Rithm (RITM) came out with quarterly earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.48 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 15.56%. A quarter ago, it was expected that this real estate investment trust would post earnings of $0.45 per share when it actually produced earnings of $0.60, delivering a surprise of 33.33%.Over the last four quarters, t ...

Exhibit 99.1 Rithm Capital Corp. Announces First Quarter 2025 Results NEW YORK - (BUSINESS WIRE) — Rithm Capital Corp. (NYSE: RITM; "Rithm Capital," "Rithm" or the "Company") today reported the following information for the first quarter ended March 31, 2025: "Rithm delivered strong performance in the first quarter despite a challenging macroeconomic environment, demonstrating the power of our diversified platform," said Michael Nierenberg, Chief Executive Officer and President of Rithm. "The quarter was ma ...

Global asset manager Rithm Capital Corp. (RITM) is set to report first-quarter 2025 results on April 25, 2025, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at 47 cents per share on revenues of $1.14 billion. (See the Zacks Earnings Calendar to stay ahead of market-making news.)The first-quarter earnings estimate has remained stable over the past 60 days. However, the bottom-line projection indicates a year-over-year decline of 2.1%. Mean ...

Core Insights - Rithm (RITM) is expected to report quarterly earnings of $0.47 per share, reflecting a decline of 2.1% year over year, with revenues forecasted at $1.14 billion, a decrease of 11.7% compared to the previous year [1] - The consensus EPS estimate has been revised upward by 3.2% in the last 30 days, indicating analysts' reassessment of their initial projections [1][2] Revenue Estimates - Analysts predict 'Revenues- Interest income' to reach $528.58 million, showing an increase of 17.9% from the prior-year quarter [4] - The estimate for 'Revenues- Gain on originated residential mortgage loans, held-for-sale, net' is $174.49 million, indicating a growth of 16.7% year over year [4] - 'Revenues- Other revenues' is expected to be $43.11 million, reflecting a decline of 26.1% from the previous year [5] - 'Revenues- Asset management revenues' is estimated at $80.93 million, suggesting a year-over-year increase of 6.7% [5] - The consensus for 'Revenues- Servicing revenue, net' stands at $313.37 million, indicating a significant decrease of 43.5% from the prior-year quarter [5] Stock Performance - Over the past month, Rithm shares have declined by 15.4%, compared to a decrease of 8.9% in the Zacks S&P 500 composite [6] - Rithm currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [6]

Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions [3]. Group 1 - The analysis is intended for informational purposes and should not be considered professional investment advice [3]. - There is a clear statement that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [4]. - The article expresses that the views or opinions may not reflect those of the platform as a whole, indicating a diversity of perspectives among analysts [4].

Company Overview - Rithm (RITM) is expected to report earnings for the quarter ended March 2025 on April 25, 2025, with a consensus EPS estimate of $0.47, reflecting a year-over-year decline of 2.1% [3] - Revenues are anticipated to be $1.14 billion, down 11.7% from the same quarter last year [3] Earnings Expectations - The consensus EPS estimate has been revised 3.19% higher in the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate for Rithm is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.08%, suggesting a bearish outlook from analysts [10][11] Historical Performance - Rithm has a history of beating consensus EPS estimates, having done so in the last four quarters, including a surprise of +33.33% in the last reported quarter where it posted earnings of $0.60 against an expectation of $0.45 [12][13] Market Sentiment - The stock currently holds a Zacks Rank of 2 (Buy), but the negative Earnings ESP complicates predictions of an earnings beat [11] - Despite the potential for an earnings beat, other factors may influence stock movement, as stocks can decline even after an earnings beat due to investor disappointment [14][16] Industry Context - In the Zacks Financial - Miscellaneous Services industry, SouthState (SSB) is expected to report earnings of $1.43 per share for the same quarter, indicating a year-over-year decline of 9.5% [17] - SouthState's revenue is projected to be $604.47 million, up 45.5% from the previous year, but it has an Earnings ESP of -23.21%, making it difficult to predict a beat [18]

Focus of Article: The focus of this two-part article is to provide a very detailed analysis comparing Rithm Capital Corp. (NYSE:RITM) to 17 other mortgage real estate investment trust (mREIT) peers I currently fully cover. I am writing this two-part article due to the continued requests that such an analysis be specifically performed on RITM and some of the company's mREIT peers at periodic intervals. For readers who just want the summarized conclusions/results, I would suggest scrolling down to the "Conclu ...

Core Viewpoint - Analyst recommendations play a significant role in influencing stock prices, but their reliability is questionable due to potential biases from brokerage firms [1][10]. Brokerage Recommendations for Rithm (RITM) - Rithm has an average brokerage recommendation (ABR) of 1.45, indicating a consensus between Strong Buy and Buy, based on 11 brokerage firms [2]. - Out of the 11 recommendations, seven are Strong Buy and three are Buy, representing 63.6% and 27.3% of total recommendations respectively [2]. Limitations of Brokerage Recommendations - Sole reliance on brokerage recommendations for investment decisions may not be wise, as studies show limited success in guiding investors towards stocks with the best price increase potential [5]. - Brokerage analysts often exhibit a strong positive bias due to vested interests, with five Strong Buy recommendations for every Strong Sell [6][10]. Zacks Rank as an Alternative - Zacks Rank categorizes stocks into five groups based on earnings estimate revisions, providing a more effective indicator of near-term stock price performance [8][11]. - The Zacks Rank is distinct from ABR, as it is based on quantitative models rather than solely on brokerage recommendations [9]. Current Earnings Estimates for Rithm - The Zacks Consensus Estimate for Rithm has increased by 1% over the past month to $1.95, indicating growing optimism among analysts regarding the company's earnings prospects [13]. - The recent change in consensus estimates has contributed to a Zacks Rank 2 (Buy) for Rithm, suggesting a favorable outlook for the stock [14].

Rithm Capital Corp. (RITM) reached a milestone by issuing an $878-million mortgage servicing rights (MSR)-backed securitized note, marking the largest MSR-backed debt issuance in history. This is only the second-ever non-recourse MSR securitization, meaning the debt is backed solely by MSR assets rather than Rithm’s broader financials. The three-year fixed financing provides stability, ensuring predictable cash flow over the lifespan of the assets.This transaction follows Rithm’s first non-recourse MSR secu ...

In the latest trading session, Rithm (RITM) closed at $11.82, marking a +0.94% move from the previous day. This move lagged the S&P 500's daily gain of 1.08%. At the same time, the Dow added 0.92%, and the tech-heavy Nasdaq gained 1.41%.Prior to today's trading, shares of the real estate investment trust had lost 2.25% over the past month. This has was narrower than the Finance sector's loss of 4.3% and the S&P 500's loss of 8.26% in that time.The upcoming earnings release of Rithm will be of great interest ...