Rithm Capital: 296% Coverage, Soaring Earnings, 16% BV Discount

Rithm Capital delivered robust Q4 results, with distributable earnings exceeding expectations and asset management revenues surging over 323% quarter-over-quarter. RITM's dividend is exceptionally well covered, with a Q4 coverage ratio of 296%, reflecting strong earnings and a resilient investment platform. The company's evolution into a diversified alternative asset manager, surpassing $100B in investable assets, underpins its high-quality, high-yield profile.

Seeking Alpha • Feb 19, 2026

Rithm Capital: Common Stock Very Interesting, Preferred Stocks Are A Strong Buy

Rithm Capital may be the best-managed mREIT. RITM has greatly outperformed the sector over the last 5 years and pays a nice dividend yield of 9.45%. RITM has been focusing on becoming a large asset manager and moving away from simply being an mREIT. This means a likely conversion to a C corporation structure. A change to a C corporate structure means that dividends on its preferred stocks would become “qualified,” giving RITM preferred stocks huge after-tax yields.

Seeking Alpha • Feb 18, 2026

Revisiting Three Rithm Capital PFDs: C Keeps The Buy Rating - With A Caveat

Rithm Capital Corp. preferreds are compared, with Series C retaining a Buy rating, but Series F also merits consideration. RITM.PR.C offers a 9.4% yield and is attractive below Par, balancing yield and call risk for long-term investors. The recent acquisition of Paramount Group expands RITM's commercial real estate platform and supports future growth ambitions.

Seeking Alpha • Feb 17, 2026

KBRA Assigns Preliminary Ratings to New Residential Mortgage Loan Trust 2026-NQM3 (NRMLT 2026-NQM3)

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 10 classes of mortgage-backed notes from New Residential Mortgage Loan Trust 2026-NQM3 (NRMLT 2026-NQM3), a $475.8 million non-prime RMBS transaction sponsored by Rithm Capital Corp. (formerly New Residential Investment Corp.), a publicly traded (NYSE: RITM) real estate investment trust (REIT). The underlying mortgages in the subject pool were primarily originated by NewRez LLC (57.5%). In addition, all loans will be serviced by New.

Business Wire • Feb 13, 2026

7% High Yield Dividend From Rithm Capital Preferred Share

Rithm Capital's preferred share RITM-D offers a 7.07% yield and a yield-to-call near 8.3%, with a reset rate likely around 10%. I see a high probability of RITM-D being called or trading above $25 as the 11/15/2026 call date approaches, especially if Treasury rates hold. RITM-D is currently slightly attractive; a 1.5% price decline would make it a strong buy due to improved yield-to-call.

Seeking Alpha • Feb 11, 2026

Boomers Love These 5 Stocks Under $20 That Pay Huge and Growing Dividends

Investors love dividend stocks, especially high-yield varieties, because they offer a significant income stream and have substantial total return potential.

24/7 Wall Street • Feb 10, 2026

Rithm Capital Closes Paramount Group Pickup As Earnings Boost Preferreds Coverage

Rithm Capital Corp. is rated a Buy, driven by robust EAD coverage, a 9.3% dividend yield, and a discounted valuation to book value. RITM's EAD of $0.74 per share covers its $0.25 dividend by 296%, supporting both common and preferred shares with strong payout sustainability. Growth in asset management, notably via Sculptor Capital and the Crestline acquisition, could drive multiple expansion from recurring fee income.

Seeking Alpha • Feb 6, 2026

Rithm Capital Corp. (RITM) Q4 2025 Earnings Call Transcript

Rithm Capital Corp. (RITM) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 3, 2026

Rithm Capital Corp. Announces Fourth Quarter and Full Year 2025 Results

NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (NYSE: RITM; “Rithm Capital,” “Rithm” or the “Company”) today reported the following information for the fourth quarter ended and full year ended December 31, 2025. Michael Nierenberg, Chief Executive Officer of Rithm Capital, said, “2025 was a year of strategic progress for Rithm, marked by disciplined execution and consistent performance across every segment of our business. We delivered a 19% EAD return on equity for the full year and, through t.

Business Wire • Feb 3, 2026

Rithm (RITM) Surpasses Q4 Earnings and Revenue Estimates

Rithm (RITM) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.6 per share a year ago.

Zacks Investment Research • Feb 3, 2026