Rithm Capital Corp.
In the published model solve dated 2026-Q2, anchored at $10.10, Rithm Capital Corp. (RITM) is priced for 9.0% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
507 institutional managers reported holding RITM in 13F filings for the quarter ended 2026-03-31. Together they hold about 58% of the company; the top 10 hold 36%. 65 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 31.3M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (6.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
RITM's share count grew 22% over the past five years even with $55.23M spent on repurchases. It pays no dividend. Cash returned over the past three years: $50.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at RITM over the trailing three years. Absence is a fact about the company, not a signal. 9 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
RITM's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-05-07 | +12.3% | -13.9% |
| 2022-08-06 | -7.0% | -26.3% |
| 2022-11-04 | -5.8% | +1.7% |
| 2023-05-06 | +1.9% | +17.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RITM's latest 8-K filings: 2026-07-28 (items 2.02, 9.01); 2026-05-21 (items 5.02, 5.07, 9.01); 2026-05-14 (items 1.01, 2.03, 9.01); 2026-05-12 (items 8.01, 9.01); 2026-05-11 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.