The RMR Group Inc.

NasdaqCM:RMR Rapport sur les actions

Capitalisation boursière : US$644.4m

RMR Group Gestion

Gestion contrôle des critères 3/4

Le PDG RMR Group est Adam Portnoy, nommé en Jan2015, a un mandat de 11.33 ans. La rémunération annuelle totale est $ 4.92M, composée du salaire de 7.6% et des bonus 92.4%, y compris les actions et options de la société. détient directement 0.94% des actions de la société, d'une valeur de $ 6.08M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.3 ans et 9.8 ans.

Informations clés

Adam Portnoy

Directeur général

US$4.9m

Rémunération totale

Pourcentage du salaire du PDG7.63%
Durée du mandat du directeur général11.3yrs
Propriété du PDG0.9%
Durée moyenne d'occupation des postes de direction4.3yrs
Durée moyenne du mandat des membres du conseil d'administration9.8yrs

Mises à jour récentes de la gestion

Recent updates

Article d’analyse May 14

We Like RMR Group's (NASDAQ:RMR) Earnings For More Than Just Statutory Profit

The RMR Group Inc.'s ( NASDAQ:RMR ) solid earnings announcement recently didn't do much to the stock price. We did some...
Article d’analyse May 11

Newsflash: The RMR Group Inc. (NASDAQ:RMR) Analysts Have Been Trimming Their Revenue Forecasts

The analysts covering The RMR Group Inc. ( NASDAQ:RMR ) delivered a dose of negativity to shareholders today, by making...
Mise à jour du récit Apr 28

RMR: Incentive Fees Will Drive Upside Despite Lowered Price Objective

Analysts have lowered their RMR Group price target by $3, from $24 to $21, citing potential upside from company specific incentive fees and supportive macro conditions even as they recalibrate expectations. Analyst Commentary Recent commentary reflects a mixed view, with optimism around specific fee opportunities and macro conditions, balanced against a more cautious stance on valuation and execution that led to the lower US$21 price target.
Mise à jour du récit Apr 11

RMR: Incentive Fees Are Expected To Drive Upside Toward Fair Value

Analysts have reduced their price target on RMR Group to $21 from $24, citing a more measured view on company-specific incentive fees and broader macro conditions. They still note that there may be potential upside from these factors.
Mise à jour du récit Mar 27

RMR: Incentive Fee Potential Is Expected To Drive Repricing Toward Fair Value

RMR Group's analyst price target has been revised modestly lower to $19.75 from $21.25, as analysts factor in a slightly higher discount rate, modestly adjusted growth assumptions, and recent Street targets clustered around $17 to $21, which still highlight potential upside tied to incentive fees and broader macro catalysts. Analyst Commentary Recent Street research on RMR Group has focused on where current valuation sits relative to potential fee upside and how macro conditions could influence earnings quality and growth over time.
Mise à jour du récit Mar 12

RMR: New Buy Rating Is Expected To Drive Repricing Toward Fair Value

Analysts have updated their price target on RMR Group to $17, reflecting new coverage that cites the stock's valuation; a fair value estimate of $21.25; a discount rate of 9.38%; and an expected future P/E of about 23x as key factors in their view. Analyst Commentary Analyst commentary around RMR Group is centering on how the current price lines up with the new US$17 target, the fair value estimate of US$21.25, and the implied future P/E of about 23x.
Mise à jour du récit Feb 26

RMR: New Buy Rating Is Expected To Support Repricing Toward Fair Value

Analysts have updated their view on RMR Group with a new $17 price target, reflecting refreshed assumptions around the discount rate, revenue growth and future P/E, while keeping fair value estimates steady at $21.25. Analyst Commentary Bullish Takeaways Bullish analysts see the new US$17 price target as aligned with their refreshed assumptions on discount rate, revenue profile and future P/E, which they view as reasonable relative to the current share price.
Mise à jour du récit Feb 10

RMR: New Buy Rating Will Support Repricing Toward Higher Fair Value

Analysts have lifted their price target on RMR Group from $20.50 to $21.25, reflecting updated views on fair value, discount rate, revenue growth, profit margins, and future P/E expectations in light of recent Street research coverage. Analyst Commentary Recent Street research has added a fresh reference point for RMR Group, with coverage initiated at a Buy rating and a US$17 price target.
Mise à jour du récit Jan 27

RMR: New Buy Rating And Lower Risk View Will Support Upside

Analysts have lowered their price target on RMR Group to US$17 from US$20.50, reflecting updated views on the stock's risk profile and earnings multiple following recent research coverage. Analyst Commentary Recent research coverage has reset expectations around RMR Group, with the new US$17 price target aligning with the latest views on risk, earnings power and valuation.
Nouveau récit Jan 25

Senior Housing And Retail Credit Tailwinds Will Support Steady But Limited Long Term Progress

Catalysts About RMR Group RMR Group is an alternative asset manager focused on managing public and private real estate vehicles, including equity and mortgage REITs and value add residential and retail funds. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Jan 12

RMR: Raised Profitability Assumptions Will Support Upside From New Buy Rating

Analysts have trimmed their price target on RMR Group from US$24.00 to US$20.50, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. They also referenced recent Street research, including a US$17 target from new coverage.
Seeking Alpha Jan 02

RMR Group: High Yield And Deep Value In Asset Management

Summary RMR Group Inc. is undervalued due to office sector exposure, but offers a 12% dividend yield and a debt-free core balance sheet. RMR is shifting from reliance on four REITs to private capital and residential strategies, leveraging its balance sheet for long-term value creation. Key upside drivers include the OPI restructuring, which secures new management fees and equity, and expansion into private credit via SEVN. Risks remain from REIT concentration and fundraising execution, but current valuation and stable cash flows present a favorable risk/reward profile. Read the full article on Seeking Alpha
Article d’analyse May 14

There May Be Reason For Hope In RMR Group's (NASDAQ:RMR) Disappointing Earnings

Soft earnings didn't appear to concern The RMR Group Inc.'s ( NASDAQ:RMR ) shareholders over the last week. Our...
Article d’analyse Mar 20

Here's Why It's Unlikely That The RMR Group Inc.'s (NASDAQ:RMR) CEO Will See A Pay Rise This Year

Key Insights RMR Group to hold its Annual General Meeting on 27th of March CEO Adam Portnoy's total compensation...
Seeking Alpha Dec 11

RMR Group: Headwinds Impact Business Fundamentals

Summary RMR is overvalued due to its complicated ownership structure, reliance on declining managed REITs, and significant risks if REITs terminate contracts. Despite positive EBITDA and consistent dividends, RMR's revenue has declined due to asset sales by managed REITs and shrinking AUM. Diversification efforts through RMR Residential and private capital vehicles are long-term prospects, unlikely to impact near-term revenue significantly. Valuation methods suggest a stock price between $11-$17, indicating a 50%-23% downside from the current price of $22.26; recommend a "Sell" rating. Read the full article on Seeking Alpha
Article d’analyse Nov 19

A Look At The Fair Value Of The RMR Group Inc. (NASDAQ:RMR)

Key Insights RMR Group's estimated fair value is US$22.28 based on 2 Stage Free Cash Flow to Equity RMR Group's...
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Nouveau récit Sep 24

Real Estate Credit And Multifamily Housing Focus To Boost Future Growth Amid Market Optimism

RMR Group's focus on real estate credit and multifamily housing, along with strategic investments in areas like the Sunbelt, aims to boost future growth and improve financial metrics.
Article d’analyse Jul 17

Does RMR Group (NASDAQ:RMR) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Jan 14

RMR Group (NASDAQ:RMR) Has Announced A Dividend Of $0.40

The RMR Group Inc. ( NASDAQ:RMR ) has announced that it will pay a dividend of $0.40 per share on the 15th of February...

Analyse de la rémunération des PDG

Comment la rémunération de Adam Portnoy a-t-elle évolué par rapport aux bénéfices de RMR Group?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$20m

Dec 31 2025n/an/a

US$23m

Sep 30 2025US$5mUS$375k

US$17m

Jun 30 2025n/an/a

US$19m

Mar 31 2025n/an/a

US$20m

Dec 31 2024n/an/a

US$22m

Sep 30 2024US$5mUS$375k

US$23m

Jun 30 2024n/an/a

US$25m

Mar 31 2024n/an/a

US$45m

Dec 31 2023n/an/a

US$57m

Sep 30 2023US$4mUS$375k

US$56m

Jun 30 2023n/an/a

US$61m

Mar 31 2023n/an/a

US$44m

Dec 31 2022n/an/a

US$32m

Sep 30 2022US$4mUS$375k

US$34m

Jun 30 2022n/an/a

US$35m

Mar 31 2022n/an/a

US$36m

Dec 31 2021n/an/a

US$35m

Sep 30 2021US$4mUS$350k

US$35m

Jun 30 2021n/an/a

US$28m

Mar 31 2021n/an/a

US$27m

Dec 31 2020n/an/a

US$28m

Sep 30 2020US$4mUS$350k

US$29m

Jun 30 2020n/an/a

US$31m

Mar 31 2020n/an/a

US$30m

Dec 31 2019n/an/a

US$32m

Sep 30 2019US$4mUS$325k

US$74m

Rémunération vs marché: La rémunération totale de Adam ($USD 4.92M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 3.73M ).

Rémunération et revenus: La rémunération de Adam a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Adam Portnoy (55 yo)

11.3yrs
Titularisation
US$4,917,047
Compensation

Mr. Adam David Portnoy serves as Director at Tremont Realty Capital LLC. He serves as the President, Chief Executive Officer and Managing Director of RMR Group LLC and The RMR Group Inc. He joined RMR Grou...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Adam Portnoy
CEO, President11.3yrsUS$4.92m0.94%
$ 6.1m
Matthew Jordan
MD, Executive VPless than a yearUS$4.31m0.39%
$ 2.5m
Christopher Bilotto
Executive Vice President3.3yrsUS$2.52m0.11%
$ 717.5k
Jeffrey Leer
Executive Vice President of RMR Group LLC7.6yrsUS$929.35k0.11%
$ 727.8k
Matthew Brown
Executive VPless than a yearpas de données0.078%
$ 504.8k
Bryan Maher
Senior VP & Head of Investor Relations1.3yrspas de donnéespas de données
Lindsey Getz
Executive VPno datapas de données0.049%
$ 316.2k
Noah Echols
VP & Chief Marketing Officerno datapas de donnéespas de données
Annette Fionda
VP & Chief People Officerno datapas de donnéespas de données
Mark Young
Senior Vice President of RMR Group LLC15.3yrspas de donnéespas de données
Brian Donley
Senior Vice President of RMR Group LLC4.3yrspas de donnéespas de données
Gregory Carey
Senior VP & Chief Information Officer - RMR Group LLC7.3yrspas de donnéespas de données
4.3yrs
Durée moyenne de l'emploi
50yo
Âge moyen

Gestion expérimentée: L'équipe de direction de RMR est considérée comme expérimentée (ancienneté moyenne 4.3 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Adam Portnoy
CEO, President11.3yrsUS$4.92m0.94%
$ 6.1m
Matthew Jordan
MD, Executive VPless than a yearUS$4.31m0.39%
$ 2.5m
Walter Watkins
Independent Director10.5yrsUS$212.50k0.22%
$ 1.4m
Ann Logan
Independent Director10.5yrsUS$217.50k0.24%
$ 1.5m
Rosen Plevneliev
Lead Independent Director9.2yrsUS$215.00k0.18%
$ 1.2m
Jonathan Veitch
Independent Director5.9yrsUS$212.50k0.17%
$ 1.1m
9.8yrs
Durée moyenne de l'emploi
62.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de RMR sont considérés comme expérimentés (ancienneté moyenne 9.8 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 06:24
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

The RMR Group Inc. est couverte par 10 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Michael CarrierBofA Global Research
John MassoccaB. Riley Securities, Inc.
James SullivanBTIG