Consensus estimates for Rithm Capital’s Q3 2026 earnings point to revenue of $1.47 billion and EPS of $0.49, with the stock currently trading near $8.64 against an average analyst price target of $13.05.
Investors are primarily focused on the company’s book value per share, which has trended lower over the past four quarters to $12.33 as of the previous reporting period.
The market is also evaluating the continued transition into a global alternative asset manager and the performance of the Sculptor platform amidst a shifting rate environment. Management’s ability to maintain high returns on its mortgage servicing rights (MSR) portfolio will be critical for sustaining the $0.25 quarterly dividend.