v3.26.1
Mortgage Servicing Rights and Mortgage Servicing Liabilities (Tables)
3 Months Ended
Mar. 31, 2026
Mortgage Servicing Rights and Mortgage Servicing Liabilities  
Schedule of activity in MSRs carried at fair value

Quarter ended March 31, 

  ​ ​ ​

2026

  ​ ​ ​

2025

(in thousands)

Balance at beginning of quarter

$

9,598,941

$

8,744,528

Additions (deductions):

MSRs resulting from loan sales

719,586

650,349

Sales adjustments (sales) to:

Non-affiliates

6,428

PennyMac Mortgage Investment Trust

(3,922)

722,092

650,349

Change in fair value due to:

Changes in inputs used in valuation model (1)

183,047

(205,489)

Other changes in fair value (2)

(355,044)

(225,499)

Total change in fair value

(171,997)

(430,988)

Balance at end of quarter

$

10,149,036

$

8,963,889

Unpaid principal balance of underlying loans at end of quarter

$

473,980,146

$

442,208,097

March 31, 

December 31,

2026

2025

(in thousands)

Fair value of mortgage servicing rights pledged to secure Assets sold under agreements to repurchase and Notes payable secured by mortgage servicing assets

$

9,901,292

$

9,367,851

(1)Principally reflects changes in annual total prepayment speed, OAS or pricing spread and per loan annual cost of servicing inputs.
(2)Represents changes due to realization of cash flows.

Schedule of activity in mortgage servicing liability carried at fair value

Quarter ended March 31, 

  ​ ​ ​

2026

  ​ ​ ​

2025

(in thousands)

Balance at beginning of quarter

$

1,572

$

1,683

Changes in fair value due to:

Changes in inputs used in valuation model (1)

18

5

Other changes in fair value (2)

(22)

(37)

Total change in fair value

(4)

(32)

Balance at end of quarter

$

1,568

$

1,651

Unpaid principal balance of underlying loans at end of quarter

$

15,219

$

19,070

(1)Principally reflects changes in annual total prepayment speed, OAS or pricing spread and per loan annual cost of servicing.

(2)Represents changes due to realization of cash flows.
Summary of servicing fees, late fees and ancillary and other fees relating to MSRs recorded on the consolidated statements of income

Quarter ended March 31, 

  ​ ​ ​

2026

  ​ ​ ​

2025

(in thousands)

Contractual servicing fees

$

469,366

$

417,687

Other fees:

Late charges

20,793

20,051

Other

4,206

3,479

$

494,365

$

441,217