Rithm Capital Management
Management criteria checks 2/4
We currently do not have sufficient information about the CEO.
Key information
Michael Nierenberg
Chief executive officer
US$21.1m
Total compensation
| CEO salary percentage | 5.07% |
| CEO tenure | 12yrs |
| CEO ownership | 0.2% |
| Management average tenure | 1.7yrs |
| Board average tenure | 4yrs |
Recent management updates
Recent updates
Rithm Capital: A 9% Yield Selling For Pennies On The Dollar
Nov 26Rithm's Dividend Story Remains Compelling - More Upside Ahead
Apr 20Rithm Capital's Updated Sector Comparative Analysis - Part 1 (Includes Recommendation For 17 Peers As Of 3/14/2025)
Mar 19Rithm Capital Has 4 Preferreds: B Is My Pick Now
Mar 03Rithm Capital: Discount To Book, Yielding Over 8% And Could Appreciate With Rate Cuts
Feb 17Rithm Capital: Attractive Opportunity Under The Right Rate Environment
Jan 30Rithm Capital: Hawkish Fed, Strong Yield, Upside Potential In 2025
Jan 06Rithm Capital: 9% Yield, 2.2x Dividend Coverage, Upside
Dec 16Rithm Capital: A Strong And Cheap 9% Yielder
Dec 01
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.Rithm Capital: High-Yield Bargain Opportunity
Aug 14Rithm: A Bargain With Rich Dividend Yields
Aug 032 Rithm Capital Preferred Stocks Poised For Big Returns
May 29Rithm: Get Paid 8.79% As Investors Await Its Transition
May 16Rithm Capital: Look Beyond The ~9% Dividend Yield
Mar 26Rithm Capital: This 10% Yield Is On Sale
Feb 22Rithm Capital: Recent Acquisitions Support Its High-Dividend Yield
Jan 10Rithm Capital: A Magnificent, Bargain-Priced 10% Yield
Nov 23Rithm Capital: Deep Value, 11% Covered Yield, 26% BV Discount
Oct 31Rithm Capital PFD D: Maybe No Longer The Best Choice - Swap Time?
Oct 18Should You Buy Rithm Capital For Its 11% Yield?
Oct 04Rithm Capital: The Dividend Lesson
Sep 26Rithm Capital: This 9.8% Yielding Mortgage Trust Now Has A Catalyst
Jul 27Rithm Capital: I Sold The Preferreds To Buy The 11% Yielding Commons
Jun 14Rithm Capital: This Huge 12% Mortgage Yield Is Sustainable
May 25Rithm Capital: Out-Of-Touch 21% BV Discount For A Covered 10.5% Yield
Feb 20Rithm Capital Non-GAAP EPS of $0.33 beats by $0.04, revenue of $762.4M beats by $12.26M
Feb 08CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2025 | n/a | n/a | US$777m |
| Jun 30 2025 | n/a | n/a | US$681m |
| Mar 31 2025 | n/a | n/a | US$610m |
| Dec 31 2024 | US$21m | US$1m | US$835m |
| Sep 30 2024 | n/a | n/a | US$484m |
| Jun 30 2024 | n/a | n/a | US$581m |
| Mar 31 2024 | n/a | n/a | US$725m |
| Dec 31 2023 | US$20m | US$1m | US$533m |
| Sep 30 2023 | n/a | n/a | US$702m |
| Jun 30 2023 | n/a | n/a | US$632m |
| Mar 31 2023 | n/a | n/a | US$272m |
| Dec 31 2022 | US$9m | US$654k | US$865m |
Compensation vs Market: Michael's total compensation ($USD21.07M) is above average for companies of similar size in the US market ($USD8.22M).
Compensation vs Earnings: Michael's compensation has been consistent with company performance over the past year.
CEO
Michael Nierenberg (62 yo)
Mr. Michael Nierenberg is Chairman of the Board at Rithm Acquisition Corp. since January 2025 and has been its Chief Executive Officer since November 2024 and is also its President. He is Chief Executive O...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman | 12yrs | US$21.07m | 0.24% $ 15.4m | |
| CFO, Chief Accounting Officer & Treasurer | 10.2yrs | US$2.55m | no data | |
| Chief Legal Officer | 1.6yrs | US$2.07m | 0% $ 0 | |
| Managing Director | less than a year | US$241.91k | no data | |
| MD, Chief Counsel for M&A and Strategic Transactions and Secretary | no data | US$1.72m | 0.0039% $ 250.3k | |
| MD & Head of Investments | less than a year | no data | no data | |
| Managing Director | no data | no data | no data | |
| Managing Director | no data | no data | no data | |
| Managing Director | 1.7yrs | no data | no data | |
| Managing Director of Investment Strategy | 2.5yrs | no data | no data | |
| Managing Director | no data | no data | no data | |
| Managing Director | no data | no data | no data |
Experienced Management: RITM's management team is not considered experienced ( 1.7 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman | 12yrs | US$21.07m | 0.24% $ 15.4m | |
| Independent Director | 1yr | US$41.45k | 0.0031% $ 199.2k | |
| Independent Director | 12.6yrs | US$295.01k | 0.023% $ 1.4m | |
| Independent Director | 1yr | US$43.10k | 0.0025% $ 160.2k | |
| Independent Director | 12.6yrs | US$285.01k | 0.060% $ 3.8m | |
| Independent Director | 2.8yrs | US$295.01k | 0.014% $ 916.2k | |
| Independent Director | 4yrs | US$275.00k | 0.0098% $ 625.7k |
Experienced Board: RITM's board of directors are considered experienced (4 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/11/28 11:10 |
| End of Day Share Price | 2025/11/26 00:00 |
| Earnings | 2025/09/30 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Rithm Capital Corp. is covered by 18 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Mark DeVries | Barclays |
| Mark DeVries | Barclays |