$RITM

Rithm Capital (RITM) Q2 earnings call: CEO Nierenberg said the firm could double asset-management AUM in 1 to 2 years, while focusing on performance. CFO Nick Santoro cited Sculptor incentive-fee timing; excluding it, core earnings available for distribution run rate is about $0.50/share. Newrez reported ~$308M Q2 pretax income ex mark-to-market, +12% QoQ, with $15.9B funded volume and $5B MSR acquisitions.

Morgan Stanley research cited by the article says the median S&P 500 EPS surprise was 6% in Q1 2026, above the long-run ~5.5% average. FactSet research cited says firms with positive EPS surprises tend to keep outperforming after results. The article lists 28 companies that beat Wall Street EPS expectations, including Ford (EPS $0.66 vs $0.31), Bloom Energy (EPS $0.78 vs $0.37; revenue >$1B, +164% YoY), and Incyte (EPS $3.09 vs $0.94).

Rithm Capital Corp. (RITM) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ritm-2026630x8xkxexhibit991.htm EX-99.1 Document Exhibit 99.1 Rithm Capital Corp. Announces Second Quarter 2026 Results NEW YORK, NY - (BUSINESS WIRE) — Rithm Capital Corp. (NYSE: RITM; “Rithm Capital,” “Rithm” or the “Company”) today reported the following information

Investing.com reports Rithm Property Trust (RITM) shares rose 14% in pre-open after investors reassessed its planned $300 million public equity offering and $200 million private placement with an affiliate of Rithm Capital. Proceeds fund a Genesis affiliates multifamily transition loan portfolio with about $951.1 million unpaid principal balance. Preliminary Q2 2026 results showed GAAP comprehensive income and book value near $30.30; analysts’ 12-month target is $22.

Investing.com says 2026 REIT performance is split, with lodging and retail REITs up about +45% to +59% YTD while industrial and mortgage REITs lag amid elevated rates. It cites Cohen & Steers reporting $833M inflows into US real estate strategies. Examples include RLJ Lodging (RLJ) +59.1% YTD and Rithm Capital (RITM) down -11.2% YTD with a 10.9% dividend yield.

BTIG analyst Douglas Harter’s Q2 earnings preview forecasts mortgage origination volume changes for loanDepot, PennyMac Financial Services, Rithm, Rocket and UWM Holdings, with consensus Q2 volume gains of about 6% quarter-to-quarter. Harter expects GSE fair value negative marks for Fannie Mae and Freddie Mac. He forecasts Rocket Q2 volume $48.15B vs $46.99B consensus, and Rithm as his top pick after cutting its price target to $13.

BTIG forecasts Q2 mortgage origination volume for its coverage universe of loanDepot, PennyMac, Rithm, Rocket and UWM to rise about 3% to $154.5B, below consensus $159B. Higher rates are expected to pressure Q2 profitability via lock vs funded timing, with lock volume down 1%. BTIG expects Q2 GOS/locks at 1.70% and cites lower CPRs (conventional 8.8%, government 11.9%) supporting MSR profitability.

Synergy One will acquire Newrez’s retail mortgage operations to expand its national footprint, adding branches and originators. Synergy One says it operates 65 branches and employs 540 people. Newrez, a Rithm Capital subsidiary, frames the move as redeploying capital toward joint ventures and Newrez Direct. RETR data cites APM producing about $5.1B mortgages since 2026.

BTIG reported that June agency MBS issuance fell 3% to $118.5B as refinance volumes declined. For Q2, issuance rose 11% to $374.0B, with BTIG attributing the increase to higher purchase volume. BTIG covered loanDepot, Onity, PennyMac, Rithm, Rocket, and UWM. Prepayment speeds: conventional 8.5%, government 10.6% in June.

Rithm Capital (NYSE:RITM) was cited for an annual dividend yield of 10.88%. BTIG lowered its price recommendation to $13 from $16 while keeping a Buy rating, citing a more challenging 2026 interest-rate environment and lowering targets across the group. Citizens raised its price goal to $13.50 from $12.50, maintaining Outperform, citing stable book value and discounted valuation.