Earnings summaries and quarterly performance for Rithm Capital.
Executive leadership at Rithm Capital.
Board of directors at Rithm Capital.
Research analysts who have asked questions during Rithm Capital earnings calls.
Bose George
Keefe, Bruyette & Woods
8 questions for RITM
Also covers: ACT, AGM, AGNC +25 more
Eric Hagen
BTIG
7 questions for RITM
Also covers: AGNC, AOMR, ARR +21 more
KL
Kenneth Lee
RBC Capital Markets
7 questions for RITM
Also covers: AAMI, AMP, APAM +17 more
Crispin Love
Piper Sandler
6 questions for RITM
Also covers: ABL, ABR, AGNC +24 more
DH
Douglas Harter
UBS
6 questions for RITM
Also covers: ACRE, ACT, AGNC +42 more
GA
Giuliano Anderes-Bologna
Compass Point
3 questions for RITM
Also covers: AFRM, AGO, COOP +7 more
GB
Giuliano Bologna
Compass Point Research & Trading LLC
2 questions for RITM
Also covers: AFRM, FIP, FTAI +4 more
JW
Jason Weaver
Unaffiliated Analyst
2 questions for RITM
Also covers: AGNC, ARR, BRSP +15 more
JM
Jay McCanless
Wedbush Securities
2 questions for RITM
Also covers: BLDR, BZH, CCS +20 more
MO
Matthew Order
Jones Trading
2 questions for RITM
Randy Binner
B. Riley Securities
2 questions for RITM
Also covers: ARR, BRSP, BUR +13 more
Stephen Laws
Raymond James
2 questions for RITM
Also covers: ABR, ACR, AJX +16 more
TC
Trevor Cranston
Citizens JMP
2 questions for RITM
Also covers: AGNC, ARR, CIM +10 more
DH
Doug Harter
UBS Group AG
1 question for RITM
Also covers: ARCC, ARR, BETR +15 more
Randolph Binner
B. Riley Financial, Inc.
1 question for RITM
Also covers: ABL, AOMR, ARR +12 more
Recent press releases and 8-K filings for RITM.
RITM Reports Strong Q4 and Full-Year 2025 Financial Performance and Strategic Growth
RITM
Earnings
M&A
New Projects/Investments
- RITM reported Earnings Available for Distribution (EAD) of $0.74 per diluted share for Q4 2025 and $2.35 per diluted share for the full year 2025, representing 12% year-over-year growth. GAAP net income for Q4 2025 was $0.09 per diluted share and $1.04 per diluted share for the full year 2025. Book value at year-end was $12.60 per common share.
- The company grew its asset management business through acquisitions, including Crestline Asset Management and the take-private of real estate REIT Paramount. Total investable assets managed by the firm exceeded $100 billion, with Rithm Asset Management AUM at $63 billion.
- The Genesis business produced just under $5 billion in loans in 2025, with earnings up 250% since its 2022 acquisition. Newrez, the mortgage company, grew year-over-year earnings by 13% and funded $63 billion in volume for 2025, positioning it as the fifth largest mortgage lender in the U.S..
- RITM made significant investments in technology, announcing partnerships with Valon for servicing and HomeVision for origination, with the first phase of HomeVision rollout doubling underwriting capacity. The company also highlighted its strategy to grow its asset-based finance (ABF) space and the Rithm Property Trust.
4 days ago
Rithm Capital Reports Strong Q4 and Full-Year 2025 Results, Expands Asset Management and Real Estate Portfolios
RITM
Earnings
M&A
New Projects/Investments
- Rithm Capital reported an excellent year in 2025, achieving a record fourth quarter from an EAD perspective and higher book value year-over-year despite paying out over $600 million in dividends. The company ended the year with $1.7 billion of cash and liquidity.
- The asset management business grew significantly, with the acquisition of Crestline Asset Management and the take-private of Paramount, bringing total investable assets under management (AUM) to over $100 billion. Sculptor's AUM increased from $34 billion to $38 billion in 2025.
- Key operating segments demonstrated strong performance: Genesis produced just under $5 billion in loans in 2025, with earnings up 250% since 2022. Newrez reported 13% year-over-year earnings growth, funded $63 billion in 2025, and generated north of $1.1 billion in pre-tax income.
- The Paramount acquisition, comprising 13 large office buildings (approximately 13 million sq ft) in New York and San Francisco, was made at a 40% discount to pre-COVID values. The core portfolio's leased occupancy stood at 86.9% at year-end 2025.
- Rithm is investing in technology, including Valon and HomeVision, and is exploring a future C Corp structure for its asset management business, with plans to grow Rithm Property Trust (RPT) through Genesis origination.
4 days ago
Rithm Capital Reports Strong Q4 and Full-Year 2025 Earnings, Asset Management Growth, and Strategic Acquisitions
RITM
Earnings
M&A
New Projects/Investments
- Rithm Capital reported strong financial results for Q4 and full year 2025, with Earnings Available for Distribution (EAD) of $0.74 per diluted share in Q4 and $2.35 per diluted share for the full year, representing 12% year-over-year growth.
- The company significantly grew its asset management business, now managing over $100 billion in investable assets , through organic growth and acquisitions including Crestline Asset Management and the take-private of real estate REIT Paramount.
- Newrez, the mortgage company, achieved a 17% year-over-year increase in full-year pre-tax income (excluding mark-to-market) to approximately $1.1 billion and became the fifth largest mortgage lender in the United States with $63 billion in funded volume for 2025.
- Rithm is making significant investments in its tech stack, partnering with Valon for servicing and HomeVision for originations , and is exploring strategic corporate structure changes, including a potential C Corp conversion and growing Rithm Property Trust in commercial real estate.
4 days ago
Rithm Capital Reports Strong FY 2025 EAD and Strategic Acquisitions
RITM
Earnings
M&A
New Projects/Investments
- Rithm Capital reported FY 2025 Earnings Available for Distribution (EAD) of $2.35 per diluted share, marking approximately 12% year-over-year growth, and a Q4 2025 EAD of $0.74 per diluted share. The company's Book Value per Common Share stood at $12.66 at the end of Q4 2025.
- The company expanded its alternative asset management platform to over $100 billion in investable assets, notably acquiring Crestline and Paramount Group in Q4 2025.
- Its Newrez segment, recognized as the #3 US mortgage servicer and #5 US mortgage lender, delivered $1.1 billion in Pre-Tax Income ex-MTM for FY 2025, a 13% increase year-over-year, managing a servicing portfolio of $852 billion UPB.
- An illustrative Sum-of-the-Parts (SOTP) valuation suggests a potential share value between $15.28 and $23.19, indicating an implied valuation lift of 40% to 110% compared to the current market capitalization.
4 days ago
Rithm Capital Corp. Announces Fourth Quarter and Full Year 2025 Results
RITM
Earnings
M&A
Dividends
- Rithm Capital Corp. reported full year 2025 Earnings Available for Distribution (EAD) of approximately $1.3 billion, or $2.35 per diluted common share, achieving a 19% EAD return on equity. For the fourth quarter of 2025, EAD was $418.9 million, or $0.74 per diluted common share, with GAAP net income of $53.1 million, or $0.09 per diluted common share.
- The company expanded its diversified alternative asset management platform, ending 2025 with over $100 billion in investable assets and completing the acquisitions of Crestline Management, L.P. and Paramount Group, Inc.. Sculptor Capital, an alternative asset manager, grew its assets under management to approximately $38 billion as of December 31, 2025.
- Newrez, the mortgage origination and servicing platform, posted full year 2025 pre-tax operating income of $1.1 billion (excluding certain items) and its total servicing unpaid principal balance reached $852 billion at year-end 2025. Genesis Capital, the residential transitional lending platform, recorded full year 2025 origination volume of $4.8 billion, representing a 33% year-over-year increase.
4 days ago
Rithm Capital Corp. announces offering of Series F Fixed-Rate Reset Cumulative Redeemable Preferred Stock
RITM
Convertible Preferred Issuance
Dividends
- Rithm Capital Corp. announced the offering of 10,000,000 shares of its 8.750% Series F Fixed-Rate Reset Cumulative Redeemable Preferred Stock, with an option for underwriters to purchase up to an additional 1,500,000 shares.
- The Series F Preferred Stock has a liquidation preference of $25.00 per share and will pay quarterly cumulative cash dividends at an initial rate of 8.750% per annum from January 21, 2026, until February 15, 2031.
- On or after February 15, 2031, the Company may redeem the Series F Preferred Stock at $25.00 per share plus accumulated unpaid dividends.
- This preferred stock ranks senior to the Company's common stock with respect to dividend payments and liquidation rights, and holders have limited voting rights if dividends are not paid for six or more full quarterly periods.
Jan 21, 2026, 9:05 PM
Rithm Capital Corp. to Issue 8.750% Series F Preferred Stock
RITM
Convertible Preferred Issuance
New Projects/Investments
- Rithm Capital Corp. entered into an underwriting agreement on January 13, 2026, to sell 10,000,000 shares of its 8.750% Series F Fixed-Rate Reset Cumulative Redeemable Preferred Stock.
- The public offering price is $25.00 per share, with a liquidation preference of $25.00 per share, resulting in net proceeds of approximately $242,125,000 to the company before expenses.
- The company plans to use the net proceeds from this offering for investments and general corporate purposes.
- The offering is expected to close on January 21, 2026, and the first dividend of $0.69271 per share is anticipated on May 15, 2026.
Jan 14, 2026, 2:10 PM
Rithm Capital Completes Acquisition of Paramount Group, Inc.
RITM
M&A
New Projects/Investments
Management Change
- Rithm Capital Corp. completed the acquisition of Paramount Group, Inc. on December 19, 2025.
- Paramount Group, Inc. is a vertically-integrated real estate investment trust owning, operating, and managing 13 owned and 4 managed Class A office assets in New York City and San Francisco, totaling more than 13.1 million square feet.
- Each share of Paramount common stock was converted into the right to receive $6.60 in cash.
- The transaction was funded through a combination of cash on hand and a $50,000,000 equity investment from Rithm Property Trust Inc..
- Following the closing, Albert Behler, Chairman, Chief Executive Officer, and President of Paramount, is departing the company.
Dec 19, 2025, 9:05 PM
Rithm Capital completes Crestline acquisition
RITM
M&A
New Projects/Investments
- Rithm Capital Corp. completed its acquisition of Crestline Management, L.P. on December 1, 2025.
- This acquisition is a pivotal step in Rithm's strategy to build an integrated, diversified asset management platform.
- Following the acquisition, Rithm, together with Crestline and Sculptor, manages approximately $102 billion in investable assets, which includes $47 billion of assets on balance sheet and $55 billion in assets under management.
- J.P. Morgan Securities LLC served as the exclusive financial advisor to Rithm, with Skadden, Arps, Slate, Meagher & Flom LLP as legal counsel.
Dec 1, 2025, 10:42 PM
Rithm Capital Reports Strong Q3 2025 Earnings and Announces Key Acquisitions
RITM
Earnings
M&A
- Rithm Capital reported strong Q3 2025 earnings, generating approximately $300 million for shareholders, achieving an 18% ROE, and ending the quarter with $2.2 billion in cash and liquidity.
- During the quarter, the company announced two significant acquisitions: Crestline, a credit manager with $18 billion - $20 billion in assets under management, and Paramount, a large real estate office REIT with 13 properties in New York and San Francisco. These acquisitions will be funded with a combination of balance sheet and third-party LPs, without raising equity in the capital markets.
- Earnings available for distribution (EAD) for Q3 2025 were $0.54 per diluted share, totaling $297 million, marking the 24th consecutive quarter where EAD exceeded dividends paid.
- Key business lines demonstrated strong performance, with Genesis Capital originating $1.2 billion of loans, representing a 60% increase year-over-year , and Newrez reporting $295 million in pre-tax income (excluding mark-to-market), up 20% year-over-year, delivering a 20% ROE.
- Management reiterated its focus on growing the asset management business, expanding product offerings for LPs, and unlocking value, with ongoing consideration for the proper revaluation of the company, including the potential for a mortgage company spin-off.
Oct 30, 2025, 12:00 PM
Quarterly earnings call transcripts for Rithm Capital.
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