jones Doug	Director, President & CMBO	Nov 10 '25	Sale	127.56	23,453	2,991,665	19,056	Nov 12 05:16 PM
Jones Doug	Officer	Nov 10 '25	Proposed Sale	127.56	23,453	2,991,607		Nov 10 04:42 PM
Jones Doug	Director, President & CMBO	Nov 05 '25	Option Exercise	11.28	4,318	48,707	23,374	Nov 07 06:36 PM
Jones Doug	Director, President & CMBO	Nov 05 '25	Sale	126.09	4,318	544,457	19,056	Nov 07 06:36 PM
Jones Doug	Officer	Nov 05 '25	Proposed Sale	126.09	4,318	544,454		Nov 05 05:06 PM
Perotti Daniel Stanley	Chief Financial Officer	Oct 24 '25	Option Exercise	14.97	26,011	389,261	24,123	Oct 28 09:34 PM
Perotti Daniel Stanley	Chief Financial Officer	Oct 24 '25	Sale	131.36	26,011	3,416,689	9,964	Oct 28 09:34 PM
MCCALLION ANNE	Director	Oct 24 '25	Option Exercise	11.28	27,771	313,257	29,318	Oct 28 09:32 PM
MCCALLION ANNE	Director	Oct 24 '25	Sale	131.55	27,771	3,653,395	1,547	Oct 28 09:32 PM
SPECTOR DAVID	Chairman & CEO	Oct 23 '25	Option Exercise	128.05	71,161	9,111,995	649,020	Oct 27 06:12 PM
SPECTOR DAVID	Chairman & CEO	Oct 23 '25	Sale	128.07	71,161	9,113,457	577,859	Oct 27 06:12 PM
Perotti Daniel Stanley	Chief Financial Officer	Oct 22 '25	Option Exercise	15.59	13,110	204,390	18,311	Oct 24 07:39 PM
Perotti Daniel Stanley	Chief Financial Officer	Oct 22 '25	Sale	130.71	13,110	1,713,549	9,964	Oct 24 07:39 PM
MCCALLION ANNE	Director	Oct 24 '25	Proposed Sale	132.57	27,771	3,681,555		Oct 24 04:28 PM
Perotti Daniel Stanley	Officer	Oct 24 '25	Proposed Sale	131.34	26,011	3,416,352		Oct 24 04:22 PM
SPECTOR DAVID	Officer	Oct 23 '25	Proposed Sale	128.05	71,161	9,111,993		Oct 23 05:26 PM
Perotti Daniel Stanley	Officer	Oct 22 '25	Proposed Sale	130.64	13,110	1,712,630		Oct 22 04:33 PM
SPECTOR DAVID	Chairman & CEO	Oct 06 '25	Sale	118.42	5,000	592,105	120,604	Oct 07 05:38 PM
SPECTOR DAVID	Chairman & CEO	Sep 23 '25	Sale	122.97	5,000	614,826	125,604	Sep 24 05:07 PM
David Spector	Officer	Sep 23 '25	Proposed Sale	123.13	20,000	2,462,600		Sep 23 04:43 PM
Perotti Daniel Stanley	Chief Financial Officer	Sep 05 '25	Sale	116.63	2,925	341,143	225,250	Sep 08 06:06 PM
Perotti Daniel Stanley	Officer	Sep 05 '25	Proposed Sale	116.63	2,925	341,143		Sep 05 04:28 PM
Perotti Daniel Stanley	Chief Financial Officer	Sep 02 '25	Sale	108.20	5,850	632,970	228,175	Sep 03 05:30 PM
Perotti Daniel Stanley	Officer	Sep 02 '25	Proposed Sale	108.20	5,850	632,970		Sep 02 05:01 PM
STARK DEREK	Chief Legal Officer	Aug 25 '25	Sale	109.56	4,750	520,410	20,621	Aug 26 06:05 PM
STARK DEREK	Officer	Aug 25 '25	Proposed Sale	109.56	4,750	520,416		Aug 25 05:19 PM
SPECTOR DAVID	Chairman & CEO	Aug 18 '25	Sale	105.73	5,000	528,628	130,604	Aug 20 05:09 PM
MAZZELLA JOSEPH F	Director	Aug 13 '25	Sale	108.16	7,107	768,693	86,050	Aug 14 05:39 PM
MAZZELLA JOSEPH F	Director	Aug 13 '25	Proposed Sale	108.16	7,107	768,697		Aug 13 05:20 PM
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 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

Open in Screener

FOA

Finance of America Companies Inc

Feb 26 • 04:00PM ET

19.76

+0.15 0.76 %

Financial • Credit Services • USA • NYSE

FOA Finance of America Companies Inc daily Stock Chart

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

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

Index	RUT	P/E	-	EPS (ttm)	-4.84	Insider Own	72.24%	Shs Outstand	7.89M	Perf Week	-9.57%
Market Cap	401.10M	Forward P/E	4.60	EPS next Y	4.30	Insider Trans	-23.50%	Shs Float	5.63M	Perf Month	-16.90%
Enterprise Value	30.24B	PEG	0.04	EPS next Q	0.65	Inst Own	21.12%	Short Float	9.70%	Perf Quarter	-15.59%
Income	-3.47M	P/S	0.21	EPS this Y	399.79%	Inst Trans	-3.37%	Short Ratio	5.24	Perf Half Y	-29.85%
Sales	1.95B	P/B	1.14	EPS next Y	43.36%	ROA	-0.00%	Short Interest	0.55M	Perf YTD	-18.38%
Book/sh	17.41	P/C	1.00	EPS next 5Y	102.98%	ROE	-0.27%	52W High	29.58 -33.20%	Perf Year	-16.41%
Cash/sh	19.82	P/FCF	-	EPS past 3/5Y	- -3.64%	ROIC	-0.01%	52W Low	16.58 19.18%	Perf 3Y	33.51%
Dividend Est.	-	EV/EBITDA	17.85	Sales past 3/5Y	9.84% -	Gross Margin	93.26%	Volatility	6.94% 4.65%	Perf 5Y	-80.57%
Dividend TTM	-	EV/Sales	15.53	EPS Y/Y TTM	-106.02%	Oper. Margin	85.01%	ATR (14)	1.05	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.12	Sales Y/Y TTM	93.57%	Profit Margin	-0.18%	RSI (14)	33.89	Recom	3.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.12	EPS Q/Q	-128.87%	SMA20	-9.01%	Beta	1.65	Target Price	29.50
Payout	0.00%	Debt/Eq	106.49	Sales Q/Q	-1.41%	SMA50	-13.17%	Rel Volume	0.43	Prev Close	19.61
Employees	745	LT Debt/Eq	94.28	Earnings	Mar 10 AMC	SMA200	-15.19%	Avg Volume	104.31K	Price	19.76
IPO	Apr 18, 2019	Option/Short	Yes / Yes	EPS/Sales Surpr.	98.18% -20.67%	Trades		Volume	45,204	Change	0.76%

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

Feb-24-26 04:05PM	Finance of America Announces Fourth Quarter and Full Year 2025 Earnings Release and Conference Call on March 10, 2025 (Business Wire)
Jan-06-26 08:30AM	Finance of America Appoints Angela Tribelli as Chief Marketing Officer (Business Wire)
Dec-11-25 05:19PM	Finance of America Announces $2.5 Billion Strategic Partnership with Funds Managed by Blue Owl to Expand FOA's Home Equity Lending (Business Wire)
Nov-18-25 04:15PM	Finance of America to Acquire Reverse Mortgage Assets from Onity Group Subsidiary PHH Mortgage (Business Wire)
Nov-05-25 12:13AM	Finance of America Companies Inc (FOA) Q3 2025 Earnings Call Highlights: Strong Growth Amidst ... (GuruFocus.com)
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Nov-04-25 04:05PM	Finance of America Reports Third Quarter 2025 Results (Business Wire)
Oct-21-25 04:05PM	Finance of America Announces Third Quarter Earnings Release and Conference Call on November 4, 2025 (Business Wire)
Oct-14-25 08:00AM	Finance of America Partners with Better.com to Leverage Tinman AI Platform Expanding Home Equity Product Suite for Homeowners Over 55 (Business Wire)
08:00AM	Finance of America Partners with Better.com to Expand Home Equity Offerings Through AI-Powered Tinman Platform (Business Wire)
Aug-14-25 08:00AM	Finance of America Announces Dual Listing on NYSE Texas (Business Wire)
Aug-06-25 03:31AM	Finance of America Companies Inc (FOA) Q2 2025 Earnings Call Highlights: Strong Growth in ... (GuruFocus.com) +7.82%
Aug-05-25 04:08PM	Finance of America Reports Second Quarter 2025 Results (Business Wire)
Aug-04-25 04:30PM	Finance of America Announces Repurchase of Blackstone Equity Stake and Repayment of Working Capital Facility (Business Wire) +5.37%
10:06AM	Finance of America Companies Inc (FOA) Q2 2025: Everything You Need to Know Ahead of Earnings (GuruFocus.com)
Jul-22-25 04:05PM	Finance of America Announces Second Quarter Earnings Release and Conference Call on August 5, 2025 (Business Wire)
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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)
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)
Nov-06-24 04:42PM	Finance of America Reports Third Quarter 2024 Results (Business Wire)
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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)
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%

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
Sieffert Kristen N	President	Feb 02 '26	Sale	23.32	750	17,490	79,549	Feb 04 04:04 PM
Sieffert Kristen N	Officer	Feb 02 '26	Proposed Sale	23.31	750	17,483		Feb 02 02:10 PM
Thornock Tai A.	Chief Accounting Officer	Jan 16 '26	Sale	24.58	1,100	27,038	10,650	Jan 21 04:11 PM
Thornock Tai A.	Officer	Jan 16 '26	Proposed Sale	24.58	1,100	27,038		Jan 16 09:39 AM
Sieffert Kristen N	President	Jan 02 '26	Sale	24.18	750	18,135	80,299	Jan 06 05:09 PM
Sieffert Kristen N	Officer	Jan 02 '26	Proposed Sale	24.17	750	18,128		Jan 02 03:18 PM
Thornock Tai A.	Chief Accounting Officer	Dec 16 '25	Sale	23.04	1,100	25,344	11,750	Dec 18 04:22 PM
Thornock Tai A.	Officer	Dec 16 '25	Proposed Sale	23.04	1,100	25,344		Dec 16 10:09 AM
Blackstone Tactical Opportunit	10% Owner	Dec 04 '25	Sale	10.00	1,596,142	15,961,420	2,161	Dec 08 07:04 PM
BTO Urban Holdings L.L.C.	10% Owner	Dec 04 '25	Sale	10.00	1,596,142	15,961,420	2,161	Dec 08 07:03 PM
Blackstone Tactical Opportunit	10% Owner	Dec 04 '25	Sale	10.00	1,596,142	15,961,420	2,161	Dec 08 07:00 PM
Sieffert Kristen N	President	Dec 01 '25	Sale	23.50	750	17,625	81,049	Dec 03 04:42 PM
Sieffert Kristen N	Officer	Dec 01 '25	Proposed Sale	23.49	750	17,618		Dec 01 11:55 AM
Thornock Tai A.	Chief Accounting Officer	Nov 17 '25	Sale	22.63	1,100	24,893	12,850	Nov 19 04:09 PM
Engel Matthew A	Chief Financial Officer	Nov 17 '25	Option Exercise	0.00	12,452	0	27,292	Nov 19 04:07 PM
Thornock Tai A.	Officer	Nov 17 '25	Proposed Sale	22.63	1,100	24,893		Nov 17 10:31 AM
Sieffert Kristen N	President	Nov 03 '25	Sale	21.86	750	16,395	81,799	Nov 05 04:04 PM
Sieffert Kristen N	Officer	Nov 03 '25	Proposed Sale	21.85	750	16,388		Nov 03 11:46 AM
Thornock Tai A.	Officer	Oct 16 '25	Proposed Sale	21.34	1,100	23,474		Oct 16 10:53 AM
Sieffert Kristen N	President	Oct 01 '25	Sale	22.10	750	16,575	82,549	Oct 03 04:17 PM
Sieffert Kristen N	Officer	Oct 01 '25	Proposed Sale	22.09	750	16,568		Oct 01 11:10 AM
Thornock Tai A.	Chief Accounting Officer	Sep 16 '25	Sale	25.87	1,100	28,457	15,050	Sep 18 04:12 PM
Thornock Tai A.	Officer	Sep 16 '25	Proposed Sale	25.87	1,100	28,457		Sep 16 11:32 AM
Sieffert Kristen N	President	Sep 02 '25	Sale	26.26	750	19,695	83,299	Sep 04 04:42 PM
COOPERMAN LEON G	10% Owner	Aug 05 '25	Buy	22.53	10,628	239,449	1,267,690	Sep 02 08:32 PM
COOPERMAN LEON G	10% Owner	Jun 10 '25	Buy	22.00	10,000	220,000	1,232,575	Sep 02 08:32 PM
COOPERMAN LEON G	10% Owner	Jun 17 '25	Buy	21.20	10,000	212,000	1,247,172	Sep 02 08:32 PM
COOPERMAN LEON G	10% Owner	Jun 18 '25	Buy	21.00	8,778	184,338	1,255,950	Sep 02 08:32 PM
COOPERMAN LEON G	10% Owner	May 22 '25	Buy	21.33	5,575	118,915	5,575	Sep 02 08:32 PM
COOPERMAN LEON G	10% Owner	Jun 11 '25	Buy	21.90	4,597	100,674	1,237,172	Sep 02 08:32 PM
COOPERMAN LEON G	10% Owner	Jun 20 '25	Buy	20.90	1,112	23,241	1,257,062	Sep 02 08:32 PM
COOPERMAN LEON G	10% Owner	May 22 '25	Buy	21.33	425	9,065	350	Sep 02 08:32 PM
COOPERMAN LEON G	10% Owner	Mar 10 '25	Buy	20.80	30,000	624,000	1,181,108	Sep 02 08:30 PM
COOPERMAN LEON G	10% Owner	Mar 12 '25	Buy	17.39	20,000	347,800	1,201,108	Sep 02 08:30 PM
COOPERMAN LEON G	10% Owner	Mar 04 '25	Buy	20.95	13,000	272,350	1,140,892	Sep 02 08:30 PM
COOPERMAN LEON G	10% Owner	May 19 '25	Buy	21.42	10,300	220,626	12,100	Sep 02 08:30 PM
COOPERMAN LEON G	10% Owner	Mar 06 '25	Buy	21.00	10,216	214,536	1,151,108	Sep 02 08:30 PM
COOPERMAN LEON G	10% Owner	Apr 08 '25	Buy	19.30	10,000	193,000	1,216,374	Sep 02 08:30 PM
COOPERMAN LEON G	10% Owner	May 14 '25	Buy	21.00	6,201	130,221	1,222,575	Sep 02 08:30 PM
COOPERMAN LEON G	10% Owner	Apr 03 '25	Buy	20.75	5,000	103,750	1,206,374	Sep 02 08:30 PM
COOPERMAN LEON G	10% Owner	May 09 '25	Buy	20.63	987	20,362	1,800	Sep 02 08:30 PM
COOPERMAN LEON G	10% Owner	May 20 '25	Buy	22.70	250	5,675	12,350	Sep 02 08:30 PM
COOPERMAN LEON G	10% Owner	Mar 13 '25	Buy	20.00	266	5,320	1,201,374	Sep 02 08:30 PM
Sieffert Kristen N	Officer	Sep 02 '25	Proposed Sale	26.25	750	19,688		Sep 02 12:31 PM
Thornock Tai A.	Chief Accounting Officer	Aug 18 '25	Sale	27.21	1,100	29,931	16,150	Aug 20 04:17 PM
Thornock Tai A.	Officer	Aug 18 '25	Proposed Sale	27.21	1,100	29,931		Aug 18 11:15 AM
Sieffert Kristen N	President	Aug 01 '25	Sale	20.95	750	15,714	84,049	Aug 05 04:22 PM
Sieffert Kristen N	Officer	Aug 01 '25	Proposed Sale	20.94	750	15,707		Aug 01 11:16 AM
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

Open in Screener

RKT

Rocket Companies Inc

Feb 26 • 04:00PM ET

17.77

+0.44 2.54 %

Financial • Mortgage Finance • USA • NYSE

RKT Rocket Companies Inc daily Stock Chart

Peers: LEN NVR DHI PHM TMHC KBH TOL MHO LGIH BZH

| Held by: VTI VO VXF VTV VOT SCHA IWR IWD FNDA VFH

Index	-	P/E	223.80	EPS (ttm)	0.08	Insider Own	66.84%	Shs Outstand	2.82B	Perf Week	-3.16%
Market Cap	50.04B	Forward P/E	15.48	EPS next Y	1.15	Insider Trans	-0.01%	Shs Float	933.80M	Perf Month	-15.50%
Enterprise Value	66.44B	PEG	0.23	EPS next Q	0.12	Inst Own	29.14%	Short Float	5.83%	Perf Quarter	-1.93%
Income	-102.15M	P/S	9.18	EPS this Y	191.96%	Inst Trans	20.87%	Short Ratio	2.02	Perf Half Y	-6.18%
Sales	5.45B	P/B	4.24	EPS next Y	40.40%	ROA	-0.35%	Short Interest	54.43M	Perf YTD	-8.21%
Book/sh	4.19	P/C	8.54	EPS next 5Y	65.97%	ROE	-2.15%	52W High	24.36 -27.05%	Perf Year	43.56%
Cash/sh	2.08	P/FCF	-	EPS past 3/5Y	-55.24% -	ROIC	-0.37%	52W Low	10.94 62.43%	Perf 3Y	138.61%
Dividend Est.	0.05 (0.28%)	EV/EBITDA	62.66	Sales past 3/5Y	-22.45% -1.68%	Gross Margin	97.03%	Volatility	5.15% 5.70%	Perf 5Y	-3.21%
Dividend TTM	-	EV/Sales	12.18	EPS Y/Y TTM	186.75%	Oper. Margin	16.47%	ATR (14)	1.05	Perf 10Y	-
Dividend Ex-Date	Mar 20, 2025	Quick Ratio	1.33	Sales Y/Y TTM	22.56%	Profit Margin	-1.87%	RSI (14)	42.23	Recom	2.29
Dividend Gr. 3/5Y	- -	Current Ratio	1.33	EPS Q/Q	68.56%	SMA20	-4.93%	Beta	2.31	Target Price	22.91
Payout	0.00%	Debt/Eq	2.51	Sales Q/Q	38.82%	SMA50	-10.63%	Rel Volume	0.79	Prev Close	17.33
Employees	14200	LT Debt/Eq	2.12	Earnings	Feb 26 AMC	SMA200	2.21%	Avg Volume	26.95M	Price	17.77
IPO	Aug 06, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	22.77% 21.08%	Trades		Volume	22,269,226	Change	2.54%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-12-26	Resumed	JP Morgan	Neutral	$24
Dec-19-25	Initiated	Jefferies	Buy	$25
Nov-13-25	Initiated	Oppenheimer	Outperform	$25
Sep-10-25	Upgrade	BofA Securities	Neutral → Buy	$24
Aug-19-25	Initiated	BTIG Research	Buy	$25
Aug-14-25	Resumed	Morgan Stanley	Equal-Weight	$16
Apr-08-25	Upgrade	Barclays	Underweight → Equal Weight	$14
Apr-02-25	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$14
Apr-02-25	Upgrade	Deutsche Bank	Hold → Buy	$16
Jan-10-25	Upgrade	UBS	Sell → Neutral	$11.50
Dec-10-24	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$16 → $11.50
Nov-15-24	Upgrade	BofA Securities	Underperform → Neutral	$15
Nov-05-24	Resumed	Morgan Stanley	Equal-Weight	$11 → $18
Aug-05-24	Upgrade	Keefe Bruyette	Underperform → Mkt Perform
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

Show Previous Ratings

Today 05:30AM	Trump's Push to Make Homes More Affordable Needs the Banks to Play Ball (The Wall Street Journal)
12:04AM	Rocket Companies Inc (RKT) Q4 2025 Earnings Call Highlights: Surpassing Revenue Expectations ... (GuruFocus.com)
Feb-26-26 07:00PM	Rocket Companies (RKT) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:52PM	Redfin Will Display Compasss Exclusive Home Listings (The Wall Street Journal)
06:45PM	Rocket Companies (RKT) Tops Q4 Earnings and Revenue Estimates (Zacks)
06:28PM	Loading…
06:28PM	Analyst Report: Rocket Companies, Inc. (Morningstar Research)
05:55PM	Rocket Shares Blast Off After Q4 Earnings: Here's Why (Benzinga)
05:17PM	Rocket Companies: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Rocket Companies (NYSE:RKT) Reports Upbeat Q4 CY2025, Stock Soars (StockStory)
04:05PM	Rocket Companies Announces Fourth Quarter and Full Year 2025 Results (PR Newswire)
04:01PM	Compass and Rocket Form Historic Alliance to Dramatically Increase Home Listing Inventory on Redfin (PR Newswire)
08:00AM	Homebuying Affordability Improves As Mortgage Rates Fall to Lowest Level in Over 3 Years (Business Wire)
Feb-25-26 12:15PM	UWM Holdings Corporation (UWMC) Misses Q4 Earnings Estimates (Zacks)
12:00PM	Redfin Reports the Typical First-Time Homebuyer is 35 Years Old (Business Wire)
07:15AM	Rocket Companies Inc (RKT) Q4 2025 Earnings Report Preview: What to Expect (GuruFocus.com)
10:01PM	Loading…
Feb-24-26 10:01PM	Rocket Companies (RKT) Q4 Earnings: What To Expect (StockStory)
01:03PM	LendingTree Shares Hit 52-Week Low: How to Approach the Stock Now? (Zacks)
09:10AM	Rocket's Mortgage Flywheel Explained for 2026 Volume Recovery (Zacks)
08:47AM	AI in RKT is Moving From Cost Management to Market Share Gains (Zacks)
08:30AM	Nearly 1 in 7 Home Sales Are Falling Through, a Record For This Time of Year (Business Wire)
08:00AM	Half of Americans Struggle to Pay Rent or Mortgage, With Gen Z Hit Hardest (Business Wire)
Feb-23-26 10:33AM	Nvidia, Joby, CoreWeave, Lucid and More Stocks with Earnings This Week (Benzinga)
10:13AM	Should You Buy RKT Stock at 4.28X Book Before Deal Synergies Hit? (Zacks)
09:15AM	Ahead of Rocket Companies (RKT) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
08:00AM	Its a Buyers Market: America Has 44% More Home Sellers Than Buyersa Near-Record Gap (Business Wire)
Feb-20-26 03:47AM	The Zacks Analyst Blog Rocket, PennyMac , Wells Fargo , Bank of America and JPMorgan (Zacks)
Feb-19-26 10:48AM	Fed's Mortgage Pivot: What it Means for Banks & Non-Bank Lenders (Zacks)
10:00AM	Rocket Companies (RKT) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:30AM	Redfin Reports Home Prices Start Year Up Just 1% as Buyers Market Keeps Growth in Check (Business Wire)
08:00AM	Redfin Reports Pending U.S. Home Sales Fall 6% As Would-Be Buyers Sit Out Slow Winter Market (Business Wire)
12:00PM	Loading…
Feb-18-26 12:00PM	The Federal Reserve Wants to Change How You Shop for a Mortgage (The Wall Street Journal)
08:00AM	Redfin Reports Coastal Florida Dominated Januarys Priciest Home Sales, Led By a $55M Naples Estate (Business Wire)
Feb-17-26 11:03AM	Leon Cooperman's Strategic Moves: Mr. Cooper Group Inc. Exits with -18.82% Impact (GuruFocus.com)
Feb-16-26 08:30AM	All-Cash Home Purchases Ended 2025 at Five-Year Low (Business Wire)
08:00AM	Redfin Reports Homebuyer Down Payments Shrink for First Time in 5 Months (Business Wire)
Feb-12-26 01:30PM	Rocket Companies Stock Slips Thursday On Zillow Sell-Off, AI Fears (Benzinga)
08:30AM	Redfin Report: 64% of Single Americans Struggle to Afford Housing, Compared With 39% of Married People (Business Wire)
08:00AM	Redfin Reports Pending Home Sales Decline in All But 5 Major U.S. Metros (Business Wire)
Feb-11-26 11:55AM	Rocket Companies Slides As Zillow Earnings Hit Housing Stocks (Benzinga) -8.20%
09:35AM	Fannie Mae (FNMA) Lags Q4 Earnings and Revenue Estimates (Zacks)
08:30AM	Redfin Reports Homebuyers Need to Earn $35,000 More Than Renters to Afford Monthly Paymentsthe Smallest Gap in 3 Years (Business Wire)
08:00AM	Affordability Is Improving: Buyers Must Earn $111,000 to Afford the Typical Home, Down 4% From Last Year (Business Wire)
Feb-09-26 12:28PM	Super Bowl Commercials 2026: Complete List Of Ads, The Companies Behind Them And Who Won Over Fans (Benzinga)
Feb-06-26 08:30AM	Redfin Reports Going to the Big Game Could Cost Seattle and Boston Fans the Equivalent of 3 Monthly Mortgage Payments (Business Wire)
08:00AM	Redfin Debuts Real Estate App in ChatGPT (Business Wire)
06:00AM	America Needs Neighbors Like You: Rocket and Redfin Release Super Bowl Ad Highlighting the Power of Being Neighborly (PR Newswire)
Feb-05-26 03:40PM	Rocket CEO says U.S. mortgage industry is a tale of two cities. His booming business shows a broader reality for American homebuyers (Fortune)
08:30AM	Austin, TXOnce Among the Nations Hottest Housing MarketsIs Now the Slowest (Business Wire)
08:00AM	2026 Housing Market Mood: Buyers Are Cautious, Sellers Are Showing Up, and Agents See Signs of Busier Spring Ahead (Business Wire)
Feb-04-26 09:39PM	Rocket Companies, Inc. (RKT): A Bull Case Theory (Insider Monkey)
09:00AM	The Great American Home Search: Redfin's Big Game Debut Kicks Off a Scavenger Hunt for $1 Million Home (Business Wire)
08:24AM	Rocket Companies (RKT) Stock Jumps 8.4%: Will It Continue to Soar? (Zacks)
07:00AM	Rocket Companies to Announce Fourth Quarter and Full Year 2025 Results on February 26, 2026 (PR Newswire)
04:00AM	Why Rockets Redfin is kicking off a $1M home giveaway at the Super Bowl (Marketing Dive)
Feb-03-26 07:04PM	Stock Market Today, Feb. 3: Rocket Companies Rallies on Signs of Mortgage Demand Recovery (Motley Fool) +8.42%
05:52PM	Toll Brothers, IBD Stock Of The Day, Approaches Buy Point Amid Trump-Fueled Rally (Investor's Business Daily)
08:30AM	Luxury Home Prices Keep Climbing Despite Sluggish Demand (Business Wire)
08:28AM	Small Cap Investors Should Watch This One Number Before Buying SCHA Right Now (24/7 Wall St.)
08:00AM	Black Gen Zers and Millennials Are Half As Likely to Own Their Home As White Counterparts (Business Wire)
Feb-02-26 08:00AM	Redfin Reports Homebuyers Are Scoring the Biggest Discounts in 13 Years (Business Wire)
Jan-30-26 07:34PM	Analyst Report: Rocket Companies, Inc. (Morningstar Research) -13.67%
12:19PM	What's Going On With Rocket Companies' Stock? (Benzinga)
Jan-29-26 05:25PM	Gilbert's Rocket to join GM at Hudson's site (Detroit Free Press)
08:30AM	The Single-Family Rental Is on the Decline (Business Wire)
08:00AM	New Listings Rise For First Time in 2 Months As Lower Mortgage Rates Perk Up Homebuyers (Business Wire)
Jan-28-26 10:46AM	These home buyers are suing one of the biggest mortgage lenders in America. Why you should pay attention. (MarketWatch)
05:13AM	Zacks Investment Ideas feature highlights Rocket (Zacks)
Jan-27-26 05:31PM	These home buyers are suing one of the biggest mortgage lenders in America. Why you should pay attention. (MarketWatch)
12:10PM	Why Rocket Companies (RKT) is Poised to Beat Earnings Estimates Again (Zacks)
12:06PM	Rocket Companies: Riding Rate Relief and Policy Tailwinds into 2026 (Zacks)
11:50AM	Lady Gaga Channels Community with 'Won't You Be My Neighbor?' Cover in Rocket and Redfin's Super Bowl LX Teaser (PR Newswire)
Jan-26-26 08:00AM	Redfin Reports More Gen Zers are Buying HomesBut Its a Trickle, Not a Flood (Business Wire)
Jan-22-26 08:00AM	Redfin Reports Homebuying and Selling Activity Show Signs of Life Amid Lower Mortgage Rates (Business Wire)
Jan-20-26 08:30AM	Home Sellers Outnumber Buyers By a Record Margin, Upping Buyers Bargaining Power (Business Wire) -5.12%
08:00AM	U.S. Home Prices Inched Up 0.1% in December from a Month Earlier (Business Wire)
06:29AM	Crypto stocks slide as bitcoin dips, and other early market movers (MarketWatch)
Jan-16-26 08:00AM	Redfin Reveals the 10 Most Popular Homes on Redfin.com in 2025 (Business Wire)
01:00AM	Housing Affordability Is Topic A. Just Ask Rival Mortgage Lenders Rocket and UWM. (Barrons.com)
Jan-15-26 08:30AM	Pending Home Sales Drop to Lowest Level on Record Aside From Start of Pandemic (Business Wire)
08:00AM	Monthly Housing Costs Start the Year Down 5%, the Biggest Decline in Over a Year (Business Wire)
Jan-14-26 08:43AM	Leveraged ETF Boom Rolls On: Defiance Unveils 2X Plays On Rocket Companies, Intuitive Machines (Benzinga)
08:00AM	Coastal Florida Dominates Decembers Priciest Home Sales, Led By a $101M Miami Estate (Business Wire)
Jan-13-26 11:30AM	Rocket Companies Stock Is Up 125% as Trump Tackles Housing Affordability (Barchart)
Jan-12-26 12:18PM	Stock Of The Day: Will The Rocket Companies Breakout Hold? (Benzinga)
09:49AM	Netflix initiated, Palantir upgraded: Wall Street's top analyst calls (The Fly)
Jan-10-26 09:00AM	Morning Movers: Oklo, Vistra climb following Meta nuclear energy deals (TipRanks)
Jan-09-26 07:56PM	Why Rocket Companies Stock Skyrocketed Today (Motley Fool) +9.65%
04:43PM	These Stocks Moved the Most Today: Oklo, Vistra, Opendoor, Intel, GM, Revolution Medicines, Tilray, and More (Barrons.com)
04:38PM	S&P 500 Rallies to a New Record High on US Economic Optimism (Barchart)
03:18PM	These Stocks Are Moving the Most Today: Oklo, Vistra, Opendoor, Intel, GM, Revolution Medicines, Tilray, and More (Barrons.com)
02:42PM	These Stocks Rally As Trump Targets Lower Mortgage Rates (Investor's Business Daily)
02:20PM	Oklo, Vistra rise on Meta deal, Opendoor surges on Trump post (Yahoo Finance Video)
12:09PM	Rocket Stock Surges After Trump Floats $200B Mortgage Bond Plan (Benzinga)
12:09PM	Real Estate Stocks Jump on Trumps Mortgage Bond Plan. Rates Hit 5.99%. (Barrons.com)
11:18AM	Offerpad, Opendoor Stocks Go Vertical On Trump Mortgage Plans (Benzinga)
11:10AM	Rocket Stock Pops on Trump's Plans to Buy Mortgage Bonds (Schaeffer's Research)
10:53AM	Real Estate Stocks Jump on Trump's Mortgage Bond Plan. Are 5.5% Rates on the Horizon? (Barrons.com)
07:49AM	Opendoor and 3 More Stocks Jumping on Trumps Mortgage Bond Plan (Barrons.com)
06:48AM	Trump's Grand Plan for Housing Relies on His Fed Pick. Here's Why. (Barrons.com)
06:42AM	Dollar Hits One-Month High as Payrolls, Tariff Ruling Loom (GuruFocus.com)

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	Jan 12 '26	Sale	22.99	2,500	57,486	1,038,536	Jan 13 04:03 PM
Rizik Matthew	Director	Jan 09 '26	Sale	22.78	2,500	56,944	1,041,036	Jan 13 04:03 PM
Rizik Matthew	Director	Jan 08 '26	Sale	21.29	2,500	53,213	1,043,536	Jan 09 04:26 PM
Rizik Matthew	Director	Jan 07 '26	Sale	21.26	2,500	53,161	1,046,036	Jan 09 04:26 PM
Rizik Matthew	Director	Jan 05 '26	Sale	21.04	2,500	52,610	1,051,036	Jan 07 04:03 PM
Rizik Matthew	Director	Jan 06 '26	Sale	20.98	2,500	52,438	1,048,536	Jan 07 04:03 PM
Rizik Matthew	Director	Jan 02 '26	Sale	19.70	2,500	49,245	1,053,536	Jan 05 04:03 PM
Rizik Matthew	Director	Dec 31 '25	Sale	19.45	2,500	48,631	1,056,036	Jan 05 04:03 PM
Rizik Matthew	Director	Dec 30 '25	Sale	19.88	2,500	49,701	1,058,536	Dec 31 04:09 PM
Rizik Matthew	Director	Dec 29 '25	Sale	19.25	2,500	48,117	1,061,036	Dec 31 04:09 PM
Rizik Matthew	Director	Dec 24 '25	Sale	19.44	2,500	48,591	1,066,036	Dec 29 04:06 PM
Rizik Matthew	Director	Dec 26 '25	Sale	19.38	2,500	48,452	1,063,536	Dec 29 04:06 PM
Rizik Matthew	Director	Dec 23 '25	Sale	18.92	2,500	47,307	1,068,536	Dec 29 04:06 PM
Rizik Matthew	Director	Dec 19 '25	Sale	19.21	2,500	48,014	1,073,536	Dec 23 04:06 PM
Rizik Matthew	Director	Dec 22 '25	Sale	18.99	2,500	47,478	1,071,036	Dec 23 04:06 PM
Rizik Matthew	Director	Dec 18 '25	Sale	18.83	2,500	47,076	1,076,036	Dec 19 04:13 PM
Rizik Matthew	Director	Dec 17 '25	Sale	18.21	2,500	45,538	1,078,536	Dec 19 04:13 PM
Rizik Matthew	Director	Dec 16 '25	Sale	18.08	2,500	45,198	1,081,036	Dec 17 04:03 PM
Rizik Matthew	Director	Dec 15 '25	Sale	17.97	2,500	44,936	1,083,536	Dec 17 04:03 PM
Rizik Matthew	Director	Dec 11 '25	Sale	19.47	2,500	48,670	1,088,536	Dec 12 04:59 PM
Rizik Matthew	Director	Dec 10 '25	Sale	19.17	2,500	47,916	1,091,036	Dec 12 04:59 PM
Rizik Matthew	Director	Dec 12 '25	Sale	18.99	2,500	47,484	1,086,036	Dec 12 04:59 PM
Rizik Matthew	Director	Dec 09 '25	Sale	18.81	2,500	47,016	1,093,536	Dec 09 04:42 PM
Rizik Matthew	Director	Dec 08 '25	Sale	18.78	2,500	46,950	1,096,036	Dec 09 04:42 PM
Rizik Matthew	Director	Dec 04 '25	Sale	19.86	2,500	49,644	990,684	Dec 08 04:22 PM
Rizik Matthew	Director	Dec 05 '25	Sale	19.34	2,500	48,344	988,184	Dec 08 04:22 PM
Rizik Matthew	Director	Dec 02 '25	Sale	20.21	2,500	50,536	995,684	Dec 04 04:08 PM
Rizik Matthew	Director	Dec 03 '25	Sale	19.98	2,500	49,948	993,184	Dec 04 04:08 PM
Rizik Matthew	Director	Nov 28 '25	Sale	19.89	2,500	49,722	1,000,684	Dec 02 04:09 PM
Rizik Matthew	Director	Dec 01 '25	Sale	19.81	2,500	49,534	998,184	Dec 02 04:09 PM
Rizik Matthew	Director	Nov 26 '25	Sale	19.85	2,500	49,618	1,003,184	Nov 28 03:10 PM
Rizik Matthew	Director	Nov 25 '25	Sale	19.29	2,500	48,225	1,005,684	Nov 28 03:10 PM
Rizik Matthew	Director	Nov 24 '25	Sale	17.77	2,500	44,436	1,008,184	Nov 25 04:05 PM
Rizik Matthew	Director	Nov 21 '25	Sale	17.03	2,500	42,585	1,010,684	Nov 25 04:05 PM
Rizik Matthew	Director	Nov 19 '25	Sale	17.04	2,500	42,594	1,015,684	Nov 21 04:03 PM
Rizik Matthew	Director	Nov 20 '25	Sale	16.91	2,500	42,285	1,013,184	Nov 21 04:03 PM
Rizik Matthew	Director	Nov 18 '25	Sale	16.78	2,500	41,962	1,018,184	Nov 19 04:15 PM
Rizik Matthew	Director	Nov 17 '25	Sale	16.70	2,500	41,758	1,020,684	Nov 19 04:15 PM
Rizik Matthew	Director	Nov 13 '25	Sale	17.47	2,500	43,663	1,025,684	Nov 17 04:30 PM
Rizik Matthew	Director	Nov 14 '25	Sale	17.17	2,500	42,933	1,023,184	Nov 17 04:30 PM
Rizik Matthew	Director	Nov 12 '25	Sale	17.69	2,500	44,222	1,028,184	Nov 13 04:17 PM
Rizik Matthew	Director	Nov 11 '25	Sale	17.46	2,500	43,652	1,030,684	Nov 13 04:17 PM
Rizik Matthew	Director	Nov 11 '25	Proposed Sale	17.22	116,497	2,006,078		Nov 12 09:30 AM

Open in Screener

BLNE

Beeline Holdings Inc

Feb 26 • 04:00PM ET

3.04

+0.19 6.67 %

Financial • Mortgage Finance • USA • NASD

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	19.09%	Shs Outstand	27.75M	Perf Week	5.92%
Market Cap	84.38M	Forward P/E	-	EPS next Y	-0.12	Insider Trans	1.30%	Shs Float	22.46M	Perf Month	-15.08%
Enterprise Value	92.58M	PEG	-	EPS next Q	-0.31	Inst Own	23.17%	Short Float	4.93%	Perf Quarter	75.72%
Income	-6.46M	P/S	10.65	EPS this Y	82.67%	Inst Trans	0.91%	Short Ratio	1.26	Perf Half Y	108.22%
Sales	7.92M	P/B	1.16	EPS next Y	97.27%	ROA	-13.88%	Short Interest	1.11M	Perf YTD	76.74%
Book/sh	2.62	P/C	62.97	EPS next 5Y	-	ROE	-23.93%	52W High	8.30 -63.37%	Perf Year	-60.52%
Cash/sh	0.05	P/FCF	-	EPS past 3/5Y	27.53% 40.57%	ROIC	-12.26%	52W Low	0.62 390.16%	Perf 3Y	-94.28%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-32.74% -20.16%	Gross Margin	4.07%	Volatility	9.96% 11.03%	Perf 5Y	-99.17%
Dividend TTM	-	EV/Sales	11.69	EPS Y/Y TTM	61.45%	Oper. Margin	-91.07%	ATR (14)	0.31	Perf 10Y	-99.84%
Dividend Ex-Date	-	Quick Ratio	1.05	Sales Y/Y TTM	-24.58%	Profit Margin	-81.57%	RSI (14)	53.93	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	1.05	EPS Q/Q	97.91%	SMA20	0.20%	Beta	1.61	Target Price	4.50
Payout	-	Debt/Eq	0.18	Sales Q/Q	208.42%	SMA50	15.83%	Rel Volume	0.75	Prev Close	2.85
Employees	76	LT Debt/Eq	0.02	Earnings	Nov 06 BMO	SMA200	38.43%	Avg Volume	878.41K	Price	3.04
IPO	Apr 16, 2014	Option/Short	No / Yes	EPS/Sales Surpr.	20.83% 6.83%	Trades		Volume	669,664	Change	6.67%

Feb-23-26 03:00PM	Beeline Holdings (BLNE) Highlights Gains, Sets Course for Next Phase of Growth (NewMediaWire)
Feb-19-26 03:00PM	Beeline Holdings (BLNE) Appoints Barry Levenson as Executive Strategic Advisor (NewMediaWire)
08:30AM	Beeline Holdings Welcomes Barry Levenson as Executive Strategic Advisor (GlobeNewswire)
Feb-04-26 08:46AM	Beeline Holdings to integrate BLINKQC into Encompass platform (TipRanks)
Feb-03-26 03:30PM	Beeline Holdings (BLNE) to Integrate BLINKQC Into Encompass Loan Origination System (NewMediaWire) +7.38%
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08:30AM	Beeline to Integrate Its Digital Quality Control Platform, BLINKQC, Into Encompass Platform, Expanding Access to Over 3,100 Mortgage Lenders (GlobeNewswire)
Jan-30-26 03:00PM	Beeline Holdings (BLNE) Schedules Q4 2025 Stakeholder Update Call (NewMediaWire) -8.46%
Jan-29-26 04:35PM	Beeline to Host Stakeholder Update Call on Q4 2025 Financial Results (GlobeNewswire)
Jan-21-26 03:00PM	Beeline Holdings (BLNE) CEO Details 2025 Milestones, Strategic Priorities (NewMediaWire)
Jan-15-26 08:30AM	Beeline CEO Publishes Letter to Shareholders (GlobeNewswire) +17.95%
Jan-13-26 03:30PM	Beeline Holdings (BLNE) Sees Potential Mortgage Activity Upside From $200B MBS Purchase Plan (NewMediaWire)
08:30AM	Beeline Commends President Trump's Announcement of $200 Billion Agency MBS Purchase (GlobeNewswire)
Dec-17-25 03:30PM	Beeline Holdings (BLNE) Targets Faster, Simpler Mortgages as It Expands AI-Driven Lending Model (NewMediaWire)
Dec-15-25 02:30PM	Profit Momentum Builds for Beeline Holdings (BLNE) as Next-Gen Platform Accelerates (NewMediaWire)
Dec-05-25 03:30PM	Beeline Holdings (BLNE) Aims to Close Homeownership Gap With Cutting-Edge Platform (NewMediaWire)
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Nov-25-25 02:30PM	Beeline Holdings (BLNE) Reports 37% Revenue Growth, Lower Expenses as Digital Mortgage Momentum Builds (NewMediaWire)
Nov-24-25 02:30PM	Beeline Holdings (BLNE) Reaches Cash-Flow Milestone as Growth Strategy Gains Traction (NewMediaWire) +13.82%
Nov-18-25 02:30PM	Beeline Holdings (BLNE) Closes $7.4M Registered Direct as Company Targets Cash Flow Positive in Q1 2026 (NewMediaWire) -6.51%
Nov-17-25 10:59AM	Beeline Clarifies Recent Fundraising (GlobeNewswire)
Nov-12-25 03:00PM	Beeline Holdings (BLNE) Achieves Cash Flow Positivity in Lending Operations, Prices $7.4M Registered Direct Offering (NewMediaWire)
Nov-11-25 09:00AM	Beeline's Lending Entity Achieves Cash Flow Positive Month in October (GlobeNewswire) -16.11%
12:03AM	Beeline Holdings Inc (BLNE) Q3 2025 Earnings Call Highlights: Strong Revenue Growth Amidst ... (GuruFocus.com)
Nov-06-25 03:00PM	Beeline Holdings (BLNE) Reports 35% Sequential Growth in Q3 Originations and 37% Revenue Increase (NewMediaWire) -10.41%
09:00AM	Beeline Reports 37% Q3 2025 Revenue Growth, 9% Expense Reduction and Zero Debt Following Strategic Divestures (GlobeNewswire)
Oct-30-25 03:30PM	Beeline Holdings (BLNE) Sets Record Loan Volume Following Fed Rate Cut Announcement (NewMediaWire)
09:10AM	Beeline Has a Record Lock Day on The Federal Reserve's Announcement of a 25-Basis-Point Rate Cut (GlobeNewswire)
Oct-27-25 08:20AM	Beeline Launches Nation's First Blockchain-Powered Home Equity Platform - Begins Scaling Nationwide (GlobeNewswire)
08:00AM	EXCLUSIVE: Beeline's New Tokenized Equity Model Offers Homeowners Debt-Free Liquidity (Benzinga)
Oct-24-25 04:30PM	Beeline to Host Stakeholder Update Call on Q3 2025 Financial Results (Newsfile) +5.70%
Oct-16-25 03:30PM	Beeline Holdings (BLNE) Expands Warehouse Lending Capacity to $25M to Support Rapid Growth (NewMediaWire) -6.87%
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09:00AM	Beeline Expands Warehouse Capacity to $25 Million, Adds Two New Banking Partners to Fuel Accelerating Growth (GlobeNewswire)
Oct-08-25 02:00PM	Beeline Holdings (BLNE) CEO Nick Liuzza on Latest TechMediaWire Podcast Episode (NewMediaWire)
Oct-07-25 02:30PM	Beeline Holdings (BLNE) Bullish About Millennials and Gen Z Lendable Market; Floats AI-Powered Mortgage and Loans Product (NewMediaWire) -7.61%
Oct-03-25 02:30PM	Beeline Holdings (BLNE) Clears Debt and Boosts Revenue, On Track to Becoming Cash Flow Positive by Early 2026 (NewMediaWire) -5.90%
Sep-30-25 03:00PM	Beeline Holdings (BLNE) CEO Highlights AI-Powered Mortgage Platform in Benzinga Podcast (NewMediaWire)
08:30AM	IBN Announces Beeline Holdings Inc. CEO Nick Liuzza Featured in Exclusive Benzinga Podcast Interview Highlighting Beeline's AI-powered, Digital Mortgage Platform (GlobeNewswire)
Sep-23-25 02:30PM	Beeline Holdings (BLNE) Uses AI-Age Tech to Ease Mortgage Origination Amid Optimism in Home Market Forecasts (NewMediaWire) -11.22%
Sep-22-25 03:30PM	Beeline Holdings (BLNE) to Present at Centurion One Capital Bahamas Summit (NewMediaWire)
Sep-19-25 01:30PM	Beeline Holdings (BLNE) Clears Debt, Targets Full Profitability by Q1 2026 (NewMediaWire) +18.44%
Sep-18-25 10:00AM	Beeline to Present at the Centurion One Capital 3rd Annual Bahamas Summit (Newsfile)
Sep-08-25 03:31PM	Beeline Holdings (BLNE) to Present at Centurion One Capital Summit in Bahamas (NewMediaWire) +11.49%
Sep-05-25 02:30PM	Beeline Holdings (NASDAQ: BLNE) Insider Buying Led by COO's 100,000-Share Purchase (NewMediaWire) +23.04%
10:14AM	Beeline to Present at Centurion One Capital Summit in the Bahamas as Insider Buying Accelerates (GlobeNewswire)
Sep-04-25 10:23AM	Beeline Eliminates $7 Million in Debt, Positioned for Cash Flow Positive Operations by Q1 2026 (GlobeNewswire) +18.63%
Sep-03-25 02:30PM	Beeline Holdings (BLNE) Reports Strong Q2/25 Results, Targets Profitability in Early 2026 (NewMediaWire)
Aug-29-25 03:30PM	Beeline Holdings (NASDAQ: BLNE) Outlines Milestones Achieved and Strategic Initiatives Driving 2026 Outlook (NewMediaWire) -8.14%
Aug-28-25 08:30AM	Beeline Provides Letter to Shareholders (Newsfile) +11.69%
Aug-27-25 03:30PM	Beeline Holdings (NASDAQ: BLNE) Expands AI Agent Bob Into Sales and Origination After Strong Q2 Pilot Results (NewMediaWire) +5.48%
09:00AM	Beeline Expands AI Agent 'Bob' into Sales, Driving $7.1M in Q2 Originations (Newsfile)
08:31AM	EXCLUSIVE: Beeline Expands AI Agent Bob Beyond Support To Drive Mortgage Sales, Origination Growth (Benzinga)
Aug-21-25 08:30AM	Beeline Expands AI Strategy with Additional Investment in MagicBlocks to Drive Revenue Growth and Global SaaS Opportunity (Newsfile)
Aug-15-25 03:24AM	Beeline Holdings Inc (BLNE) Q2 2025 Earnings Call Highlights: Strategic Divestment and Revenue ... (GuruFocus.com) -26.58%
Aug-14-25 04:05PM	Beeline Holdings Reports Q2 2025 Results: Highlights Include Improved Revenue, Reduced Debt and Significant Cash on Hand (Newsfile) +10.45%
Jul-29-25 08:30AM	Beeline Completes Strategic Divestiture to Accelerate Digital Mortgage, Title, and Equity Product Expansion (Newsfile) -7.01%
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	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)
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%
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%

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	Nov 26 '25	Buy	1.85	1,000	1,850	364,891	Nov 28 09:00 AM
Moe Christopher R.	Chief Financial Officer	Nov 19 '25	Buy	1.68	20,000	33,600	40,000	Nov 19 04:38 PM
Freedman Joseph David	Director	Nov 19 '25	Buy	1.62	7,000	11,340	360,891	Nov 19 04:01 PM
Freedman Joseph David	Director	Sep 25 '25	Buy	4.22	10,000	42,193	165,920	Sep 29 09:45 PM
Moe Christopher R.	Chief Financial Officer	Sep 03 '25	Buy	1.64	20,000	32,822	20,000	Sep 04 01:42 PM
Milton Tiffany	Chief Accounting Officer	Sep 03 '25	Buy	1.59	10,000	15,900	10,003	Sep 03 04:10 PM
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

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