RITMNYSEReal Estate Investment TrustsFiscal year ends December 31Also trades as RITM.PA, RITM.PB, RITM.PC, RITM.PD, RITM.PE, RITM.PF
Rithm Capital Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$8.44−0.22 (-2.54%)
Close on Oct 19, 2026
- Market cap
- $4.80B
- P/E (TTM)
- 14.1
- Dividend yield
- 11.85%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
328M
Shares held, 13F filers
Institutional holders
511
61 new, 69 sold out
Net institutional buying
-5M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $4.52M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Picton Mahoney Asset Management | 831,464 | 8.31% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 68,907,877 | 12.40% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Capital Management | 29,253,416 | 5.26% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 28,900,132 | 5.19% | 13G (passive) | Mar 31, 2026 |
| Rithm Capital Corp. | 1,000 | 100.00% | 13D (active) amendment | Nov 17, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RITM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 70,900,201 | – | $665.75M | −836,049 | 0.01% |
| Vanguard Portfolio Management LLC | 28,799,811 | – | $270.43M | −33,368 | 0.01% |
| Vanguard Capital Management LLC | 25,126,442 | – | $235.94M | +151,688 | 0.01% |
| State Street Corp | 18,684,494 | – | $175.45M | −272,589 | 0.01% |
| Wellington Management Group Llp | 11,616,077 | – | $109.07M | +1,466,315 | 0.02% |
| Geode Capital Management, LLC | 10,079,308 | – | $94.67M | −60 | 0.01% |
| Norges Bank | 7,985,095 | – | $74.98M | New | 0.01% |
| Charles Schwab Investment Management Inc | 7,070,159 | – | $66.39M | +57,756 | 0.01% |
| Bank Of America Corp /De/ | 6,756,013 | – | $63.44M | −183,963 | 0.00% |
| Morgan Stanley | 6,471,067 | – | $60.76M | −34,446 | 0.00% |
| UBS Group AG | 5,435,377 | – | $51.04M | +434,233 | 0.01% |
| Lsv Asset Management | 5,323,500 | – | $49.99K | −56,900 | 0.09% |
| Northern Trust Corp | 4,933,214 | – | $46.32M | +217,070 | 0.01% |
| Vanguard Fiduciary Trust Co | 3,543,693 | – | $33.28M | +81,597 | 0.01% |
| JPMorgan Chase & Co | 3,199,516 | – | $30.38M | +1,401,698 | 0.00% |
| Bank of New York Mellon Corp | 3,156,016 | – | $29.63M | −234,119 | 0.00% |
| Victory Capital Management Inc | 3,125,774 | – | $29.35M | +718,101 | 0.02% |
| Royal Bank of Canada | 3,066,963 | – | $28.80M | +92,081 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,060,513 | – | $28.74M | +140,597 | 0.03% |
| Goldman Sachs Group Inc | 2,896,278 | – | $27.20M | −1,898,110 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 511 | 328M | 61 / 182 | 179 / 69 | 26M | 30M |
| Q1 2026 | 526 | 333M | 76 / 203 | 173 / 88 | 149M | 51M |
| Q4 2025 | 546 | 285M | 82 / 229 | 146 / 66 | 34M | 28M |
| Q3 2025 | 541 | 281M | 72 / 247 | 120 / 43 | 41M | 19M |
| Q2 2025 | 521 | 258M | 75 / 209 | 151 / 51 | 27M | 33M |
| Q1 2025 | 503 | 264M | 72 / 198 | 147 / 41 | 35M | 18M |
| Q4 2024 | 480 | 248M | 58 / 193 | 139 / 61 | 22M | 30M |
| Q3 2024 | 492 | 258M | 82 / 173 | 147 / 53 | 67M | 12M |
| Q2 2024 | 469 | 230M | 77 / 161 | 138 / 45 | 18M | 26M |
| Q1 2024 | 443 | 239M | 59 / 157 | 132 / 56 | 32M | 16M |
| Q4 2023 | 448 | 224M | 69 / 167 | 134 / 36 | 27M | 13M |
| Q3 2023 | 424 | 213M | 55 / 167 | 119 / 36 | 17M | 21M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RITM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 33,635,615 | – | $315.84M | 0.28% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 17,723,574 | – | $166.42M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 12,810,058 | – | $120.29M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 8,110,933 | – | $76.16M | 0.11% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 6,401,499 | – | $60.11M | 0.06% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 5,115,152 | – | $48.03M | 0.28% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 4,806,330 | – | $45.13M | 0.56% | Jun 30, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 3,209,920 | – | $30.14M | 0.26% | Jun 30, 2026 |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | 2,910,453 | – | $27.33M | 0.57% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 2,883,339 | – | $26.87M | 0.06% | May 31, 2026 |
| VanEck Mortgage REIT Income ETF | 2,706,892 | – | $25.42M | 6.36% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 2,673,691 | – | $24.92M | 0.11% | May 31, 2026 |
| iShares Mortgage Real Estate ETF | 2,593,255 | – | $24.35M | 4.44% | Jun 30, 2026 |
| iShares Russell Mid-Cap ETF | 2,283,399 | – | $21.44M | 0.04% | Jun 30, 2026 |
| Fidelity Mid Cap Index Fund | 2,106,818 | – | $20.82M | 0.04% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Michael Nierenberg | Chief Executive Officer, Director | 1,982,341 | Aug 4, 2026 |
| Philip M. Sivin | Chief Legal Officer | 6,504 | Aug 6, 2026 |
| Nicola Santoro Jr | Chief Financial Officer | 181,281 | Aug 4, 2026 |
| David Zeiden | Chief Legal Officer | 0 | Mar 9, 2026 |
| Peggy Hwan Hebard | Director | 82,259 | Aug 25, 2026 |
| Ranjit M. Kripalani | Director | 30,666 | May 27, 2026 |
| Kevin J. Finnerty | Director | 350,658 | May 27, 2026 |
| David Saltzman | Director | 61,527 | May 27, 2026 |
| Melle Patrice M. Le | Director | 70,523 | May 27, 2026 |
| William Dean Addas | Director | 44,972 | May 27, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Peggy Hwan Hebard Director | Aug 20, 2026 | Sale | −14,520 | $10.18 | $147.81K | 82,259 |
| Ranjit M. Kripalani Director | May 26, 2026 | Award | +16,739 | – | – | 30,666 |
| Melle Patrice M. Le Director | May 26, 2026 | Award | +16,199 | – | – | 70,523 |
| Peggy Hwan Hebard Director | May 26, 2026 | Award | +17,279 | – | – | 96,779 |
| William Dean Addas Director | May 26, 2026 | Award | +16,199 | – | – | 44,972 |
| Kevin J. Finnerty Director | May 26, 2026 | Award | +16,739 | – | – | 325,812 |
| David Saltzman Director | May 26, 2026 | Award | +17,279 | – | – | 61,527 |
| David Saltzman Director | May 20, 2026 | Sale | −14,174 | $9.19 | $130.26K | 110,996 |
| David Saltzman Director | May 20, 2026 | Sale | −66,748 | $9.26 | $618.09K | 44,248 |
| David Zeiden Chief Legal Officer | Feb 27, 2026 | Sale(10b5-1 plan) | −9,217 | $10.11 | $93.18K | 0 |
| David Zeiden Chief Legal Officer | Feb 27, 2026 | Option exercise | +9,217 | – | – | 9,217 |
| Michael Nierenberg Chief Executive Officer, Director | Feb 21, 2026 | Tax withholding | −771,688 | $10.45 | $8.06M | 1,445,798 |
| Nicola Santoro Jr Chief Financial Officer | Feb 21, 2026 | Tax withholding | −100,886 | $10.45 | $1.05M | 181,281 |
| Nicola Santoro Jr Chief Financial Officer | Jan 30, 2026 | Award | +4,156 | – | – | 282,167 |
| Michael Nierenberg Chief Executive Officer, Director | Jan 30, 2026 | Award | +29,098 | – | – | 2,217,486 |
| Michael Nierenberg Chief Executive Officer, Director | Jan 20, 2026 | Award | +1,189,241 | – | – | 2,188,388 |
| Nicola Santoro Jr Chief Financial Officer | Jan 20, 2026 | Award | +169,885 | – | – | 278,011 |
| William Dean Addas Director | Jan 6, 2026 | Award | +11,486 | – | – | 28,791 |
| David Zeiden Chief Legal Officer | Nov 14, 2025 | Option exercise | +19,285 | – | – | 19,285 |
| David Zeiden Chief Legal Officer | Nov 14, 2025 | Sale | −19,285 | $11.11 | $214.26K | 0 |
| Michael Nierenberg Chief Executive Officer, Director | Nov 5, 2025 | Sale | −301,548 | $11.00 | $3.32M | 0 |
| Michael Nierenberg Chief Executive Officer, Director | Oct 31, 2025 | Award | +4,408 | – | – | 999,147 |
| Nicola Santoro Jr Chief Financial Officer | Oct 31, 2025 | Award | +629 | – | – | 108,126 |
| Nicola Santoro Jr Chief Financial Officer | Jul 31, 2025 | Award | +556 | – | – | 106,248 |
| Michael Nierenberg Chief Executive Officer, Director | Jul 31, 2025 | Award | +3,897 | – | – | 994,739 |
| Michael Nierenberg Chief Executive Officer, Director | Jun 17, 2025 | Tax withholding | −106,546 | $11.29 | $1.20M | 990,842 |
| Kevin J. Finnerty Director | May 23, 2025 | Award | +13,927 | – | – | 309,073 |
| Ranjit M. Kripalani Director | May 23, 2025 | Award | +13,927 | – | – | 13,927 |
| Peggy Hwan Hebard Director | May 23, 2025 | Award | +14,376 | – | – | 79,500 |
| Melle Patrice M. Le Director | May 23, 2025 | Award | +13,478 | – | – | 54,324 |
| David Saltzman Director | May 23, 2025 | Award | +14,376 | – | – | 125,170 |
| William Dean Addas Director | May 23, 2025 | Award | +13,478 | – | – | 17,305 |
| Nicola Santoro Jr Chief Financial Officer | Apr 30, 2025 | Award | +595 | – | – | 105,692 |
| Michael Nierenberg Chief Executive Officer, Director | Apr 30, 2025 | Award | +4,168 | – | – | 1,097,388 |
| Nicola Santoro Jr Chief Financial Officer | Feb 21, 2025 | Tax withholding | −10,109 | $11.89 | $120.20K | 105,097 |
| Michael Nierenberg Chief Executive Officer, Director | Feb 21, 2025 | Tax withholding | −90,304 | $11.89 | $1.07M | 1,093,220 |
| Michael Nierenberg Chief Executive Officer, Director | Jan 31, 2025 | Award | +7,896 | – | – | 1,183,524 |
| Nicola Santoro Jr Chief Financial Officer | Jan 31, 2025 | Award | +1,128 | – | – | 114,949 |
| William Dean Addas Director | Jan 3, 2025 | Award | +3,827 | – | – | 3,827 |
| Nicola Santoro Jr Chief Financial Officer | Nov 1, 2024 | Award | +1,210 | – | – | 113,821 |
| Michael Nierenberg Chief Executive Officer, Director | Nov 1, 2024 | Award | +8,470 | – | – | 1,175,628 |
| Nicola Santoro Jr Chief Financial Officer | Jul 26, 2024 | Award | +1,083 | – | – | 112,611 |
| Michael Nierenberg Chief Executive Officer, Director | Jul 26, 2024 | Award | +7,587 | – | – | 1,167,158 |
| Michael Nierenberg Chief Executive Officer, Director | Jun 20, 2024 | Tax withholding | −106,546 | $11.15 | $1.19M | 1,159,571 |
| David Saltzman Director | May 24, 2024 | Award | +14,520 | – | – | 110,794 |
| Melle Patrice M. Le Director | May 24, 2024 | Award | +13,612 | – | – | 40,846 |
| Kevin J. Finnerty Director | May 24, 2024 | Award | +14,066 | – | – | 295,146 |
| Peggy Hwan Hebard Director | May 24, 2024 | Award | +14,520 | – | – | 65,124 |
| Andrew Sloves Director | May 24, 2024 | Award | +14,066 | – | – | 202,721 |
| Michael Nierenberg Chief Executive Officer, Director | Apr 26, 2024 | Award | +7,580 | – | – | 1,266,117 |
| Nicola Santoro Jr Chief Financial Officer | Apr 26, 2024 | Award | +1,082 | – | – | 111,528 |
| Philip M. Sivin Chief Legal Officer | Apr 26, 2024 | Award | +216 | – | – | 16,431 |
| Michael Nierenberg Chief Executive Officer, Director | Mar 21, 2024 | Tax withholding | −79,873 | $10.60 | $846.65K | 1,258,537 |
| Philip M. Sivin Chief Legal Officer | Feb 23, 2024 | Tax withholding | −1,751 | $10.60 | $18.56K | 16,215 |
| Nicola Santoro Jr Chief Financial Officer | Feb 23, 2024 | Tax withholding | −12,395 | $10.60 | $131.39K | 110,446 |
| Philip M. Sivin Chief Legal Officer | Feb 23, 2024 | Tax withholding | −1,957 | $10.60 | $20.74K | 16,009 |
| Nicola Santoro Jr Chief Financial Officer | Feb 23, 2024 | Tax withholding | −13,427 | $10.60 | $142.33K | 109,414 |
| Michael Nierenberg Chief Executive Officer, Director | Jan 26, 2024 | Award | +11,341 | – | – | 1,338,410 |
| Nicola Santoro Jr Chief Financial Officer | Jan 26, 2024 | Award | +1,620 | – | – | 122,841 |
| Philip M. Sivin Chief Legal Officer | Jan 26, 2024 | Award | +323 | – | – | 17,966 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Peggy Hwan Hebard Director | Aug 19, 2026 | 14,520 | $150.12K | Aug 19, 2026 | Restricted Stock Award |
| Zeiden David Former Affiliate | Aug 7, 2026 | 9,217 | $91.62K | Aug 7, 2026 | Compensation - RSU |
| Saltzman David Affiliate | May 20, 2026 | 80,922 | $728.30K | May 20, 2026 | Compensation award |
| Zeiden David Affiliate | Feb 27, 2026 | 18,434 | $188.40K | Feb 27, 2026 | Compensation award |
| Zeiden David Affiliate | Nov 14, 2025 | 19,285 | $215.03K | Nov 14, 2025 | Compensation award |
| Nierenberg Michael Affiliate | Nov 5, 2025 | 301,548 | $3.31M | Nov 5, 2025 | Grant |