Rithm CapitalRITM
About: Rithm Capital Corp operates as a real estate investment trust that provides capital and services to the real estate and financial services industries. The company aims to generate attractive risk-adjusted returns in all interest-rate environments through a complementary portfolio of investments and operating businesses. Its investment portfolio is composed of mortgage servicing-related assets (full and excess MSRs and servicer advances), residential securities (and associated call rights) loans (including single-family rental), and consumer loans. Its operating segments are Origination and Servicing; Investment Portfolio; Residential Transitional Lending; and Asset Management.
Employees: 6,045
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
38% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 137
0.78% less ownership
Funds ownership: 48.26% [Q3] → 47.48% (-0.78%) [Q4]
3% less funds holding
Funds holding: 488 [Q3] → 471 (-17) [Q4]
6% less capital invested
Capital invested by funds: $2.84B [Q3] → $2.68B (-$166M) [Q4]
11% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 62
13% less funds holding in top 10
Funds holding in top 10: 8 [Q3] → 7 (-1) [Q4]
53% less call options, than puts
Call options by funds: $21.8M | Put options by funds: $46.5M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Jones Trading Jason Weaver 63% 1-year accuracy 34 / 54 met price target | 9%upside $12.50 | Buy Maintained | 11 Feb 2025 |
Piper Sandler Crispin Love 45% 1-year accuracy 13 / 29 met price target | 9%upside $12.50 | Neutral Maintained | 7 Feb 2025 |
JMP Securities Chris Muller 44% 1-year accuracy 4 / 9 met price target | 9%upside $12.50 | Market Outperform Reiterated | 23 Jan 2025 |
Financial journalist opinion
Based on 10 articles about RITM published over the past 30 days









