Affirm Holdings, Inc. Mortgage servicing rights decreased by 29.1% to $684.00K in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 15.0%, from $595.00K to $684.00K. Over 4 years (FY 2021 to FY 2025), Mortgage servicing rights shows a downward trend with a -21.2% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Higher values indicate a larger mortgage servicing portfolio, which provides a recurring fee-based revenue stream.
These are intangible assets representing the right to perform servicing activities on mortgage loans after they have bee...
Specific to banks with large mortgage origination and servicing businesses; peers with similar business models report this as a key intangible.
mortgage_servicing_rights| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.35M | $2.29M | $2.18M | $4.62M | $1.19M | $1.14M | $1.09M | $771.00K | $880.00K | $569.00K | $365.00K | $220.00K | $574.00K | $435.00K | $806.00K | $595.00K | $906.00K | $667.00K | $965.00K | $684.00K |
| QoQ Change | — | -2.6% | -4.8% | +112.1% | -74.2% | -4.2% | -4.3% | -29.5% | +14.1% | -35.3% | -35.9% | -39.7% | +160.9% | -24.2% | +85.3% | -26.2% | +52.3% | -26.4% | +44.7% | -29.1% |
| YoY Change | — | — | — | — | -49.3% | -50.1% | -49.8% | -83.3% | -26.2% | -50.2% | -66.6% | -71.5% | -34.8% | -23.6% | +120.8% | +170.5% | +57.8% | +53.3% | +19.7% | +15.0% |