B. Riley Has Pessimistic View of Rithm Capital Q2 Earnings

Rithm Capital Corp. (NYSE:RITM) – Equities research analysts at B. Riley cut their Q2 2025 earnings per share (EPS) estimates for Rithm Capital in a report released on Monday, July 14th. B. Riley analyst R. Binner now forecasts that the real estate investment trust will earn $0.50 per share for the quarter, down from their prior forecast of $0.52. The consensus estimate for Rithm Capital’s current full-year earnings is $1.93 per share. B. Riley also issued estimates for Rithm Capital’s Q4 2025 earnings at $0.57 EPS.

Rithm Capital (NYSE:RITM) last issued its earnings results on Friday, April 25th. The real estate investment trust reported $0.52 EPS for the quarter, topping analysts’ consensus estimates of $0.45 by $0.07. The company had revenue of $28.89 million for the quarter, compared to analysts’ expectations of $1.27 billion. Rithm Capital had a net margin of 15.06% and a return on equity of 18.38%. During the same quarter last year, the company earned $0.48 EPS.

A number of other research firms have also weighed in on RITM. UBS Group reiterated a “buy” rating and set a $14.00 target price (up from $13.00) on shares of Rithm Capital in a report on Tuesday. Jones Trading reaffirmed a “buy” rating and set a $12.50 price target on shares of Rithm Capital in a research report on Tuesday, April 29th. Piper Sandler upgraded Rithm Capital from a “neutral” rating to an “overweight” rating and increased their price objective for the stock from $12.50 to $14.00 in a report on Monday, April 28th. Wedbush reissued an “outperform” rating and set a $14.00 target price on shares of Rithm Capital in a research note on Monday, May 19th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $13.00 price target on shares of Rithm Capital in a research note on Tuesday, May 20th. Eight equities research analysts have rated the stock with a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat.com, Rithm Capital currently has an average rating of “Buy” and an average price target of $13.69.

Rithm Capital Stock Performance

Shares of RITM stock opened at $11.91 on Wednesday. The company has a market capitalization of $6.31 billion, a P/E ratio of 9.92 and a beta of 1.25. Rithm Capital has a fifty-two week low of $9.13 and a fifty-two week high of $12.20. The company has a debt-to-equity ratio of 1.68, a quick ratio of 0.35 and a current ratio of 0.35. The stock has a 50 day moving average price of $11.40 and a two-hundred day moving average price of $11.29.

Rithm Capital Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 31st. Investors of record on Monday, June 30th will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 8.40%. The ex-dividend date of this dividend is Monday, June 30th. Rithm Capital’s payout ratio is 83.33%.

Institutional Investors Weigh In On Rithm Capital

Institutional investors and hedge funds have recently made changes to their positions in the company. SouthState Corp purchased a new position in Rithm Capital in the 1st quarter worth about $25,000. Fourth Dimension Wealth LLC grew its stake in shares of Rithm Capital by 50.0% in the first quarter. Fourth Dimension Wealth LLC now owns 3,000 shares of the real estate investment trust’s stock worth $34,000 after acquiring an additional 1,000 shares during the period. Quarry LP raised its holdings in shares of Rithm Capital by 47.5% during the fourth quarter. Quarry LP now owns 4,118 shares of the real estate investment trust’s stock valued at $45,000 after purchasing an additional 1,327 shares during the last quarter. Quadrant Capital Group LLC raised its holdings in shares of Rithm Capital by 35.2% during the fourth quarter. Quadrant Capital Group LLC now owns 4,655 shares of the real estate investment trust’s stock valued at $50,000 after purchasing an additional 1,211 shares during the last quarter. Finally, SVB Wealth LLC bought a new position in Rithm Capital during the first quarter valued at approximately $57,000. Institutional investors own 44.92% of the company’s stock.

Rithm Capital Company Profile

Rithm Capital Corp. operates as an asset manager focused on real estate, credit, and financial services. It operates through Origination and Servicing, Investment Portfolio, Mortgage Loans Receivable, and Asset Management segments. Its investment portfolio primarily comprises of mortgage servicing rights (MSR), and MSR financing receivables, title, appraisal and property preservation, excess MSRs, and services advance investments; real estate securities, call rights, SFR properties, and residential mortgage loans; consumer and business purpose loans; and asset management related investments.