RHP

Rating buyAI Memo

Ryman Hospitality Properties

As of 2026-02-24/Confidence medium

Open ticker Back to Memos

Data freshness

AI Memo

As of 2026-02-24 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

medium

Horizon

—

Key catalyst

Capital Allocation / Dividend Update or Investor Day • 2026-05-25

Expected move: -9%

Biggest risk

Bear case assumes slower group/convention demand, higher financing costs and cap-rate pressure that compress NAV and dividends, pushing the stock toward the low analyst targets [#SERP-3].

Invalidation

Break below $88 or thesis failure.

What would change my mind?

Bull case assumes sustained convention and leisure demand recovery, favorable rate/cap-ex trends at Gaylord resorts, and a multiple re-rating toward the analyst high driven by stronger-than-expected EBITDA and dividend support [#SERP-1].

Research note

Recommendation

buy

Confidence

medium

As of

2026-02-24

Base target

$112

p=60%

Bull target

$138

p=20%

Bear target

$88

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Q1 2026 / FY2025 Earnings Release
Leisure & Convention Demand Recovery (NAV re-rating)
Bull case assumes sustained convention and leisure demand recovery, favorable rate/cap-ex trends at Gaylord resorts, and a multiple re-rating toward the analyst high driven by stronger-than-expected EBITDA and dividend support [#SERP-1].

BearKey bullets

Rising rates or cap-rate expansion compressing NAV/dividend
Slower-than-expected group/convention recovery
Bear case assumes slower group/convention demand, higher financing costs and cap-rate pressure that compress NAV and dividends, pushing the stock toward the low analyst targets [#SERP-3].

WatchKey bullets

Capital Allocation / Dividend Update or Investor Day

Summary

High-level snapshot

Recommendation

buy

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $112 (p=60%)

Bull/Bear spread: +12% / -28%

Vs latest close: Bull +12% · Base -9% · Bear -28%

Scenario probabilities

Bull Target: $138 (p=20%)Base Target: $112 (p=60%)Bear Target: $88 (p=20%)

Commentary

Market tone is cautiously constructive: the consensus median (~$112) implies modest upside while analyst views remain dispersed across the low/high range [#SERP-1][#SERP-6]. Near-term drivers are earnings and convention-booking trends, with macro-driven rate moves posing material downside risk to valuations [#SERP-2]. Overall, broker pages show a Hold/Buy split, indicating the market is pricing only a partial recovery into the current price [#SERP-5].

As of 2026-02-24 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Bear Case

Bear case assumes slower group/convention demand, higher financing costs and cap-rate pressure that compress NAV and dividends, pushing the stock toward the low analyst targets [#SERP-3].

Drivers

Scannable catalysts and supporting factors

Q1 2026 / FY2025 Earnings Release
Leisure & Convention Demand Recovery (NAV re-rating)

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-02-24Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$112.00

Range (USD)

$88.00 - $137.55

Count

Query: Ryman Hospitality Properties Inc Common (RHP) analyst consensus price target high low average

Ryman Hospitality Properties (RHP) Stock Forecast & Price Target
Search result #1
According to projections from 14 analysts, the average 12-month price target for Ryman Hospitality Properties is 112.14286, with a high estimate of 126 and a ...
Open source
Ryman Hospitality Properties, Inc. (RHP) Stock Price, News, Quote ...
Search result #2
Ryman Hospitality Properties Inc has an Investment Rating of HOLD; a target price of $107.000000; an Industry Subrating of Medium; a Management Subrating of ...
Extracted: $107.00Open source
Ryman Hospitality Properties, Inc.: Target Price Consensus and ...
Search result #3
Analysts' recommendations: Ryman Hospitality Properties, Inc. Morgan Stanley Adjusts Price Target on Ryman Hospitality Properties to $88 From $92, Maintains ...
Extracted: $88.00, $92.00Open source
RHP - Ryman Hospitality Properties, Inc. (NYSE) - Share Price and ...
Search result #4
The average one-year price target for Ryman Hospitality Properties, Inc. is $114.24. The forecasts range from a low of $88.88 to a high of $137.55. A stock's ...
Extracted: $114.24, $88.88, $137.55Open source
Ryman Hospitality Props Analyst Ratings and Price Targets - Benzinga
Search result #5
Ryman Hospitality Properties Inc has a consensus price target of $112.21 based on the ratings of 19 analysts. The high is $136 issued by Deutsche Bank on ...
Extracted: $112.21, $136.00Open source
RHP | Ryman Hospitality Properties, Inc Analyst Forecasts
Search result #6
The median price target is $110.00 with a high estimate of $121.00 and a low estimate of $92.00. The median price target is a 6.68% change from the last price ...
Extracted: $110.00, $121.00, $92.00Open source

Scenarios

Bull Target (Scenario probability)

$138 / p=20% prob

Base Target (Scenario probability)

$112 / p=60% prob

Bear Target (Scenario probability)

$88 / p=20% prob

Price $123 as of 2026-06-12

Nearest Scenario: Base (∆ 9%)

Targets vs latest close: Bull +12% · Base -9% · Bear -28%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-05-25
Capital Allocation / Dividend Update or Investor Day
A clear capital-allocation plan or dividend increase could re-rate the stock; analyst pages note varying targets and ratings that would react to such announcements [#SERP-5][#SERP-2]. Assumed date is conservative (quarterly window end).
Prob 40.00% • Move 8.00% • Priced-in 30.00%

Short-term Catalysts

Next few weeks

Q1 2026 / FY2025 Earnings Release
2026-05-25
Quarterly results and guidance will clarify group and convention demand trends; consensus median targets and recent aggregator pages show modest analyst upside that earnings could confirm or negate [#SERP-2][#SERP-1].
Prob 65% • Move 6% • Priced-in 40%

Long-term Catalysts

Months to a year

Leisure & Convention Demand Recovery (NAV re-rating)
2027-02-24
Sustained recovery in group/convention travel would drive asset-level cash flow and multiple expansion consistent with higher analyst highs; scenario depends on multi-quarter revenue per available room and convention scheduling [#SERP-1][#SERP-6].
Prob 55% • Move 25% • Priced-in 50%

Risks

Rising rates or cap-rate expansion compressing NAV/dividend
Slower-than-expected group/convention recovery

Peers

Symbol	Summary
HST	Large lodging REIT with broad geographic exposure; comparable sensitivity to group and leisure demand cycles.
PEB	Smaller, urban-focused hotel REIT; similar exposure to metropolitan group demand and asset-level operations.
SHO	Select-service and full-service hotel owner with portfolio-level sensitivity to occupancy and ADR trends.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Ryman Hospitality Properties Inc Common (RHP) analyst consensus price target high low average
Analysis date: 2026-02-24

Loading AI feed…

Symbol

Summary

HST

Large lodging REIT with broad geographic exposure; comparable sensitivity to group and leisure demand cycles.

PEB

Smaller, urban-focused hotel REIT; similar exposure to metropolitan group demand and asset-level operations.

SHO

Select-service and full-service hotel owner with portfolio-level sensitivity to occupancy and ADR trends.