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Rithm Capital Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary3 Feb, 2026
Executive summary
Ended 2025 with over $100 billion in investable assets, driven by record earnings available for distribution (EAD) and strong year-over-year growth in asset management and mortgage businesses.
Expanded platform through key acquisitions, including Crestline Asset Management and Paramount, enhancing diversification and recurring revenue streams.
Genesis and Newrez delivered record origination and earnings, with Genesis originations at $4.8 billion and Newrez pre-tax income up 17% year-over-year.
Significant investments in technology and leadership, including partnerships with Valon and HomeVision to enhance servicing and origination efficiency.
Closed key transactions, expanded client franchise, and maintained solid earnings, positioning for growth in 2026.
Financial highlights
Full-year 2025 EAD: $2.35 per diluted share, up 12% year-over-year; Q4 EAD: $0.74 per diluted share.
GAAP net income for 2025: $567 million ($1.04 per diluted share); Q4 GAAP net income: $53 million ($0.09 per share).
Book value per share at year-end: $12.66; dividend yield at 9.2% with $1.00 per share paid in FY25.
Paid over $600 million in dividends in 2025; cumulative dividends since inception exceed $6 billion.
Ended year with $1.7 billion in cash and liquidity after funding all business needs, including Paramount acquisition.
Outlook and guidance
Entering 2026 well-positioned for growth, leveraging scale, diversity, and proprietary insight to capture strategic opportunities.
Expecting 2026 mortgage production to increase by 10%, with higher home purchase and refinance volumes anticipated.
Continued focus on disciplined growth, performance-driven asset management, and expanding product offerings for LPs and shareholders.
Agency MBS and office CRE valuations expected to revert higher, benefiting portfolio valuations.
Anticipate further growth in ABF and non-agency origination, leveraging technology and market trends.
Detail the composition of $100B investable assets
Quantify MSR MTM impact on Newrez Q4 profit
What fueled Genesis Capital's record growth?
Path to C-Corp conversion and valuation impact
Paramount: CRE strategy and capital formation
NewRez tech strategy and origination discipline
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Next Rithm Capital earnings date
Q1 202624 Apr, 2026
Rithm Capital
Next Rithm Capital earnings date
Q1 202624 Apr, 2026
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Frequently asked questions
Rithm Capital Corp, formerly New Residential Investment Corp., is a real estate investment trust (REIT) that operates in the United States. It engages in originating, acquiring, servicing and managing residential mortgage loans. Its Originations segment secures approval of residential mortgage loan applications with various types of assets as collateral, and transfers these loan applications to its Servicing segment for underwriting approval and closing. This segment also originates consumer loans, including home equity debt and lines of credit (HELOCs), home equity loans, automobile titles, and other consumer financing products, not secured by real property. It further originates MSR-related investments in non-agency mortgage-backed security (NAMBS) collateralized by residential mortgage loans that have been sold or transferred to third parties.
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