KBRA Affirms Rating for Private National Mortgage Acceptance Company, LLC

16 Aug 2024   |   New York

Contacts

KBRA affirms the issuer rating of BBB- for Private National Mortgage Acceptance Company, LLC (PNMAC or "PennyMac"). The Outlook for the rating is Stable. PNMAC is a principal subsidiary of publicly traded PennyMac Financial Services, Inc. (NYSE: PFSI).

Management’s successful track record over time, including the demonstrated ability to hedge the large and growing interest rate sensitive MSR asset, as well as its successful efforts to reduce the reliance on short-term and MTM debt (excluding warehouse loan financings) remain the key rating components for PennyMac.

Revenue generation and profitability tied to the core loan servicing business ($633 billion in UPB at a weighted average servicing fee in the range of 0.45%) anchors the solid earnings profile of PennyMac, recognizing that the servicing operation has benefitted from relatively benign credit conditions (e.g., moderate delinquencies) in recent periods.

Financial leverage remains modest overall and is expected to remain in the range of 1.5x on an adjusted basis at consolidated PFSI.

Liquidity continues to be well managed, with relatively high cash balances (aided by robust loan servicing cash flow) compared to total debt (excluding LHS warehouse debt). Term debt maturities, MSR and senior unsecured, are well laddered. Reliance on short-term debt (excluding warehouse debt) has been limited, historically.

KBRA continues to anticipate good MSR interest rate hedge effectiveness, notwithstanding the elevated interest rate volatility, should mortgage rates decline further; PennyMac is well positioned to increase its mortgage refinance recapture penetration rate, given its operational focus in this area the past several years.

To access rating and relevant documents, click here.

Click here to view the report.

Methodologies

Disclosures

Further information on key credit considerations, sensitivity analyses that consider what factors can affect these credit ratings and how they could lead to an upgrade or a downgrade, and ESG factors (where they are a key driver behind the change to the credit rating or rating outlook) can be found in the full rating report referenced above.

A description of all substantially material sources that were used to prepare the credit rating and information on the methodology(ies) (inclusive of any material models and sensitivity analyses of the relevant key rating assumptions, as applicable) used in determining the credit rating is available in the Information Disclosure Form(s) located here.

Information on the meaning of each rating category can be located here.

Further disclosures relating to this rating action are available in the Information Disclosure Form(s) referenced above. Additional information regarding KBRA policies, methodologies, rating scales and disclosures are available at www.kbra.com.

About KBRA

Kroll Bond Rating Agency, LLC (KBRA) is a full-service credit rating agency registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority. In addition, KBRA is designated as a designated rating organization by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized by the National Association of Insurance Commissioners as a Credit Rating Provider.

Doc ID: 1005539

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