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 7,323 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
76% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 41
36% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 144
10% more capital invested
Capital invested by funds: $2.67B [Q4 2024] → $2.93B (+$257M) [Q1 2025]
4% more funds holding
Funds holding: 476 [Q4 2024] → 496 (+20) [Q1 2025]
1.68% more ownership
Funds ownership: 47.45% [Q4 2024] → 49.13% (+1.68%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 7 (+0) [Q1 2025]
16% less call options, than puts
Call options by funds: $31.7M | Put options by funds: $37.8M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$13
7%
upside
Avg. target
$13.70
12%
upside
High target
$14
15%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
Keefe, Bruyette & Woods Bose George | 15%upside $14 | Outperform Maintained | 29 Jul 2025 |
Jones Trading Jason Weaver | 11%upside $13.50 | Buy Maintained | 29 Jul 2025 |
UBS Douglas Harter | 15%upside $14 | Buy Maintained | 15 Jul 2025 |
RBC Capital Kenneth Lee | 7%upside $13 | Outperform Reiterated | 20 May 2025 |
Wedbush Jay McCanless | 15%upside $14 | Outperform Reiterated | 19 May 2025 |
Financial journalist opinion
Based on 17 articles about RITM published over the past 30 days
Negative
Seeking Alpha
14 hours ago
Rithm Capital's Future Re-Rating Likely Prolonged - Enjoy Rich Dividends While Waiting
RITM finally nears its book value, thanks to the mREIT's robust performance metrics, despite a challenging macroeconomic environment thus far. This is significantly aided by the normalizing yield curve in the short-and-long term interest rates, with it naturally reducing the risks of a potential recession. Even so, an eventual re-rating to RITM's mature alternative asset management peers are likely to be prolonged, attributed to the segment's lumpy performance cadence.
Neutral
Business Wire
2 days ago
Rithm Capital Corp. Schedules Investment Community Meeting to Discuss Genesis Capital
NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (NYSE:RITM, “Rithm Capital,” “Rithm” or the “Company”) announced today that it will hold an Investment Community Meeting to discuss Genesis Capital (Genesis), its wholly-owned subsidiary and leading Residential Transitional Lender serving the professional residential real estate sponsor community. The event will be held in New York City on the morning of Thursday, September 11, 2025, with presentations given by members of senior management from Rit.
Positive
Seeking Alpha
2 days ago
Rithm Capital Q2 Earnings: The Market Underreacted
Rithm Capital is a mortgage REIT that recently reported Q2 earnings, prompting a fresh review of its investment case. I analyze RITM's latest financial results and operational performance to assess and future prospects, including an (expected) dividend increase. RITM's subsidiary businesses outperformed this quarter, especially Newrez and Genesis Capital.
Neutral
Seeking Alpha
2 days ago
Rithm Capital Corp. (RITM) Q2 2025 Earnings Call Transcript
Rithm Capital Corp. (NYSE:RITM ) Q2 2025 Earnings Conference Call July 28, 2025 8:00 AM ET Company Participants Baron Silverstein - President Emma B. Bolla - Corporate Participant Associate General Counsel - Corporate Participant Michael Nierenberg - Chairman, President & CEO Conference Call Participants Bose Thomas George - Keefe, Bruyette, & Woods, Inc., Research Division Crispin Elliot Love - Piper Sandler & Co., Research Division Douglas Michael Harter - UBS Investment Bank, Research Division Eric J.
Positive
Zacks Investment Research
2 days ago
Rithm (RITM) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for Rithm (RITM) give insight into how the company performed in the quarter ended June 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
2 days ago
Rithm (RITM) Q2 Earnings Surpass Estimates
Rithm (RITM) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.47 per share a year ago.
Neutral
Business Wire
2 days ago
Rithm Capital Corp. Announces Second 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 second quarter ended June 30, 2025. “Rithm's second-quarter results reflect our commitment to sustained performance” said Michael Nierenberg, Chief Executive Officer and President of Rithm. “Our diversified platform continues to deliver steady growth across our core operating businesses, including asset management, origination and servicing. We.
Positive
Seeking Alpha
6 days ago
Dividend Harvesting Portfolio Week 229: $22,900 Allocated, $2,412.94 In Projected Dividends
The Dividend Harvesting Portfolio hit new all-time highs, delivering a 29.44% return and $2,412.94 in forward annual dividend income. Consistent reinvestment and sector diversification have created a strong compounding effect, with the portfolio now yielding 8.14% and averaging $201.08 in monthly dividends. I see significant upside ahead, especially as technology earnings expand and a potential Fed pivot boosts REITs and financials.
Positive
Zacks Investment Research
1 week ago
Ahead of Rithm (RITM) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Beyond analysts' top-and-bottom-line estimates for Rithm (RITM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.
Positive
Zacks Investment Research
1 week ago
Rithm (RITM) Outperforms Broader Market: What You Need to Know
Rithm (RITM) closed the most recent trading day at $12.19, moving +1.58% from the previous trading session.
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