SCHEDULE 13G: BlackRock Discloses 5% Stake in Rithm Capital Corp.

BlackRock, Inc. has reported a 5.0% beneficial ownership stake in Rithm Capital Corp., totaling 26,550,891 shares of common stock as of September 30, 2025.

Summary

• BlackRock, Inc. beneficially owns 26,550,891 shares of Rithm Capital Corp. Common Stock.
• This ownership represents 5.0% of the total outstanding shares of Rithm Capital Corp.'s Common Stock.
• BlackRock, Inc. holds sole voting power over 24,461,001 shares and sole dispositive power over 26,550,891 shares.
• No shared voting or dispositive power is reported.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Rithm Capital Corp.
• BlackRock, Inc. is identified as a parent holding company or control person.
• No single subsidiary of BlackRock, Inc. holds more than five percent of Rithm Capital Corp.'s common shares individually.

Sentiment

Score: 5

Explanation: The filing is a routine beneficial ownership disclosure (Schedule 13G) and does not inherently convey positive or negative sentiment regarding the issuer's performance or outlook. It is a factual report of an institutional investment.

Positives

• Increased institutional ownership by a major asset manager like BlackRock can be viewed as a vote of confidence in Rithm Capital Corp.'s long-term prospects.
• The investment is stated to be for ordinary course of business, indicating a passive, long-term holding rather than an activist stance.

Future Outlook

This filing is a disclosure of current beneficial ownership and does not contain any forward-looking statements or guidance regarding Rithm Capital Corp.'s future performance or BlackRock's future investment intentions beyond the ordinary course of business.

Management Comments

• "To the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11."

Industry Context

BlackRock, Inc. is one of the world's largest asset managers, and its routine Schedule 13G filings reflect its extensive investment activities across numerous publicly traded companies. Rithm Capital Corp. operates in the financial services sector, primarily in real estate finance. This filing indicates BlackRock's continued investment presence in the financial sector, consistent with its broad market exposure strategies.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional investor like BlackRock holding a 5.0% stake may provide a degree of confidence or stability, signaling institutional interest in Rithm Capital Corp.

Key Dates

Keywords

BlackRock, Rithm Capital Corp, SEC filing, Schedule 13G, beneficial ownership, common stock, institutional investor, financial services