Rithm Capital Corp. (RITM)
Rithm Capital Q2 Earnings Beat Estimates, Revenues Up Y/Y
RITM beats Q2 earnings estimates as higher asset management revenues and origination volumes are offset by weaker servicing revenues and higher expenses.
Rithm Capital: In The Dividend Space, The Transformation Is Still Mispriced (Earnings Review)
Rithm Capital reported a strong Q2, with EAD of $0.60 per share, supporting a 19.7% ROE and a secure 10%+ dividend yield. RITM's diversified platform—mortgage origination/servicing, real estate private credit, and asset management—positions it for a potential valuation rerating if reclassified as an asset manager. Newrez posted a 212% QoQ earnings increase and Genesis achieved record originations, while asset management AUM surpassed $61B, driving fee-based growth.
Rithm Capital Q2 Earnings Call Highlights
Rithm Capital NYSE: RITM reported second-quarter earnings available for distribution of $338.9 million, or $0.60 per diluted share, while GAAP net income was $20.2 million, or $0.04 per diluted share. Chairman, Chief Executive Officer and President Michael Nierenberg said results reflected contributions from the company's Newrez mortgage business, Genesis Capital lending platform, Sculptor and Crestline asset-management businesses, and Elecor Properties real estate portfolio.
Rithm (RITM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Rithm (RITM) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Rithm (RITM) Q2 Earnings Top Estimates
Rithm (RITM) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.54 per share a year ago.
Earnings Preview: Rithm (RITM) Q2 Earnings Expected to Decline
Rithm (RITM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Rithm (RITM) Registers a Bigger Fall Than the Market: Important Facts to Note
Rithm (RITM) closed the most recent trading day at $9.2, moving 1.29% from the previous trading session.
Rithm (RITM) Outperforms Broader Market: What You Need to Know
Rithm (RITM) closed the most recent trading day at $9.22, moving +1.65% from the previous trading session.
Rithm Capital's Sector Comparative Analysis - Part 2 (Includes Q3 2026 + Q4 2026 Dividend Projection)
This article compares RITM's recent dividend per share rates, yield percentages, and several dividend sustainability metrics to 17 mREIT peers. This includes an analysis of RITM's quarterly core earnings/earnings available for distribution (“EAD”) which directly impacts the company's dividend sustainability. This article also projects RITM's dividend sustainability for Q3 2026 – Q4 2026 (including specific per share amounts).
Rithm Capital Stock Offers Yield and Value but Carries Real Balance Risks
RITM combines a low valuation and a 10.9% dividend yield, but leverage, liquidity and mortgage-related risks keep the investment case balanced.
Rithm Capital Stock Story Hinges on Scale, Diversity, and Risk
RITM's broader platform topped $100B in investable assets, but higher costs, liquidity pressures and rate-sensitive risks keep the outlook balanced.
Rithm Capital Growth Trends Point to a More Fee-Driven Business Mix
RITM is growing fee income and improving Newrez efficiency, but rate sensitivity and mortgage servicing rights volatility still shape the earnings outlook.
