Rithm Capital Corp. — Form 8-K
Filed October 23, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 48/100
What the filing says
Rithm Capital reported Q3 2026 GAAP net income of $217.1M ($0.38 per diluted share) and earnings available for distribution of $315.3M ($0.55 per diluted share), with common dividend of $0.25/share. Key operating highlights: Newrez achieved 24% annualized ROE on $5.5B equity and $878.9B servicing UPB; Genesis originated $1.5B residential transition loans (25% YoY growth) and completed $375M securitization; Rithm Asset Management held $61B AUM with $569M Q3 inflows; Elecor signed 320k sq ft new leases at 22% higher rents and closed joint venture on 1301 Avenue of the Americas; Investment portfolio purchased $1.6B NQM loans and $521M home improvement loans. Book value was $12.51/share. Weighted average diluted shares: 572.8M.
Why this rating
Solid Q3 earnings but mix of positives and negatives. Origination volume down 19% QoQ, 21% YoY; EAD down QoQ; Asset Management fees volatile. Relative to $6B market cap, modest developments across diversified platform.
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