Intech Investment Management LLC Buys 240,197 Shares of PennyMac Mortgage Investment Trust $PMT

Posted by George Bondi on Jun 3rd, 2026

Intech Investment Management LLC raised its stake in PennyMac Mortgage Investment Trust (NYSE:PMT – Free Report) by 319.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 315,415 shares of the real estate investment trust’s stock after acquiring an additional 240,197 shares during the period. Intech Investment Management LLC owned approximately 0.36% of PennyMac Mortgage Investment Trust worth $3,958,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of PMT. Flagship Harbor Advisors LLC acquired a new stake in shares of PennyMac Mortgage Investment Trust during the 4th quarter worth $26,000. GAMMA Investing LLC lifted its position in PennyMac Mortgage Investment Trust by 102.8% during the fourth quarter. GAMMA Investing LLC now owns 2,752 shares of the real estate investment trust’s stock worth $35,000 after purchasing an additional 1,395 shares during the period. Clearstead Advisors LLC lifted its position in PennyMac Mortgage Investment Trust by 184.3% during the fourth quarter. Clearstead Advisors LLC now owns 2,800 shares of the real estate investment trust’s stock worth $35,000 after purchasing an additional 1,815 shares during the period. Newbridge Financial Services Group Inc. grew its stake in PennyMac Mortgage Investment Trust by 200.0% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 3,000 shares of the real estate investment trust’s stock worth $38,000 after buying an additional 2,000 shares in the last quarter. Finally, Advisory Services Network LLC acquired a new stake in PennyMac Mortgage Investment Trust during the third quarter worth about $50,000. 67.38% of the stock is currently owned by institutional investors.

PennyMac Mortgage Investment Trust Stock Performance

NYSE PMT opened at $10.35 on Tuesday. The firm’s fifty day moving average price is $11.34 and its two-hundred day moving average price is $12.14. The stock has a market cap of $902.10 million, a PE ratio of 9.00, a PEG ratio of 0.63 and a beta of 1.21. The company has a debt-to-equity ratio of 7.99, a quick ratio of 1.39 and a current ratio of 1.39. PennyMac Mortgage Investment Trust has a fifty-two week low of $10.18 and a fifty-two week high of $13.81.

PennyMac Mortgage Investment Trust (NYSE:PMT – Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The real estate investment trust reported $0.16 EPS for the quarter, missing analysts’ consensus estimates of $0.36 by ($0.20). The firm had revenue of $82.29 million during the quarter, compared to the consensus estimate of $92.92 million. PennyMac Mortgage Investment Trust had a net margin of 41.38% and a return on equity of 10.71%. On average, equities analysts expect that PennyMac Mortgage Investment Trust will post 1.24 EPS for the current fiscal year.

PennyMac Mortgage Investment Trust Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were given a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 15.5%. The ex-dividend date was Thursday, April 9th. PennyMac Mortgage Investment Trust’s dividend payout ratio is 139.13%.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. Piper Sandler dropped their target price on shares of PennyMac Mortgage Investment Trust from $13.00 to $11.50 and set a “neutral” rating for the company in a research report on Tuesday, May 26th. Wall Street Zen lowered shares of PennyMac Mortgage Investment Trust from a “hold” rating to a “sell” rating in a research report on Saturday, May 9th. Zacks Research downgraded shares of PennyMac Mortgage Investment Trust from a “hold” rating to a “strong sell” rating in a research report on Wednesday, May 27th. Wells Fargo & Company cut their target price on PennyMac Mortgage Investment Trust from $13.00 to $12.00 and set an “equal weight” rating for the company in a research note on Thursday, May 7th. Finally, Keefe, Bruyette & Woods reaffirmed a “market perform” rating and issued a $12.00 target price (down from $13.50) on shares of PennyMac Mortgage Investment Trust in a report on Friday, May 8th. Two investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, PennyMac Mortgage Investment Trust currently has a consensus rating of “Hold” and an average target price of $12.80.

Read Our Latest Research Report on PMT

PennyMac Mortgage Investment Trust Profile

(Free Report)

PennyMac Mortgage Investment Trust (NYSE: PMT) is a publicly traded real estate investment trust (REIT) that primarily acquires and manages residential mortgage loans and mortgage-related assets. The company focuses on generating attractive risk-adjusted returns through investment in agency and non-agency residential mortgage pools, credit risk transfer securities, and residential mortgage whole loans. As a mortgage REIT, PennyMac Investment Trust seeks to capture both interest rate spread and potential price appreciation in its portfolio holdings.

Established with external management by PennyMac Financial Services, Inc, the trust leverages the sponsor’s mortgage servicing, underwriting and capital markets expertise.