Aew Capital Management L P Purchases 122,740 Shares of Ryman Hospitality Properties, Inc. $RHP

Aew Capital Management L P lifted its position in Ryman Hospitality Properties, Inc. (NYSE:RHP) by 65.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 311,564 shares of the real estate investment trust’s stock after buying an additional 122,740 shares during the period. Ryman Hospitality Properties comprises 1.6% of Aew Capital Management L P’s portfolio, making the stock its 18th largest holding. Aew Capital Management L P owned about 0.49% of Ryman Hospitality Properties worth $27,913,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in RHP. Cornerstone Planning Group LLC raised its holdings in Ryman Hospitality Properties by 2,241.7% in the 3rd quarter. Cornerstone Planning Group LLC now owns 281 shares of the real estate investment trust’s stock worth $25,000 after acquiring an additional 269 shares during the last quarter. Hantz Financial Services Inc. increased its holdings in shares of Ryman Hospitality Properties by 283.1% in the 3rd quarter. Hantz Financial Services Inc. now owns 295 shares of the real estate investment trust’s stock worth $26,000 after purchasing an additional 218 shares in the last quarter. Geneos Wealth Management Inc. increased its holdings in shares of Ryman Hospitality Properties by 240.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 296 shares of the real estate investment trust’s stock worth $27,000 after purchasing an additional 209 shares in the last quarter. AlphaQuest LLC raised its stake in shares of Ryman Hospitality Properties by 492.9% in the second quarter. AlphaQuest LLC now owns 332 shares of the real estate investment trust’s stock worth $33,000 after purchasing an additional 276 shares during the last quarter. Finally, Smartleaf Asset Management LLC lifted its holdings in shares of Ryman Hospitality Properties by 140.3% during the second quarter. Smartleaf Asset Management LLC now owns 483 shares of the real estate investment trust’s stock valued at $49,000 after purchasing an additional 282 shares in the last quarter. Hedge funds and other institutional investors own 94.48% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. Wells Fargo & Company reduced their price objective on Ryman Hospitality Properties from $114.00 to $109.00 and set an “overweight” rating for the company in a report on Monday, December 1st. Wall Street Zen upgraded shares of Ryman Hospitality Properties from a “sell” rating to a “hold” rating in a research note on Saturday, November 8th. JPMorgan Chase & Co. decreased their price objective on shares of Ryman Hospitality Properties from $113.00 to $111.00 and set an “overweight” rating for the company in a report on Tuesday, February 3rd. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $131.00 target price on shares of Ryman Hospitality Properties in a report on Tuesday, January 13th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Ryman Hospitality Properties in a research note on Wednesday, January 28th. Ten research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Ryman Hospitality Properties presently has a consensus rating of “Moderate Buy” and a consensus target price of $110.18.

Ryman Hospitality Properties Stock Performance

RHP opened at $102.78 on Wednesday. The company’s 50 day moving average is $97.01 and its 200 day moving average is $94.84. The company has a current ratio of 1.49, a quick ratio of 1.49 and a debt-to-equity ratio of 4.98. The company has a market cap of $6.48 billion, a price-to-earnings ratio of 27.34, a PEG ratio of 2.63 and a beta of 1.21. Ryman Hospitality Properties, Inc. has a 12-month low of $76.27 and a 12-month high of $105.75.

Ryman Hospitality Properties Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be given a dividend of $1.20 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $4.80 dividend on an annualized basis and a dividend yield of 4.7%. Ryman Hospitality Properties’s payout ratio is presently 126.98%.

More Ryman Hospitality Properties News

Here are the key news stories impacting Ryman Hospitality Properties this week:

• Positive Sentiment: Record revenue, FFO beat and strong outlook — RHP reported all‑time quarterly revenue ($737.8M) and adjusted metrics (Adjusted EBITDAre/FFO) that beat expectations; management issued 2026 guidance implying stronger earnings/FFO than Wall Street consensus. GlobeNewswire release
• Positive Sentiment: FFO/per‑share beat — Quarterly adjusted FFO per diluted share of $2.38 topped estimates (Zacks consensus ~$2.22), supporting cash‑flow metrics investors watch for REITs. Zacks: FFO beat
• Positive Sentiment: Shareholder returns and liquidity improvements — Board declared a $1.20 quarterly dividend (4.7% yield on current stock), and the company expanded/refinanced its revolving credit facility (to $850M, maturity extended) while receiving a Fitch rating upgrade — all supportive of dividend sustainability. Seeking Alpha: dividend
• Neutral Sentiment: Entertainment growth initiatives — RHP continues to expand Opry Entertainment (Category 10 venues, amphitheaters and festival businesses), a higher‑margin growth vector that management highlighted for 2026. This is strategic but will take time to translate into material incremental cash flow. GlobeNewswire release
• Negative Sentiment: GAAP EPS miss and declining net income — GAAP diluted EPS of $1.11 missed consensus (~$2.22) and full‑year net income fell year‑over‑year (~11.7%), which likely drove near‑term selling despite stronger non‑GAAP metrics. MarketBeat earnings summary
• Negative Sentiment: Occupancy, cancellations and heavy capex — Same‑store occupancy dipped slightly and cancellations rose; RHP plans $350–$450M of 2026 capex (renovations, Category 10 builds) that pressures near‑term free cash flow and creates execution risk. GlobeNewswire release
• Negative Sentiment: Leverage and potential dilution — RHP carries meaningful debt (net debt reported) and has structural items (put rights, share equivalents) that can increase share count; investors may be cautious on leverage amid higher capex. GlobeNewswire release

About Ryman Hospitality Properties

Ryman Hospitality Properties, Inc is a publicly traded real estate investment trust (REIT) specializing in the ownership and operation of group‐oriented, large convention center hotel resorts. The company’s portfolio is anchored by its Gaylord Hotels brand, offering integrated resort, convention, entertainment and dining experiences under long‐term management agreements with Marriott International.

Ryman’s flagship properties include Gaylord Opryland Resort & Convention Center in Nashville, Gaylord Texan Resort & Convention Center near Dallas/Fort Worth and Gaylord Palms Resort & Convention Center in Orlando, Florida.