Wall Street analyst estimates for Rithm Capital Corp. (RITM): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Rithm Capital Corp. operates as an asset manager focused on real estate, credit, and financial services in the United States. It operates through Origination and Servicing, Residential Transitional Lending, and Asset Management and Investment Portfolio.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $5.9B | $5.7B – $6.1B | $2.33 | 6 |
| 2027E | $6.4B | $6.0B – $6.6B | $2.37 | 7 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 18 |
| Hold | 1 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 19 |
| Avg rating (−2 sell to +2 buy) | 0.95 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2027-02-02 | $0.68 | ||
| 2026-10-23 | $0.55 | $0.50 | +10.2% |
| 2026-07-28 | $0.60 | $0.50 | +20.7% |
| 2026-04-28 | $0.51 | $0.53 | -3.8% |
| 2026-02-03 | $0.74 | $0.55 | +34.5% |
| 2025-10-30 | $0.54 | $0.54 | +0.0% |
| 2025-07-28 | $0.54 | $0.51 | +5.9% |
| 2025-04-25 | $0.52 | $0.45 | +15.6% |
Valuation Ratios
| P/E Ratio | 14.90 |
| Price / Book | 0.61 |
| EV / EBITDA | 21.47 |
| Dividend Yield | 10.64% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.17B | $1.95B | $2.37B | $2.89B | $1.45B | $2.90B | $1.67B | $3.76B | $4.74B | $5.69B |
| Cost of Revenue | $136.1M | $355.9M | $378.3M | $430.6M | $305.3M | $342.6M | $641.5M | $176.4M | $265.1M | $541.2M |
| Gross Profit | $1.03B | $1.59B | $1.99B | $2.46B | $1.15B | $2.55B | $1.03B | $3.58B | $4.47B | $5.14B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $14.6M | $27.0M | $160.6M | $346.3M | $662.6M | $1.34B | $1.50B | $1.02B | $1.41B | 0 |
| Operating Expenses | -$38.1M | -$101.8M | $371.2M | $830.2M | $1.72B | $1.14B | -$1.01B | $1.43B | $1.38B | $2.61B |
| Operating Income | $1.07B | $1.69B | $1.62B | $1.63B | -$566.5M | $1.41B | $2.04B | $2.15B | $3.10B | $2.53B |
| EBITDA | $1.09B | $1.97B | $1.63B | $1.63B | -$565.8M | $1.47B | $2.06B | $2.18B | $3.22B | $1.35B |
| Interest Expense | 0 | 0 | 0 | 0 | 0 | $497.3M | $777.8M | $1.40B | $1.89B | $440.0M |
| Pre-tax Income | $621.6M | $1.18B | $931.1M | $647.7M | -$1.34B | $963.8M | $1.26B | $752.8M | $1.21B | $806.4M |
| Income Tax | $38.9M | $167.6M | -$73.4M | $41.8M | $16.9M | $158.2M | $279.5M | $122.2M | $267.3M | $88.3M |
| Net Income | $504.5M | $957.5M | $964.0M | $563.3M | -$1.41B | $772.2M | $954.5M | $622.3M | $931.5M | $681.4M |
| EPS | $2.12 | $3.17 | $2.82 | $1.35 | $-3.27 | $1.56 | $1.84 | $1.11 | $1.69 | $1.05 |
| EPS (Diluted) | $2.12 | $3.15 | $2.81 | $1.34 | $-3.27 | $1.51 | $1.80 | $1.10 | $1.67 | $1.04 |
| Shares Outstanding (Diluted) | 238.5 M | 304.4 M | 343.1 M | 409.0 M | 415.5 M | 467.7 M | 481.6 M | 483.7 M | 499.6 M | 564.7 M |
Price
| Price | $9.39 (closing price, October 29, 2026) |
| Market Cap | $5.2B |
| Exchange | NYSE |
| Country | US |
Related companies: BPYPO · TRNO · EPRT · STWD · RHP
Explore sector: Real Estate · REIT - Diversified
More sections of RITM: Overview · Financials · Valuation · Statistics · Technical · Ownership · News · Events
Discover more: Weekly Radar: the S&P 500 through the Buffett and Lynch methods · Companies that pass the Buffett method today · Companies that pass the Lynch method today · Stocks that pass Graham's defensive investor test today · Investment Academy — learn to analyze stocks