Campbell Newman Asset Management 13F: New $2.5M Stake in RHP

Campbell Newman Asset Management opened a new stake in Ryman Hospitality Properties, Inc. (NYSE:RHP) during the quarter, purchasing 20,597 shares. According to its Form 13F filing with the SEC on October 22, 2026, the newly initiated holding was valued at approximately $2.46 million. The stock closed at $131.26 on the filing date.

RHP Ryman Hospitality Properties, Inc.

$130.25 ▲ +40.89% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Campbell Newman Asset Management's RHP Position

The firm established a fresh investment in the lodging real estate trust by acquiring 20,597 shares outright. Because this represents a new position, the fund held no prior shares in the company during the previous period.

Other Institutional Activity in Ryman Hospitality Properties

Other major institutional investors adjusted their holdings in the hospitality trust around the same period. Alliancebernstein L.P. reduced its holdings by 129,569 shares, ending with 1,129,602 shares worth about $148.27 million. Hamlin Capital Management, LLC trimmed its stake by 16,928 shares to finish with 967,273 shares valued at approximately $126.96 million. Cooke & Bieler LP cut its position by 84,081 shares, leaving it with 966,928 shares worth roughly $126.92 million.

Ryman Hospitality Properties, Inc. Stock Down 0.1%

The company's shares recently traded around $130.19 as of October 23, 2026, sitting about 0.8% below their event-day close. The stock trades above both its 50-day moving average of $123.95 and its 200-day moving average of $112.23. Over the past fifty-two weeks, shares have traded between a low of $83.82 and a high of $137.46.

Recent Earnings

Ryman Hospitality Properties generated $2.73 billion in trailing-twelve-month revenue with an earnings per share figure of $4.11. The company posted a net profit margin of 9.9% and a return on equity of 22.6%, while year-over-year revenue growth reached 13.6%. The real estate investment trust is scheduled to release its next quarterly financial results on November 2, 2026.

Dividend

The firm pays an annual dividend rate of $4.80 per share, giving the stock a dividend yield of 3.68%. The company's dividend payout ratio currently stands at 115.6%.

Insider Buying and Selling at Ryman Hospitality Properties, Inc.

Company insiders completed several open-market purchases over prior quarters. Officer and Director Colin Vernon Reed bought 8,611 shares on August 13, 2025, at $95.21 per share for a total of $819,836. Director Harold Eric Bolton Jr. acquired 2,000 shares on August 14, 2025, at $95.33 per share totaling $190,657. Later, Colin Vernon Reed picked up another 8,993 shares on November 7, 2025, at $92.16 per share for $828,814, and purchased 7,800 shares on February 27, 2026, at $100.67 per share for $785,226.

Analysts Set New Price Targets

Wall Street coverage features a strong buy recommendation backed by 14 analyst opinions and a mean price target of $140.14. Citigroup maintained a buy rating while raising its target from $125.00 to $135.00 on September 9, 2026. Truist Securities kept a buy rating and lifted its target from $132.00 to $141.00 on September 10, 2026. Raymond James maintained an outperform rating and raised its target from $125.00 to $130.00 on September 28, 2026. Barclays kept an overweight rating while adjusting its target from $147.00 down to $143.00 on October 13, 2026. JP Morgan maintained an overweight rating and raised its target from $129.00 to $138.00 on October 21, 2026.

About Ryman Hospitality Properties

Ryman Hospitality Properties operates as a real estate investment trust focused on upscale convention center resorts and entertainment destinations. The company manages prominent group-oriented hospitality assets, making institutional investments from firms like Campbell Newman closely watched by market participants.

Bottom Line

Investors will look toward the upcoming earnings release on November 2, 2026, for further updates on financial performance and resort bookings. Future regulatory filings will also show whether institutional interest continues to grow.