Rithm Capital Corp. (RITM)
Rithm Capital: A 9% Yield Selling For Pennies On The Dollar
Rithm Capital Corp. offers a well-covered 9% dividend yield, trading at a 14% discount to its $12.83 book value. RITM's portfolio focuses on mortgage servicing rights but is diversifying into asset management and office real estate for more stable, fee-driven income. The REIT boasts a dividend coverage ratio above 2.0x, consistent earnings, and recent acquisitions that support long-term growth and reduced earnings volatility.
Rithm Capital Looks Interesting, Trading 14.3% Under Book Value While Yielding 9%
Rithm Capital is undergoing a major transformation, acquiring Crestline and Paramount to pivot from a mortgage REIT to a global alternative asset manager. RITM delivered strong Q3 results, beating estimates, growing revenue by 78.5% YoY, and maintaining a 9%+ dividend yield while trading at a 14% discount to book value. The acquisitions expand RITM's asset management platform, diversify revenue streams, and position RITM for a potential market rerating similar to peers like OWL and TPG.
Wall Street Analysts Believe Rithm (RITM) Could Rally 27.73%: Here's is How to Trade
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: 9.1% Dividend Yield, 15% Discount, I Bought The Dip
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 Transcript
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.
Rithm (RITM) Q3 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 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) Meets Q3 Earnings Estimates
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.
Ahead of Rithm (RITM) Q3 Earnings: Get Ready With Wall Street Estimates for Key Metrics
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.
Here's Why Rithm (RITM) Gained But Lagged the Market Today
Rithm (RITM) closed the most recent trading day at $10.77, moving +1.13% from the previous trading session.
Here's Why Rithm (RITM) is Poised for a Turnaround After Losing 12.4% in 4 Weeks
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: Acquisition, Yield, And Upside
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) Suffers a Larger Drop Than the General Market: Key Insights
Rithm (RITM) closed the most recent trading day at $12.38, moving 1.28% from the previous trading session.
