Rithm Capital posts Q3 2026 earnings beat with $0.55 adjusted EPS and $1.76 B revenue

Rithm Capital Corp. reported third‑quarter 2026 results on October 23. Adjusted earnings per share were $0.55, topping consensus by $0.05‑$0.06, while revenue reached $1.76 billion, well above forecasts. The company declared a $0.25 per‑share dividend and highlighted $61 billion of assets under management with $569 million of new inflows. Management signaled AUM could rise to $75‑$80 billion by 2028.

The earnings beat and dividend raise suggest stronger cash flow, which may support the announced dividend and could attract income‑focused investors (Investing.com notes the beat). The AUM growth outlook points to potential future revenue expansion, a key driver for the REIT’s valuation.

  • 1Adjusted EPS for Q3 2026 was $0.55 per diluted share, beating estimates by $0.05‑$0.06.
  • 2GAAP net income attributable to common shareholders was $217.1 million, or $0.38 per diluted share.
  • 3Revenue for the quarter was $1.76 billion.
  • 4The company declared a cash dividend of $0.25 per share, totaling $139.6 million.
  • 5Assets under management were $61 billion at quarter‑end, with $569 million of gross new capital inflows.
  • 6Book value per common share was $12.51 at quarter‑end.
  • Material 4 reports GAAP net income of $217.1 million, while material 7 reports net income of $253.29 million for the same quarter.

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