Pennymac Falls 33.3% as Rosen Opens Securities Probe
Pennymac shares fell $49.78, or 33.3%, to $99.92 on January 30 after the company’s January 29, 2026 results showed a sharp drop in servicing segment pretax income. The Rosen Law Firm said on April 29 that it continues to investigate potential securities claims for shareholders, a move that puts the post-earnings decline at the center of a possible class action.
Pennymac’s $37.3 Million Servicing Income
Pennymac reported servicing segment pretax income of $37.3 million for the fourth quarter of 2025, down from $157.4 million in the prior quarter and $87.3 million in the fourth quarter of 2024. The company also said pretax income excluding valuation-related items was $47.8 million, down 70 percent from the prior quarter, driven primarily by increased realization of mortgage servicing rights (MSR) cash flows as lower mortgage rates drove higher prepayment activity.
The Rosen Law Firm and PennyMac Claims
The Rosen Law Firm said it is preparing a class action seeking recovery of investor losses and said investors who purchased Pennymac securities may be entitled to compensation without paying out-of-pocket fees or costs through a contingency fee arrangement. Phillip Kim was listed as the contact for investors considering joining the prospective case, and the firm also named founding partner Laurence Rosen in its materials.
For investors, the practical issue is whether the January 29 Form 8-K and the next day’s 33.3% share-price drop support claims that the market did not have a full picture before the results hit. If a class action goes forward, the first step for affected shareholders is to contact the firm using the information it provided: 866-767-3653 or 686-1060.
January 29 Filing, January 30 Move
Pennymac filed a Current Report on Form 8-K with the Securities and Exchange Commission on January 29 announcing fourth quarter and full-year 2025 financial results. The sequence matters because the results on one day were followed by a steep one-day decline the next, giving the investigation a specific earnings-and-price window to examine rather than a broad market backdrop.
That leaves shareholders with a narrow factual trail: the filing date, the servicing income drop, and the one-day move in the stock. The remaining question for investors is whether the alleged misleading business information alleged by the firm can support recovery through the proposed class action.
