Guild/$GHLD

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About Guild

Guild Holdings Co is a growth-oriented mortgage company. It operates in two segments; The origination segment operates its loan origination business throughout the United States. It is responsible for loan origination, acquisition, and sale activities. This segment is further divided into retail and correspondent channel, and The servicing segment provides a steady stream of cash flow to support the origination segment more importantly it allows for the Company to build long-standing client relationships that drive repeat and referral business back to the origination segment to recapture the client's next mortgage transaction. It is responsible for the servicing activities of all loans in its servicing portfolio. It generates a majority of its revenue from the Origination segment.

Ticker

$GHLD
Sector

Primary listing

NYSE

Employees

5,270

Guild Metrics

BasicAdvanced
$1.2B
47.72
$0.42
0.98
$0.75
3.76%

Bulls say / Bears say

Total originations surged 44% quarter-over-quarter to $7.5 billion in Q2 2025, reflecting strong execution of Guild’s retail origination platform despite challenging market conditions (Nasdaq).
The servicing portfolio’s unpaid principal balance grew to $96.3 billion in Q2 2025, providing a steady fee-based revenue stream that underpins the origination business and supports client recapture strategies (TipRanks).
Bayview Asset Management’s agreement to acquire the remaining shares at $20 per share, a 56% premium over pre-offer prices, underscores strong investor confidence in Guild’s long-term value proposition (Reuters).
Gain on sale margins on originations narrowed by 47 basis points to 329 bps in Q2 2025, down from 376 bps in Q1 2025, signaling margin pressure amid competitive market conditions (Guild IR).
The servicing segment incurred a $69.9 million mark-to-market loss on mortgage servicing rights in Q1 2025 versus a $84.3 million gain in Q4 2024, highlighting volatility in fee income driven by interest rate fluctuations (Guild IR).
Guild operates in an industry experiencing consolidation driven by high interest rates and limited loan growth, which could constrain its ability to organically expand origination volumes (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 30 Sept 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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