RMR RMR GROUP INC.
Price Chart
Executive Summary
Ladenburg Thalmann initiated coverage on The RMR Group (RMR) with a Buy rating and a $17 price target, while the stock trades at $19.35. The target is 12% below the current price and 18% below the consensus mean of $20.75, creating an unusual disconnect between a positive rating and a bearish price objective. Ladenburg's track record is below average at 45% accuracy on 111 calls, reducing the signal's credibility. Consensus among 8 analysts remains bullish at 62% Buy, with a mean PT implying 7% upside. EPS estimates have been revised lower across all periods in the past 30 days. However, major institutional investors including Bank of America, Morgan Stanley, and Wells Fargo have sharply increased positions, adding over $20 million in total. No insider or congressional trades were reported. The combination of a low-accuracy firm's contrarian call, downward EPS revisions, and strong institutional buying leaves a conflicted picture. Traders should weigh the institutional vote of confidence against the analyst's below-market target and deteriorating fundamentals.
Impact Score
Consensus & Targets
Of the 8 analysts covering RMR, 5 rate it Buy (including 2 Strong Buy), 3 rate it Hold, and 0 rate it Sell. The consensus is 62% Buy, directionally bullish. Ladenburg's call is contrarian in target level but aligned in rating.
Current price: $19.35. Consensus mean PT: $20.75 (median: $20.75, high: $21.00, low: $20.50). Implied upside to mean: 7.2%. Ladenburg's $17 PT is 18% below the mean and 12% below current price, making it the most bearish target among the two analysts with published PTs.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-03-17 | B. Riley Securities | maintain | Buy | — |
| 2026-01-07 | Ladenburg Thalmann | initiate | Buy | $17.00 |
| 2024-05-15 | B. Riley Securities | maintain | Buy | $32.00 |
| 2024-04-19 | JMP Securities | initiate | Market Perform | — |
| 2024-03-08 | B. Riley Securities | maintain | Buy | $35.00 |
| 2023-08-23 | B. Riley Securities | reiterate | Buy | $37.00 |
| 2023-07-05 | Morgan Stanley | maintain | Equal-Weight | $23.50 |
| 2023-05-15 | B. Riley Securities | maintain | Buy | $37.00 |
| 2022-11-21 | B. Riley Securities | maintain | Buy | $42.00 |
| 2022-05-20 | RBC Capital | maintain | Sector Perform | $32.00 |
No upgrades or downgrades in the past 30 days. However, EPS revisions are negative across all periods: 0Q $0.195→$0.16, +1Q $0.20→$0.18, 0Y $0.735→$0.65, +1Y $0.805→$0.78. All revisions were downward, signaling deteriorating near-term expectations.
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $0.65 | $0.65 — $0.65 | $622.4M | ↑0 ↓0 |
| +1y | $0.78 | $0.75 — $0.81 | $643.9M | ↑0 ↓0 |
| 0q | $0.16 | $0.16 — $0.16 | $147.6M | ↑0 ↓0 |
| +1q | $0.18 | $0.18 — $0.18 | $148.7M | ↑0 ↓0 |
Cross-Platform Signals
Institutional activity is strongly bullish: Bank of America doubled (+1391.8%, +$8M), Morgan Stanley doubled (+143.5%, +$13.7M), Wells Fargo added 45.9% (+$260K), FMR added 26.1% (+$302K), and Two Sigma added 25.3% (+$1.7M). Total major institutional additions exceed $24M. No insider trades or congressional activity reported. Short interest data unavailable. The institutional buying diverges from the analyst's bearish price target and the downward EPS revision trend.
Actionable Insight
The Ladenburg initiation is a weak signal from a low-accuracy firm with a PT that contradicts its own rating. Focus on the heavy institutional buying and the consensus bullish bias, but note the negative EPS revisions. Wait for confirmation from a high-accuracy firm or an earnings catalyst before acting.
Documents Analyzed
Report based on filing metadata.
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 16, 2026
27d ago
|
ANALYST-UPGRADE
| $15.22 $16.42 | ▲ +7.88% | ▲ +9.89% | $21.37 (+40.44%) |
|
Apr 16, 2026
8w ago
|
ANALYST-UPGRADE
| $16.14 $19.38 | ▲ +20.05% | ▲ +14.24% | $21.37 (+32.38%) |
|
Apr 16, 2026
8w ago
|
ANALYST-UPGRADE
| $16.14 $19.38 | ▲ +20.05% | ▲ +14.24% | $21.37 (+32.38%) |
|
Apr 2, 2026
10w ago
|
8-K
| $15.17 $17.81 | ▲ +17.41% | ▲ +7.53% | $21.37 (+40.88%) |
US Market Status
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