Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.067
Buy
RSI(14)
58.051
Neutral
STOCH(KDJ)(9,3,3)
68.206
Neutral
ATR(14)
0.250
High Vlolatility
CCI(14)
53.555
Neutral
Williams %R
35.484
Buy
TRIX(12,20)
0.156
Sell
StochRSI(14)
12.829
Sell
PennyMac Mortgage Investment Trust
PMT13.050USD
+0.080+0.62%
Close 12/24, 13:00（ET）Quotes delayed by 15 min
1.14BMarket Cap
14.23P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of PennyMac Mortgage Investment Trust
Currency: USD Updated: 2025-12-24Key Insights
PennyMac Mortgage Investment Trust's fundamentals are relatively stable, and its growth potential is high.Its valuation is considered fairly valued, ranking 102/195 in the Residential & Commercial REITs industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 13.25.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
PennyMac Mortgage Investment Trust's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
9
analysts
Hold
Current Rating
13.250
Target Price
+4.58%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
PennyMac Mortgage Investment Trust Highlights
StrengthsRisks
PennyMac Mortgage Investment Trust is a mortgage real estate investment trust (REIT) that invests primarily in residential mortgage loans and mortgage-related assets. The Company's segments include credit sensitive strategies, interest rate sensitive strategies and correspondent production. The credit sensitive strategies segment represents its investments in CRT arrangements referencing loans from its own correspondent production and subordinate MBS. The interest rate sensitive strategies segment represents its investments in MSRs, Agency and senior non-Agency MBS and the related interest rate hedging activities. The correspondent production segment represents its operations aimed at serving as an intermediary between lenders and the capital markets by purchasing, pooling and reselling newly originated prime credit quality loans either directly or in the form of MBS, using the services of PCM and PLS. The Company is externally managed by PNMAC Capital Management, LLC.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 46.86% year-on-year.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 117.38%.
Overvalued
The company’s latest PE is 14.22, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 61.20M shares, decreasing 7.16% quarter-over-quarter.
Held by HACAX
Star Investor HACAX holds 352.00 shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-24The current financial score of PennyMac Mortgage Investment Trust is 5.16, ranking 192/195 in the Residential & Commercial REITs industry. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 327.63M, representing a year-over-year increase of 23.62%, while its net profit experienced a year-over-year increase of 54.36%.
Score
Financials
4.44
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
2.66
Operational Efficiency
3.13
Growth Potential
10.00
Shareholder Returns
5.57
PennyMac Mortgage Investment Trust's Company Valuation
Currency: USD Updated: 2025-12-24The current valuation score of PennyMac Mortgage Investment Trust is 8.85, ranking 12/195 in the Residential & Commercial REITs industry. Its current P/E ratio is 14.22, which is 53.68% below the recent high of 21.85 and 348.02% above the recent low of -35.26.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 102/195
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-24The current earnings forecast score of PennyMac Mortgage Investment Trust is 6.22, ranking 154/195 in the Residential & Commercial REITs industry. The average price target for PennyMac Mortgage Investment Trust is 13.25, with a high of 13.50 and a low of 13.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
9
analysts
Hold
Current Rating
13.250
Target Price
+4.58%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
88
Total
8
Median
9
Average
Company name
Ratings
Analysts
PennyMac Mortgage Investment Trust
PMT
9
Digital Realty Trust Inc
DLR
30
Equinix Inc
EQIX
29
VICI Properties Inc
VICI
24
Gaming and Leisure Properties Inc
GLPI
24
American Tower Corp
AMT
23
1
2
3
...
18
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-24The current price momentum score of PennyMac Mortgage Investment Trust is 7.23, ranking 70/195 in the Residential & Commercial REITs industry. Currently, the stock price is trading between the resistance level at 13.46 and the support level at 12.53, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
13.142
Sell
MA10
12.867
Buy
MA20
12.808
Buy
MA50
12.494
Buy
MA100
12.351
Buy
MA200
12.664
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-24The current institutional shareholding score of PennyMac Mortgage Investment Trust is 7.00, ranking 94/195 in the Residential & Commercial REITs industry. The latest institutional shareholding proportion is 70.33%, representing a quarter-over-quarter decrease of 3.59%. The largest institutional shareholder is The Vanguard, holding a total of 9.41M shares, representing 10.81% of shares outstanding, with 2.05% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
T. Rowe Price Investment Management, Inc.
State Street Investment Management (US)
Geode Capital Management, L.L.C.
Fuh Hwa Securities Investment Trust Co., Ltd.
Mirae Asset Global Investments (USA) LLC
Charles Schwab Investment Management, Inc.
Millennium Management LLC
1
2
Risk Assessment
Currency: USD Updated: 2025-12-24The current risk assessment score of PennyMac Mortgage Investment Trust is 8.96, ranking 85/195 in the Residential & Commercial REITs industry. The company's beta value is 1.26. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.26
VaR
+2.65%
240-Day Maximum Drawdown
+21.12%
240-Day Volatility
+26.60%
Return
Best Daily Return
60 days
+8.38%
120 days
+8.38%
5 years
+14.55%
Worst Daily Return
60 days
-3.92%
120 days
-4.19%
5 years
-12.17%
Sharpe Ratio
60 days
+1.19
120 days
-0.00
5 years
+0.21
Risk Assessment
Maximum Drawdown
240 days
+21.12%
3 years
+27.49%
5 years
+50.47%
Return-to-Drawdown Ratio
240 days
+0.36
3 years
-0.12
5 years
-0.14
Skewness
240 days
+0.04
3 years
+0.29
5 years
+0.12
Volatility
Realised Volatility
240 days
+26.60%
5 years
+28.61%
Standardised True Range
240 days
+2.06%
5 years
+2.62%
Downside Risk-Adjusted Return
120 days
-0.28%
240 days
-0.28%
Maximum Daily Upside Volatility
60 days
+20.82%
Maximum Daily Downside Volatility
60 days
+20.42%
Liquidity
Average Turnover Rate
60 days
+0.92%
120 days
+0.97%
5 years
--
Turnover Deviation
20 days
-14.18%
60 days
+5.14%
120 days
+11.35%
Peer Comparison
Residential & Commercial REITs
PennyMac Mortgage Investment Trust
PMT
6.90 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Gaming and Leisure Properties Inc
GLPI
8.85 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ryman Hospitality Properties Inc
RHP
8.76 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
CareTrust REIT Inc
CTRE
8.68 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Brixmor Property Group Inc
BRX
8.59 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Diamondrock Hospitality Co
DRH
8.56 /10
Score
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FAQs
How does TradingKey generate the Stock Score of PennyMac Mortgage Investment Trust?
The TradingKey Stock Score provides a comprehensive assessment of PennyMac Mortgage Investment Trust based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of PennyMac Mortgage Investment Trust’s performance and outlook.
How do we generate the financial health score of PennyMac Mortgage Investment Trust?
To generate the financial health score of PennyMac Mortgage Investment Trust, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects PennyMac Mortgage Investment Trust's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of PennyMac Mortgage Investment Trust.
How do we generate the company valuation score of PennyMac Mortgage Investment Trust?
To generate the company valuation score of PennyMac Mortgage Investment Trust, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare PennyMac Mortgage Investment Trust’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of PennyMac Mortgage Investment Trust’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of PennyMac Mortgage Investment Trust.
How do we generate the earnings forecast score of PennyMac Mortgage Investment Trust?
To calculate the earnings forecast score of PennyMac Mortgage Investment Trust, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on PennyMac Mortgage Investment Trust’s future.
How do we generate the price momentum score of PennyMac Mortgage Investment Trust?
When generating the price momentum score for PennyMac Mortgage Investment Trust, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of PennyMac Mortgage Investment Trust’s prices. A higher score indicates a more stable short-term price trend for PennyMac Mortgage Investment Trust.
How do we generate the institutional confidence score of PennyMac Mortgage Investment Trust?
To generate the institutional confidence score of PennyMac Mortgage Investment Trust, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about PennyMac Mortgage Investment Trust’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of PennyMac Mortgage Investment Trust.
How do we generate the risk management score of PennyMac Mortgage Investment Trust?
To assess the risk management score of PennyMac Mortgage Investment Trust, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of PennyMac Mortgage Investment Trust’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of PennyMac Mortgage Investment Trust.
