RI
RITM
Rithm Capital Corp.
$9.23
-1.23%
$5.2B
No data for this timeframe.
Vol
Market Cap$5.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (94%)
Inst. Holders8 funds
Inst. Value$939.5M
Inst. Activity1 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$130.3K
Reddit Sentiment60° Warm
Recent Activity
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 (da
May 26, 2026
Insider
Kripalani Ranjit M sold 16,739 shares
Director @ $0.00 ($0.00)
May 26, 2026
Insider
Saltzman David sold 17,279 shares
Director @ $0.00 ($0.00)
May 26, 2026
Insider
Hebard Peggy Hwan sold 17,279 shares
Director @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
7,070,408 shares ($77.1M)
Inst.
TWO SIGMA INVESTMENTS, LP — EXIT
0 shares ($0.00)
Price Targets
$13.65
+48.0% upside
Strong Buy
Current $9.23
Low $12.50
Median $13.50
High $16.00
10 analysts
$12.50
$16.00
Analyst Ratings
6Strong Buy
10Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $548.1M | — |
| BANK OF AMERICA CORP | $81.4M | — |
| NORGES BANK | $77.1M | NEW |
| MORGAN STANLEY | $66.3M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $65.1M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 26, 2026 | Kripalani Ranjit | A | $0.00 |
| May 26, 2026 | Saltzman David | A | $0.00 |
| May 26, 2026 | Hebard Peggy | A | $0.00 |
| May 26, 2026 | Le Melle | A | $0.00 |
| May 26, 2026 | Finnerty Kevin | A | $0.00 |
Reddit Sentiment
60°
Warm
Bearish
Neutral
Bullish
8 institutional holders with $939.5M total value (86,195,433 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, NORGES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 50,282,841 | $548.1M | 58.3% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 7,464,822 | $81.4M | 8.7% | — |
| 3 | NORGES BANK | 7,070,408 | $77.1M | 8.2% | NEW |
| 4 | MORGAN STANLEY | 6,079,402 | $66.3M | 7.1% | — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,967,984 | $65.1M | 6.9% | NEW |
| 6 | FMR LLC | 4,374,878 | $47.7M | 5.1% | DOUBLED +543.1% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 2,861,943 | $31.2M | 3.3% | DOUBLED +241.9% |
| 8 | WELLS FARGO & COMPANY/MN | 2,093,155 | $22.8M | 2.4% | DOUBLED +113.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 7,070,408 | — | $77.1M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 344,744 | 0 | -100.0% | $0.00 | 2025-Q4 |
| UBS Group AG | DOUBLED | 1,631,540 | 3,718,822 | +127.9% | $42.4M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 808,774 | 2,765,305 | +241.9% | $31.5M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 344,744 | — | $3.9M | 2025-Q3 |
| NORGES BANK | EXIT | 6,444,854 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 6,444,854 | — | $72.8M | 2025-Q2 |
| FMR LLC | DOUBLED | 627,590 | 4,036,206 | +543.1% | $46.2M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 442,625 | 931,067 | +110.4% | $10.7M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 849,605 | — | $9.7M | 2025-Q1 |
| NORGES BANK | EXIT | 7,025,122 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 1,509,678 | 2,171,611 | +43.8% | $23.5M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 684,685 | 1,464,456 | +113.9% | $15.9M | 2024-Q4 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 2,437,109 | 442,625 | -81.8% | $4.8M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 192,499 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 5,364,962 | — | $60.9M | 2024-Q3 |
9 unique insiders with 1 transactions. Net insider value: -$130.3K ($0.00 bought, $130.3K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 26, 2026 | Kripalani Ranjit M | Director | A | 16,739 | $0.00 | $0.00 |
| May 26, 2026 | Saltzman David | Director | A | 17,279 | $0.00 | $0.00 |
| May 26, 2026 | Hebard Peggy Hwan | Director | A | 17,279 | $0.00 | $0.00 |
| May 26, 2026 | Le Melle Patrice M | Director | A | 16,199 | $0.00 | $0.00 |
| May 26, 2026 | Finnerty Kevin J | Director | A | 16,739 | $0.00 | $0.00 |
| May 26, 2026 | Addas William Dean | Director | A | 16,199 | $0.00 | $0.00 |
| May 20, 2026 | Saltzman David | Director | SELL | 14,174 | $9.19 | $130.3K |
| Feb 27, 2026 | Zeiden David | Chief Legal Officer | M | 9,217 | $0.00 | $0.00 |
| Feb 27, 2026 | Zeiden David | Chief Legal Officer | M | 9,217 | $0.00 | $0.00 |
| Feb 21, 2026 | SANTORO NICOLA JR | Chief Financial Officer | F | 100,886 | $10.45 | $1.1M |
| Feb 21, 2026 | Nierenberg Michael | Chief Executive Officer | F | 771,688 | $10.45 | $8.1M |
| Feb 20, 2026 | SANTORO NICOLA JR | Chief Financial Officer | A | 82,703 | $0.00 | $0.00 |
| Feb 20, 2026 | Nierenberg Michael | Chief Executive Officer | A | 283,554 | $0.00 | $0.00 |
| Feb 20, 2026 | Zeiden David | Chief Legal Officer | A | 30,718 | $0.00 | $0.00 |
| Jan 30, 2026 | Zeiden David | Chief Legal Officer | A | 470 | $0.00 | $0.00 |
| Jan 30, 2026 | SANTORO NICOLA JR | Chief Financial Officer | A | 4,156 | $0.00 | $0.00 |
| Jan 30, 2026 | SANTORO NICOLA JR | Chief Financial Officer | A | 838 | $0.00 | $0.00 |
| Jan 30, 2026 | Nierenberg Michael | Chief Executive Officer | A | 29,098 | $0.00 | $0.00 |
| Jan 30, 2026 | Nierenberg Michael | Chief Executive Officer | A | 4,504 | $0.00 | $0.00 |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
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
+48.0% upside
Strong Buy (1.36)
$12.50 Low
$16.00 High
| Metric | Value |
|---|---|
| Current Price | $9.23 |
| Target Low | $12.50 |
| Target Mean | $13.65 |
| Target Median | $13.50 |
| Target High | $16.00 |
| # Analysts | 10 |
| Recommendation | Strong Buy (1.36) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 10 | 1 | 0 | 0 | 94% | |
| May 1, 2026 | 6 | 10 | 1 | 0 | 0 | 94% | |
| Apr 1, 2026 | 6 | 9 | 1 | 0 | 0 | 94% | |
| Mar 1, 2026 | 6 | 9 | 1 | 0 | 0 | 94% | |
| Feb 1, 2026 | 6 | 9 | 1 | 0 | 0 | 94% | |
| Jan 1, 2026 | 6 | 9 | 1 | 0 | 0 | 94% |
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
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 1, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
$RITM mREIT -> Corp. Conversion success chances?
▲ 1
💬 0
⚡ 0.5
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.
May 15, 2026
short_volume
Short Volume: RITM — 56.4% short (1.6M / 2.8M)
Short: 1,562,312 | Exempt: 33,024 | TRF Vol: 2,771,440 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: RITM — 60.1% short (1.7M / 2.9M)
Short: 1,723,286 | Exempt: 17,054 | TRF Vol: 2,865,464 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)