SCHEDULE: BlackRock Discloses Rithm Capital Stake

BlackRock, Inc. has filed an amendment to its Schedule 13G, reporting beneficial ownership of 12.4% of Rithm Capital Corp.'s common stock as of March 31, 2026.

Summary

• BlackRock, Inc. has filed an amendment to its Schedule 13G, indicating its beneficial ownership of Rithm Capital Corp. common stock.
• As of March 31, 2026, BlackRock beneficially owns 68,907,877 shares, representing 12.4% of the class.
• This ownership includes sole voting power over 66,899,404 shares and sole dispositive power over 68,907,877 shares.
• The filing clarifies that this reflects securities owned by certain reporting business units of BlackRock, Inc. and its subsidiaries.
• iShares Core S&P Small-Cap ETF is identified as having an interest of more than five percent in Rithm Capital Corp.'s common stock.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of ownership by a major institutional investor and does not contain new operational or financial performance information.

Positives

• BlackRock, a significant institutional investor, has disclosed a substantial stake in Rithm Capital Corp., which could be viewed positively by the market.
• The filing indicates clear voting and dispositive power for BlackRock, suggesting a stable and defined investment position.

Risks

• The concentration of ownership by a single large entity like BlackRock could potentially influence Rithm Capital Corp.'s strategic decisions or governance.
• Any shift in BlackRock's investment strategy or holdings could lead to significant price volatility for Rithm Capital Corp.'s stock.

Future Outlook

The filing itself is a disclosure of current ownership and does not contain forward-looking statements or guidance regarding Rithm Capital Corp.'s future performance. BlackRock's future outlook for its investment in Rithm Capital Corp. is not detailed.

Management Comments

• "In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by certain business units (collectively, the 'Reporting Business Units') of BlackRock, Inc. and its subsidiaries and affiliates."
• "It does not include securities, if any, beneficially owned by other business units whose beneficial ownership of securities are disaggregated from that of the Reporting Business Units in accordance with such release."
• "By signing below I certify that, 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

StockSavvy.ai notes that significant Schedule 13G filings by major asset managers like BlackRock often signal conviction in a company's prospects or a strategic shift in portfolio allocation within the financial services and real estate investment sectors.

Stakeholder Impact

• Shareholders: The disclosure of a significant stake by BlackRock may influence investor sentiment and potentially the stock price. It also indicates a large institutional holder with voting rights.
• Management of Rithm Capital Corp.: May face increased scrutiny or engagement from BlackRock regarding corporate strategy and governance.
• Other Investors: The presence of a large institutional holder can affect market dynamics and liquidity.

Next Steps

• BlackRock will continue to hold or manage its beneficial ownership of Rithm Capital Corp. common stock.
• Future amendments to this Schedule 13G will be filed if BlackRock's beneficial ownership changes significantly.

Key Dates

Keywords

Rithm Capital Corp., BlackRock, Inc., Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing, iShares Core S&P Small-Cap ETF