Rithm Capital Corp. (RITM)
Rithm Capital Reaches Milestone With Record MSR-Backed Debt Issuance
RITM has closed 17 MSR-backed deals worth more than $7.7 billion since 2015.
Rithm (RITM) Ascends But Remains Behind Market: Some Facts to Note
Rithm (RITM) closed the most recent trading day at $11.82, moving +0.94% from the previous trading session.
Rithm Capital's Updated Sector Comparative Analysis - Part 1 (Includes Recommendation For 17 Peers As Of 3/14/2025)
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).
Why the Market Dipped But Rithm (RITM) Gained Today
Rithm (RITM) closed the most recent trading day at $11.53, moving +0.09% from the previous trading session.
Rithm (RITM) Rises Higher Than Market: Key Facts
Rithm (RITM) closed the most recent trading day at $11.82, moving +1.81% from the previous trading session.
Rithm Capital: An Exceptional High-Yield Play
Rithm Capital reported strong Q4 earnings, driven by strong servicing and asset management revenue. The REIT's diversified portfolio, including MSRs and residential mortgage loans, contributed to a 2.4X dividend coverage ratio, making it an exceptional high-yield play. Valued at a P/B ratio of 0.97X, Rithm Capital offers an attractive investment opportunity.
Rithm Capital Corp. Class A: When Preferred Shares Actually Get Called
Rithm Capital Corp. is redeeming 32% of its Series A preferred shares, reducing risk and creating a defined maturity profile for these securities. The Series A shares, initially issued in 2019, will now have a shorter duration, estimated between 1 and 2 years, with appealing yields to maturity. The redemption indicates Rithm's strategy to retire expensive capital, making the remaining Series A shares a low-risk, high-yield investment.
Rithm Capital: This Ultra-Safe 8% Yield Is Still On Sale
Rithm Capital: This Ultra-Safe 8% Yield Is Still On Sale
Rithm Capital: Discount To Book, Yielding Over 8% And Could Appreciate With Rate Cuts
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.
Rithm Capital Q4 Earnings Beat on Robust Net Servicing Revenue
RITM's fourth-quarter results benefit from improved net servicing revenue and interest income. High expenses partially offset the positives.
Stubbornly High Mortgage Rates Benefit This 8.5% Dividend Stock
Have you refinanced your house recently?
Compared to Estimates, Rithm (RITM) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Rithm (RITM) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
