SHARPE
Reported results
- GAAP net income was $217.1 million, or $0.38 per diluted common share for Q3 2026.
- Non-GAAP earnings available for distribution was $315.3 million, or $0.55 per diluted common share for Q3 2026.
- Common dividend was $139.6 million, or $0.25 per common share.
- Book value per common share was $12.51 as of September 30, 2026.
- Newrez generated a non-GAAP Q3 2026 annualized operating return on equity of 24%.
Notes
Effective July 1, 2026, Rithm Capital revised its AUM calculation methodology to include assets subject to real estate asset management services and exclude certain other assets, with prior periods conformed and no impact on reported AUM.
Price and volatility reaction
The stock moved +8.2% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -1.9 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 8.68 | 2026-10-22 |
| Close after release | 9.39 | 2026-10-23 |
| Realised move | +8.2% | close to close |
| 30d ATM IV change | -1.9 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-23 (8-K, Item 2.02). Read the original filing on sec.gov.