Ryman Healthcare (ASX:RYM, NZE:RYM) reported quarterly sales that were broadly in line with expectations, and remains on track to deliver 157 to 168 units and beds in fiscal 2027, Jarden said in a Tuesday note.
However, the company's fiscal first quarter independent living unit resales of 113 units came in at 21% of Jarden's fiscal 2027 estimate, "highlighting the work still to do in this space," the investment firm said.
Meanwhile, demand for serviced apartments was better as Ryman achieved 152 resales, equivalent to 25% of Jarden's fiscal 2027 estimate.
The company seems to have more control through the pricing choices it provides on serviced apartment entry, which is contributing positively to external sales, Jarden said.
"We are comfortable in [Ryman's] direction, with the one exception being in resales inventory where lagging resales momentum is putting pressure on net buybacks," the equity research firm said.
It maintained a neutral rating on Ryman with an unchanged target price of NZ$2.56.