Velocity Financial, INC

Market Movers (8-K)

NYSE
Velocity Financial, Inc. reports the outcomes of its Annual Meeting of Shareholders held on May 21, 2026, detailing director re-elections, executive compensation approval, and auditor ratification.
NYSE
Velocity Financial announced first-quarter 2026 results, showcasing an 18.4% increase in net income and a 30.8% rise in core net income compared to the prior year.
Capital raise
NYSE
Velocity Financial announced first quarter 2026 net income of $22.4 million, up 18.4% year-over-year, driven by loan portfolio growth and strong earnings.
Better than expected
NYSE
Velocity Financial, Inc. announced robust financial results for Q4 and full year 2025, highlighted by significant growth in core earnings, loan portfolio, and diluted book value per share.
Capital raise
Better than expected
NYSE
Velocity Financial, Inc. announced its subsidiary, Velocity Commercial Capital, LLC, closed a $500 million offering of 9.375% Senior Notes due 2031, with proceeds primarily funding the redemption of existing 2027 notes and general corporate purposes.
Worse than expected
Capital raise
NYSE
Velocity Financial, Inc. announced the pricing of $500 million in 9.375% Senior Notes due 2031 to refinance existing debt and fund general corporate purposes, including a potential acquisition.
Capital raise

Quarterly Earnings (10-Q)

NYSE
Velocity Financial, Inc. announced significant increases in net income and earnings per share for the third quarter and first nine months of 2025, driven by robust loan portfolio growth and improved net interest margins.
Capital raise
Better than expected
NYSE
Velocity Financial, Inc. announced significant increases in net income and loan originations for the second quarter and first half of 2025, driven by portfolio expansion.
Better than expected
Capital raise
NYSE
Velocity Financial, Inc. announced an increase in net interest income and expansion of its loan portfolio for the quarter ended March 31, 2025, driven by higher loan originations and portfolio yields.
Capital raise
Worse than expected
NYSE
Velocity Financial, a real estate finance company, announced increased loan originations and improved net interest margin, leading to higher net income for the third quarter of 2024.
Better than expected
Capital raise
NYSE
Velocity Financial's second quarter results show significant growth in net interest income and loan originations, despite a complex macroeconomic environment.
Better than expected
Capital raise
NYSE
Velocity Financial, Inc. announces a profitable first quarter of 2024, marked by increased loan originations and a growing loan portfolio.
Worse than expected
Capital raise

Annual Reports (10-K)

NYSE
Velocity Financial's 2024 annual report highlights significant growth in loan originations and portfolio related net interest income, despite market uncertainties.
Capital raise
NYSE
Velocity Financial, a real estate finance company, reported a net income of $52.3 million for 2023, demonstrating resilience in a challenging market.
Capital raise
Worse than expected

Insider Trading (Form 4)

NYSE
Mark R Szczepaniak, Chief Financial Officer of Velocity Financial, Inc., sold 400 shares of common stock on July 28, 2026 for $18.00 per share.
NYSE
Velocity Financial's Chief Accounting Officer, Fiona Tam, sold 68 shares of common stock for $19 per share under a pre-arranged 10b5-1 plan.
NYSE
Velocity Financial, Inc. reports a sale of common stock by Executive VP Jeffrey T. Taylor under a pre-arranged trading plan.
NYSE
Velocity Financial's Chief Legal Officer, Roland Thomas Kelly, reported the sale of 1,600 shares of common stock on July 1, 2026, for an aggregate price of $18.5685.
NYSE
Velocity Financial's Chief Legal Officer, Roland Thomas Kelly, acquired shares through the company's Employee Stock Purchase Plan.
NYSE
Christopher D. Farrar, CEO and Director of Velocity Financial, Inc., acquired 1,272 shares of common stock through an Employee Stock Purchase Plan.

Proxy Statements (Def-14A)

NYSE
Velocity Financial, Inc. announced its 2026 Annual Meeting of Shareholders will be held virtually on May 21, 2026, and highlighted record originations and earnings in 2025.
NYSE
Velocity Financial, Inc. has scheduled its 2025 Annual Meeting for May 23, 2025, and is providing proxy materials to shareholders for voting on key proposals.
Capital raise
NYSE
Velocity Financial seeks shareholder approval for an increase in its 2020 Omnibus Incentive Plan to issue more shares, aiming to attract and retain key employees and align their interests with shareholders.
NYSE
Velocity Financial, Inc. announces its annual shareholder meeting to be held on May 17, 2024, with proposals including the election of directors, approval of executive compensation, and ratification of the independent auditor.
NYSE
Velocity Financial's proxy statement announces the 2024 Annual Meeting of Shareholders and highlights the company's record earnings for 2023, driven by strategic portfolio growth and proactive asset management.
Better than expected

Schedule 13D - Activist Investments

NYSE
Snow Phipps Group entities reaffirm their significant 34.7% beneficial ownership in Velocity Financial, Inc., with the percentage change driven by an increase in outstanding shares.
NYSE
Pacific Investment Management Company LLC (PIMCO) has increased its beneficial ownership in Velocity Financial, Inc. to 33.1% of common stock after fully exercising its warrants for cash.
Delay expected
Capital raise
NYSE
Pacific Investment Management Company LLC (PIMCO) has filed an Amendment No. 6 to its Schedule 13D, reporting a 33.1% beneficial ownership in Velocity Financial, Inc. due to a change in the total number of outstanding shares.
NYSE
Snow Phipps Group entities have significantly increased their beneficial ownership in Velocity Financial, Inc. to 36.6% by exercising warrants on a cashless basis, adding over 1 million shares.
NYSE
Pacific Investment Management Company LLC (PIMCO) has extended the expiration date of its warrants in Velocity Financial, Inc. by one month to May 7, 2025, to allow for additional time to comply with Hart-Scott-Rodino antitrust regulations.
Delay expected
NYSE
A group of investment funds led by Snow Phipps Group has extended the expiration date of their warrants in Velocity Financial, Inc. to May 7, 2025, to allow for compliance with antitrust regulations.
Delay expected

Schedule 13G - Passive Investments

NYSE
Beach Point Capital Management LP and its general partner, Beach Point GP LLC, have disclosed a 17.9% beneficial ownership stake in Velocity Financial, Inc., including shares and call options.
NYSE
Beach Point Capital Management LP and Beach Point GP LLC have increased their beneficial ownership in Velocity Financial, Inc. to 14.5% of common stock.