Rithm Capital Corp. (RITM)

Rithm Capital announced acquisitions of Crestline Management and Paramount Group, signaling a strategic shift towards expansion. The company issued a new series of preferred shares (Series E) and declared its third-quarter 2025 common dividend. Rithm Capital held its Q3 and Q2 2025 earnings conference calls, reporting strong liquidity in Q3 2025. Rithm Capital Corp. was dropped from the S&P Global BMI Index. The stock price has traded sideways after rebounding from a drawdown and reaching its 52-week lows, rising above its 50-day and 15-day moving averages. Piper Sandler upgraded RITM to overweight, citing a discount between fundamentals and technicals.

Demand seasonality for Rithm Capital Corp.'s products and services can be analyzed using available tools to determine performance during each month, identify best and worst holding periods, win rates by month, and seasonal trends. However, the specific seasonal trends or patterns are not detailed in the provided information.

Rithm Capital Corp. is a global asset manager focused on real estate, credit, and financial services, operating within the Real Estate sector as a REIT and under Financial Services and Capital Markets. The company engages in direct investments and manages wholly-owned operating businesses across segments like Origination and Servicing, Investment Portfolio, Residential Transitional Lending, and Asset Management. Its subsidiaries, Newrez LLC and Genesis Capital LLC, deliver key products and services. The investment portfolio includes mortgage servicing rights, real estate securities, properties, residential mortgage loans, consumer loans, and other investments. Rithm Capital also operates Sculptor Capital Management, Inc., an alternative asset manager. The company qualifies as a real estate investment trust for federal income tax purposes.

Rithm Capital Corp. is headquartered in New York City, United States, and primarily operates within the United States.

Rithm Capital Corp. generally holds a positive brand reputation, with a "Strong Buy" consensus rating from analysts and a high usefulness score for its annual reports. The strategic shift towards becoming an alternative investment manager and recent acquisitions have been viewed positively. However, a rating downgrade to 'Hold' occurred for RITM.PR.A preferred shares due to the company's shift from capital optimization to aggressive expansion. While the stock underperformed the broader US market over the past year, it outperformed the US Mortgage REITs industry.

Rithm Capital Corp. has a diverse ownership structure with approximately 50.23% held by institutional shareholders, 48.71% by retail investors, and 1.06% by insiders. Major institutional owners include Vanguard Group Inc., BlackRock Inc., State Street Corp, Geode Capital Management LLC, and Bank Of America Corp. Wesley R. Edens is the largest individual shareholder, holding 2.65 million shares, representing 0.48% of the company.