Price
No data yet.
Social Signal Score
Analyst Ratings
19 analystsRevenue
$1.28B+376.98%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Michael Nierenberg
- Sector
- Real Estate
- Industry
- REIT - Diversified
- Employees
- 7,240
- Beta
- 1.11
- Country
- US
- Piotroski score
- 4 / 9 (Middling)
- Altman Z-score
- 0.27
Financials
Revenue
$1.28B+377.0%Net Income
$56.29M-43.1%EBITDA
$100.34M-41.1%Free Cash Flow
$172.46M-4.8%EPS (diluted)
$0.04-90.2%Shares Outstanding (diluted)
568.26M+135.7%Operating Expenses
$717.83MCash & Debt
$6.55BReturn of Capital
$174.42MRevenue by Segment (annual)
$2.74BDividend per Share
$0.25Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $5.69B | $681.45M | $1.05 |
| 2024 | $4.74B | $931.50M | $1.69 |
| 2023 | $3.76B | $622.26M | $1.11 |
| 2022 | $1.67B | $954.52M | $1.84 |
| 2021 | $2.90B | $772.23M | $1.56 |
| 2020 | $1.45B | $-1.41B | $-3.27 |
| 2019 | $2.89B | $563.30M | $1.35 |
| 2018 | $2.37B | $963.97M | $2.82 |
| 2017 | $1.95B | $957.53M | $3.17 |
| 2016 | $1.17B | $504.45M | $2.12 |
| 2015 | $674.08M | $268.64M | $1.34 |
| 2014 | $477.84M | $352.88M | $2.59 |
| 2013 | $140.22M | $265.95M | $2.10 |
| 2012 | $42.16M | $41.25M | $0.33 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from RITM's reported EPS growth of 9.3% a year over 13 years.
- EPS in 5 years
- $1.88
- Implied price
- $18.82
- Return from $8.71
- 16.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $9.36 — today's price is already 6.9% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 6 | 8 | 10 | 12 | 14 |
|---|---|---|---|---|---|
| -0.7% | -4.3% | 1.4% | 6.0% | 9.9% | 13.4% |
| 4.3% | 0.5% | 6.5% | 11.3% | 15.5% | 19.1% |
| 9.3% | 5.3% | 11.6% | 16.7% | 21.0% | 24.8% |
| 14.3% | 10.2% | 16.7% | 22.0% | 26.5% | 30.5% |
| 19.3% | 15.0% | 21.8% | 27.3% | 32.1% | 36.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
30-43.75%Social Signal Score
Mentions (25)
- Newsbusinesswire.com·3d ago·Negative
…NRMLT 2026-NQM10), a $494.0 million non-prime RMBS transaction sponsored by Rithm Capital Corp. (formerly New Residential Investment Corp.), a publicly traded (NYSE: RITM) real estate investment trust (REIT). The underlying mortgages in the subject pool were primarily originated by NewRez LLC (56.6%). In addition, all loans will be serviced by S.
View source ↗ - Newszacks.com·5d ago·Neutral
Rithm (RITM) Declines More Than Market: Some Information for Investors Rithm (RITM) concluded the recent trading session at $8.93, signifying a -2.08% move from its prior day's close.
View source ↗ - Newsseekingalpha.com·5d ago·Neutral
…s Not Yet Callable: Series E Buy Rated Rithm Capital Corp. offers six preferred stocks, with this analysis focused on Series D, E, and F, which are not yet callable. RITM's preferred dividend coverage has declined post-COVID, with net income to preferred dividends now at 5.4x, but it remains adequate for risk assessment. The company's portfolio is diversified across residential mortgage loans, consumer loans, MSRs, single-family rentals, business purpose loans, and structured products.
View source ↗ - Newszacks.com·6d ago·Neutral
RITM vs. BAM: Which Stock Is the Better Value Option? Investors interested in Financial - Miscellaneous Services stocks are likely familiar with Rithm (RITM) and Brookfield Asset Management (BAM). But which of these two stocks is more attractive to value investors?
View source ↗ - News (RSS)seekingalpha·6d ago·Neutral
Rithm Capital's Sector Comparative Analysis - Part 2 (Includes Q4 2026 + Q1 2027 Dividend Projection)
View source ↗ - Newsseekingalpha.com·7d ago·Neutral
Rithm Capital's Sector Comparative Analysis - Part 2 (Includes Q4 2026 + Q1 2027 Dividend Projection) This article compares RITM's recent dividend per share rates, yield percentages, and several dividend sustainability metrics to 16 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 Q4 2026 – Q1 2027 (includ…
View source ↗ - Newszacks.com·7d ago·Positive
RITM's Credit Rating Upgraded to 'B+' by S&P, Outlook Remains Stable Rithm Capital's credit rating is upgraded to 'B+' from 'B' by S&P Global, with a stable outlook, reflecting greater diversification and stable Newrez earnings.
View source ↗ - Newsseekingalpha.com·14d ago·Neutral
Rithm Capital Has 3 Call-Eligible PFDs: Continue Owning The Series C Rithm Capital Corp. offers six preferred stocks; this article focuses on the three currently callable series: A, B, and C. Recent FOMC rate hikes have increased RITM's cost of capital, raising the likelihood of preferred stock calls, especially for Series A and B. Series C, RITM.PR.C, maintains a Buy rating due to its relative yield, call protection, and risk/reward profile despite yielding 50-60 bps less than series A and B.
View source ↗ - Newszacks.com·14d ago·Negative
Rithm (RITM) Surpasses Market Returns: Some Facts Worth Knowing Rithm (RITM) reached $9.55 at the closing of the latest trading day, reflecting a +2.14% change compared to its last close.
View source ↗ - Newsbusinesswire.com·18d ago·Negative
Rithm Capital Appoints Ann DeVries as Head of Investor Relations NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (NYSE: RITM, “Rithm” or the “Company”), a global alternative asset manager, today announced that Ann DeVries has joined the firm as Head of Investor Relations. In this role, Ms. DeVries will lead the development and execution of Rithm's investor relations strategy, overseeing engagement with current and prospective shareholders and the sell-side analyst community. Working closely with …
View source ↗ - Newszacks.com·19d ago·Neutral
Wall Street Bulls Look Optimistic About Rithm (RITM): Should You Buy? Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
View source ↗ - Newszacks.com·20d ago·Neutral
Rithm (RITM) Dips More Than Broader Market: What You Should Know Rithm (RITM) closed at $9.57 in the latest trading session, marking a -2.05% move from the prior day.
View source ↗ - Newsseekingalpha.com·20d ago·Neutral
…economic return (loss), and current valuation to 16 mREIT peers. Due to what has occurred during Q3 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 are in the "Conclusions Drawn" section. With the recent sector sell-off, RITM is currently deemed notably undervalued (strong buy recommendation).
View source ↗ - News (RSS)investing·21d ago·Negative
Rithm Capital sells Arlington office property for $56.25m
View source ↗ - Newsbusinesswire.com·21d ago·Positive
Rithm Capital, GreenBarn Investment Group and FarmViewVentures Announce $56.25 Million Sale of 4075 Wilson Boulevard in Arlington, Virginia ARLINGTON, Va.--(BUSINESS WIRE)--Rithm Capital Corp. (“Rithm”), GreenBarn Investment Group (“GreenBarn”) and FarmViewVentures (“FarmView”) today announced the $56.25 million sale of 4075 Wilson Boulevard, a 188,014-square-foot Class A office property in Arlington's Ballston submarket, to Piedmont Realty Trust, Inc. The sale marks the culmination of a success…
View source ↗ - Newsseekingalpha.com·22d ago·Neutral
Rithm Capital: The Upcoming Rate Resets Of A 10% Yielder Rithm's 10% dividend yield and 0.76x book valuation offer an attractive income opportunity. Sticky mortgage servicing earnings and growing asset management fees underpin the bullish thesis. Cumulative preferreds yield up to 9.8%, though hedging losses and narrowing coverage warrant monitoring.
View source ↗ - Newszacks.com·27d ago·Neutral
Rithm (RITM) Registers a Bigger Fall Than the Market: Important Facts to Note The latest trading day saw Rithm (RITM) settling at $9.95, representing a -1.29% change from its previous close.
View source ↗ - News (RSS)seekingalpha·33d ago·Neutral
RITM: A 10% Yield Built For Higher Rates
View source ↗ - Newsseekingalpha.com·33d ago·Negative
RITM: A 10% Yield Built For Higher Rates Rithm Capital (RITM) offers a 10% dividend yield, well-covered by earnings, making it compelling for income-focused investors in a high-rate environment. RITM's diversified business model, driven by servicing, residential transitional lending, and investment portfolio segments, differentiates it from traditional mREITs. Elevated interest rates enhance the value of RITM's mortgage servicing rights, but commercial real estate exposure and earnings volatilit…
View source ↗ - Newszacks.com·39d ago·Neutral
Why Is Rithm (RITM) Up 0.9% Since Last Earnings Report? Rithm (RITM) reported earnings 30 days ago. What's next for the stock?
View source ↗ - Newsprnewswire.com·47d ago·Neutral
Crestline Raises $625 Million for Second European Capital Solutions Fund European Capital Solutions Fund II Exceeds Predecessor by Nearly 75% and Demonstrates Strong Demand for Crestline's Flexible, Partnership-Driven Approach to Value Creation FORT WORTH, Texas, Aug. 20, 2026 /PRNewswire/ -- Crestline Management, L.P. ("Crestline"), a global alternative investment management firm, today announced the final close of Crestline European Capital Solutions Fund II ("ECSFII" or the "Fund") with $625
View source ↗ - Newszacks.com·52d ago·Neutral
Can Rithm Sustain Its 9.6% Yield as Costs and Liquidity Risks Rise? Can RITM sustain its 9.6% dividend yield as rising costs and liquidity risks pressure its earnings? Let us discuss.
View source ↗ - Newszacks.com·52d ago·Positive
Is Rithm Worth Buying as Low Valuation Meets Rising Cost Pressures? Is RITM worth buying as its low valuation and broadening earnings base contend with higher expenses, limited liquidity and MSR risks? Let's discuss.
View source ↗ - Newszacks.com·52d ago·Positive
Rithm Rallies 12.2% in a Month as Asset Management Gains Momentum Can RITM sustain its 12.2% one-month gain as asset management growth and Newrez efficiency gains offset liquidity and MSR risks? Let's discuss.
View source ↗ - Newsseekingalpha.com·56d ago·Neutral
Rithm Capital: 240% Coverage, 10% Yield, 17% BV Discount Rithm Capital delivered strong Q2 distributable earnings, exceeding estimates and reflecting robust growth in asset management and mortgage investment segments. RITM benefits from a higher-for-longer rate environment, with its mortgage servicing rights portfolio set to gain in value as rates remain elevated. Shares trade at a 17% discount to book value, offering a favorable setup for high-yield investors amid ongoing business diversificati
View source ↗
Earnings
Thu, Oct 29(in 3 weeks)
Consensus estimate $0.50 per share
Typical surprise +15.6% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Jul 28$0.60 vs $0.50beat
- Tue, Apr 28$0.51 vs $0.53miss
- Tue, Feb 3$0.74 vs $0.55beat
- Thu, Oct 30$0.54 vs $0.54beat
- Mon, Jul 28$0.54 vs $0.51beat
- Fri, Apr 25$0.52 vs $0.45beat
Estimates and results for RITM via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by RITM officers and directors.
- Bought
- —
- Sold
- $4.5m
0 trades
6 trades
- Hebard Peggy Hwansold
- Saltzman Davidsold
- Saltzman Davidsold
- Zeiden Davidsold
- Zeiden Davidsold
- Nierenberg Michaelsold
94 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Daniel Goldmanhouse · NY10 · disclosed May 19, 2023 (39d later)Sell$1,001 - $15,000
- Daniel Goldmanhouse · NY10 · disclosed May 19, 2023 (39d later)Sell$1,001 - $15,000
- Daniel Goldmanhouse · NY10 · disclosed Apr 17, 2023 (47d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Apr 7, 2023 (24d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2022 (33d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jul 7, 2022 (10d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.