Rithm Capital (RITM) – Research Analysts’ Weekly Ratings Changes

Several brokerages have updated their recommendations and price targets on shares of Rithm Capital (NYSE: RITM) in the last few weeks:

• 12/22/2025 – Rithm Capital had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/22/2025 – Rithm Capital had its “overweight” rating reaffirmed by analysts at Piper Sandler. They now have a $15.50 price target on the stock.
• 12/18/2025 – Rithm Capital had its “outperform” rating reaffirmed by analysts at Keefe, Bruyette & Woods.
• 12/15/2025 – Rithm Capital had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/15/2025 – Rithm Capital is now covered by analysts at Wedbush. They set an “outperform” rating and a $14.00 price target on the stock.
• 12/15/2025 – Rithm Capital is now covered by analysts at Wedbush. They set an “outperform” rating and a $14.00 price target on the stock.
• 12/8/2025 – Rithm Capital had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/1/2025 – Rithm Capital had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 11/25/2025 – Rithm Capital had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 11/19/2025 – Rithm Capital was downgraded by analysts at Weiss Ratings from a “buy (b-)” rating to a “hold (c+)” rating.
• 11/13/2025 – Rithm Capital had its “buy (b-)” rating reaffirmed by analysts at Weiss Ratings.

Rithm Capital Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, January 30th. Shareholders of record on Wednesday, December 31st will be given a dividend of $0.25 per share. The ex-dividend date of this dividend is Wednesday, December 31st. This represents a $1.00 annualized dividend and a yield of 9.0%. Rithm Capital’s dividend payout ratio (DPR) is presently 68.97%.

Insiders Place Their Bets

In other news, CEO Michael Nierenberg sold 301,548 shares of the company’s stock in a transaction on Wednesday, November 5th. The stock was sold at an average price of $11.00, for a total value of $3,317,028.00. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider David Zeiden sold 19,285 shares of the stock in a transaction on Friday, November 14th. The shares were sold at an average price of $11.11, for a total value of $214,256.35. The SEC filing for this sale provides additional information. Insiders own 0.44% of the company’s stock.

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.