Every material Form 8-K Rithm Capital filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Rithm Capital reported third-quarter 2026 results for the period ended September 30, 2026. GAAP net income attributable to common stockholders rose to $217.1 million, or $0.38 per diluted share, from $20.2 million, or $0.04, in the second quarter, while total revenues increased to $1,756.4 million from $1,282.3 million. Earnings available for distribution, the company's non-GAAP measure, fell to $315.3 million, or $0.55 per diluted share, from $338.9 million, or $0.60, and the quarterly common dividend was unchanged at $0.25 per share.
GAAP net income attributable to common stockholders was $217.1 million, or $0.38 per diluted share, versus $20.2 million, or $0.04, in Q2 2026.
Earnings available for distribution were $315.3 million, or $0.55 per diluted share, versus $338.9 million, or $0.60, in Q2 2026.
Total revenues were $1,756.4 million, up from $1,282.3 million in Q2 2026.
The common dividend was $0.25 per share, unchanged from Q2 2026, and book value per common share was $12.51.
Rithm Capital reported second quarter 2026 results for the period ended June 30, 2026. GAAP net income attributable to common stockholders fell to $20.2 million, or $0.04 per diluted share, from $67.8 million, or $0.12, in the first quarter, while non-GAAP earnings available for distribution rose to $338.9 million, or $0.60 per diluted share, from $289.6 million, or $0.51. The common dividend stayed at $0.25 per share.
GAAP net income attributable to common stockholders: $20.2 million, or $0.04 per diluted share, versus $67.8 million, or $0.12, in Q1 2026
Earnings available for distribution (non-GAAP): $338.9 million, or $0.60 per diluted share, versus $289.6 million, or $0.51, in Q1 2026
Common dividend of $0.25 per share ($139.6 million), unchanged from Q1 2026; book value per common share was $12.33 at June 30, 2026
At its May 21, 2026 annual meeting, Rithm Capital stockholders approved a First Amendment adding 35,000,000 shares to the reserve under the 2023 Omnibus Incentive Plan, bringing the total to 69,240,000 shares, less certain awards granted since April 1, 2026. They also re-elected two Class I directors, ratified Ernst & Young LLP as auditor for 2026, and approved executive pay on a non-binding advisory basis. The larger share reserve gives the company more room to make equity awards under the plan.
First Amendment adds 35,000,000 shares to the 2023 Omnibus Incentive Plan, to 69,240,000 shares, less one share for each award granted on or after April 1, 2026 and before the meeting: 211,581,992 votes for, 11,987,771 against.
David Saltzman (200,196,253 votes for) and William D. Addas (219,162,505 votes for) elected Class I directors until the 2029 annual meeting.
Ernst & Young LLP ratified as independent auditor for fiscal year ending December 31, 2026: 368,163,966 for, 3,268,629 against.
Advisory say-on-pay vote: 191,163,402 for, 32,850,187 against, 4,379,801 abstentions.
Rithm Capital Corp. closed a private offering of $500 million in 8.500% senior unsecured notes due June 1, 2031, on May 14, 2026. The company intends to use the net proceeds for general corporate purposes, which may include repaying certain indebtedness, and the notes add to its debt obligations.
Principal amount of $500 million; interest at 8.500% per year, paid semi-annually on June 1 and December 1, starting December 1, 2026
Notes mature June 1, 2031; the company may redeem before June 1, 2028 at a make-whole premium
Indenture requires total unencumbered assets of at least 120% of unsecured indebtedness and includes a 101% repurchase right on a change of control
Trustee is U.S. Bank Trust Company, National Association; the notes are not guaranteed by subsidiaries and have not been registered under the Securities Act
Rithm Capital reported first-quarter 2026 results for the period ended March 31, 2026. GAAP net income attributable to common stockholders rose to $67.8 million, or $0.12 per diluted share, from $53.1 million, or $0.09, in the fourth quarter of 2025, and total revenues rose to $1.38 billion from $1.29 billion. Earnings available for distribution, a non-GAAP measure management uses to assess core performance, fell to $289.6 million, or $0.51 per diluted share, from $418.9 million, or $0.74, while the common dividend stayed at $0.25 per share.
GAAP net income attributable to common stockholders was $67.8 million, or $0.12 per diluted share, versus $53.1 million, or $0.09, in Q4 2025.
Earnings available for distribution was $289.6 million, or $0.51 per diluted share, down from $0.74 in Q4 2025.
Common dividend of $0.25 per share, totaling $139.6 million, was unchanged from the prior quarter.
Total revenues were $1.38 billion, up from $1.29 billion in Q4 2025; book value per common share was $12.51 as of March 31, 2026.
Rithm Capital reported fourth-quarter and full-year 2025 results in a press release furnished under Item 2.02. Q4 GAAP net income attributable to common stockholders was $53.1 million, or $0.09 per diluted share, down from $193.7 million, or $0.35, in Q3 2025, while earnings available for distribution, a non-GAAP measure, rose to $418.9 million, or $0.74 per share. For shareholders, the GAAP profit decline is the key figure, though the company's non-GAAP measure and dividend of $0.25 per share were unchanged from Q3.
Q4 2025 GAAP net income to common stockholders: $53.1 million, or $0.09 per diluted share, versus $193.7 million, or $0.35, in Q3 2025
Q4 2025 earnings available for distribution (non-GAAP): $418.9 million, or $0.74 per diluted share, versus $296.9 million, or $0.54, in Q3 2025
Full-year 2025 GAAP net income to common stockholders: $567.2 million, or $1.04 per diluted share, versus $835.0 million, or $1.67, in 2024
Quarterly common dividend of $0.25 per share declared for both Q4 2025 and Q3 2025
Rithm Capital Corp. entered into an underwriting agreement on January 13, 2026, with Morgan Stanley & Co. LLC, as representative of the underwriters, to sell 10,000,000 shares of its 8.750% Series F Fixed-Rate Reset Cumulative Redeemable Preferred Stock. The offering is expected to close on January 21, 2026, and the company plans to use the net proceeds for investments and general corporate purposes. For shareholders, the filing adds a new preferred stock class to the company's capital structure, and the underwriters also hold a 30-day option to buy up to 1,500,000 additional shares.
10,000,000 Series F preferred shares offered, each with a $25.00 liquidation preference
Underwriters have a 30-day option to purchase up to 1,500,000 additional shares
Offering expected to close on January 21, 2026
Net proceeds intended for investments and general corporate purposes
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Rithm Capital filing is on SEC EDGAR ↗. 8-K briefs of other companies →