Ryman Hospitality Properties, Inc. (RHP) Presents at 4th Annual Morgan Stanley Travel & Leisure Conference Transcript
Ryman Hospitality and Host Hotels are the top Lodging REIT picks, offering strong balance sheets, premium assets, and disciplined management. Hotel REITs' daily pricing creates both opportunity and volatility; quality, capital allocation, and prudent leverage are key to long-term outperformance. RHP trades at 12.4x P/AFFO (vs. 15.7x normal), yields 4.4%, and is forecast to deliver 25% annualized returns with a $118 YE price target.
Ryman Hospitality Properties, Inc. (RHP) Q1 2026 Earnings Call Transcript
Although the revenue and EPS for Ryman Hospitality Properties (RHP) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Ryman Hospitality Properties (RHP) came out with quarterly funds from operations (FFO) of $2.32 per share, beating the Zacks Consensus Estimate of $2.03 per share. This compares to FFO of $2.08 per share a year ago.
Ryman Hospitality Properties, Inc. (RHP) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
Ryman Hospitality Properties, Inc. (RHP) Q4 2025 Earnings Call Transcript
While the top- and bottom-line numbers for Ryman Hospitality Properties (RHP) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Ryman Hospitality Properties (RHP) came out with quarterly funds from operations (FFO) of $2.38 per share, beating the Zacks Consensus Estimate of $2.22 per share. This compares to FFO of $2.15 per share a year ago.
Evaluate the expected performance of Ryman Hospitality Properties (RHP) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Ryman Hospitality Properties earns a Buy rating for its resilient, group-focused convention resort REIT model and stable, growing dividends. RHP's unique portfolio, long booking window (2.9 years), and record 7.9 million group room nights provide strong revenue visibility and competitive barriers. With net leverage at 4.4x and $1.3 billion in liquidity, RHP's balance sheet is robust, recently earning a Fitch credit upgrade.
Ryman Hospitality Properties, Inc. ( RHP ) Q3 2025 Earnings Call November 4, 2025 10:00 AM EST Company Participants Jennifer Hutcheson - Executive VP, CFO & Chief Accounting Officer Colin Reed - Executive Chairman Mark Fioravanti - President, CEO & Director Patrick Chaffin - Executive VP & COO - Hotels Conference Call Participants Cooper Clark - Wells Fargo Securities, LLC, Research Division Aryeh Klein - BMO Capital Markets Equity Research Bennett Rose - Citigroup Inc., Research Division Charles Scholes - Truist Securities, Inc., Research Division Daniel Politzer - JPMorgan Chase & Co, Research Division Duane Pfennigwerth - Evercore ISI Institutional Equities, Research Division Chris Woronka - Deutsche Bank AG, Research Division David Katz - Jefferies LLC, Research Division Jay Kornnerbreg Chris Darling - Green Street Advisors, LLC, Research Division John DeCree - CBRE Securities, LLC, Research Division Presentation Operator " Jennifer Hutcheson Executive VP, CFO & Chief Accounting Officer " Colin Reed Executive Chairman " Mark Fioravanti President, CEO & Director " Cooper Clark Wells Fargo Securities, LLC, Research Division " Wells Fargo Securities, LLC, Research Division Aryeh Klein BMO Capital Markets Equity Research " BMO Capital Markets Equity Research Patrick Chaffin Executive VP & COO - Hotels " Bennett Rose Citigroup Inc., Research Division " Citigroup Inc., Research Division Charles Scholes Truist Securities, Inc., Research Division " Truist Securities, Inc., Research Division Daniel Politzer JPMorgan Chase & Co, Research Division " JPMorgan Chase & Co, Research Division Duane Pfennigwerth Evercore ISI Institutional Equities, Research Division " Evercore ISI Institutional Equities, Research Division Chris Woronka Deutsche Bank AG, Research Division " Deutsche Bank AG, Research Division David Katz Jefferies LLC, Research Division " Jefferies LLC, Research Division Jay Kornnerbreg " Cantor Fitzgerald Chris Darling Green Street Advisors, LLC, Research Division " Green Street Advisors, LLC, Research Division John DeCree CBRE Securities, LLC, Research Division " CBRE Securities, LLC, Research Division Operator