RHP at a glance
Ryman Hospitality Properties, Inc. (RHP, SEC CIK 1040829) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as May 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Ryman Hospitality Properties, Inc. (RHP) reported revenue of $2.6 billion (up 10.2% from FY2024) and net income of $243.4 million. Diluted EPS was $3.77.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Ryman Hospitality Properties, Inc. (RHP) shares worth $4.4 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.6B
- +10.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $4.4B · +0 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Ownership and management of upscale group-oriented hotels and resorts anchored by large convention centers
- Notable financing activities: Issuance of multiple senior notes with rates from 4.5% to 7.25% due 2027-2033 indicating active debt management
- Significant credit loss reserve: $38.0 million reserve against $53.5 million governmental bonds tied to Gaylord National Resort, reflecting credit risk management
- Governance enhancements: Adoption of updated Corporate Governance Guidelines and a new 2024 Omnibus Incentive Plan to align executive compensation
- No new business segments or products introduced; focus remains on existing hospitality properties and related financial instruments
Risk Factors
- Regulatory risk: Compliance with California Consumer Privacy Act (CCPA) and potential new AI privacy laws raising operating costs and exposure to fines and litigation
- Macroeconomic threat: Geographic concentration of hotels increases risk from local economic downturns and declines in tourism or convention business in Nashville, Orlando, Dallas, San Antonio, Washington D.C., Denver, Phoenix
- Operational vulnerability: Dependence on Marriott as sole third-party manager for all hotel operations creates concentration risk and potential disruption if Marriott underperforms or terminates
- Competitive risk: Marriott operates competing hotels including Marriott Orlando World Center vs Gaylord Palms and Gaylord Pacific (opened May 2025) competing with portfolio properties
- Financial risk: REIT structure requires distribution of at least 90% of taxable income, limiting ability to fund capital expenditures or acquisitions internally and increasing reliance on debt/equity markets
Management Discussion & Analysis
- Revenue $2.577B, up 10.2% YoY ($237.8M increase) driven by Hospitality ($146M) and Entertainment ($91.8M) segments
- Operating income $487M, down 0.8% YoY; Hospitality operating margin approx. 21.6% in 2025 vs 23.4% in 2024 (hospitality op. income $462M on $2.143B revenue)
- Best segment: Hospitality with $2.143B revenue (+7.3%), $462M operating income; Worst segment impact: Entertainment with expenses up 33.9% YoY, margin pressure
- Capital expenditures $358.2M in 2025, dividends declared $291.3M, issued 3.0M shares in May 2025, issued $625M senior notes in June 2025 at 6.5% interest
- Management cautious due to economic uncertainty affecting group bookings (-10.5% net definite group room nights) and increased cancellations; expects revenue growth from new JW Marriott Desert Ridge acquisition and entertainment expansion
AI summary of the RHP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $748.978M, up 13.6% YoY from $659.515M
- Operating margin 23.3% vs 21.1% YoY; net income $102.079M, up 34.5%
- Best segment Hospitality revenue $604.964M, up 17.2%; operating margin 25.4% vs 24.6%
- Worst segment Entertainment revenue $144.014M, up 0.5%; operating margin 22.8% vs 16.5%
- Capital deployment: $241.2M capital expenditures and approximately $152.4M cash distributions; OEG investor discussions ongoing with no agreement reached
Risk Factors
- No material changes from 2025 Form 10-K risk factors
- No newly triggered risk factor disclosed for quarter ended June 30, 2026
- Regulatory compliance: no directors or officers adopted or terminated Rule 10b5-1 arrangements
- Carried-forward operational, market, and financial risks not specified in provided text
AI summary of the RHP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Quarterly cash dividend maintained at $1.20 per common share, payable October 15, 2026
- September 30, 2026 record date determines shareholder eligibility
Item 7.01: Regulation FD Disclosure
- Standard Regulation FD exhibit disclaimer limiting Exchange Act Section 18 liability
- No operating, financial, strategic, or shareholder-impacting information disclosed in the provided text
Item 2.01: Completion of Acquisition or Disposition of Assets
- Grande Lakes Acquisition completed September 1, 2026, adding JW Marriott and Ritz-Carlton Orlando properties
- Approximately $1.38 billion purchase price, signaling a major expansion of Ryman’s luxury resort portfolio
Item EX-99.1: Item EX-99.1
- Grande Lakes Orlando acquisition closed for approximately $1.38B, adding 1,592 rooms and 320,000 square feet of meeting space
- 2026 contribution forecast at $12.5M operating income and $32.5M Adjusted EBITDA midpoint
Item 1.01: Entry into a Material Definitive Agreement
- $700M 6.250% senior notes due February 15, 2035, funding part of the approximately $1.38B Grande Lakes acquisition
- Semiannual interest payments beginning February 15, 2027, increasing fixed debt service obligations
AI summaries of RHP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for RHP
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Pantoya Christine | M | May 9, 2026 | 1,260 | - |
| Pantoya Christine | M | May 9, 2026 | 1,260 | - |
| Bhasin Rachna | M | May 8, 2026 | 1,332 | - |
| Helgren Erin Claire | M | May 8, 2026 | 1,332 | - |
| ROTH MICHAEL ISOR | M | May 8, 2026 | 1,332 | - |
| Haslam William | M | May 8, 2026 | 1,332 | - |
| ROTH MICHAEL ISOR | M | May 8, 2026 | 1,332 | - |
| Helgren Erin Claire | M | May 8, 2026 | 1,332 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.2B | $2.3B | $2.6B |
| Operating Income | $453.7M | $490.8M | $487.0M |
| Net Income | $311.2M | $271.6M | $243.4M |
| Op. Margin | 21.0% | 21.0% | 18.9% |
| Net Margin | 14.4% | 11.6% | 9.4% |
| Balance Sheet | |||
| Total Assets | - | $5.2B | $6.2B |
| Equity | $569.2M | $549.0M | $750.2M |
| ROE | 54.7% | 49.5% | 32.5% |
| Per Share | |||
| EPS | $5.36 | $4.38 | $3.77 |
| Cash Flow | |||
| Operating CF | $557.1M | $576.5M | $590.6M |
Source: XBRL data in Ryman Hospitality Properties, Inc. (RHP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate RHP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $4.43B |
| Q1 2026 | 31 | $3.25B |
| Q4 2025 | 29 | $3.49B |
| Q3 2025 | 29 | $3.34B |
| Q2 2025 | 31 | $3.60B |
| Q1 2025 | 28 | $2.38B |
| Q4 2024 | 23 | $2.06B |
| Q3 2024 | 19 | $981.5M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 221 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
RHP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| 10-Q | May 1, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
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RHP SEC filings: frequently asked questions
Which institutions hold RHP stock?
As of June 30, 2026, the largest Ryman Hospitality Properties, Inc. (RHP) holders among the 13F filers tracked by SignalX were BlackRock ($1.4 billion), Vanguard Portfolio Management LLC ($776.3 million), State Street Corp ($458.0 million), Vanguard Capital Management LLC ($352.1 million), T. Rowe Price Group ($131.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was RHP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Ryman Hospitality Properties, Inc. (RHP) reported revenue of $2.6 billion (up 10.2% from FY2024) and net income of $243.4 million. Diluted EPS was $3.77. The figures come from the XBRL data in the 10-K.
What are the main risks in RHP's latest 10-K?
In the 10-K filed February 24, 2026, Ryman Hospitality Properties, Inc. (RHP) flagged: Regulatory risk: Compliance with California Consumer Privacy Act (CCPA) and potential new AI privacy laws raising operating costs and exposure to fines and litigation. Macroeconomic threat: Geographic concentration of hotels increases risk from local economic downturns and declines in tourism or convention business in Nashville, Orlando, Dallas, San Antonio, Washington D.C., Denver, Phoenix. (AI summary of the Risk Factors section.)
What did RHP report in its latest 8-K?
Ryman Hospitality Properties, Inc. (RHP) filed an 8-K on September 15, 2026 reporting Item 8.01 (Other Events). Quarterly cash dividend maintained at $1.20 per common share, payable October 15, 2026.
What are the latest RHP SEC filings?
Ryman Hospitality Properties, Inc. (RHP) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on May 11, 2026.
What is RHP's SEC CIK number?
Ryman Hospitality Properties, Inc. (RHP)'s SEC Central Index Key (CIK) is 1040829. EDGAR lists every RHP filing under that number.
Ask anything about RHP
The research agent reads RHP's filings, financials, insider trades and 13F holders, then answers with sources.