
RITM Stock Forecast & Price Target
RITM Analyst Ratings
Bulls say
Rithm Capital is a fundamentally sound company with a diverse investment portfolio that is constantly producing positive results, as evidenced by their Q1'26 earnings in-line with expectations and a record quarter for their mortgage originator/servicer. Updating their estimates, increasing EAD estimates, and expanding into alternative asset management further solidifies their positive outlook and adds to their already strong 3.03% dividend yield. However, potential dilution of stockholders and possible changes in the role and sponsorship of GSEs are risk factors that should be considered.
Bears say
Rithm Capital is facing several concerning factors, including heavy reliance on prepayable assets and volatile interest rates. The company's recent transition to a diversified asset manager may help improve earnings, but there are significant risks involved with this strategy, such as counterparty credit risk and the potential for unsuccessful JV or third-party capital partnerships. Additionally, the company's current valuation and dividend may not be sustainable if it continues to underperform in comparison to its competitors in the non-bank lending and mortgage REIT sectors.
This aggregate rating is based on analysts' research of Rithm Capital Corp and is not a guaranteed prediction by Public.com or investment advice.
RITM Analyst Forecast & Price Prediction
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