UBS Lowers its Price Target on Rithm Capital Corp. (RITM) to $15 and Maintains a Buy Rating

RITM 0.00% RITM-PA +0.43% RITM-PD -0.08% RITM-PE +0.12%

Rithm Capital Corp. (NYSE:RITM) is included in our list of Real Estate Investing for Beginners: 10 Best Stocks to Buy.

On February 6, 2026, UBS lowered its price target on Rithm Capital Corp. (NYSE:RITM) to $15 from $16 and maintained a Buy rating. A few days earlier, on February 4, 2026, Piper Sandler reduced its price target to $15 from $15.50 and kept an Overweight rating, noting that Rithm delivered a solid operating result. Piper added that the shares outperformed following a core earnings beat, solid returns on equity, and a constructive outlook.

The updates followed fourth-quarter results released on February 3, 2026, when Rithm Capital Corp. (NYSE:RITM) reported revenue of $1.29 billion, ahead of the $1.24 billion consensus estimate. Management framed 2025 as “a year of strategic progress,” highlighting a 19% EAD return on equity for the full year and pointing to the acquisitions of Crestline and Paramount Group as steps that expanded its alternative asset management platform to over $100 billion in investable assets.

The company also emphasized what it called “durable momentum” in the fourth quarter, citing closed transactions, an expanded client franchise, and solid earnings. Looking ahead, management said Rithm is “well-positioned for growth,” with investments across asset management, Newrez, Genesis, and its broader investment portfolio forming the foundation for 2026.

Rithm Capital Corp. (NYSE:RITM) operates as an asset manager with exposure to real estate, credit, and financial services in the United States. The company is structured across Origination and Servicing, Investment Portfolio, Residential Transitional Lending, and Asset Management segments.

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