Rithm Capital Corp.

NYSE:RITM Rapport sur les actions

Capitalisation boursière : US$5.2b

Rithm Capital Croissance future

Future contrôle des critères 4/6

Rithm Capital devrait augmenter ses bénéfices et son chiffre d'affaires de 25.5% et de 18.7% par an respectivement. Le BPA devrait croître de de 24.1% par an. Le rendement des capitaux propres devrait être 18.9% dans 3 ans.

Informations clés

25.5%

Taux de croissance des bénéfices

24.08%

Taux de croissance du BPA

Mortgage REITs croissance des bénéfices26.0%
Taux de croissance des recettes18.7%
Rendement futur des capitaux propres18.90%
Couverture par les analystes

Good

Dernière mise à jour22 May 2026

Mises à jour récentes de la croissance future

Recent updates

Seeking Alpha • May 21

Rithm Capital: MSR Portfolio An Asset In A Rising-Rate World

Summary Rithm Capital is evolving into a diversified investment firm, expanding its asset management and third-party investment services. RITM's core mortgage servicing rights benefit from a higher-for-longer rate environment, supporting distributable earnings and dividend stability. First-quarter 2026 distributable earnings of $0.51/share covered the $0.25 dividend with a robust 204% coverage ratio. RITM trades at an exaggerated 27% discount to book value, offering a high 11% yield. Read the full article on Seeking Alpha
Mise à jour du récit • May 02

RITM: Index Additions And Integration Progress Will Support Future Earnings Potential

Rithm Capital's updated analyst price target has moved from $14.50 to about $13.94, as analysts factor in a slightly lower profit margin outlook and a modestly lower future P/E, partially offset by expectations for somewhat higher revenue growth. Analyst Commentary Recent research updates on Rithm Capital point to a mixed analyst backdrop, with several firms adjusting price targets and one new initiation with a bullish stance.
Mise à jour du récit • Mar 28

RITM: Paramount Integration And Index Additions Will Support Future Asset Management Earnings

Analysts have trimmed their average price target on Rithm Capital by about $1 to $16, citing recent target cuts from UBS and Piper Sandler, along with updated views on the earnings potential of its asset management segment following the Paramount Group acquisition. Analyst Commentary Recent research updates around the Paramount Group acquisition have given investors a mix of encouraging and cautious signals on Rithm Capital, with price targets adjusted and views on the asset management opportunity refined.
Mise à jour du récit • Mar 13

RITM: Paramount Deal And Tech Partnership Will Reshape Asset Management Earnings Profile

Analysts have trimmed their average Rithm Capital price target by about $1.50 to $14.50. This reflects recent target cuts from firms citing the updated outlook following the Paramount Group acquisition and its impact on the asset management earnings profile.
Mise à jour du récit • Feb 27

RITM: Paramount Acquisition And Deals Will Expand Asset Management Earnings Potential

Analysts have trimmed their average $16 price target on Rithm Capital by about $1, reflecting slightly lower revenue growth and future P/E assumptions, even as they point to recent deals as a way to build earnings potential in the asset management business. Analyst Commentary Recent research notes present a mixed picture for Rithm Capital, with analysts weighing the company’s deal activity and asset management ambitions against more conservative assumptions on growth and valuation.
Mise à jour du récit • Feb 13

RITM: Paramount Acquisition And Expanded Platform Will Support Future Earnings Potential

Narrative Update on Rithm Capital Analysts have trimmed their 12 month price target on Rithm Capital by $1.50 to $16.00, citing updated views on revenue growth, profit margins and valuation following recent coverage updates at major firms. Analyst Commentary Recent research updates cluster around the same US$16 price target but reflect different views on how Rithm Capital might get there, especially after the closing of the Paramount Group acquisition.
Mise à jour du récit • Jan 29

RITM: Asset Management Expansion Following Paramount Deal Will Support Future Earnings

Analysts have nudged their price target for Rithm Capital slightly higher, with fair value moving from US$14.40 to US$14.50 as they factor in recent deal activity and the view that new assets can support the earnings potential of the asset management business. Analyst Commentary Recent research has focused on how Rithm Capital’s deal activity, including the Paramount Group acquisition, feeds into earnings potential and justifies the latest valuation tweaks.
Seeking Alpha • Apr 20

Rithm's Dividend Story Remains Compelling - More Upside Ahead

Summary 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. RITM's lower EAD Payout Ratio has also triggered the growing book value per share and the improved margin of safety during the challenging past few years. Combined with the materialization of bullish support at the recent floor of $9.57 and the moderation in short interest volumes, we believe that RITM remains compelling here. Read the full article on Seeking Alpha
Seeking Alpha • Mar 19

Rithm Capital's Updated Sector Comparative Analysis - Part 1 (Includes Recommendation For 17 Peers As Of 3/14/2025)

Summary Part 1 of this article compares RITM’s recent investment composition, leverage, hedging coverage ratio, quarterly BV, economic return (loss), and current valuation to 17 mREIT peers. Due to what has occurred during Q1 2025 (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 is in the “Conclusions Drawn” section. RITM is currently deemed appropriately valued (hold recommendation). I also provide a list of the mREIT covered stocks I currently believe are undervalued (a buy recommendation), overvalued (a sell recommendation), or appropriately valued (a hold recommendation). Part1 also performs a detailed analysis of RITM’s investment portfolio as of 12/31/2024. This includes RITM’s projected performance during the Q1 2025 (through 3/14/2025). Read the full article on Seeking Alpha
Seeking Alpha • Mar 03

Rithm Capital Has 4 Preferreds: B Is My Pick Now

Summary Rithm Capital Corporation is an mREIT with recent Buy and Strong Buy ratings, focusing on diverse real estate and financial services investments. Preferred stock options include Rithm Capital Corp. 7.50% PFD SER A, 7.125 SR B PFD, 6.375 PFD SER C, and 7% RT REST PFD D. This article briefly reviews the Issuer and then compares the four preferred stocks available, one of which is currently experiencing a partial call. After comparing what an investor might expect, I'm downgrading "D" to Hold at best, with the suggestion that switching to "B" is a strategy that should be considered. Read the full article on Seeking Alpha
Seeking Alpha • Feb 17

Rithm Capital: Discount To Book, Yielding Over 8% And Could Appreciate With Rate Cuts

Summary Rithm Capital Corp. is trading at a discount to book value, offering a strong dividend yield of over 8%, with potential for future increases. RITM's diversified portfolio, including residential mortgages, construction loans, and asset management, positions it well for growth in a lower-rate environment. Despite risks from fluctuating interest rates and credit spreads, RITM's strategic capital deployment and profitability make it a compelling long-term investment. I believe RITM's valuation could exceed its book value, providing capital appreciation alongside a robust dividend as the real estate market improves. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Rithm Capital: Attractive Opportunity Under The Right Rate Environment

Summary Rithm Capital is a diversified mREIT with significant exposure to the real estate sector, focusing on origination, servicing, and investment segments. Due to the extreme impact of external factors, at the time of writing, Rithm Capital is a hold from an intrinsic value perspective. Despite interest rate risks, Rithm's built-in hedges and diversified revenue sources provide stability, with ~25% consolidated operating margins after normalization. The company’s asset management segment shows potential for high margins, contributing to diversification and long-term growth. Read the full article on Seeking Alpha
Seeking Alpha • Jan 06

Rithm Capital: Hawkish Fed, Strong Yield, Upside Potential In 2025

Summary Rithm Capital offers a highly sustainable 9% dividend yield, paying out less than half of its distributable profits, making it an attractive choice for passive income investors. The trust's focus on Mortgage Servicing Rights, which gain value with rising interest rates, aligns well with the central bank's slower rate cut trajectory. Rithm Capital's diversification into asset management and acquisitions, like Sculptor Capital Management, enhances its growth potential and reduces reliance on mortgage investments. Trading at an 11% discount to book value, Rithm Capital presents a re-rating opportunity, especially given its well-covered dividend and strong financial performance. Read the full article on Seeking Alpha
Seeking Alpha • Dec 16

Rithm Capital: 9% Yield, 2.2x Dividend Coverage, Upside

Summary Rithm Capital offers a stable 9% yield, a strong dividend coverage profile, and a diversified revenue stream. The REIT has expanded through acquisitions, diversifying its portfolio beyond mortgage investments to include significant asset management operations. With a dividend coverage ratio of 2.2x, RITM provides a high safety margin for dividend investors, supporting its 9% yield. Potential risks include the sensitivity of mortgage servicing rights to Federal Reserve rate changes, which could impact valuations if the federal fund rate continues to fall. Read the full article on Seeking Alpha
Seeking Alpha • Dec 01

Rithm Capital: A Strong And Cheap 9% Yielder

Summary Rithm Capital Corp. offers a 9% dividend yield with strong coverage and potential upside, performing well in both rising and declining interest rate environments. The company's diversified strategy, including mortgage servicing rights and mortgage origination, positions it well against interest rate fluctuations, unlike many other mREITs. Recent results show strong profitability with an earnings yield close to 20%, and a growing cash position providing flexibility for future investments. Despite not increasing dividends recently, Rithm Capital's strong coverage and potential for dividend growth make it a compelling choice for income investors. Read the full article on Seeking Alpha
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Nouveau récit • Aug 29

Expanding Financial Horizons Through Diversification And Strategic Acquisitions Boosts Profitability

Diversification through expansion into alternative assets and direct lending strengthens financial position, potentially enhancing revenue and profitability.
Seeking Alpha • Aug 14

Rithm Capital: High-Yield Bargain Opportunity

Summary Rithm Capital is a high-yielding investment opportunity with a growing asset management focus and diversified portfolio. The Sculptor asset management platform is growing and could represent a key lever for earnings growth going forward. The mortgage REIT supported its dividend with earnings available for distribution in the second quarter, with a distribution coverage ratio of 1.88X. Despite trading at a 10% discount to book value, Rithm Capital has consistently grown its book value since 2021 and offers a well-supported 9% yield. Read the full article on Seeking Alpha
Seeking Alpha • Aug 03

Rithm: A Bargain With Rich Dividend Yields

Summary RITM continues to deliver robust FQ2'24 earning results, while successfully executing its diversification into the Alternative Asset Management Business market. While its underwhelming EAD payout ratio may have contributed to the stock's discounted valuations, we believe that its dividend investment thesis remains safe during the transitory few years ahead. Capital appreciation remains possible as well, once RITM executes against its growth plan & subsequently grow its book value/ dividend payouts upon the normalization of the macroeconomic outlook. For now, investors may wait patiently while being paid rich dividends during its turnaround. Read the full article on Seeking Alpha
Seeking Alpha • May 29

2 Rithm Capital Preferred Stocks Poised For Big Returns

Summary Rithm Capital has been the best performing mortgage REIT of late and also has 4 preferred stocks. This article focuses on 2 fixed-to-floating rate preferred stocks, symbols RITM-A and RITM-B, which will either be called fairly soon or become floating rate preferred stocks. At RITM-B’s current price, its yield-to-call is 9.53% and if it is not called, it will float with a huge 11.38% yield at the current 3 month SOFR interest rate. So if called, we have a very high returning short-term investment and if not called a very high yielding longer-term investment.  It's a win/win situation. Read the full article on Seeking Alpha
Seeking Alpha • May 16

Rithm: Get Paid 8.79% As Investors Await Its Transition

Summary Despite the uncertain macroeconomic outlook, Rithm continues to execute its mortgage portfolio well enough while generating robust profitability. The mREIT also offers a compelling dividend investment thesis, with reasonable EAD payout ratio and rich forward yields. Combined with the management's strategic acquisitions, we may see RITM generate improved bottom-line numbers from FQ2'24 onwards. It goes without saying that the higher for longer interest rate and sticky inflation may pose further volatility to its execution and stock prices, with the stock only suitable for those with a higher risk tolerance. However, opportunistic dividend-oriented investors may continue dollar cost averaging, while getting paid during RITM's transition to a well diversified asset management company. Read the full article on Seeking Alpha
Seeking Alpha • Mar 26

Rithm Capital: Look Beyond The ~9% Dividend Yield

Summary Rithm Capital is a strong candidate in the mREIT universe with attractive P/E, a dividend yield close to 9%, and potential growth. Thanks to its differentiating business model, I see good odds for EPS growth to safeguard its dividends and even further increase them. However, investors need to be aware of the risks behind the yield (which is not as high as on the surface to start with once contextualized). Other risks include overvaluation risks, potential book value losses, and high leverage. Read the full article on Seeking Alpha
Seeking Alpha • Feb 22

Rithm Capital: This 10% Yield Is On Sale

Summary Rithm Capital reported strong earnings available for distribution for Q4'23 last week. The mortgage REIT supplies a well-supported 10% dividend yield. The distribution coverage metrics are in excess of 200%. The concentration on mortgage servicing rights poses risks in a low-rate world. The acquisition of an asset management business made a positive revenue contribution in Q4'23 and helped the mortgage REIT diversify its income streams. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

Rithm Capital: Recent Acquisitions Support Its High-Dividend Yield

Summary Rithm Capital continues its strategic pivot toward asset management. It offers a high-dividend yield that is sustainable over the medium to long term. Its valuation is also attractive, making it a good income play. Read the full article on Seeking Alpha
Seeking Alpha • Nov 23

Rithm Capital: A Magnificent, Bargain-Priced 10% Yield

Summary Rithm Capital trades at an 18% discount to book value, but offers a solid 10% yield supported by earnings available for distribution. The mortgage REIT is well-diversified, investing in various mortgage instruments, including residential loans, mortgage servicing rights, rentals, and commercial real estate. Rithm Capital has significant excess dividend coverage, with an EAD/dividend ratio of 232% in Q3'23 and 207% in the first nine months of the year. The high discount to book value provides downside protection. Read the full article on Seeking Alpha
Seeking Alpha • Oct 31

Rithm Capital: Deep Value, 11% Covered Yield, 26% BV Discount

Summary Rithm Capital is a strong income stock with a well-diversified portfolio and potential for dividend growth. The acquisition of Sculptor Capital will add a new revenue stream and diversification to Rithm Capital's business. Rithm Capital's dividend coverage has improved due to the sale of excess Mortgage Servicing Rights, making its 11% dividend yield safe and attractive. Read the full article on Seeking Alpha
Seeking Alpha • Oct 18

Rithm Capital PFD D: Maybe No Longer The Best Choice - Swap Time?

Summary Rithm Capital Corporation provides capital and services to the real estate and financial services sectors in the US. Rithm Capital Corp. 7% RT REST PFD D is part of the author's fixed income ladder and has held up well.  Time to swap though? This article gives an overview of RITM, its four preferreds and offers several possible strategies that could be followed. Several other preferreds are mentioned as possible ideas too. Read the full article on Seeking Alpha
Seeking Alpha • Oct 04

Should You Buy Rithm Capital For Its 11% Yield?

Summary Rithm Capital offers a high-dividend yield, but there are other mREIT companies with higher yields. The risk of overpaying for acquisitions may put downward pressure on Rithm Capital's share price in the short term. Rithm Capital's business model has evolved to include a diverse portfolio, but it is still largely exposed to MSRs and interest rates. Read the full article on Seeking Alpha
Seeking Alpha • Sep 26

Rithm Capital: The Dividend Lesson

Summary Rithm Capital Corp. offers an attractive yield of 10.4%. Furthermore, historical data suggest the strength of its business model to maintain dividend payout and grow book value over other leading mREITs. However, you should be aware of the risks hidden behind Rithm Capital Corp.'s high yield. It is not as high as it seems when contextualized properly. Also, strong headwinds could be coming given its exposure to non-agency mortgages, especially when combined with its current high leverage. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:RITM - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20287,5271,240N/AN/A1
12/31/20276,375939N/AN/A5
12/31/20266,000719N/AN/A5
3/31/20264,241599-2,577-2,613N/A
12/31/20253,780567-1,246-1,292N/A
9/30/20253,904777-2,897-2,931N/A
6/30/20253,608681-89-121N/A
3/31/20253,532610463551N/A
12/31/20243,710835-2,278-2,185N/A
9/30/20243,000484-1,565-1,479N/A
6/30/20243,143581-1,544-1,738N/A
3/31/20243,194725-1,064-1,802N/A
12/31/20232,3725331,431694N/A
9/30/20232,9547021,514761N/A
6/30/20232,9606322,0951,629N/A
3/31/20233,2142723,0813,044N/A
12/31/20224,4688655,7815,753N/A
9/30/20223,83294310,30210,303N/A
6/30/20224,1039659,2549,254N/A
3/31/20223,6781,0907,3137,269N/A
12/31/20214,2757053,5523,435N/A
9/30/20213,312614-646-699N/A
6/30/20212,814545-1,887-1,907N/A
3/31/20212,432415767N/A
12/31/2020-122-1,4651,4291,874N/A
9/30/202027-1,3212,0842,580N/A
6/30/2020-49-1,1752,8953,927N/A
3/31/2020-311-1,198-1,512-11N/A
12/31/20191,555550N/A-1,598N/A
9/30/20191,167339N/A-3,470N/A
6/30/20191,066299N/A-4,209N/A
3/31/20191,156505N/A-2,043N/A
12/31/20181,532964N/A-1,229N/A
9/30/20181,8541,252N/A-358N/A
6/30/20181,8521,293N/A-359N/A
3/31/20182,1641,440N/A-7N/A
12/31/20171,605958N/A-900N/A
9/30/20171,495894N/A-565N/A
6/30/20171,298767N/A-124N/A
3/31/2017876514N/A12N/A
12/31/2016796504N/A561N/A
9/30/2016572382N/A452N/A
6/30/2016468338N/A131N/A
3/31/2016459344N/A492N/A
12/31/2015389269N/A306N/A
9/30/2015362220N/A607N/A
6/30/2015454292N/A319N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de RITM ( 25.5% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de RITM ( 25.5% par an) devraient croître plus rapidement que le marché US ( 16.7% par an).

Croissance élevée des bénéfices: Les bénéfices de RITM devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de RITM ( 18.7% par an) devrait croître plus rapidement que le marché US ( 11.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de RITM ( 18.7% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de RITM devrait être faible dans 3 ans ( 18.9 %).

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 03:42
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Rithm Capital Corp. est couverte par 20 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullArgus Research Company
Mark DeVriesBarclays
Mark DeVriesBarclays