Rithm Capital

RITM · NYSE

$8.64+$0.20 (+2.37%)TodayMarket closed · Oct 20, 7:55 PM ET

Prev close $8.44

RITM analyst rating

BuyConsensus of 11 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy11
Hold0
Underperform0
Sell0

12-month price target · 12 analysts

Average $13.41 (+55.2% upside)

Low: $12.63
Now: $8.64
High: $14.70

Upgrades and downgrades

The latest rating actions, newest first

RITM analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
BTIG	Oct 12, 2026	Maintains	Buy	$13.00 → $12.00	38%
UBS	Aug 21, 2026	Maintains	Buy	$14.50 → $14.00	0%
Piper Sandler	Jul 2, 2026	Maintains	Overweight	$14.00 → $12.50	37%
BTIG	Jun 16, 2026	Maintains	Buy	$16.00 → $13.00	38%
Citizens	May 20, 2026	Maintains	Market Outperform	$12.50 → $13.50	53%
RBC Capital	May 1, 2026	Maintains	Outperform	$14.00 → $13.00	29%
Wedbush	May 1, 2026	Maintains	Outperform	$14.00 → $12.50	35%
Keefe, Bruyette & Woods	May 1, 2026	Maintains	Outperform	$14.00 → $13.00	53%
Jones Trading	Apr 28, 2026	Maintains	Buy	$13.50	44%
UBS	Apr 10, 2026	Maintains	Buy	$15.00 → $14.50	38%

The case for and against

Updated Oct 14, 2026

Bull case

Rithm Capital is supported by a diversified mix of mortgage origination and servicing, asset management, transitional lending, and investment portfolio businesses that produce multiple earnings drivers across rate environments. NewRez remains a strong anchor, delivering a 19% annualized operating ROE in 1Q26 with $16.9B of pull-through adjusted lock volume and a quarterly dividend of $0.25 per share covered more than 2x by 1Q26 EAD of $0.51 per share, while Asset Management has $59B of AUM and Crestline and Sculptor add scale and fee growth. The company also appears well positioned for longer-term upside through Genesia’s 80% year-over-year funded volume growth, Elecor’s improving office occupancy, and a valuation that trades at 73% of book value with an 11.1% dividend yield and a strong history of book value stability.

Bear case

Rithm Capital is viewed negatively because its earnings and portfolio value are heavily exposed to third-party servicers, mortgage credit deterioration, and a shrinking pool of “legacy” assets, making future growth harder to source without taking on different and potentially riskier exposures. Although 1Q26 EAD of $0.51 per share covered the $0.25 dividend and origination volume rose 31.4% year over year, sustainability depends on continuing to reinvest at above a 15% ROE while managing prepayment pressure, MSR valuation risk, and funding sensitivity. The company’s substantial leverage, dependence on capital markets, and vulnerability to widening mortgage spreads, illiquid assets, and regulatory changes create meaningful downside risk to net asset value and dividend durability.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.