Strs Ohio Has $144,000 Stake in Rithm Capital Corp. $RITM

Strs Ohio reduced its holdings in Rithm Capital Corp. (NYSE:RITM) by 94.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,650 shares of the real estate investment trust’s stock after selling 225,903 shares during the period. Strs Ohio’s holdings in Rithm Capital were worth $144,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Cullen Frost Bankers Inc. bought a new position in shares of Rithm Capital in the 2nd quarter worth $30,000. Mather Group LLC. bought a new stake in shares of Rithm Capital in the 3rd quarter valued at about $33,000. Optimum Investment Advisors boosted its stake in Rithm Capital by 200.0% during the 3rd quarter. Optimum Investment Advisors now owns 3,000 shares of the real estate investment trust’s stock worth $34,000 after acquiring an additional 2,000 shares during the last quarter. Ameritas Advisory Services LLC acquired a new position in Rithm Capital during the second quarter valued at approximately $43,000. Finally, Quent Capital LLC bought a new stake in Rithm Capital in the third quarter valued at approximately $58,000. 44.92% of the stock is owned by institutional investors.

Rithm Capital Price Performance

NYSE:RITM opened at $10.94 on Wednesday. Rithm Capital Corp. has a 52-week low of $9.13 and a 52-week high of $12.74. The company has a market cap of $6.06 billion, a P/E ratio of 7.54 and a beta of 1.20. The company has a debt-to-equity ratio of 1.52, a quick ratio of 0.45 and a current ratio of 0.45. The stock’s 50-day simple moving average is $11.32 and its 200 day simple moving average is $11.55.

Rithm Capital (NYSE:RITM) last issued its quarterly earnings results on Tuesday, February 3rd. The real estate investment trust reported $0.74 EPS for the quarter, beating the consensus estimate of $0.55 by $0.19. The firm had revenue of $1.29 billion during the quarter, compared to analysts’ expectations of $1.24 billion. Rithm Capital had a return on equity of 18.82% and a net margin of 17.08%. As a group, sell-side analysts forecast that Rithm Capital Corp. will post 1.93 EPS for the current fiscal year.

Rithm Capital Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Wednesday, December 31st were given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 9.1%. The ex-dividend date of this dividend was Wednesday, December 31st. Rithm Capital’s dividend payout ratio (DPR) is 68.97%.

Insider Buying and Selling at Rithm Capital

In other news, insider David Zeiden sold 19,285 shares of the business’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $11.11, for a total transaction of $214,256.35. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. 0.44% of the stock is owned by corporate insiders.

Trending Headlines about Rithm Capital

Here are the key news stories impacting Rithm Capital this week:

• Positive Sentiment: Q4 results beat expectations — Rithm reported $0.74 EPS vs. $0.55 consensus and $1.29B revenue vs. $1.24B est.; management emphasized strategic progress, strong ROE (~19% annual) and margin performance, which supports cash generation and distributable earnings. Rithm Capital Corp. Announces Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Management commentary/detail from the earnings call — the conference call/transcript reiterates the firm’s shift toward asset management and execution on transactions that boosted the quarter, helping investors justify higher valuation multiples on fee growth. Rithm Capital Corp. (RITM) Q4 2025 Earnings Call Transcript
• Positive Sentiment: KBRA rates new $508M RMBS sponsored by Rithm (NRMLT 2026‑NQM2) — active securitization supports origination/securitization fee streams and shows deal flow in Rithm’s mortgage platform. KBRA Assigns Preliminary Ratings to New Residential Mortgage Loan Trust 2026-NQM2
• Neutral Sentiment: Deepening partnership/minority equity in Valon — Rithm increased its operational alignment with Valon’s AI-native servicing platform, which could improve servicing efficiency and scale but is a longer‑term operational benefit rather than an immediate earnings boost. Rithm Capital Deepens Partnership With Valon
• Neutral Sentiment: Preferred IPO (RITM.PR.F) announced — a new 8.75% fixed-rate reset preferred raises capital and may shore up funding but has mixed implications for common shareholders (non‑dilutive common equity financing, but adds fixed cash obligations). RITM.PR.F: An 8.75% Fixed-Rate Reset Preferred IPO From Rithm Capital
• Negative Sentiment: Public criticism from Jim Cramer — Cramer warned the stock is “too risky” and questioned transparency around what the asset manager owns, which can increase short-term selling pressure or dampen investor appetite. Jim Cramer on Rithm Capital: “We Can’t Find Out What It’s Got Inside It”

Wall Street Analysts Forecast Growth

RITM has been the subject of a number of recent analyst reports. Keefe, Bruyette & Woods restated an “outperform” rating on shares of Rithm Capital in a research report on Thursday, December 18th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Rithm Capital in a research report on Monday, December 29th. UBS Group initiated coverage on Rithm Capital in a report on Thursday, January 8th. They set a “buy” rating and a $16.00 price objective on the stock. Piper Sandler reaffirmed an “overweight” rating and issued a $15.50 price target on shares of Rithm Capital in a research note on Monday, December 22nd. Finally, Jones Trading reissued a “buy” rating and set a $13.50 price objective on shares of Rithm Capital in a research report on Thursday, October 30th. Seven analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $14.71.

Rithm Capital Company Profile

Rithm Capital Corporation is a specialty finance company that originates, acquires and manages structured credit investments collateralized by real estate assets in the United States. The company focuses primarily on senior floating-rate loans secured by multifamily, commercial, industrial and single-family rental properties, aiming to deliver attractive risk-adjusted yields through a diversified portfolio of floating-rate real estate debt.

In addition to senior loans, Rithm Capital invests in residential mortgage-backed securities, including agency and non-agency pools, as well as other real estate-related credit instruments.