RITM
Rithm Capital Corp.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Feb 27 1 insider sell $93.2K at $10.11
- R Apr 28 Rithm Capital reported Q1 2026 revenue of $1.38B, beating consensus…
- S May 20 1 insider sell $748.3K at $9.25
- X Jul 15 Short interest jumps 29.4% to 41.48M
- R Jul 28 Rithm Capital reported Q2 2026 Earnings Available for Distribution (…
- S Aug 20 1 insider sell $147.7K at $10.18
- R Oct 23 Rithm Capital Corp. reported Q3 2026 GAAP net income of $217.1M ($0.…
- E Oct 23 Earnings: RITM Q3 2026 Earnings: EPS $0.55 (+7.6% vs est)
Signal stack
Where each data set points today.
- InsidersBEARISH
3 insiders sold $989.2K.
- InstitutionsMIXED
Q2 2026: 25 added (0 new), 29 trimmed or exited.
- AnalystsBULLISH
16 of 17 rate it Buy or better.
- Short sellersBUILDING
Short interest +19.2% to 34.40M shares. 5.0 days to cover, ≈6.2% of shares.
- TrendDOWNTREND
0% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| JPMORGAN CHASE & CO | ADD | $30.4M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | $29.4M |
| GOLDMAN SACHS GROUP INC | TRIM | $27.2M |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | $21.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | $20.1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | $15.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | $12.8M |
| MACQUARIE GROUP LTD | ADD | $11.6M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
17 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 12, 2026 | BTIG MAINTAIN | Buy |
| Aug 21, 2026 | UBS MAINTAIN | Buy |
| Jul 2, 2026 | Piper Sandler MAINTAIN | Overweight |
| Jun 16, 2026 | BTIG MAINTAIN | Buy |
| May 20, 2026 | Citizens MAINTAIN | Market Outperform |
| May 1, 2026 | RBC Capital MAINTAIN | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 20, 2026 | Hebard Peggy Hwan Director | SELL | $147.7K |
| Jul 31, 2026 | Nierenberg Michael Chief Executive Officer | AWARD | 2,848 sh |
| Jul 31, 2026 | Nierenberg Michael Chief Executive Officer | AWARD | 51,262 sh |
| Jul 31, 2026 | SANTORO NICOLA JR Chief Financial Officer | AWARD | 2,119 sh |
| Jul 31, 2026 | Nierenberg Michael Chief Executive Officer | AWARD | 4,761 sh |
| Jul 31, 2026 | Nierenberg Michael Chief Executive Officer | AWARD | 21,423 sh |
| Jul 31, 2026 | Nierenberg Michael Chief Executive Officer | AWARD | 7,365 sh |
| Jul 31, 2026 | SANTORO NICOLA JR Chief Financial Officer | AWARD | 529 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data — subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data — subscribers only | |||
| Next Q | 🔒 Fresh data — subscribers only | |||
| Current FY | 🔒 Fresh data — subscribers only | |||
| Next FY | 🔒 Fresh data — subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
6 filings · 2 bullish · 0 bearish · 1 mixed · 3 neutral- NEUTRAL INST-CLUSTEROct 23, 2026
Four small asset managers added to Rithm Capital positions in Q3 2026, while one trimmed…
The cluster is too small and fragmented to indicate a shared thesis. Monitor whether larger institutional buyers emerge in subsequent 13F filings; the Q3 earnings beat alone does not appear to have…
- BULLISH 8-KOct 23, 2026
Rithm Capital Corp. reported Q3 2026 GAAP net income of $217.1M ($0.38/diluted share) and Earnings…
The EAD beat and strong operating segment performance (Newrez 24% ROE, Genesis 25% YoY growth) reinforce the investment thesis. Monitor the Q4 earnings call for updates on asset management AUM…
- BULLISH 8-KJul 28, 2026
Rithm Capital reported Q2 2026 Earnings Available for Distribution (EAD) of $0.60 per diluted…
The strong EAD beat and sequential growth confirm the platform's earnings power, but the persistent GAAP/MSR volatility creates a two-tiered earnings picture. Traders should watch the earnings call…
- NEUTRAL 8-KMay 12, 2026
Rithm Capital priced a $500 million private offering of 8.500% senior unsecured notes due 2031…
Monitor for use of proceeds disclosure in subsequent filings — if proceeds are used to refinance higher-cost debt, the net interest cost impact is neutral. If used for acquisitions or shareholder…
All RITM filing & press-release reports (6)
- INST-CLUSTER reportOct 23, 2026
- 8-K reportOct 23, 2026
- 8-K reportJul 28, 2026
- 8-K reportMay 12, 2026
- 8-K reportMay 11, 2026
- 8-K reportApr 28, 2026