RITM

AGNC Investment Corp. rose 4.26% to $8.80 despite reporting a 16.9% tangible book-value decline in Q3, benefiting from a stronger mortgage REIT sector tone. The agency mortgage REIT projects 18-20% returns on new investments, though results remain sensitive to interest rate spreads. Peer mortgage REITs Annaly Capital Management and Rithm Capital also gained, signaling sector strength ahead of the Fed meeting concluding Oct. 28.

Rithm (RITM) ended trading at $8.44, down 2.54% from the previous day and 7.38% over the past month. The real estate investment trust is forecasted to report lower EPS of $0.5 (down 7.41% year-over-year) despite revenue growth of 34.48%. The stock holds a Zacks Rank of #4 (Sell) with a Forward P/E of 3.85, trading at a discount to its industry average.

Rithm (RITM) is expected to report Q3 2026 earnings on October 23 with a consensus EPS of $0.50 (down 7.4% YoY) and revenues of $1.49B (up 34.5% YoY). With a negative Earnings ESP of -1.34% and Zacks Rank #4, the stock appears unlikely to beat expectations. Primis Financial (FRST) is projected to report EPS of $0.45 (up 60.7% YoY) with a positive Earnings ESP of +4.44%, but its Zacks Rank #4 rating makes a beat prediction difficult.