Update shared on 07 Nov 2025
Fair value Decreased 1.19%Analysts have slightly reduced their price target for Ryman Hospitality Properties from $113.79 to $112.43 per share. They cite the company's premium valuation, even with its in-class entertainment assets and strong convention hotel portfolio.
Analyst Commentary
Recent analyst discussions highlight both strengths and concerns regarding Ryman Hospitality Properties' current positioning and outlook.
Bullish Takeaways- The company is recognized as a leader in both entertainment assets and its convention hotel portfolio, which are considered top-tier in the sector.
- Exposure to the entertainment group offers diversification, which supports resilient cash flows and stable occupancy levels.
- Ryman's differentiated approach to the hotel real estate investment trust space sets it apart from peers and attracts ongoing investor attention.
- Valuation remains at a premium compared to similar companies, which limits immediate upside potential.
- Analysts express caution about risk-reward dynamics given the current price level and peer group positioning.
- There are concerns that most of the positives are already reflected in the stock price, reducing the near-term attractiveness of the shares.
What's in the News
- Ryman Hospitality Properties narrowed its consolidated earnings guidance for the full year 2025. The company now expects operating income between $462.3 million and $475.8 million, and net income between $227.0 million and $235.5 million. (Key Developments)
- Full year 2025 net income per diluted share guidance remains largely unchanged, projected between $3.41 and $3.53. (Key Developments)
- Same-store Hospitality Total RevPAR growth forecast was slightly adjusted to a range of 1.00% to 3.00%, compared to prior guidance. (Key Developments)
- Outlook for the Entertainment segment midpoint was trimmed due to new live entertainment venue supply in downtown Nashville. Demand for country music and tourism remains strong. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has decreased slightly, moving from $113.79 to $112.43 per share.
- The discount rate decreased from 9.83% to 8.78%, reflecting a lower assumed cost of capital.
- Revenue growth projections declined modestly from 7.43% to 7.11%.
- Net profit margin improved, rising from 9.94% to 11.02%.
- The future P/E ratio fell from 36.03x to 30.94x, indicating a lower earnings multiple applied to forward estimates.
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