RITM
Rithm Capital Corp.
$9.31
+0.76%
$5.2B
No data for this timeframe.
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
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
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 |
Latest Reports
NEUTRAL
8-K
4/10
Rithm Capital priced a $500 million private offering of 8.500% senior unsecured notes due 2031, with proceeds intended f
May 12, 2026
NEUTRAL
8-K
3/10
Rithm Capital announced a private offering of $500 million in senior unsecured notes due 2031, with proceeds for general
May 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $680.1M | DOUBLED |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $273.3M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $236.8M | — |
| STATE STREET CORP | $179.7M | ADD |
| WELLINGTON MANAGEMENT GROUP LLP | $96.2M | ADD |
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
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
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 71,736,250 | $680.1M | 29.5% | DOUBLED +135.5% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 28,833,179 | $273.3M | 11.8% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 24,974,754 | $236.8M | 10.3% | — |
| 4 | STATE STREET CORP | 18,957,083 | $179.7M | 7.8% | ADD +79.6% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 10,149,762 | $96.2M | 4.2% | ADD +62.2% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,012,403 | $66.5M | 2.9% | — |
| 7 | BANK OF AMERICA CORP /DE/ | 6,939,976 | $65.8M | 2.8% | — |
| 8 | MORGAN STANLEY | 6,505,513 | $61.7M | 2.7% | — |
| 9 | GOLDMAN SACHS GROUP INC | 4,794,388 | $45.5M | 2.0% | — |
| 10 | BALYASNY ASSET MANAGEMENT L.P. | 4,425,688 | $42.0M | 1.8% | ADD +94.4% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 3,462,096 | $32.8M | 1.4% | — |
| 12 | FMR LLC | 3,005,271 | $28.5M | 1.2% | TRIM -31.3% |
| 13 | ROYAL BANK OF CANADA | 2,974,882 | $28.2M | 1.2% | — |
| 14 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,919,916 | $27.7M | 1.2% | ADD +38.9% |
| 15 | NOMURA HOLDINGS INC | 2,875,753 | $27.3M | 1.2% | — |
| 16 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2,855,315 | $27.1M | 1.2% | — |
| 17 | FIRST TRUST ADVISORS LP | 2,731,999 | $25.9M | 1.1% | TRIM -35.3% |
| 18 | D. E. Shaw & Co., Inc. | 2,491,544 | $23.6M | 1.0% | — |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 2,407,673 | $22.8M | 1.0% | — |
| 20 | WELLS FARGO & COMPANY/MN | 2,152,880 | $20.4M | 0.9% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 30,464,915 | 71,736,250 | +135.5% | $680.1M | 2026-Q1 |
| STATE STREET CORP | ADD | 10,557,874 | 18,957,083 | +79.6% | $179.7M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 6,256,883 | 10,149,762 | +62.2% | $96.2M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 2,276,797 | 4,425,688 | +94.4% | $42.0M | 2026-Q1 |
| FMR LLC | TRIM | 4,374,878 | 3,005,271 | -31.3% | $28.5M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 2,102,694 | 2,919,916 | +38.9% | $27.7M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | TRIM | 4,222,507 | 2,731,999 | -35.3% | $25.9M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 1,235,894 | 2,008,350 | +62.5% | $19.0M | 2026-Q1 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | DOUBLED | 133,391 | 1,988,700 | +1390.9% | $18.9M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 786,648 | 1,707,829 | +117.1% | $16.2M | 2026-Q1 |
| Nuveen, LLC | TRIM | 2,706,706 | 1,657,234 | -38.8% | $15.7M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 1,081,153 | 1,385,741 | +28.2% | $13.1M | 2026-Q1 |
| Legal & General Group Plc | DOUBLED | 544,833 | 1,335,166 | +145.1% | $12.7M | 2026-Q1 |
| RHUMBLINE ADVISERS | DOUBLED | 480,093 | 1,319,909 | +174.9% | $12.5M | 2026-Q1 |
| Allianz Asset Management GmbH | TRIM | 1,744,919 | 1,157,201 | -33.7% | $11.0M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 842,227 | 1,068,294 | +26.8% | $10.1M | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | DOUBLED | 131,300 | 953,766 | +626.4% | $9.0M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | TRIM | 1,459,732 | 816,778 | -44.0% | $7.7M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 29,887 | 508,952 | +1602.9% | $4.8M | 2026-Q1 |
| ExodusPoint Capital Management, LP | ADD | 334,822 | 476,668 | +42.4% | $4.5M | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 311,705 | 389,891 | +25.1% | $3.7M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 136,915 | 203,879 | +48.9% | $1.9M | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp | ADD | 160,376 | 202,172 | +26.1% | $1.9M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 668,883 | 195,717 | -70.7% | $1.9M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 261,522 | 189,322 | -27.6% | $1.8M | 2026-Q1 |
9 unique insiders with 18 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 | AWARD | 16,739 | — | — |
| May 26, 2026 | Saltzman David | Director | AWARD | 17,279 | — | — |
| May 26, 2026 | Hebard Peggy Hwan | Director | AWARD | 17,279 | — | — |
| May 26, 2026 | Le Melle Patrice M | Director | AWARD | 16,199 | — | — |
| May 26, 2026 | Finnerty Kevin J | Director | AWARD | 16,739 | — | — |
| May 26, 2026 | Addas William Dean | Director | AWARD | 16,199 | — | — |
| May 20, 2026 | Saltzman David | Director | SELL | 14,174 | $9.19 | $130.3K |
| Feb 27, 2026 | Zeiden David | Chief Legal Officer | EXERCISE | 9,217 | — | — |
| Feb 21, 2026 | SANTORO NICOLA JR | Chief Financial Officer | TAX W/H | 100,886 | $10.45 | $1.1M |
| Feb 21, 2026 | Nierenberg Michael | Chief Executive Officer | TAX W/H | 771,688 | $10.45 | $8.1M |
| Feb 20, 2026 | SANTORO NICOLA JR | Chief Financial Officer | AWARD | 82,703 | — | — |
| Feb 20, 2026 | Nierenberg Michael | Chief Executive Officer | AWARD | 283,554 | — | — |
| Feb 20, 2026 | Zeiden David | Chief Legal Officer | AWARD | 30,718 | — | — |
| Jan 30, 2026 | Zeiden David | Chief Legal Officer | AWARD | 470 | — | — |
| Jan 30, 2026 | SANTORO NICOLA JR | Chief Financial Officer | AWARD | 4,156 | — | — |
| Jan 30, 2026 | SANTORO NICOLA JR | Chief Financial Officer | AWARD | 838 | — | — |
| Jan 30, 2026 | Nierenberg Michael | Chief Executive Officer | AWARD | 29,098 | — | — |
| Jan 30, 2026 | Nierenberg Michael | Chief Executive Officer | AWARD | 4,504 | — | — |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 4.3/10.
NEUTRAL
8-K
4/10
Rithm Capital priced a $500 million private offering of 8.500% senior unsecured notes due 2031, with
May 12, 2026
NEUTRAL
8-K
3/10
Rithm Capital announced a private offering of $500 million in senior unsecured notes due 2031, with
May 11, 2026
MIXED
8-K
6/10
Rithm Capital reported Q1 2026 revenue of $1.38B, beating consensus of $1.27B, driven by strong orig
Apr 28, 2026
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
| Metric | Value |
|---|---|
| Current Price | $9.31 |
| 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 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.