RITM

Rithm reported Q3 2026 revenue of $1.76 billion, up 58.9% year-over-year and beating the consensus estimate of $1.49 billion by 17.71%. EPS came in at $0.55, slightly above the $0.51 estimate. However, the stock carries a Zacks Rank #4 (Sell) rating and has underperformed the market, declining 4.8% over the past month.

Rithm (RITM) reported Q3 2026 earnings of $0.55 per share, beating consensus estimates of $0.51, with revenues of $1.76 billion surpassing expectations by 17.71%. However, the stock received a Zacks Rank #4 (Sell) rating due to unfavorable estimate revision trends. The company has underperformed the S&P 500 by 20.4% year-to-date, and its industry ranks in the bottom 28% of Zacks industries.

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.

S&P Global Ratings upgraded Wells Fargo's issuer credit rating to 'A-' from 'BBB+' with a stable outlook, citing significant progress in risk management, governance, and profitability. The bank has terminated 14 consent orders since 2019, expanded its balance sheet following the removal of asset caps, and increased its ROTCE target to 17%-18%. S&P also upgraded ratings for Rithm Capital and Capital One in September 2026.

Rithm (RITM) declined 2.08% to $8.93, underperforming the S&P 500's 0.25% loss. The stock has fallen 7.79% over the past month, lagging the Finance sector.

Despite a projected 33.3% revenue increase, earnings are expected to decline 5.56% year-over-year. The company holds a Zacks Rank #2 (Buy) with a Forward P/E of 4.04, trading at a discount to its industry average of 11.02.

A comparison of Rithm (RITM) and Brookfield Asset Management (BAM) for value investors shows RITM as the more attractive option. RITM has a Zacks Rank of #2 (Buy) with a forward P/E of 4.02 and Value grade of B, while BAM has a Zacks Rank of #3 (Hold) with a forward P/E of 24.09 and Value grade of F. RITM's superior valuation metrics and stronger estimate revision activity make it the preferred choice for value-focused investors.

SoFi Technologies is expected to report Q3 2026 earnings on October 27 with consensus estimates of $0.17 EPS (up 54.6% YoY) and $1.26B in revenues (up 32.4% YoY). The stock has a positive Earnings ESP of +2.42% combined with a Zacks Rank #3, suggesting a likely earnings beat. The company has beaten consensus estimates in 3 of the last 4 quarters.