Rithm Capital
RITM
About: Rithm Capital Corp operates as a real estate investment trust that provides capital and services to the real estate and financial services industries. The company aims to generate attractive risk-adjusted returns in all interest-rate environments through a complementary portfolio of investments and operating businesses. Its investment portfolio is composed of mortgage servicing-related assets (full and excess MSRs and servicer advances), residential securities (and associated call rights) loans (including single-family rental), and consumer loans. Its operating segments are Origination and Servicing; Investment Portfolio; Residential Transitional Lending; and Asset Management.
Employees: 6,045
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
50% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 50
40% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 147
3% more funds holding
Funds holding: 496 [Q1] → 512 (+16) [Q2]
0.87% less ownership
Funds ownership: 49.13% [Q1] → 48.26% (-0.87%) [Q2]
1% less capital invested
Capital invested by funds: $2.93B [Q1] → $2.89B (-$38.7M) [Q2]
14% less funds holding in top 10
Funds holding in top 10: 7 [Q1] → 6 (-1) [Q2]
18% less call options, than puts
Call options by funds: $47.2M | Put options by funds: $57.3M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
BTIG
Eric Hagen
|
$16
|
Buy
Reiterated
|
17 Sep 2025 |
UBS
Douglas Harter
|
$16
|
Buy
Maintained
|
3 Sep 2025 |
RBC Capital
Kenneth Lee
|
$14
|
Outperform
Maintained
|
1 Aug 2025 |
Keefe, Bruyette & Woods
Bose George
|
$14
|
Outperform
Maintained
|
29 Jul 2025 |
Jones Trading
Jason Weaver
|
$13.5
|
Buy
Maintained
|
29 Jul 2025 |
Financial journalist opinion
Based on 9 articles about RITM published over the past 30 days