RITM

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 Q3 2026 – Q4 2026 (including specific per share amounts).

Blue Owl Capital presents a compelling high-yield opportunity with a nearly 10% dividend, despite investor concerns about its credit business. IBM secures a bullish catalyst as the US government proposes a $1B equity stake to support its quantum computing roadmap. Quantum Computing is a speculative buy, leveraging a strong cash position and accelerating revenue in a nascent market projected at 35% CAGR.

RITM combines a low valuation and a 10.9% dividend yield, but leverage, liquidity and mortgage-related risks keep the investment case balanced.

RITM's broader platform topped $100B in investable assets, but higher costs, liquidity pressures and rate-sensitive risks keep the outlook balanced.

RITM is growing fee income and improving Newrez efficiency, but rate sensitivity and mortgage servicing rights volatility still shape the earnings outlook.

NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (NYSE:RITM, “Rithm Capital” or the “Company”) announced today that its Board of Directors (the “Board”) has declared its second quarter 2026 common and preferred stock dividends. Common Stock Dividend The Board declared a dividend of $0.25 per share of common stock for the second quarter 2026. The second quarter common stock dividend is payable on July 31, 2026, to shareholders of record on July 2, 2026. Preferred Stock Dividends In accordance with.

Rithm Capital benefits from higher rates, with robust earnings and a $54 billion balance sheet anchored by mortgage servicing rights. RITM's preferred dividends are well-covered, with a nearly 300% coverage ratio and common dividends covered by a ~50% payout ratio. The Series F preferred shares (RITM.PR.F) offer a ~9% yield, trading below par, and feature a fixed-to-floating structure post-2031.

Rithm Capital Corp. preferreds present differentiated risk/reward profiles across Series D, E, and F, each with distinct yield and convexity characteristics. RITM.PR.E offers a fixed-rate structure trading at par, with limited upside in declining rates and downside exposure if rates rise due to negative convexity. RITM.PR.D provides a speculative reset opportunity, potentially yielding above 10% if not redeemed, but carries the risk of early redemption given current market conditions.

Rithm Capital Corporation (RITM) offers six preferred stocks with varying coupons, call protections, and floating/fixed structures for diverse investor needs. RITM's preferred dividend coverage is nearly 6x, and total common equity coverage is just under 5x, indicating adequate risk buffers despite rising preferred obligations. Series E and F preferreds offer years of call protection, while Series D loses protection this fall; Series E is the only fixed coupon option.

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 Q2 2026 (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).