Rithm Capital reported FY 2025 net income of USD 718.09 million (down 23.7%), with net income attributable to common stockholders of USD 567.20 million (down 32.1%). Income before income taxes was USD 806.38 million (down 33.3%), while income tax expense was USD 88.29 million (down 67.0%). FY 2025 revenues totaled USD 4.59 billion (down 6.7%), including servicing revenue, net of USD 1.12 billion (down 27.1%) and interest income of USD 1.87 billion (down 3.9%). Servicing fee revenue, net and interest income from MSRs and MSR financing receivables was USD 2.29 billion (up 15.1%), while change in fair value of MSRs and MSR financing receivables, net of economic hedges, was a loss of USD 1.17 billion. Gain on originated residential mortgage loans, HFS, net was USD 729.53 million (up 6.9%), and asset management revenues were USD 627.04 million (up 20.5%). Expenses included interest expense and warehouse line fees of USD 1.66 billion (down 9.4%), general and administrative expense of USD 1.01 billion (up 16.5%), and compensation and benefits of USD 1.32 billion (up 16.2%). Rithm Capital ended FY 2025 with total equity of USD 8.94 billion and book value per common share of USD 12.66 (vs. USD 12.56 at December 31, 2024). Cash and cash equivalents were USD 1.85 billion at December 31, 2025. Dividends declared in FY 2025 were USD 542.60 million for common stock and USD 114.25 million for preferred stock. Business highlights for FY 2025 included residential mortgage funded origination volume of USD 63.3 billion (up 8%), with refinance originations representing 31% of funded loans (vs. 20% in FY 2024). Newrez serviced USD 797.6 billion in loans at December 31, 2025, and total servicing portfolio UPB was USD 851.75 billion (up 0.9%). In Asset Management, AUM was approximately USD 63.00 billion at December 31, 2025, and segment revenues were USD 698.60 million. The company also cited a strategic investment partnership announced in Q3 2025 to fund acquisitions of up to USD 500.00 million of residential transition loans near term (with potential up to USD 1.50 billion over time), and completed the first close for R-HOME in Q4 2025. In capital markets activity, Rithm Capital issued USD 500.00 million of 2030 senior notes in June 2025 and ran a new at-the-market program, issuing 32.9 million common shares during FY 2025; it also redeemed its remaining USD 275.00 million of 2025 senior notes in Q2 2025.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Rithm Capital Corp. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001556593-26-000012), on February 19, 2026, and is solely responsible for the information contained therein.