The headline numbers for Rithm (RITM) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Rithm (RITM) came out with quarterly earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.48 per share a year ago.
RITM's first-quarter earnings are likely to have been aided by higher interest income and asset management revenues.
Besides Wall Street's top -and-bottom-line estimates for Rithm (RITM), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
RITM is inherently undervalued, thanks to the recent selloff and macro uncertainty, with it offering interested investors with a dividend and capital appreciation story. If anything, we believe in the mREIT's stable prospects despite the higher interest rate environment, as observed in the higher earnings from the Mortgage Servicing Rights/ net interest incomes. This is on top of the potentially higher mortgage origination once borrowing costs moderate nearer to pre-pandemic level, aided by the management diversification to asset management.
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.
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 Q2 – Q3 2025.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
RITM has closed 17 MSR-backed deals worth more than $7.7 billion since 2015.
Rithm (RITM) closed the most recent trading day at $11.82, moving +0.94% from the previous trading session.
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).
Rithm (RITM) closed the most recent trading day at $11.53, moving +0.09% from the previous trading session.