Rithm Capital Corp. (RITM)

US — Real Estate Sector
Peers: EPRT  ABR  STWD  BPYPO  TRNO  RHP 

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Key Metrics & Ratings

  • symbol RITM
  • Rev/Share 10.2081
  • Book/Share 19.1622
  • PB 0.6181
  • Debt/Equity 4.664
  • CurrentRatio 0.3711
  • ROIC 0.128

 

  • MktCap 5974243660.0
  • FreeCF/Share -2.4357
  • PFCF -5.0738
  • PE 6.2827
  • Debt/Assets 0.7409
  • DivYield 0.0928
  • ROE 0.1016

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 4
  • DCF Score 2
  • P/B Score 4
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Resumed RITM UBS -- Buy -- $16 Jan. 8, 2026
Upgrade RITM Piper Sandler Neutral Overweight -- $14 April 28, 2025

News

KBRA Assigns Preliminary Ratings to New Residential Mortgage Loan Trust 2026-NQM2 (NRMLT 2026-NQM2)
RITM
Published: February 03, 2026 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 10 classes of mortgage-backed notes from New Residential Mortgage Loan Trust 2026-NQM2 (NRMLT 2026-NQM2), a $508.0 million non-prime RMBS transaction sponsored by Rithm Capital Corp. (formerly New Residential Investment Corp.), a publicly traded (NYSE: RITM) real estate investment trust (REIT). The underlying mortgages in the subject pool were primarily originated by NewRez LLC (67.6%). In addition, all loans will be serviced by New.

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image for news KBRA Assigns Preliminary Ratings to New Residential Mortgage Loan Trust 2026-NQM2 (NRMLT 2026-NQM2)
Compared to Estimates, Rithm (RITM) Q4 Earnings: A Look at Key Metrics
RITM
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Although the revenue and EPS for Rithm (RITM) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

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image for news Compared to Estimates, Rithm (RITM) Q4 Earnings: A Look at Key Metrics
Rithm (RITM) Surpasses Q4 Earnings and Revenue Estimates
RITM
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Rithm (RITM) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.6 per share a year ago.

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image for news Rithm (RITM) Surpasses Q4 Earnings and Revenue Estimates
Rithm Capital Corp. Announces Fourth Quarter and Full Year 2025 Results
RITM
Published: February 03, 2026 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (NYSE: RITM; “Rithm Capital,” “Rithm” or the “Company”) today reported the following information for the fourth quarter ended and full year ended December 31, 2025. Michael Nierenberg, Chief Executive Officer of Rithm Capital, said, “2025 was a year of strategic progress for Rithm, marked by disciplined execution and consistent performance across every segment of our business. We delivered a 19% EAD return on equity for the full year and, through t.

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image for news Rithm Capital Corp. Announces Fourth Quarter and Full Year 2025 Results
Curious about Rithm (RITM) Q4 Performance? Explore Wall Street Estimates for Key Metrics
RITM
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Neutral

Evaluate the expected performance of Rithm (RITM) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

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image for news Curious about Rithm (RITM) Q4 Performance? Explore Wall Street Estimates for Key Metrics
Will Origination & Servicing Strains Drag Rithm Capital's Q4 Earnings?
RITM
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Negative

RITM heads into Q4 with shaky servicing revenue, putting pressure on earnings despite strength in asset management.

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image for news Will Origination & Servicing Strains Drag Rithm Capital's Q4 Earnings?
MoneyShow's Best Investment Ideas For 2026: Part 8
PSLV, RITM, SFM, SIG, SON, SPEU, SPGI, STWD
Published: January 20, 2026 by: Seeking Alpha
Sentiment: Positive

MoneyShow presents top investment ideas for 2026 from their contributors. This year's edition presents a mix of metals plays, financial stocks, deep value names, high-octane growth and tech stocks, and beaten-down REITs that offer solid income and turnaround potential. Part 8 of this series includes Rithm Capital, Sonoco Products, SPDR Portfolio Europe ETF, Sprott Physical Silver Trust, and Sprouts Farmers Market.

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image for news MoneyShow's Best Investment Ideas For 2026: Part 8
KBRA Assigns Preliminary Ratings to New Residential Mortgage Loan Trust 2026-NQM1 (NRMLT 2026-NQM1)
RITM
Published: January 14, 2026 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 10 classes of mortgage-backed notes from New Residential Mortgage Loan Trust 2026-NQM1 (NRMLT 2026-NQM1), a $502.1 million non-prime RMBS transaction sponsored by Rithm Capital Corp. (formerly New Residential Investment Corp.), a publicly traded (NYSE: RITM) real estate investment trust (REIT). The underlying mortgages in the subject pool were primarily originated by NewRez LLC (52.6%) and Caliber Home Loans Inc, LLC (27.4%). In add.

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image for news KBRA Assigns Preliminary Ratings to New Residential Mortgage Loan Trust 2026-NQM1 (NRMLT 2026-NQM1)
Rithm Capital's Sector Comparative Analysis - Part 2 (Includes Q1 2026 + Q2 2026 Dividend Projection)
RITM
Published: December 23, 2025 by: Seeking Alpha
Sentiment: Positive

This article compares RITM's recent dividend per share rates, yield percentages, and several dividend sustainability metrics to 17 mREIT peers. This includes an analysis of RITM's quarterly core earnings/earnings available for distribution (“EAD”) which directly impacts the company's dividend sustainability. This article also projects RITM's dividend sustainability for Q1 2026 – Q2 2026 (including specific per share amounts).

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image for news Rithm Capital's Sector Comparative Analysis - Part 2 (Includes Q1 2026 + Q2 2026 Dividend Projection)
KBRA Assigns Preliminary Ratings to New Residential Mortgage Loan Trust 2025-NQM7 (NRMLT 2025-NQM7)
RITM
Published: December 09, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 10 classes of mortgage-backed notes from New Residential Mortgage Loan Trust 2025-NQM7 (NRMLT 2025-NQM7), a $493.7 million non-prime RMBS transaction sponsored by Rithm Capital Corp. (formerly New Residential Investment Corp.), a publicly traded (NYSE: RITM) real estate investment trust (REIT). The underlying mortgages in the subject pool were primarily originated by NewRez LLC (48.7%) and Champions Funding, LLC (16.1%). In addition.

Read More
image for news KBRA Assigns Preliminary Ratings to New Residential Mortgage Loan Trust 2025-NQM7 (NRMLT 2025-NQM7)
Rithm Capital's Updated Sector Comparative Analysis - Part 1 (Includes Recommendation For 17 Peers As Of 12/5/2025)
RITM
Published: December 09, 2025 by: Seeking Alpha
Sentiment: Positive

Part 1 of this article compares Rithm Capital's recent investment composition, leverage, hedging coverage ratio, quarterly BV, economic return (loss), and current valuation to 17 mREIT peers. Due to what has occurred during Q4 2025 (fluctuating rates/yields), understanding the composition of RITM's MSR/investment and derivatives portfolio is crucial in understanding current/future performance. My current RITM BV projection and updated price target is in the “Conclusions Drawn” section. RITM is currently deemed notably undervalued (strong buy recommendation).

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image for news Rithm Capital's Updated Sector Comparative Analysis - Part 1 (Includes Recommendation For 17 Peers As Of 12/5/2025)
Wall Street Analysts Think Rithm (RITM) Could Surge 25.42%: Read This Before Placing a Bet
RITM
Published: December 03, 2025 by: Zacks Investment Research
Sentiment: Positive

The average of price targets set by Wall Street analysts indicates a potential upside of 25.4% in Rithm (RITM). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

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image for news Wall Street Analysts Think Rithm (RITM) Could Surge 25.42%: Read This Before Placing a Bet
All You Need to Know About Rithm (RITM) Rating Upgrade to Buy
RITM
Published: November 26, 2025 by: Zacks Investment Research
Sentiment: Positive

Rithm (RITM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

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image for news All You Need to Know About Rithm (RITM) Rating Upgrade to Buy
Wall Street Analysts Think Rithm (RITM) Is a Good Investment: Is It?
RITM
Published: November 26, 2025 by: Zacks Investment Research
Sentiment: Neutral

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

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image for news Wall Street Analysts Think Rithm (RITM) Is a Good Investment: Is It?
Wall Street Analysts Believe Rithm (RITM) Could Rally 27.73%: Here's is How to Trade
RITM
Published: November 04, 2025 by: Zacks Investment Research
Sentiment: Positive

The average of price targets set by Wall Street analysts indicates a potential upside of 27.7% in Rithm (RITM). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

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image for news Wall Street Analysts Believe Rithm (RITM) Could Rally 27.73%: Here's is How to Trade
Rithm Capital Corp. (RITM) Q3 2025 Earnings Call Transcript
RITM
Published: October 30, 2025 by: Seeking Alpha
Sentiment: Neutral

Rithm Capital Corp. ( RITM ) Q3 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Emma Bolla - Associate General Counsel Michael Nierenberg - Chairman, President & CEO Nicola Santoro - CFO, Chief Accounting Officer & Treasurer Baron Silverstein - President Conference Call Participants Crispin Love - Piper Sandler & Co., Research Division Bose George - Keefe, Bruyette, & Woods, Inc., Research Division Eric Hagen - BTIG, LLC, Research Division Jason Weaver - JonesTrading Institutional Services, LLC, Research Division Trevor Cranston - Citizens JMP Securities, LLC, Research Division Presentation Operator Good morning, and welcome to the Rithm …

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image for news Rithm Capital Corp. (RITM) Q3 2025 Earnings Call Transcript
Rithm (RITM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
RITM
Published: October 30, 2025 by: Zacks Investment Research
Sentiment: Neutral

While the top- and bottom-line numbers for Rithm (RITM) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

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image for news Rithm (RITM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
This Office REIT Yields 9% and Isn't Worried About Zohran Mamdani
RITM
Published: October 29, 2025 by: Barrons
Sentiment: Neutral

Rithm Capital recently announced plans to buy office Paramount Group, which has a big presence in New York and San Francisco.

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image for news This Office REIT Yields 9% and Isn't Worried About Zohran Mamdani
Ahead of Rithm (RITM) Q3 Earnings: Get Ready With Wall Street Estimates for Key Metrics
RITM
Published: October 28, 2025 by: Zacks Investment Research
Sentiment: Positive

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Rithm (RITM), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2025.

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image for news Ahead of Rithm (RITM) Q3 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Can Improving Servicing Revenues Stabilize RITM's Q3 Earnings?
RITM
Published: October 28, 2025 by: Zacks Investment Research
Sentiment: Positive

Rithm Capital's Q3 results may hinge on stronger servicing and asset management revenues, offset by rising expenses and weaker interest income.

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image for news Can Improving Servicing Revenues Stabilize RITM's Q3 Earnings?
GreenBarn Investment Group and Sabal Investment Holdings Lead Refinancing of 817 Broadway in Manhattan
ARES, RITM
Published: October 22, 2025 by: PRNewsWire
Sentiment: Neutral

NEW YORK , Oct. 22, 2025 /PRNewswire/ -- GreenBarn Investment Group ("GreenBarn") and Sabal Investment Holdings ("Sabal") today announced their partnership in the refinancing of 817 Broadway, a premier office property in the Greenwich Village sub-market of Manhattan, through the origination of a $37.5 million mezzanine loan, alongside a new $91 million senior mortgage from Ares Real Estate funds ("Ares"). Owned and developed by Taconic Partners ("Taconic"), 817 Broadway is a 14-story, 140,000-square-foot, Class A, boutique office building at the corner of Broadway and 12th Street in heart of Greenwich Village, just two blocks from Union Square.

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image for news GreenBarn Investment Group and Sabal Investment Holdings Lead Refinancing of 817 Broadway in Manhattan
Here's Why Rithm (RITM) is Poised for a Turnaround After Losing 12.4% in 4 Weeks
RITM
Published: October 09, 2025 by: Zacks Investment Research
Sentiment: Neutral

Rithm (RITM) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

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image for news Here's Why Rithm (RITM) is Poised for a Turnaround After Losing 12.4% in 4 Weeks
Rithm's $1.6B Paramount Play Signal Big City Comeback, Shares React
RITM
Published: September 18, 2025 by: Zacks Investment Research
Sentiment: Positive

RITM's $1.6B PGRE acquisition boosts its real estate push, sending shares higher while Paramount sinks on deal terms.

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image for news Rithm's $1.6B Paramount Play Signal Big City Comeback, Shares React
Rithm Capital Corp. Launches Public Offering of Preferred Stock
RITM
Published: September 18, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (NYSE: RITM; “Rithm” or the “Company”) announces that it has launched an opportunistic underwritten public offering of Series E Fixed-Rate Cumulative Redeemable Preferred Stock (the “Preferred Stock”), subject to market conditions. The terms of the Preferred Stock are to be determined by negotiations between the Company and the underwriters. The Company intends to apply to list the Preferred Stock on the New York Stock Exchange under the symbol “RI.

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image for news Rithm Capital Corp. Launches Public Offering of Preferred Stock
Rithm Capital's Updated Sector Comparative Analysis - Part 1 (Includes Recommendation For 17 Peers As Of 9/5/2025)
RITM
Published: September 10, 2025 by: Seeking Alpha
Sentiment: Positive

Part 1 of this article compares RITM's recent investment composition, leverage, hedging coverage ratio, quarterly BV, economic return (loss), and current valuation to 17 mREIT peers. Due to what has occurred during Q3 2025 (fluctuating rates/yields), understanding the composition of RITM's MSR/investment and derivatives portfolio is crucial in understanding current/future performance. My current RITM BV projection and updated price target is in the “Conclusions Drawn” section. RITM is currently deemed slightly undervalued (buy recommendation).

Read More
image for news Rithm Capital's Updated Sector Comparative Analysis - Part 1 (Includes Recommendation For 17 Peers As Of 9/5/2025)
Rithm (RITM) Is Considered a Good Investment by Brokers: Is That True?
RITM
Published: August 29, 2025 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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image for news Rithm (RITM) Is Considered a Good Investment by Brokers: Is That True?
Rithm (RITM) Upgraded to Buy: What Does It Mean for the Stock?
RITM
Published: August 18, 2025 by: Zacks Investment Research
Sentiment: Positive

Rithm (RITM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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image for news Rithm (RITM) Upgraded to Buy: What Does It Mean for the Stock?
Assessing Rithm Capital's Performance For Q2 2025
RITM
Published: August 13, 2025 by: Seeking Alpha
Sentiment: Positive

Rithm Capital Corp. delivered a solid Q2 2025, with earnings and book value slightly outperforming expectations, and management continues to execute well. The company's diversified sub-portfolios, especially MSR and loan originations, balanced sector volatility and contributed to stable performance. Dividend coverage remains strong, but I expect the $0.25/share payout to hold unless conditions improve further or a spin-off is finalized.

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image for news Assessing Rithm Capital's Performance For Q2 2025
Rithm Capital Closes $482.6 Million Non-QM Loan Securitization
RITM
Published: August 12, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (NYSE: RITM, “Rithm Capital” or the “Company”), a global, multi-dimensional asset manager with deep experience investing in real estate and credit, today announced the close of NRMLT 2025-NQM4, a $482.6 million securitization backed by a pool of non-qualified residential mortgage (“Non-QM”) loans. The loans are serviced by Rithm's subsidiary, Newrez LLC, one of the largest mortgage servicers in the US. NRMLT 2025-NQM4 is collateralized by a pool of.

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image for news Rithm Capital Closes $482.6 Million Non-QM Loan Securitization
Disinflation Dividend: REIT Earnings Scorecard
AMH, AMT, ARR, BBRE, BFS, BHR, CBL, CCI, CHCT, CIO, COLD, DRN, DRV, ELME, ELS, EPR, EQIX, ESS, EXR, FREL, FRI, GLPI, GPMT, IARAX, ICF, ILPT, INVH, IRM, IYR, JRS, KBWY, LAMR, LINE, LXP, NRO, NTST, OUT, PPTY, PSA, PSR, RC, REG, REIT, REK, RFI, RITM, RNP, RQI, RWR, SCHH, SEVN, SKT, SLG, SRS, SRVR, SUI, URE, USRT, VICI, VNQ, VRAI, WELL, XHR, XLRE
Published: August 10, 2025 by: Seeking Alpha
Sentiment: Positive

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.

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image for news Disinflation Dividend: REIT Earnings Scorecard

About Rithm Capital Corp. (RITM)

  • IPO Date 2013-05-02
  • Website https://www.rithmcap.com
  • Industry REIT - Mortgage
  • CEO Michael Nierenberg
  • Employees 6045

Rithm Capital Corp. provides capital and services to the real estate and financial services sectors in the United States. Its investment portfolio comprises mortgage servicing related assets, residential securities and loans, and consumer loans. It qualifies as a real estate investment trust for federal income tax purposes. The company generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was formerly known as New Residential Investment Corp. and changed its name to Rithm Capital Corp. in August 2022. Rithm Capital Corp. was incorporated in 2011 and is headquartered in New York, New York.