What Ryman Hospitality Properties (RHP)'s Acquisition of JW Marriott Desert Ridge Means for Shareholders

• Ryman Hospitality Properties completed the acquisition of JW Marriott Desert Ridge and is preparing to announce its Q3 2025 earnings results on November 3, as previously disclosed.
• This acquisition expands Ryman's presence in major leisure and convention markets, showing the company’s ongoing focus on portfolio growth amid economic uncertainties.
• We'll explore how the recent addition of JW Marriott Desert Ridge shapes Ryman's investment narrative and future portfolio potential.

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Ryman Hospitality Properties Investment Narrative Recap

To be a shareholder in Ryman Hospitality Properties, you need to believe in the enduring demand for large-scale group travel, meetings, and experiential leisure, underpinned by growth in the Sunbelt markets. The recent acquisition of JW Marriott Desert Ridge reinforces Ryman's focus on expanding its convention and leisure portfolio, but does not materially alter the biggest short-term catalyst, advance group bookings for future years, or the main risk from competitive hotel supply outpacing demand in key regions.

The most relevant company announcement is the consistent quarterly dividend of US$1.15 per share, highlighted again in September 2025. This steady dividend policy, maintained alongside acquisitions and property expansions, offers some predictability for investors even as near-term earnings face pressure from intensified industry competition and potentially rising expenses.

However, investors should be mindful that, while Ryman is growing, competitive pressures in markets like Nashville and Texas could impact...

Read the full narrative on Ryman Hospitality Properties (it's free!)

Ryman Hospitality Properties' outlook anticipates $3.0 billion in revenue and $296.5 million in earnings by 2028. This is based on analysts projecting a 7.3% annual revenue growth rate and a $34 million increase in earnings from the current $262.5 million.

Uncover how Ryman Hospitality Properties' forecasts yield a $115.83 fair value, a 28% upside to its current price.

Exploring Other Perspectives

Three individual fair value estimates from Simply Wall St Community members range from US$83.06 to US$158.07 per share, reflecting a wide gap in investor expectations. Given robust acquisition activity but ongoing risks from increased hotel supply and competitor entries, assess how these views compare to your outlook on future revenue stability.

Explore 3 other fair value estimates on Ryman Hospitality Properties - why the stock might be worth 8% less than the current price!

Build Your Own Ryman Hospitality Properties Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Ryman Hospitality Properties research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Ryman Hospitality Properties research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ryman Hospitality Properties' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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