Rithm Capital: 296% Coverage, Soaring Earnings, 16% BV Discount
Rithm Capital delivered robust Q4 results, with distributable earnings exceeding expectations and asset management revenues surging over 323% quarter-over-quarter. RITM's dividend is exceptionally well covered, with a Q4 coverage ratio of 296%, reflecting strong earnings and a resilient investment platform. The company's evolution into a diversified alternative asset manager, surpassing $100B in investable assets, underpins its high-quality, high-yield profile.
Rithm Capital: Common Stock Very Interesting, Preferred Stocks Are A Strong Buy
Rithm Capital may be the best-managed mREIT. RITM has greatly outperformed the sector over the last 5 years and pays a nice dividend yield of 9.45%. RITM has been focusing on becoming a large asset manager and moving away from simply being an mREIT. This means a likely conversion to a C corporation structure. A change to a C corporate structure means that dividends on its preferred stocks would become “qualified,” giving RITM preferred stocks huge after-tax yields.
Revisiting Three Rithm Capital PFDs: C Keeps The Buy Rating - With A Caveat
Rithm Capital Corp. preferreds are compared, with Series C retaining a Buy rating, but Series F also merits consideration. RITM.PR.C offers a 9.4% yield and is attractive below Par, balancing yield and call risk for long-term investors. The recent acquisition of Paramount Group expands RITM's commercial real estate platform and supports future growth ambitions.
7% High Yield Dividend From Rithm Capital Preferred Share
Rithm Capital's preferred share RITM-D offers a 7.07% yield and a yield-to-call near 8.3%, with a reset rate likely around 10%. I see a high probability of RITM-D being called or trading above $25 as the 11/15/2026 call date approaches, especially if Treasury rates hold. RITM-D is currently slightly attractive; a 1.5% price decline would make it a strong buy due to improved yield-to-call.
Rithm Capital Corp. (RITM) Q4 2025 Earnings Call Transcript
Rithm Capital Corp. (RITM) Q4 2025 Earnings Call Transcript
Compared to Estimates, Rithm (RITM) Q4 Earnings: A Look at Key Metrics
Although the revenue and EPS for Rithm (RITM) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Rithm (RITM) Surpasses Q4 Earnings and Revenue Estimates
Rithm (RITM) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.6 per share a year ago.
Curious about Rithm (RITM) Q4 Performance? Explore Wall Street Estimates for Key Metrics
Evaluate the expected performance of Rithm (RITM) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
RITM.PR.F: An 8.75% Fixed-Rate Reset Preferred IPO From Rithm Capital
RITM.PR.F: An 8.75% Fixed-Rate Reset Preferred IPO From Rithm Capital
Will Origination & Servicing Strains Drag Rithm Capital's Q4 Earnings?
RITM heads into Q4 with shaky servicing revenue, putting pressure on earnings despite strength in asset management.
Rithm Capital: Get Paid Rich Dividends While Waiting For A Valuation Upgrade
RITM remains a great income Buy here, supported by the discounted valuations, the low EAD payout ratio, and the consequently rich/secure dividend yields. The recent acquisitions and capital raises position it for $109B pro forma investable assets, as the management shifts away from pure mortgage origination/servicing opportunities. Otherwise, readers may look forward to near-term top/bottom-line noise, attributed to mixed hedging/net interest income prospects from the Fed rate cuts and the near-term integration costs.
Rithm (RITM) Exceeds Market Returns: Some Facts to Consider
Rithm (RITM) concluded the recent trading session at $11.35, signifying a +1.34% move from its prior day's close.
