Ryman Hospitality Properties (NYSE:RHP) Releases Quarterly Earnings Results, Beats Expectations By $0.16 EPS

Ryman Hospitality Properties (NYSE:RHP) released its quarterly earnings data on Monday. The real estate investment trust reported $2.38 earnings per share for the quarter, beating the consensus estimate of $2.22 by $0.16, Zacks reports. The company had revenue of $737.81 million for the quarter, compared to analyst estimates of $715.91 million. Ryman Hospitality Properties had a return on equity of 34.50% and a net margin of 9.58%.The company’s revenue was up 13.9% compared to the same quarter last year. During the same period in the prior year, the company posted $2.15 EPS. Ryman Hospitality Properties updated its FY 2026 guidance to 8.500-9.000 EPS.

Ryman Hospitality Properties Stock Down 1.7%

Shares of NYSE:RHP opened at $103.12 on Tuesday. The company has a quick ratio of 1.49, a current ratio of 1.49 and a debt-to-equity ratio of 4.98. The firm has a market cap of $6.50 billion, a P/E ratio of 27.28, a P/E/G ratio of 2.68 and a beta of 1.21. Ryman Hospitality Properties has a 12 month low of $76.27 and a 12 month high of $105.30. The company’s 50-day moving average price is $96.90 and its two-hundred day moving average price is $94.77.

Ryman Hospitality Properties Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be issued a dividend of $1.20 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $4.80 dividend on an annualized basis and a yield of 4.7%. Ryman Hospitality Properties’s dividend payout ratio is currently 126.98%.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the stock. Norinchukin Bank The raised its position in shares of Ryman Hospitality Properties by 4.2% during the 3rd quarter. Norinchukin Bank The now owns 2,978 shares of the real estate investment trust’s stock valued at $267,000 after acquiring an additional 119 shares during the last quarter. Jump Financial LLC acquired a new stake in shares of Ryman Hospitality Properties during the second quarter worth $225,000. Vident Advisory LLC acquired a new stake in shares of Ryman Hospitality Properties during the fourth quarter worth $211,000. Advisory Services Network LLC bought a new stake in Ryman Hospitality Properties in the third quarter valued at about $197,000. Finally, Virtus Investment Advisers LLC bought a new stake in Ryman Hospitality Properties in the fourth quarter valued at about $158,000. Institutional investors own 94.48% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Ryman Hospitality Properties in a research report on Wednesday, January 28th. Wells Fargo & Company reduced their target price on shares of Ryman Hospitality Properties from $114.00 to $109.00 and set an “overweight” rating on the stock in a research note on Monday, December 1st. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $131.00 target price on shares of Ryman Hospitality Properties in a report on Tuesday, January 13th. Wall Street Zen raised shares of Ryman Hospitality Properties from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. Finally, Morgan Stanley set a $88.00 price objective on shares of Ryman Hospitality Properties in a research note on Friday, January 16th. Ten investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $110.18.

Ryman Hospitality Properties News Roundup

Here are the key news stories impacting Ryman Hospitality Properties this week:

• Positive Sentiment: RHP beat Q4 estimates: adjusted FFO/FFO per diluted share of $2.38 (vs. $2.22 consensus) and revenue of $737.8M (above estimates). Management highlighted record consolidated revenue and strong Hospitality and Entertainment segment performance — supporting near‑term cash flow and dividend coverage. Ryman Q4 & Full Year Release
• Positive Sentiment: Upgraded FY‑2026 outlook: the company provided EPS guidance of $8.50–$9.00, well above the prior consensus (~$6.99). That guidance uplift is a primary driver of the rally — it implies materially stronger earnings power for the year. RHP Press Release (PDF)
• Positive Sentiment: Dividend maintained and shareholder yield attractive: RHP declared a $1.20 quarterly dividend (payable Apr 15; record Mar 31) — an annualized yield ~4.7% — which supports income‑oriented investor demand. Dividend & Results Release
• Positive Sentiment: Liquidity and credit actions reduce refinancing risk: subsequent to quarter end RHP increased and extended its revolving credit facility from $700M to $850M (maturity extended to Jan 2030) and received a Fitch upgrade that trimmed the Term Loan B spread — both improve financial flexibility. Liquidity & Credit Update
• Neutral Sentiment: Analyst/ownership context: several firms maintain positive ratings and price targets (median ~$110), and institutional flows show both large additions and reductions — useful for volume but mixed for directional conviction. Quiver / Institutional Activity
• Negative Sentiment: Profitability and operating headwinds: full‑year net income declined ~11.7% YoY and some hospitality occupancy/room‑night metrics contracted versus 2024; cancellations and construction disruption also weighed on comparisons. These factors temper the headline beat and leave sensitivity to group demand. Risks & Metrics in Release
• Negative Sentiment: Capital intensity and leverage: 2026 capex guide is high ($350–450M) and net debt remains elevated (~$4.0B), leaving sensitivity to interest rates and free cash flow if revenue momentum slows. Investors should weigh growth/experience investments (Category 10, amphitheaters) against leverage. Capex & Balance Sheet Details

About Ryman Hospitality Properties

Ryman Hospitality Properties, Inc is a publicly traded real estate investment trust (REIT) specializing in the ownership and operation of group‐oriented, large convention center hotel resorts. The company’s portfolio is anchored by its Gaylord Hotels brand, offering integrated resort, convention, entertainment and dining experiences under long‐term management agreements with Marriott International.

Ryman’s flagship properties include Gaylord Opryland Resort & Convention Center in Nashville, Gaylord Texan Resort & Convention Center near Dallas/Fort Worth and Gaylord Palms Resort & Convention Center in Orlando, Florida.