Rithm Capital Corp. (RITM) Form 8-K — Oct 23, 2026
Rithm Capital reported Q3 2026 GAAP net income of $217.1 million, or $0.38 per diluted share, a dramatic improvement from $20.2 million ($0.04) in Q2 2026, driven largely by a positive $121.3 million swing in MSR fair value versus a prior-quarter loss. Earnings available for distribution came in at $315.3 million, or $0.55 per diluted share, down modestly from $0.60 in Q2 but well above the $0.25 per share common dividend. The company's operating businesses showed strength: Newrez posted $329.7 million of pre-tax operating income (24% annualized operating ROE), Genesis originations rose 25% year over year to $1.5 billion, and asset management AUM held at roughly $61 billion.
Key figures
- Eps
- 0.38
- Revenue
- 1756422000
- Net Income
- 217100000
- Total Debt
- 0
- Revenue Yoy
- 0
- Total Assets
- 56661330000
- Cash Position
- 2449322000
- Shares Outstanding
- 558407031
- Servicing upb
- 878900000000
- Asset management aum
- $61 billion
- Book value per share
- 12.51
- Ead per diluted share
- 0.55
- Prior quarter gaap eps
- 0.04
- Genesis q3 originations
- 1500000000
- Common dividend per share
- 0.25
- Weighted avg diluted shares
- 572817609
- Gross new capital inflows q3
- 569000000
- Origination funded volume q3
- 12900000000
- Prior quarter gaap net income
- 20200000
- Origination volume qoq decline
- 19%
- Origination volume yoy decline
- 21%
- Genesis originations yoy growth
- 25%
- Newrez annualized operating roe
- 24%
- Newrez pre tax operating income
- 329700000
- Earnings available for distribution
- 315300000
- Prior quarter ead per diluted share
- 0.6
AI analysis
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