RITM

Rithm Capital Corp.

NYSE · Real Estate Investment Trusts · CIK 0001556593
$9.31 +0.76% $5.2B
35 New Institutional Positions15 Institutional Exits
Vol
Market Cap$5.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (94%)
Inst. Holders50 funds
Inst. Value$2.3B
Inst. Activity35 buys / 15 sells
Insider Activity0B / 1S
Insider Net $-$130.3K
Reddit Sentiment60° Warm
SEC Reports3
Exchange NYSE·Sector Real Estate Investment Trusts·CIK 0001556593·Prev Close $9.24

Recent Activity

Jun 12, 2026 short_volume
Short Volume: RITM — 55.6% short (0.9M / 1.6M)
Short: 886,505 | Exempt: 9 | TRF Vol: 1,595,601 | Short Ratio: 55.6% | Off-exchange volume (dark poo
May 26, 2026 Insider
Kripalani Ranjit M was granted 16,739 shares
Director
May 26, 2026 Insider
Saltzman David was granted 17,279 shares
Director
May 26, 2026 Insider
Hebard Peggy Hwan was granted 17,279 shares
Director
May 12, 2026 SEC
Rithm Capital priced a $500 million private offering of 8.500% senior unsecured notes due 2031, with proceeds intended f
8-K — Impact 4/10
May 11, 2026 SEC
Rithm Capital announced a private offering of $500 million in senior unsecured notes due 2031, with proceeds for general
8-K — Impact 3/10
Apr 28, 2026 SEC
Rithm Capital reported Q1 2026 revenue of $1.38B, beating consensus of $1.27B, driven by strong origination and servicin
8-K — Impact 6/10
Inst.
BlackRock, Inc. — DOUBLED
71,736,250 shares ($680.1M)

Price Targets

$13.65 +46.6% upside Strong Buy
Current $9.31 Low $12.50 Median $13.50 High $16.00 10 analysts
$12.50 $16.00

Analyst Ratings

Strong Buy94% buy · 17 analysts
6Strong Buy
10Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 20, 2026 Citizens MAINTAIN Market Outperform → Market Outperform
May 1, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 1, 2026 Wedbush MAINTAIN Outperform → Outperform
May 1, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
Apr 28, 2026 Jones Trading MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.51 ▼ -1.7% $0.47 — $0.53 -5% YoY 9
Next Q $0.53 ▼ -1.7% $0.48 — $0.57 -1% YoY 9
Current FY $2.27 $2.18 — $2.35 -4% YoY 10
Next FY $2.36 ▲ +1.2% $2.24 — $2.53 4% YoY 10

Top Institutional Holders

FundValueMove
BlackRock, Inc.$680.1MDOUBLED
VANGUARD PORTFOLIO MANAGEMENT LLC$273.3M
VANGUARD CAPITAL MANAGEMENT LLC$236.8M
STATE STREET CORP$179.7MADD
WELLINGTON MANAGEMENT GROUP LLP$96.2MADD

Recent Insider Trades

DateInsiderTypeValue
May 26, 2026Kripalani RanjitA$0.00
May 26, 2026Saltzman DavidA$0.00
May 26, 2026Hebard PeggyA$0.00
May 26, 2026Le MelleA$0.00
May 26, 2026Finnerty KevinA$0.00

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish
50 institutional holders with $2.3B total value (243,370,526 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.71,736,250$680.1M29.5%DOUBLED +135.5%
2VANGUARD PORTFOLIO MANAGEMENT LLC28,833,179$273.3M11.8%
3VANGUARD CAPITAL MANAGEMENT LLC24,974,754$236.8M10.3%
4STATE STREET CORP18,957,083$179.7M7.8%ADD +79.6%
5WELLINGTON MANAGEMENT GROUP LLP10,149,762$96.2M4.2%ADD +62.2%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC7,012,403$66.5M2.9%
7BANK OF AMERICA CORP /DE/6,939,976$65.8M2.8%
8MORGAN STANLEY6,505,513$61.7M2.7%
9GOLDMAN SACHS GROUP INC4,794,388$45.5M2.0%
10BALYASNY ASSET MANAGEMENT L.P.4,425,688$42.0M1.8%ADD +94.4%
11VANGUARD FIDUCIARY TRUST CO3,462,096$32.8M1.4%
12FMR LLC3,005,271$28.5M1.2%TRIM -31.3%
13ROYAL BANK OF CANADA2,974,882$28.2M1.2%
14MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,919,916$27.7M1.2%ADD +38.9%
15NOMURA HOLDINGS INC2,875,753$27.3M1.2%
16VOLORIDGE INVESTMENT MANAGEMENT, LLC2,855,315$27.1M1.2%
17FIRST TRUST ADVISORS LP2,731,999$25.9M1.1%TRIM -35.3%
18D. E. Shaw & Co., Inc.2,491,544$23.6M1.0%
19VICTORY CAPITAL MANAGEMENT INC2,407,673$22.8M1.0%
20WELLS FARGO & COMPANY/MN2,152,880$20.4M0.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BlackRock, Inc.DOUBLED30,464,91571,736,250+135.5%$680.1M2026-Q1
STATE STREET CORPADD10,557,87418,957,083+79.6%$179.7M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPADD6,256,88310,149,762+62.2%$96.2M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.ADD2,276,7974,425,688+94.4%$42.0M2026-Q1
FMR LLCTRIM4,374,8783,005,271-31.3%$28.5M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD2,102,6942,919,916+38.9%$27.7M2026-Q1
FIRST TRUST ADVISORS LPTRIM4,222,5072,731,999-35.3%$25.9M2026-Q1
AMERIPRISE FINANCIAL INCADD1,235,8942,008,350+62.5%$19.0M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDDOUBLED133,3911,988,700+1390.9%$18.9M2026-Q1
Invesco Ltd.DOUBLED786,6481,707,829+117.1%$16.2M2026-Q1
Nuveen, LLCTRIM2,706,7061,657,234-38.8%$15.7M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD1,081,1531,385,741+28.2%$13.1M2026-Q1
Legal & General Group PlcDOUBLED544,8331,335,166+145.1%$12.7M2026-Q1
RHUMBLINE ADVISERSDOUBLED480,0931,319,909+174.9%$12.5M2026-Q1
Allianz Asset Management GmbHTRIM1,744,9191,157,201-33.7%$11.0M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD842,2271,068,294+26.8%$10.1M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.DOUBLED131,300953,766+626.4%$9.0M2026-Q1
MACKENZIE FINANCIAL CORPTRIM1,459,732816,778-44.0%$7.7M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED29,887508,952+1602.9%$4.8M2026-Q1
ExodusPoint Capital Management, LPADD334,822476,668+42.4%$4.5M2026-Q1
Rockefeller Capital Management L.P.ADD311,705389,891+25.1%$3.7M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ADD136,915203,879+48.9%$1.9M2026-Q1
Mitsubishi UFJ Trust & Banking CorpADD160,376202,172+26.1%$1.9M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM668,883195,717-70.7%$1.9M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM261,522189,322-27.6%$1.8M2026-Q1
9 unique insiders with 18 transactions. Net insider value: -$130.3K ($0.00 bought, $130.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 26, 2026Kripalani Ranjit MDirectorAWARD16,739
May 26, 2026Saltzman DavidDirectorAWARD17,279
May 26, 2026Hebard Peggy HwanDirectorAWARD17,279
May 26, 2026Le Melle Patrice MDirectorAWARD16,199
May 26, 2026Finnerty Kevin JDirectorAWARD16,739
May 26, 2026Addas William DeanDirectorAWARD16,199
May 20, 2026Saltzman DavidDirectorSELL14,174$9.19$130.3K
Feb 27, 2026Zeiden DavidChief Legal OfficerEXERCISE9,217
Feb 21, 2026SANTORO NICOLA JRChief Financial OfficerTAX W/H100,886$10.45$1.1M
Feb 21, 2026Nierenberg MichaelChief Executive OfficerTAX W/H771,688$10.45$8.1M
Feb 20, 2026SANTORO NICOLA JRChief Financial OfficerAWARD82,703
Feb 20, 2026Nierenberg MichaelChief Executive OfficerAWARD283,554
Feb 20, 2026Zeiden DavidChief Legal OfficerAWARD30,718
Jan 30, 2026Zeiden DavidChief Legal OfficerAWARD470
Jan 30, 2026SANTORO NICOLA JRChief Financial OfficerAWARD4,156
Jan 30, 2026SANTORO NICOLA JRChief Financial OfficerAWARD838
Jan 30, 2026Nierenberg MichaelChief Executive OfficerAWARD29,098
Jan 30, 2026Nierenberg MichaelChief Executive OfficerAWARD4,504

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (94% buy). Based on 17 analysts: 6 strong buy, 10 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$13.65 mean target +46.6% upside Strong Buy (1.36)
$12.50 Low $16.00 High
MetricValue
Current Price$9.31
Target Low$12.50
Target Mean$13.65
Target Median$13.50
Target High$16.00
# Analysts10
RecommendationStrong Buy (1.36)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.51 $0.47 $0.53 -5.3% -1.7% 1↑ 5↓ $1.4B 17.3% 9
Next Q
2026-09-30
$0.53 $0.48 $0.57 -1.4% -1.7% 2↑ 3↓ $1.4B 30.4% 9
Current FY
2026-12-31
$2.27 $2.18 $2.35 -3.5% +0.4% 3↑ 4↓ $6.0B 29.9% 10
Next FY
2027-12-31
$2.36 $2.24 $2.53 4.1% +1.2% 5↑ 1↓ $6.3B 5.7% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.511
7d ago$0.516-0.005
30d ago$0.520-0.009
60d ago$0.538-0.027
90d ago$0.538-0.027
9 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 20, 2026 Citizens MAINTAIN Market Outperform Market Outperform
May 1, 2026 RBC Capital MAINTAIN Outperform Outperform
May 1, 2026 Wedbush MAINTAIN Outperform Outperform
May 1, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Apr 28, 2026 Jones Trading MAINTAIN Buy Buy
Apr 10, 2026 UBS MAINTAIN Buy Buy
Apr 10, 2026 BTIG REITERATE Buy Buy
Apr 9, 2026 LUCID CAPITAL MARKETS INITIATE Buy
Apr 2, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 4, 2026 Piper Sandler REITERATE Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661010094%
May 1, 202661010094%
Apr 1, 20266910094%
Mar 1, 20266910094%
Feb 1, 20266910094%
Jan 1, 20266910094%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 1, 2026160° Warm101

Recent Reddit Threads

r/investing Bullish 2mo ago
$RITM mREIT -> Corp. Conversion success chances?
▲ 1 💬 0 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: RITM — 55.6% short (0.9M / 1.6M)
Short: 886,505 | Exempt: 9 | TRF Vol: 1,595,601 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: RITM — 61.7% short (1.0M / 1.6M)
Short: 970,850 | Exempt: 484 | TRF Vol: 1,574,035 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: RITM — 60.0% short (1.1M / 1.9M)
Short: 1,139,803 | Exempt: 3,029 | TRF Vol: 1,901,225 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: RITM — 58.9% short (1.1M / 1.8M)
Short: 1,051,792 | Exempt: 6,543 | TRF Vol: 1,786,251 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: RITM — 60.2% short (1.4M / 2.4M)
Short: 1,447,542 | Exempt: 9,708 | TRF Vol: 2,403,729 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: RITM — 64.4% short (1.5M / 2.3M)
Short: 1,512,118 | Exempt: 1,105 | TRF Vol: 2,346,958 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: RITM — 67.3% short (2.0M / 2.9M)
Short: 1,979,531 | Exempt: 9,703 | TRF Vol: 2,940,849 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: RITM — 59.3% short (1.6M / 2.8M)
Short: 1,633,723 | Exempt: 1,649 | TRF Vol: 2,755,305 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: RITM — 57.5% short (1.2M / 2.1M)
Short: 1,182,121 | Exempt: 3,907 | TRF Vol: 2,056,493 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: RITM — 62.5% short (1.1M / 1.7M)
Short: 1,068,327 | Exempt: 3,076 | TRF Vol: 1,710,487 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: RITM — 65.7% short (1.6M / 2.4M)
Short: 1,560,296 | Exempt: 1,113 | TRF Vol: 2,375,922 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: RITM — 58.2% short (1.1M / 1.9M)
Short: 1,093,555 | Exempt: 1,175 | TRF Vol: 1,879,970 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: RITM — 65.3% short (1.4M / 2.2M)
Short: 1,410,771 | Exempt: 8,113 | TRF Vol: 2,159,936 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: RITM — 65.1% short (2.1M / 3.2M)
Short: 2,077,021 | Exempt: 4,723 | TRF Vol: 3,188,880 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: RITM — 3.6M shares, 33,497 trades
Week starting 2026-05-18. Total ATS volume: 3,569,846 shares across 33,497 trades.