Rithm Capital

RITM

Market cap $5.68B

In the most recent trading session, Rithm (RITM) closed at $10.09, indicating a +1.51% shift from the previous trading day.

NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (NYSE:RITM, “Rithm Capital,” “Rithm” or the “Company”) announced today that it will release its first quarter 2026 financial results for the period ended March 31, 2026 on Tuesday, April 28, 2026 prior to the opening of the New York Stock Exchange. In addition, management will host a conference call on that same day at 8:00 a.m. Eastern Time. A copy of the earnings release will be posted to the Investors – Events & Presentations section of the.

Rithm Capital (RITM) is transitioning from a mortgage REIT to a diversified financial services and asset management platform, with four distinct operating segments. RITM's EAD yield stands at 23.65% and its conservative 42.56% payout ratio underpins a secure 10%+ dividend yield, offering significant upside potential. The asset management segment, bolstered by Crestline and Sculptor acquisitions, is a key catalyst for multiple expansion and could drive the stock toward a $14 target.

The mean of analysts' price targets for Rithm (RITM) points to a 41.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between March 27 and April 2, offering fresh investment ideas. The focus is on stocks that may offer unique opportunities due to limited analyst coverage.

Rithm (RITM) closed at $9.63 in the latest trading session, marking a +1.69% move from the prior day.

Rithm Capital preferred share RITM-A offers a floating yield of 10.10% at current prices, making it attractive for income-focused investors. RITM-A's yield is tied to short-term rates, with a 5.802% spread over SOFR, appealing if rates remain elevated. Shares trade slightly below the "Buy" range, presenting a viable—though not no-brainer—entry point for those bullish on rates.

This article compares Rithm Capital'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 Q2 2026 – Q3 2026 (including specific per share amounts).

I see compelling value in floating-rate preferred shares and baby bonds, especially as credit spreads widen and many now trade at discounts to call value. Recent market volatility and higher interest rates have created attractive entry points in select REITs, BDCs, preferred shares, and baby bonds. I've allocated a significant portion of my portfolio to preferred shares and baby bonds in March 2026.

Rithm (RITM) closed the most recent trading day at $9.14, moving 1.83% from the previous trading session.