The RMR Group Inc.

NasdaqCM:RMR 주식 리포트

시가총액: US$644.4m

RMR Group 경영진

경영진 기준 점검 3/4

RMR Group CEO는 Adam Portnoy, Jan2015 에 임명되었습니다 의 임기는 11.33 년입니다. 총 연간 보상은 $4.92M, 7.6% 급여 및 92.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $6.08M 가치에 해당하는 회사 주식의 0.94% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.3 년과 9.8 년입니다.

핵심 정보

Adam Portnoy

최고경영자

US$4.9m

총 보수

CEO 급여 비율7.63%
CEO 재임 기간11.3yrs
CEO 지분 보유율0.9%
경영진 평균 재임 기간4.3yrs
이사회 평균 재임 기간9.8yrs

최근 경영진 업데이트

Recent updates

분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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
분석 기사 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...
분석 기사 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
분석 기사 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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새로운 내러티브 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.
분석 기사 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...
분석 기사 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 보수 분석

Adam Portnoy의 보수는 RMR Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Adam의 총 보수(USD4.92M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.73M)보다 높습니다.

보상과 수익: Adam의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Adam Portnoy (55 yo)

11.3yrs
재임 기간
US$4,917,047
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 year데이터 없음0.078%
$ 504.8k
Bryan Maher
Senior VP & Head of Investor Relations1.3yrs데이터 없음데이터 없음
Lindsey Getz
Executive VPno data데이터 없음0.049%
$ 316.2k
Noah Echols
VP & Chief Marketing Officerno data데이터 없음데이터 없음
Annette Fionda
VP & Chief People Officerno data데이터 없음데이터 없음
Mark Young
Senior Vice President of RMR Group LLC15.3yrs데이터 없음데이터 없음
Brian Donley
Senior Vice President of RMR Group LLC4.3yrs데이터 없음데이터 없음
Gregory Carey
Senior VP & Chief Information Officer - RMR Group LLC7.3yrs데이터 없음데이터 없음
4.3yrs
평균 재임 기간
50yo
평균 나이

경험이 풍부한 관리: RMR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.3 년).


이사회 구성원

이름직위재임 기간보수지분
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
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 이사회: RMR의 이사회경험이 있음으로 간주됩니다(평균 재임 9.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 23:48
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

The RMR Group Inc.는 10명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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