Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Ryman Hospitality Properties (RHP)
NYSEReal EstateReit - Hotel & MotelSnapshot 2026-11-04
$136.37+0.55%
Close 2026-11-04 · 1-day change
NYSEReal EstateReit - Hotel & MotelSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
5.03 → 5.08 EPS · FY ending Dec 31, 2027 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for RHP yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Dividend per share grows to at least $1.20 per share in Q1 2026 | Dividends increased from $1.15 to $1.20 per share. | Intact | Dividend per share falls below $1.15 in 2026 | Dividend per share: $1.20 per share FY2026-Q3; GAAP. Published target: >= $1.20. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Nov 3, 20261.2 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
RHP is a hotel real estate growth and income story, with recent operating momentum and a modestly rising dividend. The multi-year view is intact, but management execution has been volatile and confidence in the valuation signals is low.
RHP trades at a premium to peers, and the evidence flags its valuation as expensive with an elevated fragility concern. The expectations gap suggests the market already reflects meaningful optimism, though confidence in that estimate is low.
Near-term results have been strong: revenue and operating income rose between 2025-Q3 and 2026-Q2, and management raised full-year guidance. The Grande Lakes Orlando acquisition closed in September, while the next guidance update remains a key risk given RHP’s history of a deep miss and its industry’s high miss rate.
Over the next year, the outlook depends partly on whether management sustains growth and avoids a guidance cut. Fed rate cuts could support rate-sensitive real estate, while weakness in hotel peers could remove a sector tailwind.
For the 1-3 year view, RHP has improving operations and a completed expansion behind it, but its premium valuation and uneven execution make continued delivery central to the thesis. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 1 of 4 supplied quarters. Management reported: “● In 2025, the Company declared total dividends of $4.65 per share, an increase of 4.5% from total dividends declared in 2024; it intends to pay aggregate minimum dividends for 2026 of $4.80 per share, subject to the Board’s future determinations.” “This momentum underscores the effectiveness of our long-term capital deployment strategy, which we believe positions our portfolio for sustained growth.””
EPS reaches about $3.87 in FY 2026 | The company raised 2026 revenue guidance to about $883M and EPS to $3.87. | Intact | EPS falls below $3.47 (2025 guidance mid) in 2026 | Diluted EPS: $0.58 per share FY2026-Q3; GAAP. Published target: ~$3.87. Target period ends 2026-12-31; this observation covers 2026-Q3. Nov 3, 20260.58 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating income rises to at least $138M in Q1 2026 | A primary condition in Ryman Hospitality Properties's published investment case. The stated target is >= $138M. | Improving | Operating income falls below $116M in any quarter in 2026 | Operating income: $94.334M FY2026-Q3; GAAP. Published target: >= $138M. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Nov 3, 202694,334,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue grows to about $883M in Q4 2026 | A primary condition in Ryman Hospitality Properties's published investment case. The stated target is ~$883M. | Intact | Revenue falls below $787M (2025 guidance mid) in 2026 | Revenue: $655.801M FY2026-Q3; GAAP. Published target: ~$883M. Target period ends 2026-12-31; this observation covers 2026-Q3. Nov 3, 2026655,801,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$4.96 → $5.08 · observed estimates
$2.91B → $3.25B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $4.96 | $2,912,512,120 | 2 / 10 |
| 2026-07-25 | $4.73 | $2,913,613,770 | 1 / 10 |
| 2026-07-26 | $4.73 | $2,913,613,770 | 1 / 10 |
| 2026-07-27 | $4.73 | $2,913,613,770 | 1 / 10 |
| 2026-07-28 | $4.73 | $2,913,613,770 | 1 / 10 |
| 2026-07-29 | $4.73 | $2,913,613,770 | 1 / 10 |
| 2026-07-30 | $4.69 | $2,916,771,697 | 3 / 8 |
| 2026-07-31 | $4.73 | $2,919,626,381 | 3 / 8 |
| 2026-08-01 | $4.73 | $2,919,626,381 | 3 / 8 |
| 2026-08-02 | $4.73 | $2,918,855,460 | 1 / 11 |
| 2026-08-03 | $4.73 | $2,918,855,460 | 1 / 11 |
| 2026-08-04 | $4.73 | $2,919,626,381 | 3 / 8 |
| 2026-08-05 | $4.73 | $2,919,626,381 | 3 / 8 |
| 2026-08-06 | $4.73 | $2,918,855,460 | 1 / 11 |
| 2026-08-08 | $4.73 | $2,919,626,381 | 3 / 8 |
| 2026-08-09 | $4.73 | $2,918,855,460 | 1 / 11 |
| 2026-08-10 | $4.73 | $2,918,855,460 | 1 / 11 |
| 2026-08-12 | $4.73 | $2,920,391,140 | 1 / 10 |
| 2026-08-13 | $4.73 | $2,919,626,381 | 3 / 8 |
| 2026-08-14 | $4.73 | $2,919,626,381 | 3 / 8 |
| 2026-08-15 | $4.73 | $2,919,626,381 | 3 / 8 |
| 2026-08-16 | $4.73 | $2,919,626,381 | 3 / 8 |
| 2026-08-17 | $4.73 | $2,919,626,381 | 3 / 8 |
| 2026-08-18 | $4.73 | $2,919,626,381 | 3 / 8 |
| 2026-08-19 | $4.73 | $2,919,626,381 | 3 / 7 |
| 2026-08-20 | $4.92 | $3,054,515,253 | 3 / 6 |
| 2026-08-21 | $4.92 | $3,054,515,253 | 3 / 6 |
| 2026-08-22 | $4.92 | $3,054,515,253 | 3 / 6 |
| 2026-08-23 | $4.92 | $3,054,515,253 | 3 / 6 |
| 2026-08-24 | $4.92 | $3,054,515,253 | 3 / 6 |
| 2026-08-25 | $5.03 | $3,082,661,922 | 3 / 6 |
| 2026-08-26 | $5.03 | $3,119,059,772 | 3 / 6 |
| 2026-08-27 | $5.03 | $3,119,059,772 | 3 / 6 |
| 2026-08-28 | $5.03 | $3,119,059,772 | 3 / 6 |
| 2026-08-29 | $5.03 | $3,119,059,772 | 3 / 6 |
| 2026-08-30 | $5.12 | $3,139,437,933 | 3 / 6 |
| 2026-08-31 | $5.12 | $3,139,437,933 | 3 / 6 |
| 2026-09-01 | $5.12 | $3,139,437,933 | 3 / 6 |
| 2026-09-02 | $5.12 | $3,139,437,933 | 3 / 6 |
| 2026-09-03 | $5.12 | $3,139,437,933 | 3 / 6 |
| 2026-09-04 | $5.12 | $3,139,437,933 | 3 / 6 |
| 2026-09-05 | $5.12 | $3,139,437,933 | 3 / 6 |
| 2026-09-06 | $5.12 | $3,139,437,933 | 3 / 6 |
| 2026-09-07 | $5.12 | $3,139,437,933 | 3 / 6 |
| 2026-09-08 | $5.12 | $3,139,437,933 | 3 / 6 |
| 2026-09-09 | $5.12 | $3,139,437,933 | 3 / 6 |
| 2026-09-10 | $5.12 | $3,139,437,933 | 3 / 6 |
| 2026-09-11 | $5.03 | $3,153,926,438 | 3 / 6 |
| 2026-09-12 | $5.03 | $3,153,926,438 | 3 / 6 |
| 2026-09-13 | $5.03 | $3,153,926,438 | 3 / 6 |
| 2026-09-14 | $5.03 | $3,153,926,438 | 3 / 6 |
| 2026-09-15 | $5.03 | $3,210,565,206 | 3 / 6 |
| 2026-09-16 | $5.03 | $3,210,565,206 | 3 / 7 |
| 2026-09-17 | $5.03 | $3,210,565,206 | 3 / 7 |
| 2026-09-18 | $5.03 | $3,210,565,206 | 3 / 7 |
| 2026-09-19 | $5.03 | $3,210,565,206 | 3 / 7 |
| 2026-09-20 | $5.03 | $3,210,565,206 | 3 / 7 |
| 2026-09-21 | $5.03 | $3,210,565,206 | 3 / 6 |
| 2026-09-22 | $5.03 | $3,210,565,206 | 3 / 6 |
| 2026-09-23 | $5.03 | $3,210,565,206 | 3 / 6 |
| 2026-09-24 | $5.03 | $3,210,565,206 | 3 / 6 |
| 2026-09-25 | $5.03 | $3,210,565,206 | 3 / 6 |
| 2026-09-26 | $5.03 | $3,210,697,024 | 3 / 6 |
| 2026-09-27 | $5.03 | $3,210,697,024 | 3 / 6 |
| 2026-09-28 | $5.03 | $3,210,697,024 | 3 / 6 |
| 2026-09-29 | $5.03 | $3,215,055,605 | 3 / 6 |
| 2026-09-30 | $5.03 | $3,215,055,605 | 3 / 6 |
| 2026-10-01 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-02 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-03 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-04 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-05 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-06 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-07 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-08 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-09 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-10 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-11 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-12 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-13 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-14 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-15 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-16 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-17 | $5.03 | $3,215,084,022 | 3 / 7 |
| 2026-10-18 | $5.04 | $3,215,084,022 | 3 / 7 |
| 2026-10-19 | $5.04 | $3,215,084,022 | 3 / 7 |
| 2026-10-20 | $5.04 | $3,215,084,022 | 3 / 7 |
| 2026-10-21 | $5.04 | $3,215,084,022 | 3 / 7 |
| 2026-10-22 | $5.02 | $3,245,995,514 | 3 / 7 |
| 2026-10-23 | $5.02 | $3,245,995,514 | 3 / 8 |
| 2026-10-24 | $5.02 | $3,245,995,514 | 3 / 8 |
| 2026-10-25 | $5.02 | $3,245,995,539 | 3 / 8 |
| 2026-10-26 | $5.02 | $3,245,995,539 | 3 / 8 |
| 2026-10-27 | $5.02 | $3,245,995,539 | 3 / 8 |
| 2026-10-28 | $5.02 | $3,248,186,942 | 3 / 8 |
| 2026-10-29 | $5.02 | $3,248,763,327 | 3 / 8 |
| 2026-10-30 | $5.02 | $3,248,763,327 | 3 / 8 |
| 2026-10-31 | $5.02 | $3,248,763,327 | 3 / 8 |
| 2026-11-01 | $5.02 | $3,248,763,327 | 3 / 8 |
| 2026-11-02 | $5.02 | $3,248,763,327 | 3 / 8 |
| 2026-11-03 | $5.02 | $3,248,763,327 | 3 / 8 |
| 2026-11-04 | $5.08 | $3,252,154,258 | 3 / 8 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 13 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
0 raises · 1 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.