Rithm Capital Corp. (RITM)
Rithm's Breakout Ahead, Thanks To The Ongoing Transition - Reiterate Buy
RITM has outperformed as an mREIT in FQ1'25, despite the volatile rates/ yields triggering the impacted MSR hedging results and the subsequent top-line miss. It has also consistently reported asset inflows with higher AUMs on QoQ/ YoY basis, underscoring its growing success as an alternative asset manager. While RITM's near-term execution may be negated by the rapidly developing macroeconomic environment, the management is laser focused to grow their capabilities beyond the MSR focused mREIT.
Rithm (RITM) Upgraded to Strong Buy: Here's Why
Rithm (RITM) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Are Finance Stocks Lagging RITHM CAP CP (RITM) This Year?
Here is how Rithm (RITM) and Banco Comercial Portugues S.A. Unsponsored ADR (BPCGY) have performed compared to their sector so far this year.
Rithm Capital Corp. (RITM) Q1 2025 Earnings Call Transcript
Rithm Capital Corp. (NYSE:RITM ) Q1 2025 Earnings Conference Call April 25, 2025 8:00 AM ET Company Participants Emma Bolla - Associate General Counsel Michael Nierenberg - Chairman, CEO & President Nick Santoro - CFO Baron Silverstein - President, Newrez Conference Call Participants Bose George - KBW Doug Harter - UBS Eric Hagen - BTIG Jason Weaver - JonesTrading Kenneth Lee - RBC Capital Markets Giuliano Bologna - Compass Point Randy Binner - B. Riley FBR Crispin Love - Piper Sandler Operator Good day and welcome to the Rithm Capital First Quarter 2025 Earnings Call.
Rithm (RITM) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
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) Q1 Earnings Top Estimates
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.
Can Rithm Capital Navigate Lower Servicing Revenues in Q1 Earnings?
RITM's first-quarter earnings are likely to have been aided by higher interest income and asset management revenues.
Exploring Analyst Estimates for Rithm (RITM) Q1 Earnings, Beyond Revenue and EPS
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.
Rithm's Dividend Story Remains Compelling - More Upside Ahead
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.
Analysts Estimate Rithm (RITM) to Report a Decline in Earnings: What to Look Out for
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.
Rithm Capital's Sector Comparative Analysis - Part 2 (Includes Q2 + Q3 2025 Dividend Projection)
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.
Wall Street Analysts See Rithm (RITM) as a Buy: Should You Invest?
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?
