Core Insights - Rithm Capital Corp. (NYSE:RITM) is identified as a high-growth, low P/E stock with strategic progress made in 2025, resulting in 19% of earnings available for distribution to equity holders [1] - The company reported strong fourth-quarter and full-year results, highlighting durable momentum from acquisitions and a diversified alternative asset management platform, ending the year with over $100 billion in investable assets [2] - Net income for the fourth quarter was $53.1 million, or $0.09 per share, while earnings available for distribution totaled $418.9 million, or $0.74 per share; for the full year, net income reached $567.2 million, or $1.04 per diluted share, with earnings available for distribution of $1.3 billion, or $1.4 per common share [3] Strategic Positioning - As Rithm enters 2026, it is well-positioned for growth due to strategic investments across asset management, Newrez, Genesis, and its investment portfolio, providing a strong foundation to capture opportunities for clients and shareholders [4] - The company operates as a global asset manager and Real Estate Investment Trust (REIT), focusing on real estate, credit, and financial services sectors, managing investments in mortgage servicing rights, residential loans, commercial real estate, and consumer loans [5]

Core Insights - Rithm Capital Corp. (NYSE:RITM) is recognized as one of the best stocks for real estate investing for beginners [1] - UBS and Piper Sandler have recently adjusted their price targets for Rithm, with UBS lowering it to $15 and maintaining a Buy rating, while Piper Sandler reduced it to $15 from $15.50 but kept an Overweight rating, citing solid operating results [2] - The company reported fourth-quarter revenue of $1.29 billion, exceeding the consensus estimate of $1.24 billion, and highlighted a 19% return on equity for the full year [3] Financial Performance - Rithm Capital's management described 2025 as a year of strategic progress, emphasizing acquisitions that expanded its alternative asset management platform to over $100 billion in investable assets [3] - The company noted "durable momentum" in the fourth quarter, with closed transactions and an expanded client franchise contributing to solid earnings [4] Business Structure - Rithm Capital operates as an asset manager with exposure to real estate, credit, and financial services, structured across various segments including Origination and Servicing, Investment Portfolio, Residential Transitional Lending, and Asset Management [5]

Quarterly Supplement Q4 2025 Disclaimers IN GENERAL. This disclaimer applies to this document and the verbal or written comments of any person presenting it. This document, taken together with any such verbal or written comments, is referred to herein as the "Presentation." Detailed endnotes are included in the Appendix. 2 Rithm Property Trust Rithm Property Trust (NYSE: RPT) is a real estate investment platform focused on commercial real estate ("CRE") lending and opportunistic investing $2B+ Active Invest ...

Group 1 - Rithm Property Trust Inc. will release its fourth quarter and full year 2025 financial results on February 13, 2026, prior to the opening of the New York Stock Exchange [1] - A conference call will be hosted by management on February 13, 2026, at 8:00 A.M. Eastern Time to discuss the financial results [1] - The earnings release will be available on the company's website, and participants are encouraged to pre-register for the webcast [1] Group 2 - Rithm Property Trust announced a cash dividend of $0.36 per share of common stock for the fourth quarter of 2025, payable on February 13, 2026, to stockholders of record as of January 30, 2026 [1] - The company also declared preferred stock dividends in accordance with its Board of Directors' decision [1] Group 3 - Rithm Property Trust's Board of Directors approved a one-for-six reverse stock split of the company's common stock, effective December 30, 2025 [1] - This reverse stock split means that every six issued and outstanding shares of common stock will be converted into one share [1]

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]

Company Overview - Rithm Capital Corp. (NYSE:RITM) is an asset manager that specializes in residential mortgage loans, rental properties, and consumer credit services [3]. Investment Sentiment - Jim Cramer expressed concerns about Rithm Capital, labeling it as "too risky" due to the lack of transparency regarding the assets the company holds. He advised against purchasing the stock without a clear understanding of its holdings [1].

Core Viewpoint - Onity Group Inc. successfully closed a $200 million offering of 9.875% Senior Notes due 2029, aimed at strengthening its capital structure and enhancing financial flexibility [1][2]. Group 1: Debt Offering Details - The offering of the PHH Senior Notes was executed at attractive terms, with strong investor demand indicating confidence in Onity's strategy and financial results [2]. - The effective yield on this debt issuance is nearly 148 basis points lower than the original debt issuance in November 2024, which is expected to provide greater financial flexibility for managing leverage and investing in business growth [2]. - The PHH Senior Notes form a single series with the previously issued $500 million aggregate principal amount of the same notes [2]. Group 2: Use of Proceeds - The net proceeds from the offering will be utilized for general corporate purposes, including the repayment of mortgage servicing rights (MSR) indebtedness [3]. Group 3: Company Overview - Onity Group Inc. is a leading non-bank financial services company specializing in mortgage servicing and originations through its primary brands, PHH Mortgage and Liberty Reverse Mortgage [6]. - PHH Mortgage is one of the largest servicers in the U.S., providing a variety of servicing and lending programs [6]. - The company has been operational since 1988 and is headquartered in West Palm Beach, Florida, with additional offices in the U.S. Virgin Islands, India, and the Philippines [6].

Core Viewpoint - Rithm Capital Corporation (NYSE:RITM) is identified as one of the most undervalued REIT stocks currently available for investment, with a Buy rating and a $16 price target from UBS following its acquisition of Paramount Group [1] Group 1: Company Strategy and Acquisitions - The acquisition of Paramount Group and Crestline is aimed at increasing Rithm Capital's assets under management and enhancing earnings potential in its asset management division [1] - Following the Crestline acquisition, Rithm Capital now manages approximately $102 billion in investable assets [1] Group 2: Investor Confidence and Financial Outlook - UBS suggests that additional details regarding third-party cash related to the Paramount Group acquisition could enhance investor confidence in Rithm Capital's overall strategy [2] - The firm also highlights the potential for long-term increases in return on equity and value multiples if Rithm Capital successfully implements its asset management strategy [2] Group 3: Business Segments - Rithm Capital operates as an alternative asset manager with a focus on real estate and related services, structured across four segments: origination & servicing, investment portfolio, residential transitional lending, and asset management [3]

Core Insights - Rithm Capital Corporation (NYSE:RITM) is gaining favor among hedge funds, with analysts issuing positive ratings and price targets indicating significant upside potential [1][3]. Analyst Ratings - Douglas Harter from UBS initiated coverage on Rithm Capital Corporation, assigning a Buy rating with a price target of $16, suggesting an upside of over 36% [1][2]. - Piper Sandler analyst Crispin Love reaffirmed a Buy rating and raised his price target from $15 to $15.5, indicating an upside of nearly 32% [3]. Earnings Potential and Strategy - Harter's positive outlook is based on the strong earnings potential of Rithm's asset management segment, supported by an acquisitive strategy, including the recent acquisition of Paramount Group [2]. - Love highlighted the favorable near-term outlook due to a conducive mortgage environment and the company's diversification strategy across origination, investments, and servicing segments [4]. Company Overview - Rithm Capital Corporation operates as an alternative asset manager focused on real estate and related services, with four distinct segments: origination & servicing, investment portfolio, residential transitional lending, and asset management [5].

sankai/iStock via Getty Images MoneyShow’s top contributing analysts, strategists, and newsletter editors share their investment recommendations for the year ahead. See Part 7 here. Rithm Capital Corp. By Tim Plaehn, Editor of The Dividend Hunter Over the past few ...