NASDAQ$COOP

Mr Cooper Group Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Mr. Cooper Group's financial performance was marked by a net income of $37 million, driven by strong operating results and a balanced business model.

Mr. Cooper Group reported a net income of $37 million for Q1 2023, which included a $63 million mark-to-market adjustment. Excluding this adjustment and other items, the company's pretax operating income was $110 million. The servicing portfolio ended the quarter at $853 billion in UPB. Originations earned pretax income and pretax operating income of $23 million.

  • Net income was reported at $37 million, including a $63 million mark-to-market.
  • Servicing UPB grew 7% year-over-year, reaching $853 billion.
  • The company repurchased 2.1 million shares of common stock for $89 million.
  • Originations outperformed with strong DTC execution.

Headline financials

Total Revenue

$330M

Previous: $1.05B-68.6%
EPS (adj)

$1.18

Previous: $0.95+24.2%
Servicing Customer Count

4.1M

Previous: 3.9M+5.1%
Net Income

$37M

Previous: $658M-94.4%
Operating Income

$69M

Previous: $714M-90.3%
Gross Profit

$330M

Previous: $1.05B-68.6%
Cash & Equivalents

$534M

Previous: $579M-7.8%
Total Assets

$12.7B

Previous: $14.5B-12.7%

Revenue & EPS history

Mr Cooper · Revenue · Quarterly

$330M

Q1 2023-68.6%vs Q1 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

The company is positioned to navigate a volatile environment and deploy capital into accretive growth opportunities due to its robust capital, record levels of liquidity, strong asset quality, and significantly enhanced hedge on MSR portfolio.

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 2023

Historical avgQ1 2023

+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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