The average of price targets set by Wall Street analysts indicates a potential upside of 27.7% in Rithm (RITM). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Rithm Capital is paying out a 9.1% dividend yield that was covered by around 216% from third-quarter earnings available for distribution. Book value per share expanded by 12 cents sequentially and should move higher as RITM closes on its recent acquisitions. The mREIT is trading for 85 cents on the dollar, as AUM is set to grow and as Manhattan's office vacancy dipped by 400 basis points to 12.8% in October.
Rithm Capital Corp. ( RITM ) Q3 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Emma Bolla - Associate General Counsel Michael Nierenberg - Chairman, President & CEO Nicola Santoro - CFO, Chief Accounting Officer & Treasurer Baron Silverstein - President Conference Call Participants Crispin Love - Piper Sandler & Co., Research Division Bose George - Keefe, Bruyette, & Woods, Inc., Research Division Eric Hagen - BTIG, LLC, Research Division Jason Weaver - JonesTrading Institutional Services, LLC, Research Division Trevor Cranston - Citizens JMP Securities, LLC, Research Division Presentation Operator Good morning, and welcome to the Rithm Capital Third Quarter 2025 Earnings Call. [Operator Instructions] Please note this event is being recorded.
While the top- and bottom-line numbers for Rithm (RITM) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Rithm (RITM) came out with quarterly earnings of $0.54 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.54 per share a year ago.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Rithm (RITM), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2025.
Rithm (RITM) closed the most recent trading day at $10.77, moving +1.13% from the previous trading session.
Rithm (RITM) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Rithm Capital is acquiring office REIT Paramount Group to expand its asset footprint and diversify beyond mortgage assets, especially MSRs. The $1.6B acquisition introduces Class A office properties in New York and San Francisco, potentially benefiting from a future office market rebound. Rithm Capital is diversifying its portfolio and building its third-party asset management business.
Rithm (RITM) closed the most recent trading day at $12.38, moving 1.28% from the previous trading session.
Rithm (RITM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Here is how Rithm (RITM) and Balfour Beatty PLC Sponsored ADR (BLFBY) have performed compared to their sector so far this year.