The RMR Group Inc.

NasdaqCM:RMR 株式レポート

時価総額:US$640.3m

RMR Group マネジメント

マネジメント 基準チェック /34

RMR Groupの CEO はAdam Portnoyで、 Jan2015年に任命され、 の在任期間は 11.33年です。 の年間総報酬は$ 4.92Mで、 7.6%給与と92.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.94%を直接所有しており、その価値は$ 6.04M 。経営陣と取締役会の平均在任期間はそれぞれ4.3年と9.8年です。

主要情報

Adam Portnoy

最高経営責任者

US$4.9m

報酬総額

CEO給与比率7.63%
CEO在任期間11.3yrs
CEOの所有権0.9%
経営陣の平均在職期間4.3yrs
取締役会の平均在任期間9.8yrs

経営陣の近況

Recent updates

ナラティブの更新 May 25

RMR: Incentive Fees And Macro Conditions Will Shape Future Upside Potential

Analysts have adjusted their price target on RMR Group to $21 from $24, citing potential upside tied to company specific incentive fees and broader macro conditions, even as updated assumptions reflect changes in fair value, discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the reset to a US$21 target as reflecting revised fair value assumptions while still recognizing potential upside tied to incentive fee opportunities.
分析記事 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...
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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
分析記事 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...
分析記事 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
分析記事 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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新しいナラティブ 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.
分析記事 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...
分析記事 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...

CEO報酬分析

RMR Group の収益と比較して、Adam Portnoy の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Adamの 総報酬 ($USD 4.92M ) は、 US市場 ($USD 3.69M ) の同規模の企業の平均を上回っています。

報酬と収益: Adamの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Adam Portnoy (55 yo)

11.3yrs
在職期間
US$4,917,047
報酬

Mr. Adam David Portnoy serves President, Chief Executive Officer and Managing Director at RMR Group LLC. He joined RMR Group LLC in 2003. Previously, he served as President & CEO at RMR Group LLC.He serve...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Adam Portnoy
CEO, President11.3yrsUS$4.92m0.94%
$ 6.0m
Matthew Jordan
MD, Executive VPless than a yearUS$4.31m0.39%
$ 2.5m
Christopher Bilotto
Executive Vice President3.3yrsUS$2.52m0.11%
$ 712.9k
Jeffrey Leer
Executive Vice President of RMR Group LLC7.6yrsUS$929.35k0.11%
$ 723.0k
Matthew Brown
Executive VPless than a yearデータなし0.078%
$ 501.5k
Bryan Maher
Senior VP & Head of Investor Relations1.3yrsデータなしデータなし
Lindsey Getz
Executive VPno dataデータなし0.049%
$ 314.1k
Noah Echols
VP & Chief Marketing Officerno dataデータなしデータなし
Annette Fionda
VP & Chief People Officerno dataデータなしデータなし
Mark Young
Senior Vice President of RMR Group LLC15.3yrsデータなしデータなし
Brian Donley
Senior Vice President of RMR Group LLC4.3yrsデータなしデータなし
Gregory Carey
Senior VP & Chief Information Officer - RMR Group LLC7.3yrsデータなしデータなし
4.3yrs
平均在職期間
50yo
平均年齢

経験豊富な経営陣: RMRの経営陣は 経験豊富 であると考えられます ( 4.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Adam Portnoy
CEO, President11.3yrsUS$4.92m0.94%
$ 6.0m
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
平均在職期間
62.5yo
平均年齢

経験豊富なボード: RMRの 取締役会経験豊富 であると考えられます ( 9.8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/31 15:18
終値2026/05/29 00:00
収益2026/03/31
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The RMR Group Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Michael CarrierBofA Global Research
John MassoccaB. Riley Securities, Inc.
James SullivanBTIG