Rithm Capital Corp.

NYSE:RITM Voorraadrapport

Marktkapitalisatie: US$5.0b

Rithm Capital Toekomstige groei

Future criteriumcontroles 4/6

Rithm Capital zal naar verwachting groeien in winst en omzet met respectievelijk 25.1% en 18.5% per jaar. De winst per aandeel zal naar verwachting groeien met 24.1% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 18.9% zijn.

Belangrijke informatie

25.1%

Groei van de winst

24.08%

Groei van de winst per aandeel

Mortgage REITs winstgroei26.3%
Inkomstengroei18.5%
Toekomstig rendement op eigen vermogen18.90%
Dekking van analisten

Good

Laatst bijgewerkt08 Jun 2026

Recente toekomstige groei-updates

Recent updates

Narratiefupdate • 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.
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
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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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Nieuw narratief • 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

Winst- en omzetgroeiprognoses

NYSE:RITM - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20287,5271,240N/AN/A1
12/31/20276,298915N/AN/A6
12/31/20265,961707N/AN/A6
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

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei RITM ( 25.1% per jaar) ligt boven de spaarquote ( 3.5% ).

Winst versus markt: De winst van RITM ( 25.1% per jaar) zal naar verwachting sneller groeien dan de US markt ( 17.1% per jaar).

Hoge groeiwinsten: De winst van RITM zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van RITM ( 18.5% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.9% per jaar).

Hoge groei-inkomsten: De omzet van RITM ( 18.5% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen RITM zal naar verwachting over 3 jaar laag zijn ( 18.9 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/09 16:24
Aandelenkoers aan het einde van de dag2026/06/09 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Rithm Capital Corp. wordt gevolgd door 20 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
null nullArgus Research Company
Mark DeVriesBarclays
Kenneth BruceBofA Global Research