Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Rithm (RITM) , which belongs to the Zacks Financial - Miscellaneous Services industry. This real estate investment trust has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 14.49%. For the last reported quarter, Rithm came out with earnings of $0.47 per s ...

文章核心观点 - 作者是一名资深研究分析师,专注于行业和公司研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险[1] - 作者拥有10年投资银行从业经验,对高科技和早期成长型公司保持关注,撰写行业动态和重大新闻,为读者提供充分的研究和投资机会[1] 行业概况 - 作者是一名专注于行业和公司研究的资深研究分析师,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险[1] - 作者拥有10年投资银行从业经验,对高科技和早期成长型公司保持关注,撰写行业动态和重大新闻,为读者提供充分的研究和投资机会[1] 公司概况 - 作者表示自己/我们持有RITM公司的股票,包括股票、期权或其他衍生工具,并且是自己撰写这篇文章,表达自己的观点,没有从其他渠道获得任何报酬[1] - Seeking Alpha网站表示,过去的业绩不能保证未来的结果,不会对任何投资提供建议或意见,任何观点或意见都不代表Seeking Alpha的整体立场,Seeking Alpha不是持牌的证券交易商、经纪商或投资顾问[2]

Rithm Capital Corp. (RITM) recently announced its board's approval for third-quarter 2024 dividends for both common and preferred stockholders. The common stock dividend remains steady at 25 cents per share, the same as the previous quarter. It will be paid on Nov. 1, 2024, to stockholders of record as of Oct. 1. The company continues to maintain a higher-than-industry dividend yield. Based on the closing price of $11.78 per share on Sept. 23, the stock has a dividend yield of 8.5%, which is higher than the ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Rithm (RITM) . Rithm currently has an average brokerage recommen ...

Rithm (RITM) closed the latest trading day at $11.42, indicating a -1.38% change from the previous session's end. The stock trailed the S&P 500, which registered a daily gain of 1.07%. Meanwhile, the Dow gained 0.31%, and the Nasdaq, a tech-heavy index, added 2.17%. Heading into today, shares of the real estate investment trust had gained 4.04% over the past month, lagging the Finance sector's gain of 4.06% and outpacing the S&P 500's gain of 2.92% in that time. The investment community will be paying close ...

Recent remarks from Federal Reserve Chairman Powell have me thinking interest rate cuts may finally be on the horizon. A core theme of the economy over the last couple of years is abnormally high inflation. While politicians are often criticized or cheered for the current state of the economy, the Federal Reserve is actually the institution responsible for setting monetary policy. In an effort to combat inflation, the Federal Reserve raised interest rates 11 times throughout 2022 and 2023. In finance jargon ...

Rithm (RITM) closed the latest trading day at $11.61, indicating no change from the previous session's end. This change was narrower than the S&P 500's daily loss of 0.3%. On the other hand, the Dow registered a loss of 0.54%, and the technology-centric Nasdaq increased by 0.25%. Coming into today, shares of the real estate investment trust had gained 6.22% in the past month. In that same time, the Finance sector gained 6.22%, while the S&P 500 gained 3.42%. The investment community will be paying close att ...

08 금 Intel Zerbor Rithm: Solid Recovery Over The Past Few Weeks Rithm Capital Corp. (NYSE:RITM) investors have witnessed a solid recovery as RITM broke to a new recent high last week. As a result, investors experienced four consecutive weeks of recovery before selling pressure emerged this week. The leading mREIT has continued to diversify its business beyond its core MSR business. As a result, the company attempts to transition into other business segments that could improve its valuation multiples over ti ...

文章核心观点 - RITM是一家拥有多元化投资组合的公司,包括抵押贷款服务权(MSR)、机构和非机构抵押贷款支持证券(MBS)、住宅贷款等 [7][8] - RITM的投资组合结构使其能够在利率上升环境下表现出色,因为MSR和相关资产的价值会随利率上升而增加,从而抵消了机构MBS价值下降的影响 [7][8] - 与同行相比,RITM的财务杠杆较低,对冲比例也较低,这使其能够更好地应对利率波动 [21][22][23] - 尽管RITM的估值略低于同行,但考虑到其多元化投资组合和较低的风险特征,公司目前估值被认为是合理的 [24][25] 根据目录分类总结 RITM的投资组合 - RITM的投资组合包括MSR、机构和非机构MBS、住宅贷款等多种资产 [7][8] - 公司通过多元化投资组合获得"自然对冲",在利率上升时MSR等资产价值上升可抵消MBS价值下降 [7][8] - RITM最近还通过收购Sculptor Capital Management和Specialized Loan Servicing等公司进一步拓展了业务 [9][10] RITM的财务状况 - RITM的财务杠杆和对冲比例相对同行较低,有利于应对利率波动 [21][22][23] - 公司过去两年的经济收益率表现出色,大幅优于同行 [21] RITM的估值分析 - 目前RITM的股价略低于公司的估计账面价值,被认为是合理估值 [24][25] - 考虑到公司的多元化投资组合和较低风险特征,RITM的估值水平被认为是适当的 [24][25]

JamesBrey Rithm Capital (NYSE:RITM) represents a promising high-yielding investment opportunity in the mortgage REIT business as the company supports its earnings available for distribution and is growing its business in new areas. Considering that the REIT delivered 1.88X distribution coverage in the second-quarter and that Rithm Capital's shares are undeservedly trading at an 11% discount to book value, I believe the risk profile for Rithm Capital is skewed to the upside. I am also upgrading my rating on ...