Cooke & Bieler Flags Ryman Hospitality as Key Contributor on 2027 Growth Outlook

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Cooke & Bieler named Ryman Hospitality Properties as the third-largest contributor in its Mid Cap Value Equity Strategy for the second quarter of 2026. The firm said Ryman's Hospitality segment posted strong results, helped by better than expected initial results at its new Desert Ridge property, and that investors have grown more optimistic that the company's heavy investment in 2025 and 2026 should generate a fundamental acceleration in 2027. Ryman also announced late in the quarter that it is exploring a sale of its non-REIT Entertainment segment, a move that could make the company a pure-play REIT and generate proceeds for further investment and capital returns. The strategy returned 8.05% in the quarter, lagging the Russell Midcap Value Index's 13.4%, with an underweight in Information Technology driving nearly all of the shortfall. Ryman closed at $122.09 on September 28, 2026, giving it an $8.42 billion market capitalization and a 29.03% year-to-date gain, within a 52-week range of $83.82 to $137.46.

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Real Estate▲ · 1 stocks
Ryman Hospitality Properties Inc
RHP
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Ryman is exploring a sale of its non-REIT Entertainment segment, which could make it a pure-play REIT and generate proceeds for investment and capital returns.

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Cooke & BielerPrivate± Mixed
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