Guild Holdings CO
Market Movers (8-K)
Guild Holdings Company has completed its all-cash acquisition by Bayview MSR Opportunity (U.S.) Master Fund, L.P. for $20.00 per share, valuing the company at approximately $1.3 billion.
Guild Holdings Company announced robust third quarter 2025 financial results, driven by increased net revenue and adjusted net income, alongside strong purchase origination volume.
Better than expected
Guild Holdings Company announced robust second quarter 2025 financial results, showcasing significant growth in originations and adjusted profitability despite a challenging market, alongside a special cash dividend.
Better than expected
Guild Holdings Company has entered into a definitive merger agreement to be acquired by Gulf MSR HoldCo, LLC for $20.00 per share in cash, with stockholder approval already secured.
Capital raise
Guild Holdings Company has entered into a definitive agreement to be acquired by a fund managed by Bayview Asset Management for $20.00 per share in cash, valuing the company at approximately $1.3 billion.
Better than expected
Guild Holdings Company announced that its stockholders approved an amendment to limit officer monetary liability and re-elected two Class II directors, among other proposals, at its 2025 Annual Meeting held on May 27, 2025.
Quarterly Earnings (10-Q)
Guild Holdings Company reported a significant turnaround in net income for Q3 2025, driven by increased loan originations and improved MSR valuations, as it progresses towards a $20.00 per share cash merger.
Capital raise
Better than expected
Guild Holdings Company returned to profitability in Q2 2025 with $18.7 million net income, driven by strong loan origination volume, as its merger with Bayview Asset Management progresses towards a Q4 2025 close.
Delay expected
Guild Holdings Company reported a net loss of $23.9 million for the first quarter of 2025, impacted by valuation adjustments of mortgage servicing rights.
Worse than expected
Guild Holdings Company reported a net loss for the third quarter of 2024, impacted by valuation adjustments to mortgage servicing rights, despite increased loan origination volume.
Worse than expected
Guild Holdings Company reported a significant increase in mortgage loan originations and net income for the second quarter of 2024, driven by strategic acquisitions and organic growth.
Better than expected
Guild Holdings Company reported a net income of $28.5 million for the first quarter of 2024, a significant turnaround from a net loss in the previous quarter and the same period last year, primarily due to increased loan origination volume and positive valuation adjustments in mortgage servicing rights.
Better than expected
Annual Reports (10-K)
Guild Holdings Company's 2024 annual report reveals a significant turnaround with net income of $97.1 million, fueled by increased mortgage originations and strategic acquisitions.
Better than expected
Guild Holdings Company's 2023 annual report reveals a net loss of $39 million, impacted by rising interest rates and a challenging mortgage market, while highlighting strategic acquisitions and a growing servicing portfolio.
Worse than expected
Insider Trading (Form 4)
Guild Holdings Co. Director and 10% owner Mary Ann McGarry disposed of all her beneficial ownership following the company's merger at $20.00 per share.
Guild Holdings Co. Director Gioia Messinger disposed of all her common stock, restricted stock units, and dividend equivalent units following the company's merger, receiving $20.00 per share in cash.
Guild Holdings Co. Director Edward Bryant Jr. reported the disposition of common stock, RSUs, and DEUs following the company's merger, where shares were converted to $20.00 cash per share.
Guild Holdings Co. director Michael Meyer disposed of shares and equity awards following the company's acquisition at $20.00 per share.
Guild Holdings Co. Director Martha E. Marcon reported the disposal of common stock, restricted stock units, and dividend equivalent units following the company's merger agreement.
Guild Holdings Co. CEO Terry Lynn Schmidt reported the disposition of all beneficial ownership in GHLD common stock and derivative securities following the company's merger at $20.00 per share.
Proxy Statements (Def-14A)
Guild Holdings Company will be acquired by Gulf MSR HoldCo, LLC for $20.00 per share in cash, with majority shareholder approval already secured via written consent.
Better than expected
Capital raise
Guild Holdings Company is holding a shareholder meeting and soliciting proxy votes on director elections, auditor ratification, and executive compensation vote frequency.
Guild Holdings is asking stockholders to approve an amendment to its certificate of incorporation to limit the monetary liability of certain officers in specific circumstances, similar to existing protections for directors.
Guild Holdings Company's upcoming shareholder meeting will focus on electing directors Mary Ann McGarry and Michael C. Meyer, ratifying KPMG LLP as the independent auditor, and holding an advisory vote on the frequency of executive compensation votes.
Guild Holdings Company will hold its 2024 Annual Meeting of Stockholders online on May 8, 2024, to vote on the election of directors, ratification of the independent auditor, and an advisory vote on executive compensation.
Schedule 13D - Activist Investments
SCHEDULE 13D/A: Guild Holdings Co. Delists After Merger Completion
Guild Holdings Co. has completed its merger, resulting in its delisting from the NYSE and termination of SEC reporting obligations.
SCHEDULE 13D/A: Guild Holdings Co. to be Acquired by Bayview-Backed Entity for $20.00 Per Share in Cash
Guild Holdings Co. has entered into a definitive merger agreement to be acquired by Gulf MSR Holdco, LLC, an indirect wholly-owned subsidiary of Bayview MSR Opportunity Master Fund, L.P., for $20.00 per share in cash, with a special dividend also planned.
Capital raise
SCHEDULE 13D: Bayview Asset Management Discloses 7.3% Stake in Guild Holdings Co, Initiates Merger Talks
Bayview Asset Management, along with its affiliate Bayview MSR Opportunity Master Fund, L.P., has disclosed a 7.3% beneficial ownership stake in Guild Holdings Co. and initiated preliminary discussions regarding a potential corporate transaction.
Better than expected
Capital raise
Schedule 13G - Passive Investments
McCarthy Capital Mortgage Investors and related entities report zero beneficial ownership in Guild Holdings Co following its all-cash acquisition on November 28, 2025.
Bayview MSR Opportunity Master Fund, L.P. and Bayview Asset Management, LLC have disclosed beneficial ownership of 6.5% and 7.1% respectively, of Guild Holdings Co.'s Class A Common Stock.