NASDAQ$COOP

Mr Cooper Group Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Mr. Cooper Group's first quarter net income significantly increased, driven by growth in servicing portfolio and gain from Sagent transaction.

Mr. Cooper Group reported a strong first quarter with a net income of $658 million, which includes a $552 million MSR mark. The company's servicing UPB grew to $796 billion, and it closed the Sagent transaction, resulting in a pretax gain of $223 million.

  • Reported net income of $658 million, including a $552 million MSR mark.
  • Servicing UPB grew to $796 billion, up 27% year-over-year.
  • Closed Sagent transaction, resulting in a pretax gain of $223 million.
  • Repurchased 0.7 million common shares for $35 million.

Headline financials

Total Revenue

$1.05B

Previous: $1.27B-17.0%
EPS (adj)

$0.95

Previous: $2.86-66.8%
Servicing Customer Count

3.9M

Previous: 646.0B-100.0%
Net Income

$658M

Previous: $561M+17.3%
Operating Income

$714M

Previous: $798M-10.5%
Gross Profit

$1.05B

Previous: $1.27B-17.0%
Cash & Equivalents

$579M

Previous: $674M-14.1%
Total Assets

$14.5B

Previous: $24.7B-41.4%

Revenue & EPS history

Mr Cooper · Revenue · Quarterly

$1.05B

Q1 2022-17%vs Q1 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

While the sharp rise in interest rates will place pressure on the originations industry, the company is in a much better position than most, as it stand to benefit from significant improvements in servicing profitability during 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+1.2%

Avg return

Earnings day

+3.7%

Avg return

5 days after

+5.7%

Avg return

30 days after

43%

23 / 54 earnings

Positive

+22.3%

Q4 2021

Best reaction

-16.7%

Q1 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2025-0.0%-6.4%+17.5%
Q1 2025-1.1%+2.8%+15.6%
Q4 2024-0.6%+0.5%-5.3%
Q3 2024-2.4%+0.3%+9.2%
Q2 2024+9.1%+5.0%+7.0%
Q1 2024-0.9%-0.3%+2.8%
Q4 2023+7.6%+2.3%+9.0%
Q3 2023+6.1%+4.8%+11.3%
Q2 2023+9.6%+7.3%+2.7%
Q1 2023+6.1%+3.4%+3.9%
Q4 2022+4.4%+6.7%-6.3%
Q3 2022-12.9%-11.5%+0.7%
Q2 2022+12.3%+11.2%+10.2%
Q1 2022+5.3%+8.9%+2.4%
Q4 2021+22.3%+26.4%+14.8%
Q3 2021+0.0%-1.5%-4.7%
Q2 2021+2.8%
Q1 2021+2.8%
Q4 2020+3.5%
Q3 2020-5.6%
Q2 2020+13.0%
Q1 2020-6.3%
Q4 2019-1.0%
Q3 2018-1.7%
Q3 2019+4.8%
Q2 2019+18.8%
Q1 2019+6.4%
Q4 2018-3.3%
Q2 2018+0.7%
Q1 2018-0.7%
Q4 2017+1.6%
Q3 2017-4.2%
Q2 2017-4.3%
Q1 2017-3.8%
Q4 2016-7.1%
Q3 2016+2.5%
Q2 2016-2.1%
Q1 2016+0.0%
Q4 2015+0.4%
Q3 2015-0.4%
Q2 2015-2.4%
Q1 2015-2.2%
Q4 2014+0.0%
Q3 2014-3.8%
Q2 2014+1.1%
Q4 2013-1.8%
Q1 2014-0.6%
Q3 2013+15.8%
Q2 2013-2.9%
Q1 2013+0.0%
Q4 2012+0.0%
Q3 2012-2.1%
Q2 2012+0.0%
Q1 2012-16.7%
Q4 2011
Q3 2011
Q2 2011
Q1 2011

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