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Rithm Capital Corp. (RITM) stock

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NYSE: RITM NYSE Mortgage REITs Next results ~February 2, 2027

C+ Fundamentals grade

Rithm Capital Corp. is a US-listed company in the mortgage REITs industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$16

Valuation models combined (2)

Base case. Range ~$16–$17. Weighted average of 2 models (residual income, justified price-to-book), the residual income counting double.

Price vs value

No Buy/Hold/Sell rating is issued: only 2 valuation models apply; a rating needs 3.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 4 selling0 purchases and 6 sales by directors and officers, last 12 monthsInsider trades
  • Funds232 adding, 247 cuttingOf 40 active managers that changed their stake, 16 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Rithm Capital files

10-Q filed November 2: Rithm Capital

Revenue for the twelve months to September 2026 was $5.71bn, up 17.3% on a year earlier, faster than the 6.3% growth a quarter earlier. That growth ranks 2 of 14 among the mortgage reits companies we cover. The diluted share count is up 6.0% on a year earlier, which dilutes existing holders. Its fundamentals grade moves from D to C+. Our model value is little changed at $16.33 a share, against a share price of $9.45.

Source: 10-Q filed November 2, 2026 on SEC EDGAR · Financials · Valuation

Earlier notes (1)

Where Rithm Capital stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $5.06bn, up 6.3% on a year earlier, about the same pace as a quarter earlier. The diluted share count is up 7.7% on a year earlier, which dilutes existing holders. Our valuation models combined value is $16.33 a share, against a share price of $8.64.

10-Q on SEC EDGAR

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~February 2, 2027 (estimated)

Rithm Capital Corp.'s trailing-twelve-month revenue grew 17.3% year on year, with a free-cash-flow margin of -30.5%. Where it stands out: change in growth rate of +11.1pp ranks 1 of 14 mortgage reits companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 42.4% while net income fell 44.9%: a 87pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Fast growth. Revenue grew 17.3% over the last 12 months, against a median of -2.4% for mortgage reits companies we cover.
  • Growth speeding up. The growth rate is 11.1 points higher than a quarter earlier.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Burning cash. Free cash flow was -30.5% of revenue over the last 12 months.
  • Share dilution. Diluted shares rose 6.0% in a year.
  • High debt. Long-term debt exceeds cash by $36.2bn, more than 1.5 times annual revenue.
  • Weak cash conversion. Free cash flow was -351% of net income over the last 12 months.

Latest results: FY2026 Q3

Filed November 2, 2026
Earnings per share
$0.55 against an average estimate of $0.50: beat by 10.2%
Revenue
$1.76bn, up 58.9% on a year earlier
Share reaction
+6.2% in the first session after the results on October 23, 2026, against +0.2% for the S&P 500
Next report
October 23, 2026; average EPS estimate $0.68

Rithm Capital's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+1.5%
  • 1 week+2.5%
  • 1 month+8.5%
  • This year-5.9%
  • 1 year-4.4%
  • 5 years+34.9%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$5.7B
Net margin
8.7%
EPS (TTM, diluted)
$0.88

Growth

Revenue growth
+17.3%
Change in growth rate
+11.1 pts
Share count change
+6.0%

Earnings

Last results
October 23, 2026
Next results (est.)
February 2, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Our research
  2. Results
  3. Announcement
  4. Announcement
  5. Leadership
  6. Announcement
  7. Deal
  8. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 2 valuation models apply; a rating needs 3.

Valuation models

We value Rithm Capital Corp. as a mortgage reit, with every model that fits that kind of business. Cost of equity 8.6%: the 10-year Treasury yield (4.9%) plus a beta of 0.81 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$16 ~$11–$23 Primary model, counts double
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$17 ~$15–$21 Included
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$4.5 ~$3.4–$6.6 Left out: far from the other models (more than 3x away from their median)
Dividend discount (growing dividend) Today's dividend growing 2.5% a year, discounted at the cost of equity. — Does not apply: no current dividend figure in the company's tagged filings
Combined value Weighted average of the models that apply: the primary model (residual income) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$16 ~$16–$17 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Rithm Capital Corp. with mortgage REITs in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

59 /100

Moderate moat

How hard Rithm Capital's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 20 / 20

    Net income has been a median 1.7% of total assets over 10 years.

  • Durability 5 / 20

    Net margin has been a median 18.3%; its worst year was -78.4%.

  • Discipline 10 / 20

    The diluted share count rose 36.2% over five years; stock-based pay has been a median 0.1% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Rithm Capital Corp.: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current $2.34 −0% $6.2bn +35%
Next $2.37 +1% $6.3bn +2%

Next year's EPS estimate has moved +1.1% in 90 days, across 11 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +3.1% on 90 days ago. In the last 30 days, 8 analysts raised Rithm Capital Corp.'s forecast and 2 cut it.

Consensus EPS forecast Rithm Capital Corp., last 90 days
$2.25 $2.30 $2.35 $2.40 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $2.27 Current fiscal year, 60 days ago: $2.30 Current fiscal year, 30 days ago: $2.30 Current fiscal year, 7 days ago: $2.30 Current fiscal year, Now: $2.34 $2.34 Next fiscal year, 90 days ago: $2.34 Next fiscal year, 60 days ago: $2.35 Next fiscal year, 30 days ago: $2.35 Next fiscal year, 7 days ago: $2.33 Next fiscal year, Now: $2.37 $2.37

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $2.27$2.34
60 days ago $2.30$2.35
30 days ago $2.30$2.35
7 days ago $2.30$2.33
Now $2.34$2.37

Earnings against estimates

Rithm Capital Corp.: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Sept 2026 $0.50 $0.55 +10.2%
Jun 2026 $0.50 $0.60 +20.7%
Mar 2026 $0.50 $0.51 +2.5%
Dec 2025 $0.58 $0.74 +27.2%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, October 23, 2026

No numeric guidance in Rithm Capital Corp.'s latest earnings release (filed October 23, 2026). Some companies give their outlook only on the earnings call.

Analyst recommendations

11 analysts, Oct 2026
Buy11100%
Hold00%
Sell00%

Monthly trend

  1. Oct 20264711
  2. Sep 20264711
  3. Aug 20264711

Counts of recommendations published by analysts covering Rithm Capital Corp., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
5.9%
of tradable shares
Days to cover
4.74
at average volume
Short interest, 1 month
+14%
to October 15, 2026
Held by institutions
63%
of shares
Held by insiders
0.5%
of shares
Employees
7,240
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −4.4%

$9.88 on October 31, 2025 to $9.45

Rithm Capital Corp.: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $4.8bn $5.1bn +6.3%
Net margin 16.9% 9.2% −45.4%
P/E multiple 6.4x 11.4x +77.6%
Share count 522m 563m −7.2%

Biggest factor: net margin.

Last 3 years +27.1%

$7.44 on November 3, 2023 to $9.45

Rithm Capital Corp.: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $3.6bn $5.1bn +40.5%
Net margin 17.6% 9.2% −47.6%
P/E multiple 5.7x 11.4x +102.0%
Share count 481m 563m −14.5%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Rithm Capital Corp.: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
RITM+17%−14%+46%+11%+10%−6%
Industry peers (median)+26%−22%+17%+3%+6%−21%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
RITM58%42%67%58%50%64%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
RITM−15%−37%−21%−11%−20%−27%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 3, 2015: 81% from February 14, 2020 to April 3, 2020. Getting back needed a 429% gain, reached on August 28, 2024, 1608 days after the low.

Price behaviour

52-week range
$8.08 – $11.11
From 52-week high
−15.0%
vs 50-day average
+3.3%
vs 200-day average
+2.3%
Volatility (1 year)
26%
Beta vs S&P 500
0.71

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
7 up, 5 down
typical move ±3.3%
After a week
8 up, 4 down
typical move ±3.9%
After a month
8 up, 3 down
typical move ±5.2%
Rithm Capital Corp.: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
October 23, 2026 +6.2% +0.2% +7.3% —
July 28, 2026 +8.2% −1.3% +11.1% +9.2%
April 28, 2026 −4.5% −0.5% −4.2% −8.5%
February 3, 2026 −0.2% −1.3% −1.2% −9.4%
October 30, 2025 +0.4% −0.8% +0.3% +4.8%
July 28, 2025 +1.5% −0.3% +0.2% +2.2%
April 25, 2025 +5.5% +0.8% +8.5% +8.7%
February 6, 2025 +3.1% −0.6% +4.4% +0.3%
October 29, 2024 +3.1% −0.1% +0.5% +6.8%
July 31, 2024 −1.6% +0.2% −5.2% +2.7%
April 30, 2024 −0.5% −1.9% +0.8% −1.2%
February 7, 2024 −4.3% +0.9% −2.5% +3.2%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) Rithm Capital Corp.
$3.5B $4B $4.5B $5B $5.5B $6B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $3.8B Revenue (TTM), FY24 Q1: $4.2B Revenue (TTM), FY24 Q2: $4.2B Revenue (TTM), FY24 Q3: $4.1B Revenue (TTM), FY24 Q4: $5B Revenue (TTM), FY25 Q1: $4.7B Revenue (TTM), FY25 Q2: $4.8B Revenue (TTM), FY25 Q3: $4.9B Revenue (TTM), FY25 Q4: $4.6B Revenue (TTM), FY26 Q1: $5B Revenue (TTM), FY26 Q2: $5.1B Revenue (TTM), FY26 Q3: $5.7B $5.7B

Source: SEC EDGAR filings. Retrieved November 2, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $3.8B
FY24 Q1 $4.2B
FY24 Q2 $4.2B
FY24 Q3 $4.1B
FY24 Q4 $5B
FY25 Q1 $4.7B
FY25 Q2 $4.8B
FY25 Q3 $4.9B
FY25 Q4 $4.6B
FY26 Q1 $5B
FY26 Q2 $5.1B
FY26 Q3 $5.7B
Revenue growth, TTM YoY Rithm Capital Corp.
-40% -20% 0% 20% 40% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: -20.2% Revenue growth, TTM YoY, FY24 Q1: 10.2% Revenue growth, TTM YoY, FY24 Q2: 17.9% Revenue growth, TTM YoY, FY24 Q3: 7.4% Revenue growth, TTM YoY, FY24 Q4: 32.4% Revenue growth, TTM YoY, FY25 Q1: 11.9% Revenue growth, TTM YoY, FY25 Q2: 12.2% Revenue growth, TTM YoY, FY25 Q3: 18.5% Revenue growth, TTM YoY, FY25 Q4: -7.9% Revenue growth, TTM YoY, FY26 Q1: 6.3% Revenue growth, TTM YoY, FY26 Q2: 6.3% Revenue growth, TTM YoY, FY26 Q3: 17.3% 17.3%

Source: SEC EDGAR filings. Retrieved November 2, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 -20.2%
FY24 Q1 10.2%
FY24 Q2 17.9%
FY24 Q3 7.4%
FY24 Q4 32.4%
FY25 Q1 11.9%
FY25 Q2 12.2%
FY25 Q3 18.5%
FY25 Q4 -7.9%
FY26 Q1 6.3%
FY26 Q2 6.3%
FY26 Q3 17.3%
FCF margin (TTM) Rithm Capital Corp.
-100% 0% 100% 200% FY21 Q2 FY22 Q1 FY25 Q2 FY26 Q3 FCF margin (TTM), FY21 Q2: -71.1% FCF margin (TTM), FY21 Q3: -23.8% FCF margin (TTM), FY21 Q4: 92.0% FCF margin (TTM), FY22 Q1: 165.6% FCF margin (TTM), FY24 Q4: -46.3% FCF margin (TTM), FY25 Q1: 9.2% FCF margin (TTM), FY25 Q2: -4.8% FCF margin (TTM), FY25 Q3: -62.2% FCF margin (TTM), FY25 Q4: -30.5% FCF margin (TTM), FY26 Q1: -55.8% FCF margin (TTM), FY26 Q2: -42.0% FCF margin (TTM), FY26 Q3: -30.5% -30.5%

Source: SEC EDGAR filings. Retrieved November 2, 2026.

View chart data
Period FCF margin (TTM)
FY21 Q2 -71.1%
FY21 Q3 -23.8%
FY21 Q4 92.0%
FY22 Q1 165.6%
FY24 Q4 -46.3%
FY25 Q1 9.2%
FY25 Q2 -4.8%
FY25 Q3 -62.2%
FY25 Q4 -30.5%
FY26 Q1 -55.8%
FY26 Q2 -42.0%
FY26 Q3 -30.5%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ billions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Rithm Capital Corp.: annual financial statements
Fiscal year 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 2.3 2.4 1.7 3.7 4.9 3.7 4.9 4.6 5.7
Net income 1.0 0.6 −1.5 0.7 0.9 0.6 0.9 0.7 0.5
Diluted EPS $2.81 $1.34 −$3.52 $1.51 $1.80 $1.10 $1.67 $1.04 $0.88
Growth (year on year)
Revenue — +6.3% −31.2% +123.6% +32.0% −24.1% +31.7% −6.7% +17.3%
Net income — −42.9% −366.3% — +22.6% −28.0% +49.7% −25.2% −44.9%
Diluted EPS — −52.3% −362.7% — +19.2% −38.9% +51.8% −37.7% −48.0%
Margins
Net margin 42.3% 22.7% −87.8% 18.9% 17.6% 16.7% 18.9% 15.2% 8.7%
Cash flow
Cash from operations −1.2 −1.6 1.9 3.4 5.8 0.7 −2.2 −1.3 −1.4
Stock-based pay 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.1 —
Balance sheet
Cash 0.3 0.5 0.9 1.3 1.3 1.3 1.5 1.8 1.7
Total debt 22.7 35.7 25.8 29.8 22.0 27.0 32.6 35.4 37.9
Net debt (negative = net cash) 22.4 35.1 24.8 28.5 20.7 25.7 31.1 33.6 36.2
Diluted shares 343m 409m 416m 468m 482m 484m 500m 546m 568m
Returned to shareholders
Dividends 0.7 0.8 0.3 0.4 — — — — —
Buybacks 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.1 0.0
Total returned 0.7 0.8 0.3 0.4 0.0 0.0 0.0 0.1 0.0

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

FY2026 Q3 TTM
Buybacks (TTM)
$0
Buybacks, last 3 fiscal years
$50M
Diluted share count
+6.0%
year over year
Total shareholder yield
0.0%
dividends 0.0% + buybacks 0.0% of market value

Competitors: side by side with peers

Closest by revenue in mortgage reits
Growth, margins and cash generation against peers
Last 12 months unless stated RITM STWD ABR PMT BRSP ARI Median
Revenue, last 12 months $5.7bn $2.0bn $461m $348m $339m $238m $142m
Revenue growth, last 12 months 17.3% 11.8% −12.9% 14.6% 2.5% −14.7% −2.4%
Revenue growth, 3-year average 14.3% 2.7% −14.2% −3.0% −6.6% −11.5% −5.1%
Revenue growth, latest quarter 58.9% 15.6% −16.3% 3.6% 4.1% −37.4% 0.9%
Net margin 8.7% 11.4% −23.3% 47.8% 5.6% 55.5% 11.4%
Cash from operations / revenue −25.0% 54.3% 72.6% <−999% 21.3% 36.3% 27.9%
Free-cash-flow margin −30.5% 48.0% 66.7% — 18.0% 30.1% 24.1%
Free-cash-flow margin, 3-year average 24.3% 35.0% 73.0% — 22.7% 54.0% 35.0%
Stock pay / revenue 0.4% 6.5% 3.2% 1.4% 3.8% 5.4% 4.3%
Change in share count 6.0% 11.5% −3.8% 4.7% −2.4% −1.1% 0.5%

Median of all 15 companies we cover in mortgage reits. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

15 mortgage reits companies
Measures ranked against peers
Measure Company Peer median Rank
Revenue growth Growth 17.3% -2.4% 2 of 14
Change in growth rate Growth +11.1pp +2.3pp 1 of 14
Net margin Profitability 8.7% 11.4% 8 of 14
Change in share count Balance sheet 6.0% 0.5% 10 of 14

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue YoY
Servicing Fee Net $2.3B ▲ 15.1%
Interest Revenue $1.9B ▼ 3.9%
Servicing Revenue Net $1.1B ▼ 27.1%
Gain On Originated Residential Mortgage Loans Held For Sale Net $730M ▲ 6.9%
Asset Management1 $627M ▲ 20.5%
Management Service Incentive $364M ▲ 26.6%
Management Service $263M ▲ 12.9%
Other $239M ▲ 5.0%
Other Property Maintenance Revenue $110M ▼ 9.4%
Other Rental Revenue $102M ▲ 33.7%
Miscellaneous Other Income $26.7M ▼ 9.8%
Asset Management Other $0 —
Change In Fair Value of Mortgage Servicing Right -$1.2B —

These categories overlap or exclude eliminations, so shares aren't shown.

From Rithm Capital Corp.'s 10-K filed February 19, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$3.1B
Institutions reporting
508
Shares held vs prior quarter
▼ 1.5%
Positions opened / closed
51 / 68

Top buyers and sellers, Q2 2026: 232 institutions bought and 247 sold ; the biggest buyer was Wellington Management Group LLP (+1.5M shares) and the biggest seller Conversant Capital LLC (−2.5M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $666M 70.9M 21.6% ▼ 1.2%
Vanguard Portfolio Management LLC $270M 28.8M 8.8% ▼ 0.1%
Vanguard Capital Management LLC $236M 25.1M 7.7% ▲ 0.6%
State Street Corp $175M 18.7M 5.7% ▼ 1.4%
Wellington Management Group LLP $109M 11.6M 3.5% ▲ 14.4%
Geode Capital Management, LLC $94.7M 10.1M 3.1% 0.0%
Norges Bank $75M 8.0M 2.4% —
Charles Schwab Investment Management Inc $66.4M 7.1M 2.2% ▲ 0.8%
Bank Of America Corp $63.4M 6.8M 2.1% ▼ 2.7%
Morgan Stanley $60.8M 6.5M 2.0% ▼ 0.5%
UBS Group AG $51M 5.4M 1.7% ▲ 8.7%
LSV Asset Management $50M 5.3M 1.6% ▼ 1.1%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Rithm Capital Corp.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Hebard Peggy Hwan Director August 20, 2026 Sell 14,520 $10.18 $147,814
Saltzman David Director May 20, 2026 Sell 14,174 $9.19 $130,259
Saltzman David Director May 20, 2026 Sell 66,748 $9.26 $618,086
Zeiden David Chief Legal Officer February 27, 2026 Sell pre-set plan 9,217 $10.11 $93,184
Zeiden David Chief Legal Officer November 14, 2025 Sell 19,285 $11.11 $214,256
Nierenberg Michael Chief Executive Officer November 5, 2025 Sell 301,548 $11.00 $3.3M

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 2 trades and filings

No trades in Rithm Capital Corp. disclosed in the last 12 months; 2 earlier trades on record.

  • Daniel S. Goldman(D-NY 10):Sale (full), $1,001 - $15,000, traded April 10, 2023, filed May 19, 2023
  • Daniel S. Goldman(D-NY 10):Purchase, $1,001 - $15,000, traded March 1, 2023, filed April 17, 2023

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around February 2, 2027 estimated from the company's past filing pattern, not announced

  • October 23, 2026
  • July 28, 2026
  • April 28, 2026
  • February 3, 2026
  • October 30, 2025
  • July 28, 2025

Recent SEC filings

Data status

When each part of this page on Rithm Capital Corp. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Rithm Capital Corp. in brief

What does Rithm Capital Corp. do?
Rithm Capital Corp. is a US-listed company in the mortgage REITs industry. Its financial year ends in December.
What is Rithm Capital Corp.'s stock ticker?
Rithm Capital Corp. trades under the ticker RITM on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Rithm Capital Corp.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Rithm Capital Corp. reported revenue of $5.7B, 17.3% higher than a year earlier, according to its SEC filings.
What is Rithm Capital Corp.'s free cash flow?
Rithm Capital Corp.'s free-cash-flow margin is -30.5% of revenue over the trailing twelve months.
Who are Rithm Capital Corp.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and Vanguard Capital Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Rithm Capital Corp. buying back stock, and does it pay a dividend?
Rithm Capital Corp. spent $0 on share repurchases over the trailing twelve months, and its diluted share count still rose 6.0% over the year.
What is Rithm Capital Corp.'s market cap?
On November 2, 2026, Rithm Capital Corp.'s market capitalisation was about $5.4B, with a price-to-earnings ratio of 10.8 and net debt of $36.2B. Market figures come from third-party market data and may be delayed.
Who are Rithm Capital Corp.'s competitors?
In our Mortgage REITs peer group, the companies closest to Rithm Capital Corp. are Starwood Property Trust, Inc., Arbor Realty Trust Inc, Pennymac Mortgage Investment Trust, Brightspire Capital, Inc. and Apollo Commercial Real Estate Finance, Inc. The side-by-side comparison below sets their revenue, margins and growth against Rithm Capital Corp.'s.
Are insiders buying or selling Rithm Capital Corp. stock?
Over the last 12 months, Rithm Capital Corp.'s directors and officers reported 0 open-market purchases and 6 sales on Form 4. The insider trading page charts every trade.
When is Rithm Capital Corp.'s next earnings date?
Around February 2, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Rithm Capital Corp. announces its own schedule.