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Dec 31, 2025
NRZ Q4 2025 Earnings Report
Rithm Capital Corp. announced its fourth quarter and full year 2025 results, highlighting strategic progress, strong earnings, and expanded asset management capabilities.
Key Takeaways
Rithm Capital Corp. reported a GAAP net income of $53.1 million, or $0.09 per diluted common share, and earnings available for distribution of $418.9 million, or $0.74 per diluted common share for Q4 2025. The company achieved a 19% EAD return on equity for the full year and expanded its diversified asset management platform to over $100 billion in investable assets.
GAAP net income for Q4 2025 was $53.1 million, or $0.09 per diluted common share.
Earnings available for distribution for Q4 2025 reached $418.9 million, or $0.74 per diluted common share.
Newrez LLC posted pre-tax operating income of $249.1 million in Q4 2025, excluding certain non-operating items, and generated a 17% annualized operating ROE.
Sculptor Capital Management Inc. grew to approximately $38 billion in assets under management (AUM) as of December 31, 2025, a 16% YoY increase.
Revenue by Segment
Forward Guidance
Rithm Capital is well-positioned for growth in 2026, leveraging strategic investments and a unified ecosystem to capture market opportunities.
Positive Outlook
- Strategic investments across asset management, Newrez, Genesis, and the investment portfolio provide a strong foundation for growth.
- The company's scale, diversity, and proprietary insight as an owner-operator offer distinctive advantages in the current market.
- Continued expansion of the diversified, alternative asset management platform, exceeding $100 billion in investable assets.
- Disciplined execution and consistent performance across all business segments are expected to continue.
- The company anticipates further strengthening its value creation capabilities across real estate and credit.
Challenges Ahead
- No specific negative forward guidance was provided in the report.
- The report does not detail potential macroeconomic headwinds.
- No specific risks related to market volatility were outlined for the upcoming year.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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