Rithm Capital is expected to report Q2 2026 revenue of $1.43 billion and EPS of $0.50, as the current stock price of $9.13 remains well below the average analyst price target of $13.25.
Investors are primarily focused on the company's Book Value Per Share (BVPS) and the successful scaling of its alternative asset management platform. Following the integration of Sculptor Capital, the firm is pivoting toward a fee-generating owner-operator model to reduce reliance on interest-sensitive mortgage earnings. Market watchers are specifically looking for growth in third-party capital commitments and stability in the mortgage servicing rights portfolio.