Rithm Capital Corp. — Form 8-K
Filed July 28, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Rithm reported Q2 2026 net income of $20.2M ($0.04/share) and earnings available for distribution of $338.9M ($0.60/share). Asset Management AUM reached $61B (up from $59B Q1) with $1.9B gross inflows; Genesis Capital achieved record $1.9B origination volume (+52% YoY); Newrez generated 22% annualized operating ROE on $5.7B equity; common dividend held at $0.25/share ($139.6M). Book value per share: $12.33.
Why this rating
Solid quarterly results across segments; AUM growth and strong originations are positive. However, GAAP net income declined 70% QoQ ($67.8M→$20.2M) despite stable dividend. MSR mark-to-market losses of $194.5M outweigh core operating strength. Results within normal operating range for a $6B diversified platform; no transformational events or material changes to business trajectory.
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