Director of $PFSI buys 2,250 shares in insider purchase

On February 12, 2026, Patrick Kinsella, a director at $PFSI, made a notable acquisition by purchasing 2,250 shares of the company for around $200,587. This transaction, which was disclosed in a recent SEC filing and uncovered by Quiver Quantitative, led to an increase in Kinsella’s holding of this particular class of stock by about 7.0%. As a result, he now possesses a total of 34,210 shares of $PFSI stock.

Within the last six months, there has been significant trading activity among $PFSI insiders. Out of a total of 48 trades conducted during this period, only one involved a purchase, while the remaining 47 trades comprised sales by insiders. Notably, key figures within the company, such as David Spector (Chairman & CEO) and Daniel Stanley Perotti (Chief Financial Officer), have engaged in multiple sales transactions amounting to substantial sums. For instance, Spector has executed 21 sales transactions, selling 106,161 shares and generating approximately $13,596,246, while Perotti has conducted 18 sales transactions, selling 56,671 shares and yielding around $7,215,870.

Institutional investors have also been actively involved in trading $PFSI stock, with 129 institutions increasing their holdings and 119 decreasing their positions in the most recent quarter. Noteworthy transactions include FMR LLC adding 1,050,224 shares (equivalent to a 73.8% increase) to their portfolio in Q3 2025, representing an estimated investment of $130,101,749. On the other hand, T. Rowe Price Investment Management, Inc. divested 675,717 shares (a 15.3% reduction) from their portfolio in the same quarter, amounting to approximately $83,707,821.

Turning to financial performance, $PFSI reported revenues of $538 million in Q4 2025, marking a 14.44% growth compared to the corresponding period in the previous year. Analysts have been closely monitoring $PFSI’s performance, with four firms issuing buy ratings on the stock. Notably, Wells Fargo, Barclays, and Piper Sandler have expressed optimism through their “Overweight” ratings, while BTIG has issued a “Buy” rating.

Looking ahead, various analysts have set price targets for $PFSI, with a median target of $136.5. Notable projections include George Bose from Keefe, Bruyette & Woods with a $115.0 target price, and Donald Fandetti from Wells Fargo with a $135.0 target price. These forecasts provide insights into the market’s expectations regarding $PFSI’s future performance and valuation.