Rithm Capital 배당 및 자사주 매입
배당 기준 점검 2/6
Rithm Capital 은(는) 현재 수익률이 9.81% 인 배당금 지급 회사입니다.
핵심 정보
9.8%
배당 수익률
-5.1%
자사주 매입 수익률
| 총 주주 수익률 | 4.7% |
| 미래 배당 수익률 | 9.8% |
| 배당 성장률 | -8.7% |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | 165% |
최근 배당 및 자사주 매입 업데이트
Recent updates
Seeking Alpha • Aug 10
Rithm Capital: 240% Coverage, 10% Yield, 17% BV Discount
Summary 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 diversification. I see long-term opportunity as RITM evolves into a multi-vertical alternative investment platform, reducing revenue and cash flow volatility. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 22
RITM: Book Value Stability And Dividend Yield Will Support Future Upside
Rithm Capital's analyst price target edges slightly lower to $13.35 from $13.61 as analysts adjust fair value and profitability assumptions in light of a tougher interest rate backdrop, but continue to highlight the benefits of the company's balanced, mortgage-focused business model. Analyst Commentary Recent Street research on Rithm Capital points to a mixed but generally constructive stance, with bullish analysts pointing to valuation support and book value stability, while more cautious voices focus on interest rate headwinds and profitability pressure.분석 기사 • Jun 19
Rithm Capital (RITM) Stock Could Be 32.5% Undervalued As Rate Pressure Tests Its Growth
Recent sector reports and analyst commentary have pushed Rithm Capital (RITM) into focus, as its diversified mix of mortgage servicing rights, lending and asset management is being tested against higher interest rates in 2026. See our latest analysis for Rithm Capital. Rithm Capital’s share price has softened in the very short term, with the 1 day share price return down 0.11% and the year to date share price return down 16.3%. However, the 3 year total shareholder return of 31.97% and 5 year...내러티브 업데이트 • Jun 06
RITM: Book Value Stability And Income Initiatives Will Support Future Upside Potential
Analysts have slightly trimmed their average price target for Rithm Capital to about $13.61, reflecting modest adjustments to fair value, growth and margin assumptions, even as some recent research has highlighted book value stability and dividend income potential. Analyst Commentary Recent research on Rithm Capital presents a mixed picture, with some analysts highlighting support for the stock around book value and income potential, while others are more restrained on upside and trim their price targets accordingly.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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
새로운 내러티브 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 Alpha지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: RITM 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.
배당금 증가: RITM 의 배당금 지급액은 지난 10 년 동안 감소했습니다.
배당 수익률 vs 시장
| Rithm Capital 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (RITM) | 9.8% |
| 시장 하위 25% (US) | 1.3% |
| 시장 상위 25% (US) | 4.0% |
| 업계 평균 (Mortgage REITs) | 12.9% |
| 분석가 예측 (RITM) (최대 3년) | 9.8% |
주목할만한 배당금: RITM 의 배당금( 9.81% )은 US 시장에서 배당금 지급자의 하위 25%( 1.32% )보다 높습니다.
고배당: RITM 의 배당금( 9.81% )은 US 시장( 4% )
주주 대상 이익 배당
수익 보장: 지급 비율 ( 165.2% )이 높기 때문에 RITM 의 배당금 지급은 수익으로 잘 충당되지 않습니다.
주주 현금 배당
현금 흐름 범위: RITM 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/21 00:05 |
| 종가 | 2026/08/21 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Rithm Capital Corp.는 20명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | Argus Research Company |
| Mark DeVries | Barclays |
| Kenneth Bruce | BofA Global Research |