Rithm Capital to Announce Q1 Earnings with Focus on Mortgage Valuations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 27 2026
0mins
Should l Buy RITM?
Source: seekingalpha
- Earnings Preview: Rithm Capital is set to announce its Q1 earnings on Tuesday, with Wall Street expecting an EPS of $0.50, reflecting a 3.8% decline, while revenue is projected at $1.27 billion, highlighting investor focus on mortgage servicing rights valuations and the origination environment.
- Acquisition Growth Contribution: The company reported better-than-expected Q4 earnings, primarily driven by the contributions from its acquisitions of Crestline Management and Paramount Group, with origination growth expected to reach approximately 10% by 2026.
- Underperformance in Market: Despite bullish ratings from Wall Street analysts, including Strong Buy and Buy, Rithm Capital's shares have declined nearly 7% year-to-date, underperforming the S&P 500, which has gained 4.67% during the same period.
- Attractive Valuation: Piper Sandler has rated RITM as Overweight, lowering its price target from $15 to $14, emphasizing the company's diversified business model and robust asset management platform, with projected pre-tax income exceeding $1 billion in 2026.
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Analyst Views on RITM
Wall Street analysts forecast RITM stock price to rise
6 Analyst Rating
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 9.840
Low
14.00
Averages
14.92
High
16.00
Current: 9.840
Low
14.00
Averages
14.92
High
16.00
About RITM
Rithm Capital Corp. is a global asset manager focused on real estate, credit and financial services. The Company makes direct investments and operates several wholly-owned operating businesses. Its segments include Origination and Servicing, Investment Portfolio, Residential Transitional Lending and Asset Management. The Company's businesses include Sculptor Capital Management, Inc., an alternative asset manager, as well as Newrez LLC and Genesis Capital LLC, mortgage origination and servicing platforms. Sculptor Capital Management, Inc. provides asset management services and investment products across credit, real estate and multi-strategy platforms through commingled funds, separate accounts and other alternative investment vehicles. Genesis Capital LLC specializes in originating and managing a portfolio of primarily short-term business purpose mortgage loans to fund single-family and multi-family real estate developers with construction, renovation and bridge loans.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Rithm Capital Plans $500 Million Senior Notes Offering
- Bond Offering Announcement: Rithm Capital Corp. has announced its intention to offer $500 million in senior unsecured notes due 2031, aiming to enhance financial flexibility and support general corporate purposes.
- Clear Use of Proceeds: The net proceeds from this bond offering will be utilized for general corporate purposes, including the repayment of certain debts, thereby improving the company's capital structure and reducing financial risk.
- Compliance Statement: The notes are not registered under U.S. securities laws and are being offered only to qualified institutional buyers, ensuring compliance with relevant regulations and minimizing legal risks.
- Company Background: Rithm Capital is a global alternative asset manager with a focus on managing credit and real estate assets, leveraging a diversified platform to drive value for shareholders and investors, showcasing strong market competitiveness.
See More
KBRA Assigns Preliminary Ratings to NRMLT 2026-NQM6
- Transaction Size: KBRA has assigned preliminary ratings to NRMLT 2026-NQM6, a $490.1 million transaction sponsored by Rithm Capital Corp., indicating a sustained market interest in non-prime RMBS that may attract more investor attention.
- Loan Quality: The underlying mortgages are primarily originated by NewRez LLC, with borrowers exhibiting an average credit score of 755 and both loan-to-value (LTV) and combined LTV at 71.8%, suggesting high loan quality that bolsters investor confidence.
- Rating Methodology: KBRA's rating approach incorporates loan-level analysis through its Residential Asset Loss Model (REALM), alongside third-party due diligence results and cash flow modeling, ensuring the accuracy and reliability of the ratings, which enhances market trust in its assessments.
- Legal Structure Assessment: A comprehensive review of the transaction's legal structure and documentation was conducted to ensure compliance and transparency, which not only helps mitigate investment risks but may also enhance market acceptance of such assets.
See More
Knoa Pharma Establishes New Board to Enhance Public Health Initiatives
- Company Formation Background: Knoa Pharma LLC begins operations independently on May 1, 2026, aiming to ensure safe access to critical medicines while addressing the opioid crisis and enhancing public health, marking a new chapter following Purdue Pharma's bankruptcy.
- Innovative Governance Structure: Knoa Pharma is 100% owned by the newly established non-profit Knoa Foundation, which has created two independent boards to ensure strong oversight and accountability in drug production and distribution, thereby enhancing public trust.
- Commitment to Public Health: Knoa Pharma will manufacture existing medicines, including opioid analgesics, safely and responsibly without promoting opioid products, operating under a strict injunction to minimize the risk of drug diversion and support the U.S. response to the opioid crisis.
- Leadership Team Composition: The new board comprises leaders with extensive experience in public health, drug policy, and corporate governance, ensuring the company meets critical patient needs while promoting sustainable and transparent operations that enhance social responsibility.
See More
Rithm Capital Dividend History Update
- Dividend Announcement: Rithm Capital Corp recently declared a dividend of $0.4375 per share on its Reset Rate Series D Cumulative Preferred Stock, indicating the company's commitment to maintaining dividend payments, which can enhance investor confidence.
- ETF Composition: According to ETF Finder, Rithm Capital comprises 8.87% of the Simplify Opportunistic Income ETF, highlighting its significance within the fund and potentially attracting more investor interest in the ETF's performance.
- Stock Performance: In Thursday trading, Rithm Capital's Reset Rate Series D Cumulative Preferred Stock rose approximately 0.1%, while common shares increased by about 2.3%, reflecting a positive market response to the company's stock, which may indicate investor optimism about future growth.
- Market Dynamics: Both Rithm Capital's preferred and common stocks performed well during the day, suggesting market recognition of its financial health, which could further drive the company's stock price upward.
See More
Newrez Analysis Reveals Significant Rise in Homeowners Insurance Premiums
- Insurance Premium Growth: An analysis by Newrez of approximately 1.2 million residential mortgage loans reveals that the average annual homeowners insurance premium surged from $1,597 at year-end 2021 to $2,625 at year-end 2025, marking a 64% increase, although the growth rate slowed to 10% in 2025, the lowest since 2021.
- Regional Variations: Arizona experienced the largest increase in insurance premiums from 2021 to 2025 at 94%, while Alaska had the smallest increase at 27%, highlighting significant disparities in insurance costs across different regions.
- Savings Opportunities for Customers: Through a partnership with digital insurtech platform Matic, Newrez customers who switched insurance carriers saved an average of $928, indicating that even amid rising insurance costs, consumers can still find ways to reduce expenses by comparing coverage options.
- Homeowner Resilience: Despite rising insurance costs, overall delinquency rates remain below historical averages, suggesting that homeowners are demonstrating resilience in the face of increasing housing expenses, thereby supporting the long-term stability of household assets.
See More
Rithm (RITM) Q2 2025 Earnings Transcript
See More
Rithm Capital Plans $500 Million Senior Notes Offering
- Bond Offering Announcement: Rithm Capital Corp. has announced its intention to offer $500 million in senior unsecured notes due 2031, aiming to enhance financial flexibility and support general corporate purposes.
- Clear Use of Proceeds: The net proceeds from this bond offering will be utilized for general corporate purposes, including the repayment of certain debts, thereby improving the company's capital structure and reducing financial risk.
- Compliance Statement: The notes are not registered under U.S. securities laws and are being offered only to qualified institutional buyers, ensuring compliance with relevant regulations and minimizing legal risks.
- Company Background: Rithm Capital is a global alternative asset manager with a focus on managing credit and real estate assets, leveraging a diversified platform to drive value for shareholders and investors, showcasing strong market competitiveness.
See More
KBRA Assigns Preliminary Ratings to NRMLT 2026-NQM6
- Transaction Size: KBRA has assigned preliminary ratings to NRMLT 2026-NQM6, a $490.1 million transaction sponsored by Rithm Capital Corp., indicating a sustained market interest in non-prime RMBS that may attract more investor attention.
- Loan Quality: The underlying mortgages are primarily originated by NewRez LLC, with borrowers exhibiting an average credit score of 755 and both loan-to-value (LTV) and combined LTV at 71.8%, suggesting high loan quality that bolsters investor confidence.
- Rating Methodology: KBRA's rating approach incorporates loan-level analysis through its Residential Asset Loss Model (REALM), alongside third-party due diligence results and cash flow modeling, ensuring the accuracy and reliability of the ratings, which enhances market trust in its assessments.
- Legal Structure Assessment: A comprehensive review of the transaction's legal structure and documentation was conducted to ensure compliance and transparency, which not only helps mitigate investment risks but may also enhance market acceptance of such assets.
See More
Knoa Pharma Establishes New Board to Enhance Public Health Initiatives
- Company Formation Background: Knoa Pharma LLC begins operations independently on May 1, 2026, aiming to ensure safe access to critical medicines while addressing the opioid crisis and enhancing public health, marking a new chapter following Purdue Pharma's bankruptcy.
- Innovative Governance Structure: Knoa Pharma is 100% owned by the newly established non-profit Knoa Foundation, which has created two independent boards to ensure strong oversight and accountability in drug production and distribution, thereby enhancing public trust.
- Commitment to Public Health: Knoa Pharma will manufacture existing medicines, including opioid analgesics, safely and responsibly without promoting opioid products, operating under a strict injunction to minimize the risk of drug diversion and support the U.S. response to the opioid crisis.
- Leadership Team Composition: The new board comprises leaders with extensive experience in public health, drug policy, and corporate governance, ensuring the company meets critical patient needs while promoting sustainable and transparent operations that enhance social responsibility.
See More
Rithm Capital Dividend History Update
- Dividend Announcement: Rithm Capital Corp recently declared a dividend of $0.4375 per share on its Reset Rate Series D Cumulative Preferred Stock, indicating the company's commitment to maintaining dividend payments, which can enhance investor confidence.
- ETF Composition: According to ETF Finder, Rithm Capital comprises 8.87% of the Simplify Opportunistic Income ETF, highlighting its significance within the fund and potentially attracting more investor interest in the ETF's performance.
- Stock Performance: In Thursday trading, Rithm Capital's Reset Rate Series D Cumulative Preferred Stock rose approximately 0.1%, while common shares increased by about 2.3%, reflecting a positive market response to the company's stock, which may indicate investor optimism about future growth.
- Market Dynamics: Both Rithm Capital's preferred and common stocks performed well during the day, suggesting market recognition of its financial health, which could further drive the company's stock price upward.
See More
Newrez Analysis Reveals Significant Rise in Homeowners Insurance Premiums
- Insurance Premium Growth: An analysis by Newrez of approximately 1.2 million residential mortgage loans reveals that the average annual homeowners insurance premium surged from $1,597 at year-end 2021 to $2,625 at year-end 2025, marking a 64% increase, although the growth rate slowed to 10% in 2025, the lowest since 2021.
- Regional Variations: Arizona experienced the largest increase in insurance premiums from 2021 to 2025 at 94%, while Alaska had the smallest increase at 27%, highlighting significant disparities in insurance costs across different regions.
- Savings Opportunities for Customers: Through a partnership with digital insurtech platform Matic, Newrez customers who switched insurance carriers saved an average of $928, indicating that even amid rising insurance costs, consumers can still find ways to reduce expenses by comparing coverage options.
- Homeowner Resilience: Despite rising insurance costs, overall delinquency rates remain below historical averages, suggesting that homeowners are demonstrating resilience in the face of increasing housing expenses, thereby supporting the long-term stability of household assets.
See More
Rithm (RITM) Q2 2025 Earnings Transcript
See More
