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Nationstar Mortgage Holdings to Acquire Mortgage Servicing Assets from Bank of America; Shares Surge (NSM, BAC)

Shares of Nationstar Mortgage Holdings Inc. (NYSE: NSM), a non-bank residential mortgage servicer with a range of services across the residential mortgage product spectrum, are soaring in trading today after the company’s wholly-owned subsidiary signed a definitive agreement with Bank of America Corp. (NYSE: BAC) to acquire mortgage servicing assets.

NSM’s wholly-owned subsidiary, Nationstar Mortgage LLC will acquire approximately $215 billion in residential mortgage servicing rights (MSRs), as measured by unpaid principal balance (UPB) as of November 30, 2012, and certain other assets from BAC, the company today said in a statement.

Around 47% of the servicing portfolio, as measured by UPB, includes loans that are owned, insured or guaranteed by Fannie Mae, Freddie Mac, and Ginnie Mac. The rest of the portfolio includes loans in private-label securitizations. The transaction is expected to add over 1.3 million customers to NSM’s existing customer base of 1.2 million.

Nationstar will acquire the mortgage servicing rights for approximately $1.3 billion.

Commenting on the development, Jay Bray, CEO of Nationstar Mortgage Holdings, said that the landmark transaction is a testament to NSM’s employees and their record of servicing performance and the support of the company’s business partners. Bray said that the transaction builds upon the company’s strong track record of portfolio acquisitions and is further validation of the company’s strategy to drive profitability over the entire economic cycle through its servicing, solutions and origination business.

Bray added that the company is confident that it will be able to offer customers a smooth transition and looks forward to improving the overall portfolio performance for all stakeholders.

NSM shares have risen sharply in trading today following news of the acquisition of mortgage servicing rights. At last check, NSM shares were trading 16.16% higher at $38.60 on above average volume of 1.79 million. The stock hit a 52-week high of $39.40 earlier today.


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