Ryman Hospitality Properties (RHP)
NYSEReal EstateReit - Hotel & MotelSnapshot 2026-11-04
NYSEReal EstateReit - Hotel & MotelSnapshot 2026-11-04
QuarterlyIQ Insights · RHP
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance dropped from the top half to the bottom half of its industry over the past month — the reason to own it has weakened.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 47.3% |
| Our one-year growth estimate | diamond | 13.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 33.8 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 5 industry peers · Company calendar date is not available
RHP — dividend update
Dated 2026-09-15
OTHER EVENTS. On September 15, 2026, Ryman Hospitality Properties, Inc. (the “Company”) (EIN 73-0664379) declared a cash dividend of $1.20 per common share, to be paid on October 15, 2026, to stockholders of record as of the close of business on September 30, 2026. Also on September 15, 2026, one of the Company’s subsidiaries, RHP Hotel Properties, LP (“Hotel Properties”) (EIN 46-1000882), declared that holders of partnership units (“OP Units”) in Hotel Properties will receive a corresponding…
Why it matters: Same-store hotel demand drives a large part of RHP’s business. Q2 RevPAR grew 5.2%, while the full-year outlook is 3.5% to 4.5%.
Watch forFull-year 2026 same-store RevPAR growth is at least 3.5%, within or above the 3.5% to 4.5% outlook range.
Also watch forFull-year 2026 same-store RevPAR growth is below 3.5%, or RHP cuts the outlook below that level.
Why it matters: RHP said the deal would add to Adjusted FFO per share in 2027. Per-share results will test that claim.
Supportive ifRHP reports 2027 Adjusted FFO per diluted share above its 2026 guidance midpoint of $9.08.
Worry ifRHP reports 2027 Adjusted FFO per diluted share at or below $9.08, or says the deal will not add to it.
Why it matters: RHP has named dividend growth as a priority. The September dividend was $1.20 per share.
Supportive ifRHP declares its next quarterly dividend at $1.20 or more per common share.
Worry ifRHP declares its next quarterly dividend below $1.20 per share, or suspends it.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$93 on $10,000 · ±0.9% | How much price usually moves either way. |
| Bad day | $234 loss on $10,000 · 2.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,429 loss on $10,000 · 14.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.