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Ryman Hospitality gains Buy rating on strong resort portfolio and strategic $1.38B Grande Lakes Orlando deal.

Analyst Insights
31 Aug 2026
Seeking Alpha
View Source
Bullish
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Ryman Hospitality Properties received a Buy rating due to its unique focus on group-oriented resorts and the strategic acquisition of Grande Lakes Orlando for $1.38 billion. This deal is expected to boost adjusted funds from operations (FFO) by 2027, supported by a balanced mix of equity, cash, and debt to maintain financial flexibility. The company benefits from limited new supply and network effects that drive higher revenue per available room (RevPAR) and non-room income, even amid mixed conditions in the hotel industry. Shares trade at a premium, reflecting investor confidence, though risks include potential declines in group demand and challenges in integrating the new acquisition.

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