Ryman Hospitality REIT Outperforms Market with 18% Gain
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 06 2026
0mins
Source: Fool
- Significant Performance Growth: Ryman Hospitality Properties has achieved an 18% stock price increase over the past three months, significantly outperforming the flat real estate sector, showcasing its strong competitiveness in the upscale hotel market.
- Strong Revenue Growth: In the first quarter, Ryman reported a 13% year-over-year revenue increase and a 19% growth in adjusted funds from operations (AFFO), far exceeding the median growth of most REITs, indicating the effectiveness of its business model.
- Optimistic Future Bookings: Management revealed that over 460,000 future room nights have been booked, and with the nature of large events being booked years in advance, Ryman's visibility into future revenue has improved, further boosting market confidence.
- Attractive Valuation: Even after its recent rally, Ryman trades at a multiple of 13 times FFO, and its dividend yield of over 4% is well-supported by stable cash flow, making it appealing for value-seeking investors.
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Analyst Views on RHP
Wall Street analysts forecast RHP stock price to fall
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 122.350
Low
92.00
Averages
108.71
High
121.00
Current: 122.350
Low
92.00
Averages
108.71
High
121.00
About RHP
Ryman Hospitality Properties, Inc. is a lodging and hospitality real estate investment trust that specializes in upscale convention center resorts and entertainment experiences. Its holdings include Gaylord Opryland Resort & Convention Center; Gaylord Palms Resort & Convention Center; Gaylord Texan Resort & Convention Center; Gaylord National Resort & Convention Center, and Gaylord Rockies Resort & Convention Center, which are non-gaming convention center hotels in the United States based on total indoor meeting space. Its segments include Hospitality, which includes its Gaylord Hotels properties, its JW Marriott properties, the Inn at Opryland and the AC Hotel; Entertainment, which includes the entertainment and media assets comprising OEG; and Corporate and Other. It owns the JW Marriott Phoenix Desert Ridge Resort & Spa and JW Marriott San Antonio Hill Country Resort & Spa. Its Inn at Opryland is located across the street from Gaylord Opryland, which has approximately 303 rooms.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ryman Hospitality Announces Q2 2026 Earnings Release Date
- Earnings Release Schedule: Ryman Hospitality Properties will release its Q2 2026 earnings results after market close on August 6, 2026, with management holding a conference call on August 7 at 10 a.m. ET to discuss the results, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Participation: Investors can dial 800-225-9448 to participate in the call using conference ID RHPQ226, with replay available until August 14, indicating the company's effort to provide accessible communication channels for enhanced investor engagement.
- Webcast Availability: The conference call will also be webcast on the company's Investor Relations website, further broadening the avenues for investors to access information and reflecting the company's initiatives in digital communication.
- Company Background: Ryman Hospitality is a leading lodging and hospitality REIT specializing in upscale convention center resorts and entertainment experiences, boasting over 12,000 rooms and more than 3 million square feet of meeting space, underscoring its significant position and influence in the industry.
See More
Ryman Hospitality REIT Outperforms Market with 18% Gain
- Significant Performance Growth: Ryman Hospitality Properties has achieved an 18% stock price increase over the past three months, significantly outperforming the flat real estate sector, showcasing its strong competitiveness in the upscale hotel market.
- Strong Revenue Growth: In the first quarter, Ryman reported a 13% year-over-year revenue increase and a 19% growth in adjusted funds from operations (AFFO), far exceeding the median growth of most REITs, indicating the effectiveness of its business model.
- Optimistic Future Bookings: Management revealed that over 460,000 future room nights have been booked, and with the nature of large events being booked years in advance, Ryman's visibility into future revenue has improved, further boosting market confidence.
- Attractive Valuation: Even after its recent rally, Ryman trades at a multiple of 13 times FFO, and its dividend yield of over 4% is well-supported by stable cash flow, making it appealing for value-seeking investors.
See More
Ryman Hospitality Properties Outperforms Real Estate Sector
- Significant Performance Growth: Ryman Hospitality Properties reported a 13% year-over-year revenue increase and a 19% growth in adjusted funds from operations in Q1, significantly outperforming the median growth of most REITs, indicating strong market performance and profitability.
- Strong Future Bookings: The company has booked over 460,000 future room nights, providing visibility into future revenue and showcasing its competitive advantage in the large events market, which could further drive stock price appreciation.
- Attractive Valuation: Even after recent stock price gains, Ryman trades at an appealing 13 times FFO, with a dividend yield exceeding 4% supported by robust cash flow, making it attractive for value-seeking investors.
- Market Leadership: As a high-end hotel REIT focused on large conferences and events, Ryman stands out in the market, and its unique business model allows it to perform relatively well amid interest rate fluctuations, indicating substantial future growth potential.
See More
Hedgeye Initiates Long Position on RHP with 20%-30% Upside Potential
- Investment Upgrade: Hedgeye analyst Sean Jenkins highlighted in a Monday note that RHP's investment opportunity has significantly improved, with a projected upside of 20%-30% into the second half of 2025, indicating the market's underappreciation of its long-term earnings power.
- Earnings Growth Outlook: While RHP had a strong Q1 and is expected to remain solid in Q2, the more compelling aspect is the anticipated acceleration in earnings during the second half of the year, which could drive upward revisions to EBITDA estimates and enhance overall company performance.
- Relative Competitive Advantage: Unlike peers facing tough comparisons, RHP is positioned for relative acceleration from 2026 to 2028, and with expectations of mid-single-digit RevPAR growth, RHP is likely to achieve significant relative outperformance against both hotel REIT peers and the broader lodging industry.
- Positive Market Reaction: On Monday, shares of Ryman Hospitality rose by 2.4%, reflecting market recognition of its future growth potential, and despite lacking near-term “one-time” catalysts, RHP's long-term competitive positioning remains valued.
See More
RHP Exceeds Expectations in Q1 Performance
- Significant Revenue Growth: Ryman Hospitality Properties Inc (NYSE:RHP) reported record first-quarter revenue with an overall year-over-year increase of over 5%, showcasing the strength of its assets and business model, which is expected to further boost market confidence.
- Strong JW Marriott Performance: The JW Marriott Desert Ridge, acquired less than a year ago, saw nearly an 8% increase in ADR and a 25% rise in banquet and AV revenue in the first quarter, indicating substantial financial returns from RHP's ownership and strategy.
- Robust Liquidity Position: As of the end of the first quarter, the company had $424 million in cash on hand and approximately $1.35 billion in total liquidity, providing strong support for future expansions and investments, thereby enhancing financial stability.
- Cautious Future Outlook: Despite a strong first-quarter performance, RHP remains cautious about the macroeconomic environment, particularly regarding rising oil prices and potential interest rate hikes that could impact leisure demand and meeting budgets, necessitating close monitoring of market changes.
See More
Ryman Hospitality Reports Strong Q1 2026 Earnings Exceeding Expectations
- Strong Performance: Ryman Hospitality achieved results that exceeded expectations in Q1 2026, with overall revenue and market share growth despite a complex geopolitical backdrop, demonstrating robust performance in its same-store operations.
- Record Revenue: Gaylord Opryland, Gaylord Rockies, and Gaylord Palms all reported record quarterly revenue and adjusted EBITDA, indicating the company's sustained competitiveness in the premium market segment.
- Significant Booking Growth: Group room nights booked in Q1 increased nearly 27% year-over-year, marking the strongest performance since 2018, reflecting the company's continued focus on premium corporate clients and strong market demand recovery.
- Financial Stability: At the end of Q1, Ryman Hospitality had $424 million in unrestricted cash and approximately $1.35 billion in available liquidity, ensuring the company's capital expenditure plans and financial flexibility for the coming years.
See More
Ryman Hospitality Announces Q2 2026 Earnings Release Date
- Earnings Release Schedule: Ryman Hospitality Properties will release its Q2 2026 earnings results after market close on August 6, 2026, with management holding a conference call on August 7 at 10 a.m. ET to discuss the results, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Participation: Investors can dial 800-225-9448 to participate in the call using conference ID RHPQ226, with replay available until August 14, indicating the company's effort to provide accessible communication channels for enhanced investor engagement.
- Webcast Availability: The conference call will also be webcast on the company's Investor Relations website, further broadening the avenues for investors to access information and reflecting the company's initiatives in digital communication.
- Company Background: Ryman Hospitality is a leading lodging and hospitality REIT specializing in upscale convention center resorts and entertainment experiences, boasting over 12,000 rooms and more than 3 million square feet of meeting space, underscoring its significant position and influence in the industry.
See More
Ryman Hospitality REIT Outperforms Market with 18% Gain
- Significant Performance Growth: Ryman Hospitality Properties has achieved an 18% stock price increase over the past three months, significantly outperforming the flat real estate sector, showcasing its strong competitiveness in the upscale hotel market.
- Strong Revenue Growth: In the first quarter, Ryman reported a 13% year-over-year revenue increase and a 19% growth in adjusted funds from operations (AFFO), far exceeding the median growth of most REITs, indicating the effectiveness of its business model.
- Optimistic Future Bookings: Management revealed that over 460,000 future room nights have been booked, and with the nature of large events being booked years in advance, Ryman's visibility into future revenue has improved, further boosting market confidence.
- Attractive Valuation: Even after its recent rally, Ryman trades at a multiple of 13 times FFO, and its dividend yield of over 4% is well-supported by stable cash flow, making it appealing for value-seeking investors.
See More
Ryman Hospitality Properties Outperforms Real Estate Sector
- Significant Performance Growth: Ryman Hospitality Properties reported a 13% year-over-year revenue increase and a 19% growth in adjusted funds from operations in Q1, significantly outperforming the median growth of most REITs, indicating strong market performance and profitability.
- Strong Future Bookings: The company has booked over 460,000 future room nights, providing visibility into future revenue and showcasing its competitive advantage in the large events market, which could further drive stock price appreciation.
- Attractive Valuation: Even after recent stock price gains, Ryman trades at an appealing 13 times FFO, with a dividend yield exceeding 4% supported by robust cash flow, making it attractive for value-seeking investors.
- Market Leadership: As a high-end hotel REIT focused on large conferences and events, Ryman stands out in the market, and its unique business model allows it to perform relatively well amid interest rate fluctuations, indicating substantial future growth potential.
See More
Hedgeye Initiates Long Position on RHP with 20%-30% Upside Potential
- Investment Upgrade: Hedgeye analyst Sean Jenkins highlighted in a Monday note that RHP's investment opportunity has significantly improved, with a projected upside of 20%-30% into the second half of 2025, indicating the market's underappreciation of its long-term earnings power.
- Earnings Growth Outlook: While RHP had a strong Q1 and is expected to remain solid in Q2, the more compelling aspect is the anticipated acceleration in earnings during the second half of the year, which could drive upward revisions to EBITDA estimates and enhance overall company performance.
- Relative Competitive Advantage: Unlike peers facing tough comparisons, RHP is positioned for relative acceleration from 2026 to 2028, and with expectations of mid-single-digit RevPAR growth, RHP is likely to achieve significant relative outperformance against both hotel REIT peers and the broader lodging industry.
- Positive Market Reaction: On Monday, shares of Ryman Hospitality rose by 2.4%, reflecting market recognition of its future growth potential, and despite lacking near-term “one-time” catalysts, RHP's long-term competitive positioning remains valued.
See More
RHP Exceeds Expectations in Q1 Performance
- Significant Revenue Growth: Ryman Hospitality Properties Inc (NYSE:RHP) reported record first-quarter revenue with an overall year-over-year increase of over 5%, showcasing the strength of its assets and business model, which is expected to further boost market confidence.
- Strong JW Marriott Performance: The JW Marriott Desert Ridge, acquired less than a year ago, saw nearly an 8% increase in ADR and a 25% rise in banquet and AV revenue in the first quarter, indicating substantial financial returns from RHP's ownership and strategy.
- Robust Liquidity Position: As of the end of the first quarter, the company had $424 million in cash on hand and approximately $1.35 billion in total liquidity, providing strong support for future expansions and investments, thereby enhancing financial stability.
- Cautious Future Outlook: Despite a strong first-quarter performance, RHP remains cautious about the macroeconomic environment, particularly regarding rising oil prices and potential interest rate hikes that could impact leisure demand and meeting budgets, necessitating close monitoring of market changes.
See More
Ryman Hospitality Reports Strong Q1 2026 Earnings Exceeding Expectations
- Strong Performance: Ryman Hospitality achieved results that exceeded expectations in Q1 2026, with overall revenue and market share growth despite a complex geopolitical backdrop, demonstrating robust performance in its same-store operations.
- Record Revenue: Gaylord Opryland, Gaylord Rockies, and Gaylord Palms all reported record quarterly revenue and adjusted EBITDA, indicating the company's sustained competitiveness in the premium market segment.
- Significant Booking Growth: Group room nights booked in Q1 increased nearly 27% year-over-year, marking the strongest performance since 2018, reflecting the company's continued focus on premium corporate clients and strong market demand recovery.
- Financial Stability: At the end of Q1, Ryman Hospitality had $424 million in unrestricted cash and approximately $1.35 billion in available liquidity, ensuring the company's capital expenditure plans and financial flexibility for the coming years.
See More
