Aew Capital Management L P Raises Stock Holdings in Ryman Hospitality Properties, Inc. $RHP

Aew Capital Management L P lifted its stake in Ryman Hospitality Properties, Inc. (NYSE:RHP) by 65.0% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 311,564 shares of the real estate investment trust’s stock after buying an additional 122,740 shares during the quarter. Ryman Hospitality Properties comprises 1.6% of Aew Capital Management L P’s portfolio, making the stock its 18th biggest holding. Aew Capital Management L P’s holdings in Ryman Hospitality Properties were worth $27,913,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in Ryman Hospitality Properties by 1.9% in the 3rd quarter. Vanguard Group Inc. now owns 9,108,548 shares of the real estate investment trust’s stock worth $816,035,000 after acquiring an additional 166,293 shares in the last quarter. State Street Corp boosted its position in shares of Ryman Hospitality Properties by 0.6% in the second quarter. State Street Corp now owns 3,375,908 shares of the real estate investment trust’s stock worth $336,901,000 after purchasing an additional 20,756 shares during the period. Geode Capital Management LLC boosted its position in shares of Ryman Hospitality Properties by 0.6% in the second quarter. Geode Capital Management LLC now owns 1,502,288 shares of the real estate investment trust’s stock worth $148,248,000 after purchasing an additional 9,629 shares during the period. American Century Companies Inc. increased its stake in shares of Ryman Hospitality Properties by 13.6% in the second quarter. American Century Companies Inc. now owns 1,212,052 shares of the real estate investment trust’s stock worth $119,593,000 after purchasing an additional 144,870 shares in the last quarter. Finally, Cooke & Bieler LP raised its position in shares of Ryman Hospitality Properties by 21.4% during the 3rd quarter. Cooke & Bieler LP now owns 1,108,938 shares of the real estate investment trust’s stock valued at $99,350,000 after purchasing an additional 195,330 shares during the period. 94.48% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Ryman Hospitality Properties

Here are the key news stories impacting Ryman Hospitality Properties this week:

• Positive Sentiment: Record revenue, FFO beat and strong outlook — RHP reported all‑time quarterly revenue ($737.8M) and adjusted metrics (Adjusted EBITDAre/FFO) that beat expectations; management issued 2026 guidance implying stronger earnings/FFO than Wall Street consensus. GlobeNewswire release
• Positive Sentiment: FFO/per‑share beat — Quarterly adjusted FFO per diluted share of $2.38 topped estimates (Zacks consensus ~$2.22), supporting cash‑flow metrics investors watch for REITs. Zacks: FFO beat
• Positive Sentiment: Shareholder returns and liquidity improvements — Board declared a $1.20 quarterly dividend (4.7% yield on current stock), and the company expanded/refinanced its revolving credit facility (to $850M, maturity extended) while receiving a Fitch rating upgrade — all supportive of dividend sustainability. Seeking Alpha: dividend
• Neutral Sentiment: Entertainment growth initiatives — RHP continues to expand Opry Entertainment (Category 10 venues, amphitheaters and festival businesses), a higher‑margin growth vector that management highlighted for 2026. This is strategic but will take time to translate into material incremental cash flow. GlobeNewswire release
• Negative Sentiment: GAAP EPS miss and declining net income — GAAP diluted EPS of $1.11 missed consensus (~$2.22) and full‑year net income fell year‑over‑year (~11.7%), which likely drove near‑term selling despite stronger non‑GAAP metrics. MarketBeat earnings summary
• Negative Sentiment: Occupancy, cancellations and heavy capex — Same‑store occupancy dipped slightly and cancellations rose; RHP plans $350–$450M of 2026 capex (renovations, Category 10 builds) that pressures near‑term free cash flow and creates execution risk. GlobeNewswire release
• Negative Sentiment: Leverage and potential dilution — RHP carries meaningful debt (net debt reported) and has structural items (put rights, share equivalents) that can increase share count; investors may be cautious on leverage amid higher capex. GlobeNewswire release

Ryman Hospitality Properties Stock Performance

NYSE RHP opened at $102.78 on Wednesday. The company has a debt-to-equity ratio of 4.98, a current ratio of 1.49 and a quick ratio of 1.49. Ryman Hospitality Properties, Inc. has a 1-year low of $76.27 and a 1-year high of $105.75. The business has a 50 day simple moving average of $97.01 and a two-hundred day simple moving average of $94.84. The stock has a market capitalization of $6.48 billion, a PE ratio of 27.34, a P/E/G ratio of 2.63 and a beta of 1.21.

Ryman Hospitality Properties Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be given a $1.20 dividend. This represents a $4.80 annualized dividend and a yield of 4.7%. The ex-dividend date is Tuesday, March 31st. Ryman Hospitality Properties’s payout ratio is currently 126.98%.

Analyst Ratings Changes

RHP has been the subject of several recent analyst reports. Wells Fargo & Company dropped their target price on shares of Ryman Hospitality Properties from $114.00 to $109.00 and set an “overweight” rating for the company in a report on Monday, December 1st. Truist Financial boosted their price objective on Ryman Hospitality Properties from $120.00 to $121.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. Evercore reaffirmed an “outperform” rating and issued a $115.00 price objective on shares of Ryman Hospitality Properties in a research note on Friday, February 6th. JPMorgan Chase & Co. decreased their target price on Ryman Hospitality Properties from $113.00 to $111.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 3rd. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Ryman Hospitality Properties in a report on Wednesday, January 28th. Ten equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $110.18.

About Ryman Hospitality Properties

Ryman Hospitality Properties, Inc is a publicly traded real estate investment trust (REIT) specializing in the ownership and operation of group‐oriented, large convention center hotel resorts. The company’s portfolio is anchored by its Gaylord Hotels brand, offering integrated resort, convention, entertainment and dining experiences under long‐term management agreements with Marriott International.

Ryman’s flagship properties include Gaylord Opryland Resort & Convention Center in Nashville, Gaylord Texan Resort & Convention Center near Dallas/Fort Worth and Gaylord Palms Resort & Convention Center in Orlando, Florida.