Ryman Hospitality Properties (NYSE:RHP) Updates FY 2026 Earnings Guidance

Ryman Hospitality Properties (NYSE:RHP) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 8.500-9.000 for the period, compared to the consensus EPS estimate of 6.990. The company issued revenue guidance of -.

Analyst Ratings Changes

Several research firms recently issued reports on RHP. Truist Financial raised their target price on Ryman Hospitality Properties from $120.00 to $121.00 and gave the stock a “buy” rating in a research note on Thursday, December 4th. Wells Fargo & Company dropped their price objective on Ryman Hospitality Properties from $114.00 to $109.00 and set an “overweight” rating for the company in a report on Monday, December 1st. Morgan Stanley set a $88.00 target price on Ryman Hospitality Properties in a research note on Friday, January 16th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $131.00 target price on shares of Ryman Hospitality Properties in a report on Tuesday, January 13th. Finally, Evercore reiterated an “outperform” rating and issued a $115.00 price target on shares of Ryman Hospitality Properties in a report on Friday, February 6th. Ten research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $110.18.

Ryman Hospitality Properties Trading Down 1.7%

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. Ryman Hospitality Properties has a 52 week low of $76.27 and a 52 week high of $105.30. The stock has a market cap of $6.50 billion, a PE ratio of 27.28, a PEG ratio of 2.68 and a beta of 1.21. The business has a 50 day moving average of $96.90 and a 200-day moving average of $94.77.

Ryman Hospitality Properties (NYSE:RHP) last issued its quarterly earnings results on Monday, February 23rd. The real estate investment trust reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.22 by $0.16. The company had revenue of $737.81 million for the quarter, compared to analysts’ expectations of $715.91 million. Ryman Hospitality Properties had a return on equity of 34.50% and a net margin of 9.58%.The firm’s revenue for the quarter was up 13.9% on a year-over-year basis. During the same period in the prior year, the firm earned $2.15 earnings per share. Ryman Hospitality Properties has set its FY 2026 guidance at 8.500-9.000 EPS. Equities research analysts predict that Ryman Hospitality Properties will post 8.81 earnings per share for the current fiscal year.

Ryman Hospitality Properties Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be paid a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 4.7%. The ex-dividend date is Tuesday, March 31st. Ryman Hospitality Properties’s dividend payout ratio (DPR) is presently 126.98%.

Key Ryman Hospitality Properties News

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

Hedge Funds Weigh In On Ryman Hospitality Properties

Several large investors have recently made changes to their positions in RHP. Virtu Financial LLC bought a new stake in shares of Ryman Hospitality Properties in the 4th quarter worth approximately $357,000. Invesco Ltd. raised its stake in Ryman Hospitality Properties by 19.7% during the fourth quarter. Invesco Ltd. now owns 885,435 shares of the real estate investment trust’s stock valued at $83,780,000 after buying an additional 145,827 shares during the last quarter. Corient Private Wealth LLC boosted its holdings in Ryman Hospitality Properties by 6.8% in the fourth quarter. Corient Private Wealth LLC now owns 10,488 shares of the real estate investment trust’s stock worth $1,003,000 after acquiring an additional 664 shares in the last quarter. Alberta Investment Management Corp bought a new stake in Ryman Hospitality Properties in the fourth quarter worth $1,495,000. Finally, Vident Advisory LLC purchased a new stake in shares of Ryman Hospitality Properties in the fourth quarter worth $211,000. 94.48% of the stock is currently owned by hedge funds and other institutional investors.

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.