Ryman Hospitality Properties, I (RHP) Stock Analysis
Real Estate · REIT - Hotel & Motel
Sell if holding. Analyst target reached at $122.19 — A.R:R is negative (-0.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: Marriott.
Ryman Hospitality Properties is a REIT owning 11,869-room network of upscale group-oriented convention hotels (Gaylord Hotels and JW Marriott brands) and the Opry Entertainment Group. Hospitality generated 83% and Entertainment 17% of total 2025 revenues; all hotels are... Read more
Sell if holding. Analyst target reached at $122.19 — A.R:R is negative (-0.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: Marriott. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.5/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 52d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About Ryman Hospitality Properties, I
About Ryman Hospitality Properties, I
Ryman Hospitality Properties owns seven upscale convention hotels totaling 11,869 rooms — including five Gaylord Hotels properties and two JW Marriott properties across Nashville, Orlando, Dallas, San Antonio, Washington D.C., Denver, and Phoenix — plus two overflow hotels. The Hospitality segment generated approximately 83% of 2025 revenues; Entertainment (Grand Ole Opry, Ryman Auditorium, Ole Red, and related assets through an approximately 70% stake in Opry Entertainment Group) contributed the remaining 17%. JW Marriott Desert Ridge (950 rooms, Phoenix) was added in June 2025.
Ryman earns Hospitality revenue through TRS lessees that lease hotel properties from the Operating Partnership and engage Marriott under long-term hotel management agreements as the eligible independent contractor for day-to-day management. Group meeting and convention demand, contracted years in advance, forms the core revenue base, exposing the company to margin pressure when fixed group rates are locked before operating cost increases — including labor, supplies, and insurance — take effect. The company identified over $1 billion in capital investment opportunities across its portfolio in 2024, with phases planned through 2027, including a nearly $225 million expansion at Gaylord Opryland adding approximately 108,000 square feet of premium meeting space. The Entertainment segment includes the Grand Ole Opry, which celebrated its 100th anniversary in 2025, the Ryman Auditorium, six Ole Red venues, and Category 10 Nashville, opened in November 2024.
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Ryman's financial results depend on Marriott's management execution across all hotel properties generating substantially all Hospitality segment revenue. Marriott controls room rates, group bookings, cost management, and staffing while also owning the Gaylord Hotels and JW Marriott brand trademarks. The 10-K notes that Marriott operates the Gaylord Pacific Resort & Convention Center — a competing 1,600-room venue that opened in May 2025 but is not owned by Ryman — and manages the competing Marriott Orlando World Center and Washington D.C. Marriott Marquis. Hotel management agreement covenants prevent Ryman from selling properties to Marriott competitors without Marriott's approval, constraining exit options.
See also: Real Estate · REIT - Hotel & Motel
From Ryman Hospitality Properties, I's most recent 10-K filing, extracted June 11, 2026.
Recent developments
updated 2026-06-15Recent Developments — Ryman Hospitality Properties, I
Latest news
- NEWS Short Interest in Ryman Hospitality Properties, Inc. (NYSE:RHP) Drops By 36.5% - MarketBeat — MarketBeat positive
- NEWS Wells Fargo Maintains Ryman Hospitality Properties Inc(RHP.US) With Buy Rating, Raises Target Price to $114 - 富途牛牛 — 富途牛牛 positive
- NEWS Is Ryman (RHP) stock maintaining its trend | Q4 2025: EPS Misses Views - Meme Stock - Cổng thông tin điện tử Tỉnh Sơn La — Cổng thông tin điện tử Tỉnh Sơn La negative
- NEWS Wells Fargo & Company Issues Positive Forecast for Ryman Hospitality Properties (NYSE:RHP) Stock Price - MarketBeat — MarketBeat positive
- NEWS Universal Beteiligungs und Servicegesellschaft mbH Has $6.88 Million Stake in Ryman Hospitality Properties, Inc. $RHP - — MarketBeat neutral
Generated 2026-06-17T09:07:23Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHcounterpartyMarriott10-K Item 1A: 'The operation and management of our current hotel properties, the operation of which generates substantially all our Hospitality segment revenue, is concentrated in Marriott.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $122.19 — A.R:R is negative (-0.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: Marriott. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $116.71. Score 5.5/10, moderate confidence.
Take-profit target: $121.50 (-0.6% upside). Prior stop was $116.71. Stop-loss: $116.71.
Concentration risk — Counterparty: Marriott; Analyst target reached - limited upside remaining; Near 52-week high (0.9% away).
Ryman Hospitality Properties, I trades at a P/E of 32.4 (forward 24.8). TrendMatrix value score: 5.0/10. Verdict: Sell.
19 analysts cover RHP with a consensus score of 4.2/5. Average price target: $124.
What does Ryman Hospitality Properties, I do?Ryman Hospitality Properties is a REIT owning 11,869-room network of upscale group-oriented convention hotels (Gaylord...
Ryman Hospitality Properties is a REIT owning 11,869-room network of upscale group-oriented convention hotels (Gaylord Hotels and JW Marriott brands) and the Opry Entertainment Group. Hospitality generated 83% and Entertainment 17% of total 2025 revenues; all hotels are day-to-day managed exclusively by Marriott.