Rithm Capital Corp.

Rithm Capital Corp.

RITMยทNYSE

$9.02

-0.50%
Real EstateREIT - Mortgage

Rithm Capital Corp. provides capital and services to the real estate and financial services sectors in the United States. Its investment portfolio comprises mortgage servicing related assets, residential securities and loans, and consumer loans. It qualifies as a real estate investment trust for federal income tax purposes. The company generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was formerly known as New Residential Investment Corp. and changed its name to Rithm Capital Corp. in August 2022. Rithm Capital Corp. was incorporated in 2011 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$5.04B
EPS1.0500
P/E Ratio8.59
Earnings Date07/27/2026
ritm

Rithm Capital Corp. Street Expectations Map

RITM ยท NYSE

Wall Street analysts project that RITM stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 13.63, with estimates ranging from a low of 12.50 to a high of 15.00.

Lowest Target
12.50
38.58%
Consensus Target
13.63
51.11%
Highest Target
15.00
66.30%

The consensus 1-year price target stands at 13.63, with estimates ranging from a low of 12.50 to a high of 15.00.

Analyst Consensus Analysis

Upside Potential

+51.1%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

18.3% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Rithm Capital Corp. Forward Estimates of Revenue

RITM ยท NYSE
Latest Revenue
5.69B
FY 2025
Avg Estimate
6.02B
FY 2026
Estimate Range
5.81B - 6.17B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.8%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Rithm Capital Corp. Forward Estimates of Net Income

RITM ยท NYSE
Latest Net Income
681.45M
FY 2025
Avg Estimate
1.28B
FY 2026
Estimate Range
1.27B - 1.29B
Analyst Spread

Forward Growth Analysis

Projected Growth+88.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Rithm Capital Corp. Forward Estimates of EPS

RITM ยท NYSE
Latest EPS
1.05
FY 2025
Avg Estimate
$2.28
FY 2026
Estimate Range
$2.26 - $2.29
Analyst Spread

Forward Growth Analysis

Projected Growth+116.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Rithm Capital Corp. Forward Estimates of EBIT

RITM ยท NYSE
Latest EBIT
1.25B
FY 2025
Avg Estimate
3.53B
FY 2026
Estimate Range
3.41B - 3.62B
Analyst Spread

Forward Growth Analysis

Projected Growth+183.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

ritm

Rithm Capital Corp. Forward Estimates of EBITDA

RITM ยท NYSE
Latest EBITDA
1.35B
FY 2025
Avg Estimate
3.57B
FY 2026
Estimate Range
3.45B - 3.66B
Analyst Spread

Forward Growth Analysis

Projected Growth+163.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Rithm Capital Corp. Forward Estimates of SG&A Expense

RITM ยท NYSE
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
2.32B
FY 2026
Estimate Range
2.24B - 2.38B
Analyst Spread

Forward Growth Analysis

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

ritm

Rithm Capital Corp. Insider Positioning

RITM ยท NYSE

During the last 12 months, insiders have sold $3.75M worth of RITM shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

14.2K

130.26K

Net Activity

-130K

-$130K

3-6 Months

Bought

0

0.00

Sold

9.2K

93.16K

Net Activity

-93K

-$93K

6-9 Months

Bought

0

0.00

Sold

320.8K

3.53M

Net Activity

-3.5M

-$3.53M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
NM

Nierenberg Michael

Director, Officer: Chief Executive Officer

301.5K sharesโ€ข1 transactions

$3.32M

2
ZD

Zeiden David

Officer: Chief Legal Officer

28.5K sharesโ€ข2 transactions

$307K

3
SD

Saltzman David

Director

14.2K sharesโ€ข1 transactions

$130K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $3.75M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$130K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.