
RITM Stock Forecast & Price Target
RITM Analyst Ratings
Bulls say
Rithm Capital Corp's strong performance is underscored by an increase in assets under management (AUM) to $37 billion, with owned unpaid principal balance (UPB) rising to $597 billion, driven by significant growth in third-party servicing. The company’s diversified investment model, particularly its mortgage and asset management segments, positions it well to navigate various interest rate environments, with the net book value per share (BVPS) improving to $12.83, reflecting a 94 basis points increase quarter-over-quarter. Additionally, strategic acquisitions like Crestline Capital and Paramount Group are expected to enhance Rithm Capital's reach within asset management and commercial real estate, further solidifying its growth potential and stability.
Bears say
Rithm Capital reported total revenues of $965 million, which fell short of the estimated $1,125 million, primarily due to lower net servicing revenue impacted by significant amortization and fair value losses. Additionally, the company experienced a slight decline in lock volumes, which decreased to $17.3 billion from the previous quarter's $17.7 billion, although gain on sale margins exceeded expectations. Concerns around prepayment activity, potential Fed interventions affecting mortgage-backed securities, and projected declines in operating EPS for 2026 and 2027 further contribute to a negative outlook for Rithm Capital's stock.
This aggregate rating is based on analysts' research of Rithm Capital Corp and is not a guaranteed prediction by Public.com or investment advice.
RITM Analyst Forecast & Price Prediction
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