US · Real Estate · REIT - Mortgage
EPS came in at 0.60 against a street estimate of 0.50 — a beat of 20.0%.
Analysts rate Rithm Capital Corp. a strong buy (11 buy, 0 hold, 0 sell out of 11) with an average price target of $13.00.
CONFIDENT Rithm delivered strong Q2 results across all divisions. $100B+ in managed assets, growing third-party AUM to $61B, and Genesis originations nearly 4x since 2022 acquisition. Management emphasizes performance-first strategy amid higher-for-longer rate environment. Q2 2026 NY office rents +32% YTD vs 2025 transactions; SF rebounding with 62% YTD leasing velocity, tech/VC-backed tenants driving demand. Analysts pressed growth paths (Genesis, Elecor fundraising), MSR pricing amid tech gains, and capital allocation (buyback vs. dividend). Management emphasized performance-first discipline, selective expansion into new products/geographies, and fund economics as primary growth lever vs. balance-sheet accumulation. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.70% |
| Vanguard Portfolio Management, LLC | 5.16% |
| Vanguard Capital Management, LLC | 4.50% |
| State Street Corp | 3.35% |
| Wellington Management Company LLP | 2.08% |
| Geode Capital Management, LLC | 1.80% |
| NORGES BANK | 1.43% |
| Charles Schwab Investment Management Inc | 1.27% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 RITHM CAPITAL CORP. - FORM 10-Q SUMMARY Period Ended June 30, 2026 --- HEADLINE NUMBERS • Total Assets: $54.1 billion (June 30, 2026) vs. $53.1 bil | 2026-08-04 |
| Results announced · Q3 2026 RITHM CAPITAL CORP. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • GAAP Net Income: $20.2 million, or $0.04 per diluted share • Earnings Available fo | 2026-07-28 |
| Board / officer change · Q2 2026 RITHM CAPITAL CORP. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company held 2026 Annual Meeting of Stockholders on May 21, 2026 • Stockholders approved i | 2026-05-21 |
| Material agreement · Q2 2026 RITHM CAPITAL CORP. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company closed a private offering of $500 million in senior unsecured notes on May 14, 202 | 2026-05-14 |
| Company announcement · Q2 2026 RITHM CAPITAL CORP. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced pricing of $500 million aggregate principal amount of 8.500% senior unse | 2026-05-12 |
| Quarterly report · Q1 2026 RITHM CAPITAL CORP. — FORM 10-Q SUMMARY FOR Q1 2026 HEADLINE NUMBERS • Total Assets: $53.4 billion (March 31, 2026) vs. $53.1 billion (December 31, | 2026-05-04 |
| Proxy statement · Q2 2026 RITHM CAPITAL CORP. — 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • Michael Nierenberg (CEO, President, Chairman): Total 2025 compensation = $11,9 | 2026-04-09 |
| Annual report FY2025 RITHM CAPITAL CORP. – ANNUAL REPORT SUMMARY (FY 2025) HEADLINE NUMBERS • Company: Rithm Capital Corp., Delaware REIT, traded on NYSE as RITM • Marke | 2026-02-19 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.25 / share ex-date Oct 1, 2026 · pay Oct 30, 2026 | 2026-10-01 |
| Dividend | $0.25 / share ex-date Jul 2, 2026 · pay Jul 31, 2026 | 2026-07-02 |
| Dividend | $0.25 / share ex-date Apr 6, 2026 · pay Apr 30, 2026 | 2026-04-06 |
| Dividend | $0.25 / share ex-date Dec 31, 2025 · pay Jan 30, 2026 | 2025-12-31 |
| Dividend | $0.25 / share ex-date Oct 1, 2025 · pay Oct 31, 2025 | 2025-10-01 |
| Announcement | Date |
|---|---|
| Completed acquisition of Paramount Group by Rithm Capital Rithm Capital Corp. completed its acquisition of Paramount Group, Inc. on December 19, 2025, for $6.60 per share in cash. Paramount shareholders and operating partnership unit holders receiv | 2025-12-19 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Rithm Capital Corp. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.