Rithm Capital Reports Strong 2025 Financial Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy RITM?
Source: Businesswire
- Annual Performance Review: Rithm Capital achieved a net income of $567.2 million in 2025, reflecting a 32.5% increase from 2024, showcasing the company's sustained growth potential across its diversified asset management platform, thereby enhancing its market competitiveness.
- Earnings Per Share Performance: The diluted earnings per share for 2025 was $1.04, down from $1.67 in 2024, yet the earnings available for distribution reached $2.35 per share, demonstrating the company's strong capacity for profit distribution and further solidifying shareholder confidence.
- Asset Management Scale Expansion: By the end of 2025, Rithm Capital's investable assets exceeded $100 billion, bolstered by the acquisitions of Crestline and Paramount Group, which further strengthened its position in the alternative asset management sector, indicating future growth opportunities.
- Strategic Investment Layout: The company's strategic investments across asset management, Newrez, and Genesis provide a solid foundation for growth in 2026, with expectations to leverage its unique market advantages to capture more strategic opportunities for clients and shareholders.
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Analyst Views on RITM
Wall Street analysts forecast RITM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RITM is 14.92 USD with a low forecast of 14.00 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 10.940
Low
14.00
Averages
14.92
High
16.00
Current: 10.940
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 Set to Announce Q4 Earnings Results
- Earnings Announcement Schedule: Rithm Capital (RITM) is set to announce its Q4 earnings on February 3rd before market open, with investor focus on key metrics such as asset management revenues, mortgage servicing rights, and interest income, with a consensus EPS estimate of $0.58, reflecting a 3.3% year-over-year decline.
- Revenue Expectation Changes: The consensus revenue estimate for RITM stands at $1.24 billion, indicating a significant 41.0% year-over-year drop, while the past three months have seen three upward revisions in EPS and revenue estimates, suggesting cautious optimism about the company's future performance.
- Market Performance Analysis: Ahead of the earnings release, RITM's stock traded 1.28% lower at $10.80 during Monday's session, and currently trades approximately 6% below its 200-day simple moving average, indicating market concerns regarding its short-term performance.
- Insider Trading Dynamics: Over the past three months, RITM insiders have been net buyers, recording three open market purchases against two sell transactions, reflecting management's confidence in the company's future prospects.
See More
Rithm Capital Acquires Minority Stake in Valon Technologies
- Long-term Investment: Rithm Capital has announced a significant long-term minority equity investment in Valon Technologies, a tech firm focused on developing the AI-native mortgage servicing operating system ValonOS, indicating Rithm's continued support for its early investment.
- Technology Deployment Plan: Newrez, a subsidiary of Rithm, will begin transitioning to ValonOS in 2027 to enhance servicing for homeowners, a move expected to significantly improve customer experience and strengthen market competitiveness.
- Positive Market Outlook: The launch of ValonOS is set to bring innovation to the mortgage servicing industry, and Rithm's investment not only supports Valon's technological advancement but may also yield long-term financial returns for Rithm.
- Shareholder Value Enhancement: Through collaboration with Valon, Rithm Capital aims to enhance shareholder value by upgrading technology and optimizing services, further solidifying its leadership position in the mortgage real estate investment trust (mREIT) sector.
See More
Rithm Capital Reports Strong Q4 Earnings, Stock Rises 3.4%
- Earnings Beat: Rithm Capital reported Q4 EPS of $0.74, exceeding analyst expectations of $0.58 and rising from $0.54 in Q3, indicating strengthened profitability and operational momentum.
- Revenue Growth: Q4 revenue reached $1.29 billion, surpassing the consensus estimate of $1.24 billion and increasing from $1.11 billion in the prior quarter, reflecting positive contributions from recent acquisitions of Crestline Management and Paramount Group.
- Asset Management Expansion: As of December 31, 2025, Sculptor Capital's assets under management grew to $38 billion, up from $37 billion as of September 30, 2025, showcasing the firm's ongoing growth and appeal in the asset management sector.
- Rising Expenses: Despite revenue growth, Rithm Capital's expenses increased to $1.17 billion from $938.9 million in Q3, indicating cost pressures associated with business expansion, which may impact future profitability.
See More
Rithm Capital Q4 Earnings Exceed Expectations
- Earnings Beat: Rithm Capital reported a Q4 EAD of $0.74, surpassing expectations by $0.16, indicating strong profitability despite revenue challenges.
- Significant Revenue Decline: The company’s revenue of $1.29 billion represents a 38.6% year-over-year decline, yet it exceeded forecasts by $50 million, showcasing resilience amid market pressures.
- Stable Book Value: With a book value per common share of $12.66, Rithm Capital demonstrates asset stability, providing a relatively secure investment foundation despite market fluctuations.
- Dividend Appeal: The 8.75% fixed-rate reset preferred IPO from Rithm Capital has garnered investor interest, highlighting the company's ongoing ability to deliver attractive dividends and strengthening its competitive position in the mREIT sector.
See More
Rithm Capital Reports Strong 2025 Financial Performance
- Annual Performance Review: Rithm Capital achieved a net income of $567.2 million in 2025, reflecting a 32.5% increase from 2024, showcasing the company's sustained growth potential across its diversified asset management platform, thereby enhancing its market competitiveness.
- Earnings Per Share Performance: The diluted earnings per share for 2025 was $1.04, down from $1.67 in 2024, yet the earnings available for distribution reached $2.35 per share, demonstrating the company's strong capacity for profit distribution and further solidifying shareholder confidence.
- Asset Management Scale Expansion: By the end of 2025, Rithm Capital's investable assets exceeded $100 billion, bolstered by the acquisitions of Crestline and Paramount Group, which further strengthened its position in the alternative asset management sector, indicating future growth opportunities.
- Strategic Investment Layout: The company's strategic investments across asset management, Newrez, and Genesis provide a solid foundation for growth in 2026, with expectations to leverage its unique market advantages to capture more strategic opportunities for clients and shareholders.
See More
Rithm Capital Deepens Partnership with Valon Technologies
- Strategic Partnership Deepening: Rithm Capital is deepening its partnership with Valon Technologies, having been an early investor that supported Valon's growth and the development of ValonOS, which is expected to significantly enhance Newrez's servicing capabilities for over 4 million homeowners and strengthen its market competitiveness.
- Technology Innovation Application: Newrez plans to deploy ValonOS, an AI-native operating system, starting in 2027, which will optimize mortgage servicing processes, reduce service costs, and enhance customer experience, marking a modernization effort in the mortgage industry.
- Market Potential Unleashed: Rithm CEO Michael Nierenberg highlighted that ValonOS will bring operational efficiency and scalability to Newrez, potentially transforming the $13 trillion mortgage servicing market and creating long-term value.
- Customer Experience Enhancement: The collaboration between Newrez and Valon aims to provide a seamless mortgage servicing experience for over 4 million homeowners, leveraging advanced technology and deep operational expertise to boost customer satisfaction and drive business growth.
See More
Rithm Capital Set to Announce Q4 Earnings Results
- Earnings Announcement Schedule: Rithm Capital (RITM) is set to announce its Q4 earnings on February 3rd before market open, with investor focus on key metrics such as asset management revenues, mortgage servicing rights, and interest income, with a consensus EPS estimate of $0.58, reflecting a 3.3% year-over-year decline.
- Revenue Expectation Changes: The consensus revenue estimate for RITM stands at $1.24 billion, indicating a significant 41.0% year-over-year drop, while the past three months have seen three upward revisions in EPS and revenue estimates, suggesting cautious optimism about the company's future performance.
- Market Performance Analysis: Ahead of the earnings release, RITM's stock traded 1.28% lower at $10.80 during Monday's session, and currently trades approximately 6% below its 200-day simple moving average, indicating market concerns regarding its short-term performance.
- Insider Trading Dynamics: Over the past three months, RITM insiders have been net buyers, recording three open market purchases against two sell transactions, reflecting management's confidence in the company's future prospects.
See More
Rithm Capital Acquires Minority Stake in Valon Technologies
- Long-term Investment: Rithm Capital has announced a significant long-term minority equity investment in Valon Technologies, a tech firm focused on developing the AI-native mortgage servicing operating system ValonOS, indicating Rithm's continued support for its early investment.
- Technology Deployment Plan: Newrez, a subsidiary of Rithm, will begin transitioning to ValonOS in 2027 to enhance servicing for homeowners, a move expected to significantly improve customer experience and strengthen market competitiveness.
- Positive Market Outlook: The launch of ValonOS is set to bring innovation to the mortgage servicing industry, and Rithm's investment not only supports Valon's technological advancement but may also yield long-term financial returns for Rithm.
- Shareholder Value Enhancement: Through collaboration with Valon, Rithm Capital aims to enhance shareholder value by upgrading technology and optimizing services, further solidifying its leadership position in the mortgage real estate investment trust (mREIT) sector.
See More
Rithm Capital Reports Strong Q4 Earnings, Stock Rises 3.4%
- Earnings Beat: Rithm Capital reported Q4 EPS of $0.74, exceeding analyst expectations of $0.58 and rising from $0.54 in Q3, indicating strengthened profitability and operational momentum.
- Revenue Growth: Q4 revenue reached $1.29 billion, surpassing the consensus estimate of $1.24 billion and increasing from $1.11 billion in the prior quarter, reflecting positive contributions from recent acquisitions of Crestline Management and Paramount Group.
- Asset Management Expansion: As of December 31, 2025, Sculptor Capital's assets under management grew to $38 billion, up from $37 billion as of September 30, 2025, showcasing the firm's ongoing growth and appeal in the asset management sector.
- Rising Expenses: Despite revenue growth, Rithm Capital's expenses increased to $1.17 billion from $938.9 million in Q3, indicating cost pressures associated with business expansion, which may impact future profitability.
See More
Rithm Capital Q4 Earnings Exceed Expectations
- Earnings Beat: Rithm Capital reported a Q4 EAD of $0.74, surpassing expectations by $0.16, indicating strong profitability despite revenue challenges.
- Significant Revenue Decline: The company’s revenue of $1.29 billion represents a 38.6% year-over-year decline, yet it exceeded forecasts by $50 million, showcasing resilience amid market pressures.
- Stable Book Value: With a book value per common share of $12.66, Rithm Capital demonstrates asset stability, providing a relatively secure investment foundation despite market fluctuations.
- Dividend Appeal: The 8.75% fixed-rate reset preferred IPO from Rithm Capital has garnered investor interest, highlighting the company's ongoing ability to deliver attractive dividends and strengthening its competitive position in the mREIT sector.
See More
Rithm Capital Reports Strong 2025 Financial Performance
- Annual Performance Review: Rithm Capital achieved a net income of $567.2 million in 2025, reflecting a 32.5% increase from 2024, showcasing the company's sustained growth potential across its diversified asset management platform, thereby enhancing its market competitiveness.
- Earnings Per Share Performance: The diluted earnings per share for 2025 was $1.04, down from $1.67 in 2024, yet the earnings available for distribution reached $2.35 per share, demonstrating the company's strong capacity for profit distribution and further solidifying shareholder confidence.
- Asset Management Scale Expansion: By the end of 2025, Rithm Capital's investable assets exceeded $100 billion, bolstered by the acquisitions of Crestline and Paramount Group, which further strengthened its position in the alternative asset management sector, indicating future growth opportunities.
- Strategic Investment Layout: The company's strategic investments across asset management, Newrez, and Genesis provide a solid foundation for growth in 2026, with expectations to leverage its unique market advantages to capture more strategic opportunities for clients and shareholders.
See More
Rithm Capital Deepens Partnership with Valon Technologies
- Strategic Partnership Deepening: Rithm Capital is deepening its partnership with Valon Technologies, having been an early investor that supported Valon's growth and the development of ValonOS, which is expected to significantly enhance Newrez's servicing capabilities for over 4 million homeowners and strengthen its market competitiveness.
- Technology Innovation Application: Newrez plans to deploy ValonOS, an AI-native operating system, starting in 2027, which will optimize mortgage servicing processes, reduce service costs, and enhance customer experience, marking a modernization effort in the mortgage industry.
- Market Potential Unleashed: Rithm CEO Michael Nierenberg highlighted that ValonOS will bring operational efficiency and scalability to Newrez, potentially transforming the $13 trillion mortgage servicing market and creating long-term value.
- Customer Experience Enhancement: The collaboration between Newrez and Valon aims to provide a seamless mortgage servicing experience for over 4 million homeowners, leveraging advanced technology and deep operational expertise to boost customer satisfaction and drive business growth.
See More
