BTIG Research Reiterates “Buy” Rating for Rithm Capital (NYSE:RITM)

Rithm Capital (NYSE:RITM)‘s stock had its “buy” rating reaffirmed by investment analysts at BTIG Research in a report issued on Friday,Benzinga reports. They presently have a $16.00 price objective on the real estate investment trust’s stock. BTIG Research’s price target would indicate a potential upside of 61.37% from the stock’s current price.

Several other research analysts have also recently issued reports on the company. Wedbush initiated coverage on Rithm Capital in a research note on Monday, December 15th. They issued an “outperform” rating and a $14.00 price objective on the stock. Wall Street Zen raised Rithm Capital from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of Rithm Capital in a research note on Thursday, December 18th. Piper Sandler dropped their price objective on Rithm Capital from $15.00 to $14.00 and set an “overweight” rating on the stock in a research note on Thursday, April 2nd. Finally, UBS Group set a $15.00 price objective on Rithm Capital in a research note on Friday, February 6th. Seven equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, Rithm Capital presently has an average rating of “Moderate Buy” and an average target price of $14.06.

Rithm Capital Stock Up 0.1%

Shares of NYSE:RITM opened at $9.92 on Friday. Rithm Capital has a 52-week low of $8.43 and a 52-week high of $12.74. The stock has a market cap of $5.51 billion, a P/E ratio of 9.53 and a beta of 1.19. The business’s 50 day moving average is $9.93 and its 200 day moving average is $10.75. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 2.20.

Rithm Capital (NYSE:RITM) last announced its quarterly earnings data on Tuesday, February 3rd. The real estate investment trust reported $0.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.19. Rithm Capital had a return on equity of 19.74% and a net margin of 15.55%.The company had revenue of $1.29 billion for the quarter, compared to analysts’ expectations of $1.24 billion. Sell-side analysts predict that Rithm Capital will post 1.93 EPS for the current year.

Institutional Trading of Rithm Capital

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Curi Capital LLC boosted its position in Rithm Capital by 0.7% during the 2nd quarter. Curi Capital LLC now owns 120,262 shares of the real estate investment trust’s stock valued at $1,358,000 after acquiring an additional 829 shares in the last quarter. Geneos Wealth Management Inc. boosted its position in Rithm Capital by 14.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 7,031 shares of the real estate investment trust’s stock valued at $81,000 after acquiring an additional 881 shares in the last quarter. City Holding Co. boosted its position in Rithm Capital by 35.1% during the 4th quarter. City Holding Co. now owns 3,850 shares of the real estate investment trust’s stock valued at $42,000 after acquiring an additional 1,000 shares in the last quarter. Westbourne Investment Advisors Inc. boosted its position in Rithm Capital by 1.8% during the 4th quarter. Westbourne Investment Advisors Inc. now owns 55,500 shares of the real estate investment trust’s stock valued at $605,000 after acquiring an additional 1,000 shares in the last quarter. Finally, Fort Sheridan Advisors LLC boosted its position in Rithm Capital by 0.3% during the 4th quarter. Fort Sheridan Advisors LLC now owns 367,164 shares of the real estate investment trust’s stock valued at $4,002,000 after acquiring an additional 1,000 shares in the last quarter. Institutional investors own 44.92% of the company’s stock.

Key Rithm Capital News

Here are the key news stories impacting Rithm Capital this week:

• Positive Sentiment: Lucid Capital Markets initiated coverage with a buy recommendation, providing fresh buy-side research that can attract demand from institutional and retail investors. Lucid Capital Markets initiates coverage of Rithm Capital (RITM) with buy recommendation
• Positive Sentiment: BTIG reaffirmed a buy rating and set a $16 price target, signaling strong upside (~60% from current levels) from a well-known sell-side shop — supportive for sentiment and potential inflows. BTIG Research reaffirms buy on Rithm Capital
• Positive Sentiment: Analyst consensus price targets imply roughly a 41% average upside, reflecting bullish expectations for earnings and multiple expansion tied to Rithm’s transition toward asset management. Wall Street Analysts See a 41.27% Upside in Rithm (RITM)
• Positive Sentiment: A recent deep-dive suggests Rithm’s >10% dividend is underpinned by conservative payout ratios and that asset-management growth (Crestline/Sculptor assets) could drive multiple expansion — a clear bullish thesis for income-focused investors. Rithm Capital: Most Buy For The 10% Dividend, But The Upside Is The Thesis
• Neutral Sentiment: Rithm set its Q1 2026 earnings release and conference call for April 28 (pre-market) — a scheduled catalyst that can move the stock depending on results and guidance. Rithm Capital Corp. Schedules First Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: A valuation note explored whether current pricing reflects fundamentals; mixed short-term performance but attractive longer-term returns were highlighted — useful context but not an immediate driver. Is Rithm Capital (RITM) Pricing Reflecting Its Recent Share Performance And Earnings Outlook
• Negative Sentiment: Short interest surged ~174% in March to ~35.2M shares (6.4% of float). The big increase raises the risk of short-driven downward pressure or volatile moves if upcoming results disappoint. Short-interest ratio is low (~1.7 days), indicating fast turnover and potential for rapid price swings.

Rithm Capital Company Profile

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.