Rithm Capital (RITM) Expected to Announce Earnings on Tuesday

Rithm Capital (NYSE:RITM) is expected to announce its Q4 2025 results before the market opens on Tuesday, February 3rd. Analysts expect Rithm Capital to post earnings of $0.54 per share and revenue of $1.2447 billion for the quarter. Interested persons are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Tuesday, February 3, 2026 at 8:00 AM ET.

Rithm Capital (NYSE:RITM) last issued its earnings results on Thursday, October 30th. The real estate investment trust reported $0.54 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.54. Rithm Capital had a net margin of 17.08% and a return on equity of 18.82%. The business had revenue of $1.11 billion for the quarter, compared to the consensus estimate of $1.07 billion. On average, analysts expect Rithm Capital to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Rithm Capital Stock Up 1.8%

Shares of NYSE RITM opened at $11.99 on Tuesday. The stock’s fifty day moving average is $11.26 and its 200 day moving average is $11.56. The stock has a market capitalization of $6.64 billion, a P/E ratio of 8.27 and a beta of 1.21. Rithm Capital has a 52 week low of $9.13 and a 52 week high of $12.74. The company has a debt-to-equity ratio of 1.52, a quick ratio of 0.45 and a current ratio of 0.45.

Rithm Capital Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 30th. Shareholders of record on Wednesday, December 31st will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 8.3%. The ex-dividend date is Wednesday, December 31st. Rithm Capital’s dividend payout ratio is 68.97%.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on RITM shares. Wedbush initiated coverage on Rithm Capital in a research report on Monday, December 15th. They set an “outperform” rating and a $14.00 price target on the stock. Weiss Ratings reissued a “hold (c+)” rating on shares of Rithm Capital in a report on Monday, December 29th. UBS Group began coverage on shares of Rithm Capital in a report on Thursday, January 8th. They issued a “buy” rating and a $16.00 price objective on the stock. Jones Trading reissued a “buy” rating and issued a $13.50 price target on shares of Rithm Capital in a report on Thursday, October 30th. Finally, Keefe, Bruyette & Woods restated an “outperform” rating on shares of Rithm Capital in a report on Thursday, December 18th. Seven research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $14.71.

Insider Transactions at Rithm Capital

In other Rithm Capital news, insider David Zeiden sold 19,285 shares of the stock in a transaction on Friday, November 14th. The stock was sold at an average price of $11.11, for a total transaction of $214,256.35. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CEO Michael Nierenberg sold 301,548 shares of Rithm Capital stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $11.00, for a total transaction of $3,317,028.00. Additional details regarding this sale are available in the official SEC disclosure. 0.44% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Rithm Capital

Several institutional investors have recently made changes to their positions in the company. Advisory Services Network LLC acquired a new position in Rithm Capital during the 3rd quarter valued at $43,000. Danske Bank A S acquired a new stake in Rithm Capital during the 3rd quarter worth $46,000. Caitong International Asset Management Co. Ltd bought a new position in Rithm Capital during the 3rd quarter worth approximately $46,000. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Rithm Capital by 1,656.8% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 6,500 shares of the real estate investment trust’s stock valued at $74,000 after purchasing an additional 6,130 shares in the last quarter. Finally, EverSource Wealth Advisors LLC boosted its position in Rithm Capital by 26.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 6,650 shares of the real estate investment trust’s stock worth $75,000 after acquiring an additional 1,387 shares during the last quarter. 44.92% of the stock is currently owned by institutional investors and hedge funds.

About Rithm Capital

Rithm Capital Corporation is a specialty finance company that originates, acquires and manages structured credit investments collateralized by real estate assets in the United States. The company focuses primarily on senior floating-rate loans secured by multifamily, commercial, industrial and single-family rental properties, aiming to deliver attractive risk-adjusted yields through a diversified portfolio of floating-rate real estate debt.

In addition to senior loans, Rithm Capital invests in residential mortgage-backed securities, including agency and non-agency pools, as well as other real estate-related credit instruments.