Analyst’s Disclosure: I/we have a beneficial long position in the shares of RITHM, NLY, AGNC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to w ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark one) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35777 Rithm Capital Corp. (Exact name of registrant as specified in its charter) | Delaware | | | 45-3449660 | | --- | --- | --- | - ...

Get High Returns on the Most Undervalued Preferred Stocks and BabyBonds With Our Actively Managed Portfolio & Enjoy the Bond Ladder CLICK Table Below To See The Annualized Yield Achieved On All Of Our ClosedTrades (Annualized Return Column on the Right)  Our Methodology For Achieving These High Returns is Explained HEREJoin Preferred Stock Trader & Trapping Value At Conservative Income Portfolio Today! ...

With a focus on REITs, ETFs, Preferreds, and 'Dividend Champions' across asset classes, members gain complete access to our research and our suite of trackers and portfolios targeting premium dividend yields up to 10%.iREIT®+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income, diversification, and inflation hedging. Get started with a Free Two-Week Trial and take a look at ou ...

Rithm Capital Corp. (NYSE:RITM) is one of the high-growth, low P/E stocks to buy now. On February 3, Chief Executive Officer Michael Nierenberg reiterated that Rithm Capital Corp. (NYSE:RITM) achieved strategic progress in 2025, resulting in 19% of earnings available for distribution to equity holders. Rithm Capital Corp. (RITM) Positioned for Growth on Strategic Investments The company delivered fourth-quarter and full-year results that underscored the durable momentum built as it completed the acquisit ...

Rithm Capital Corp. (NYSE:RITM) is included in our list of Real Estate Investing for Beginners: 10 Best Stocks to Buy. Rithm Capital Corp. (RITM): Among Billionaire Michael Platt’s Stock Picks with Huge Upside Potential On February 6, 2026, UBS lowered its price target on Rithm Capital Corp. (NYSE:RITM) to $15 from $16 and maintained a Buy rating. A few days earlier, on February 4, 2026, Piper Sandler reduced its price target to $15 from $15.50 and kept an Overweight rating, noting that Rithm delivered a ...

Core Viewpoint - KBRA has assigned preliminary ratings to 10 classes of mortgage-backed notes from New Residential Mortgage Loan Trust 2026-NQM3, a $475.8 million non-prime RMBS transaction sponsored by Rithm Capital Corp [1] Group 1: Transaction Details - The total size of the transaction is $475.8 million [1] - The underlying mortgages in the pool were primarily originated by NewRez LLC, accounting for 57.5% of the loans [1] - All loans in this transaction will be serviced by New [1]

Core Viewpoint - The article discusses the investment potential of Rithm Capital Corp.'s preferred shares, particularly RITM-D, highlighting their attractive dividend yields and the likelihood of being called when the call protection period ends. Group 1: Investment Performance - RITM-D has shown strong performance with total returns ranging from 21.96% to 49.52% depending on the purchase date and share allocation [3][4][10] - The preferred shares currently offer a dividend yield of approximately 7.07% and a yield to call of about 8.3%, which was higher at around 9.5% earlier in the year [3][4] - The shares have been trading around $24.76, reflecting a 1% increase recently, which has impacted the yield to call significantly [10][11] Group 2: Call Risk and Strategy - There is a significant chance that RITM-D shares will be called when the call protection ends, with a projected increase in the dividend rate based on the five-year Treasury rate plus a spread of 6.223% [4][10] - The strategy suggests exiting the position if the worst cash-to-call falls to around negative $0.15, indicating a cautious approach to managing call risk [8] - The shares are viewed as moderately attractive for new investors, especially if the price declines by about 1.5%, which would enhance the yield to call [12] Group 3: Market Context and Comparisons - Rithm Capital has outperformed many peers in the mortgage REIT sector, particularly in protecting dividends and book value, leading to superior total returns [17] - The preferred shares have shown resilience, recovering from market volatility and maintaining steady returns despite fluctuations in Treasury rates [15][24] - The article emphasizes the importance of preferred shares and baby bonds in a diversified investment strategy due to their lower volatility compared to common equity [24]

Core Viewpoint - Rithm Capital Corp. (RITM) has demonstrated a strong ability to generate earnings available for distribution (EAD) that exceed its ongoing dividend payouts, establishing itself as a core holding in the mortgage REIT sector as it continues to expand its platform [1] Group 1: Company Performance - RITM's significant EAD generation positions it favorably within the mortgage REIT market, indicating robust financial health and growth potential [1] Group 2: Market Strategy - The equity market serves as a mechanism for wealth creation or destruction over the long term, with Pacifica Yield focusing on long-term wealth creation through investments in undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Core Viewpoint - KBRA has assigned preliminary ratings to 10 classes of mortgage-backed notes from New Residential Mortgage Loan Trust 2026-NQM2, a $508.0 million non-prime RMBS transaction sponsored by Rithm Capital Corp [1] Group 1: Transaction Overview - NRMLT 2026-NQM2 is collateralized by a pool of 882 residential mortgages, which have been seasoned for approximately two months [2] - The borrowers in NRMLT 2026-NQM2 have a weighted average original credit score of 758, with a weighted average original loan-to-value (LTV) of 72.4% and a weighted average combined LTV (CLTV) of 72.4% [2] Group 2: Rating Methodology - KBRA's rating approach involved a loan-level analysis of the mortgage pool using its Residential Asset Loss Model (REALM), third-party loan file due diligence, cash flow modeling analysis, and reviews of key transaction parties [3]