Rithm CapitalRITM
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
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
35% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 139
0.01% more ownership
Funds ownership: 47.37% [Q3] → 47.38% (+0.01%) [Q4]
4% less capital invested
Capital invested by funds: $2.79B [Q3] → $2.67B (-$119M) [Q4]
10% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 61
3% less funds holding
Funds holding: 488 [Q3] → 472 (-16) [Q4]
13% less funds holding in top 10
Funds holding in top 10: 8 [Q3] → 7 (-1) [Q4]
53% less call options, than puts
Call options by funds: $21.8M | Put options by funds: $46.5M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$12.50
12%
upside
Avg. target
$13.38
20%
upside
High target
$14
25%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
Jones Trading Jason Weaver 26% 1-year accuracy 16 / 61 met price target | 12%upside $12.50 | Buy Reiterated | 29 Apr 2025 |
Piper Sandler Crispin Love 47% 1-year accuracy 16 / 34 met price target | 25%upside $14 | Overweight Upgraded | 28 Apr 2025 |
UBS Douglas Harter 63% 1-year accuracy 20 / 32 met price target | 16%upside $13 | Buy Maintained | 16 Apr 2025 |
Wedbush Jay McCanless 52% 1-year accuracy 25 / 48 met price target | 25%upside $14 | Outperform Reiterated | 28 Mar 2025 |
Financial journalist opinion
Based on 12 articles about RITM published over the past 30 days
Negative
Zacks Investment Research
1 day ago
Are Finance Stocks Lagging RITHM CAP CP (RITM) This Year?
Here is how Rithm (RITM) and Banco Comercial Portugues S.A. Unsponsored ADR (BPCGY) have performed compared to their sector so far this year.
Neutral
Seeking Alpha
5 days ago
Rithm Capital Corp. (RITM) Q1 2025 Earnings Call Transcript
Rithm Capital Corp. (NYSE:RITM ) Q1 2025 Earnings Conference Call April 25, 2025 8:00 AM ET Company Participants Emma Bolla - Associate General Counsel Michael Nierenberg - Chairman, CEO & President Nick Santoro - CFO Baron Silverstein - President, Newrez Conference Call Participants Bose George - KBW Doug Harter - UBS Eric Hagen - BTIG Jason Weaver - JonesTrading Kenneth Lee - RBC Capital Markets Giuliano Bologna - Compass Point Randy Binner - B. Riley FBR Crispin Love - Piper Sandler Operator Good day and welcome to the Rithm Capital First Quarter 2025 Earnings Call.
Positive
Zacks Investment Research
5 days ago
Rithm (RITM) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Rithm (RITM) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
5 days ago
Rithm (RITM) Q1 Earnings Top Estimates
Rithm (RITM) came out with quarterly earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.48 per share a year ago.
Neutral
Business Wire
5 days ago
Rithm Capital Corp. Announces First Quarter 2025 Results
NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (NYSE: RITM; “Rithm Capital,” “Rithm” or the “Company”) today reported the following information for the first quarter ended March 31, 2025: First Quarter 2025 Financial Highlights: GAAP net income of $36.5 million, or $0.07 per diluted common share(1) Earnings available for distribution of $275.3 million, or $0.52 per diluted common share(1)(2) Common dividend of $132.5 million, or $0.25 per common share Book value per common share of $12.39(1) .
Neutral
Zacks Investment Research
1 week ago
Can Rithm Capital Navigate Lower Servicing Revenues in Q1 Earnings?
RITM's first-quarter earnings are likely to have been aided by higher interest income and asset management revenues.
Positive
Zacks Investment Research
1 week ago
Exploring Analyst Estimates for Rithm (RITM) Q1 Earnings, Beyond Revenue and EPS
Besides Wall Street's top -and-bottom-line estimates for Rithm (RITM), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
Neutral
Business Wire
1 week ago
Rithm Acquisition Corp. Announces the Separate Trading of its Ordinary Shares and Warrants Commencing April 21, 2025
NEW YORK--(BUSINESS WIRE)--Rithm Acquisition Corp. (NYSE: RAC.U) (the “Company”), a blank check company, today announced that, commencing April 21, 2025, holders of the units sold in the Company's initial public offering may elect to separately trade shares of the Company's Class A ordinary shares and warrants included in the units. No fractional warrants will be issued upon separation of the units and only whole warrants will trade. The Class A ordinary shares and warrants that are separated w.
Positive
Seeking Alpha
1 week ago
Rithm's Dividend Story Remains Compelling - More Upside Ahead
RITM is inherently undervalued, thanks to the recent selloff and macro uncertainty, with it offering interested investors with a dividend and capital appreciation story. If anything, we believe in the mREIT's stable prospects despite the higher interest rate environment, as observed in the higher earnings from the Mortgage Servicing Rights/ net interest incomes. This is on top of the potentially higher mortgage origination once borrowing costs moderate nearer to pre-pandemic level, aided by the management diversification to asset management.
Negative
Zacks Investment Research
1 week ago
Analysts Estimate Rithm (RITM) to Report a Decline in Earnings: What to Look Out for
Rithm (RITM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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