Rithm Capital (RITM)
Combines mortgage servicing, transitional lending, investment portfolios, and alternative asset management.
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Generates business through mortgage origination and servicing, transitional lending, investments, and asset management. Its owner-operator structure pairs operating platforms with portfolios in real estate and credit.
Mortgage origination and servicing through Newrez sit beside residential transitional lending through Genesis and investments in mortgage servicing rights and structured credit.
Asset-based finance, residential and commercial real-estate lending, credit and real-estate investments, and alternative asset management make up the owner-operator platform. The 2022 internalization replaced an external manager, while the 2023 Sculptor acquisition added a global manager across credit, real estate and multi-strategy mandates.
Crestline, Sculptor and Elecor Properties extend asset-management and commercial-real-estate capabilities. The business depends on operating platforms that create and service assets as well as on investment portfolios.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 21, 2026 | UBS | Reiterate | Rating: —Target: $14.50 | Target: $14 |
| Jun 16, 2026 | BTIG | Reiterate | Rating: —Target: $16 | Target: $13 |
| May 1, 2026 | Wedbush | Reiterate | Rating: —Target: $14 | Target: $12.50 |
| Apr 10, 2026 | UBS | Reiterate | Rating: —Target: $15 | Target: $14.50 |
| Apr 9, 2026 | Capital One Financial | Target | Target: — | Target: $12.50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $6.55B · Total debt $40.23B · Total assets $54.11B · Shareholders' equity $8.52B
- Revenue
- $1.28B
- Operating income
- $6.8M
- Net income
- $56.3M
HistoryDividendAnnual yieldUpcoming
| Institutions | 60.02% | 335.13M shares | |
|---|---|---|---|
| 529 holders · as of Jun 30, 2026 | |||
| Insiders | 0.14% | 803.5K shares | |
| 8 holders · as of Aug 25, 2026 | |||
| Other | 39.84% | 222.47M shares | |
| remainder | |||
558.41M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 12.70% | 70.90M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.16% | 28.80M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.50% | 25.13M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.35% | 18.68M | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 2.08% | 11.62M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 20, 2026 | Peggy Hwan Hebard | director | −14,520 | $10.18 |
| May 20, 2026 | David Saltzman | director | −80,922 | $9.25 |
| Feb 27, 2026 | David Zeiden | officer: Chief Legal Officer | −9,217 | $10.11 |
| Nov 14, 2025 | David Zeiden | officer: Chief Legal Officer | −19,285 | $11.11 |
| Nov 5, 2025 | Michael Nierenberg | director, officer: Chief Executive Officer | −301,548 | $11.00 |
- PennyMac Financial Services
Multichannel mortgage production, servicing and MSR overlap
- Rocket Companies
Large mortgage originator and servicer across homeownership services
- UWM
Wholesale mortgage lending and mortgage servicing-rights overlap
- Onity Group
Non-bank mortgage servicing and origination overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rithm Capital | $9.68 | +1.31% | $5.33B | 15.9 | 4.3 | 0.9 | +205.4% |
| PennyMac Financial Services | $66.46 | −0.21% | $3.46B | 9.1 | 7.9 | 0.7 | +11.8% |
| Rocket Companies | $12.59 | +1.82% | $34.90B | 84.7 | 17.6 | 3.6 | +113.7% |
| UWM | $1.24 | −1.59% | $1.91B | — | 4.8 | 0.6 | −78.6% |
| Onity Group | $32.50 | +2.49% | $267.4M | 2.0 | 6.8 | 0.2 | +14.7% |
| Median | 9.1 | 7.3 | 0.6 | +13.2% |