Xenia Hotels & Resorts (NYSE:XHR) Issues Quarterly Earnings Results

Key Points

• Q1 beat expectations: Xenia reported EPS of $0.21 vs. $0.18 consensus and revenue of $295.4M, with adjusted FFO/sh up 23.5%, same‑property RevPAR +7.4% and hotel EBITDA margin expansion of 270 bps.
• Raised FY2026 guidance: Management lifted Adjusted EBITDAre and set FY2026 EPS guidance to $1.860–$2.020 (above consensus), signaling confidence in full‑year profitability despite macro uncertainty.
• Balance sheet and risk profile: The REIT carries ~$1.4B of debt (5.5% avg rate, ~4.8x leverage) but has >$600M liquidity and most hotels free of property‑level debt; however, a high payout ratio (87.5%), modest margins/ROE and recent insider selling underscore downside risk if demand softens.

Xenia Hotels & Resorts (NYSE:XHR - Get Free Report) announced its earnings results on Friday. The real estate investment trust reported $0.21 EPS for the quarter, topping analysts' consensus estimates of $0.18 by $0.03, Zacks reports. The business had revenue of $295.41 million during the quarter, compared to the consensus estimate of $291.33 million. Xenia Hotels & Resorts had a net margin of 5.85% and a return on equity of 5.13%. The firm's revenue was up 2.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.51 earnings per share. Xenia Hotels & Resorts updated its FY 2026 guidance to 1.860-2.020 EPS.

Here are the key takeaways from Xenia Hotels & Resorts' conference call:

• Strong Q1 results — net income of $19.8M, Adjusted EBITDA of $81.4M (+~12%), adjusted FFO/sh $0.63 (+23.5%), same‑property RevPAR +7.4% and hotel EBITDA margin expansion of 270 bps.
• Raised full‑year outlook — 2026 Adjusted EBITDAre guidance up $6M to a $266M midpoint and adjusted FFO/sh raised to $1.94, reflecting management confidence despite macro uncertainty.
• Portfolio momentum — Grand Hyatt Scottsdale posted record revenues/EBITDA as it stabilizes after renovation and 15 of 22 markets delivered RevPAR gains driven by both group and transient demand.
• Less special‑event upside — management trimmed expected RevPAR lift from one‑time events (including the FIFA World Cup) from ~75 bps to 25–50 bps due to washed group blocks and lower visibility on World Cup bookings.
• Balance sheet & liquidity — $1.4B of debt with a 5.5% weighted avg rate and ~4.8x leverage, but >$600M total liquidity and 28 of 30 hotels free of property‑level debt, with a long‑term leverage target below 4x.

Xenia Hotels & Resorts Stock Performance

Xenia Hotels & Resorts stock traded up $0.47 during trading hours on Friday, hitting $16.74. 1,011,660 shares of the stock traded hands, compared to its average volume of 738,033. The firm's 50 day moving average price is $15.33 and its 200-day moving average price is $14.63. The company has a debt-to-equity ratio of 1.20, a current ratio of 2.67 and a quick ratio of 2.67. The stock has a market capitalization of $1.54 billion, a price-to-earnings ratio of 26.15 and a beta of 1.17. Xenia Hotels & Resorts has a 1 year low of $10.90 and a 1 year high of $17.23.

Xenia Hotels & Resorts Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st were given a dividend of $0.14 per share. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $0.56 dividend on an annualized basis and a yield of 3.3%. Xenia Hotels & Resorts's payout ratio is currently 87.50%.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on XHR. Weiss Ratings downgraded shares of Xenia Hotels & Resorts from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Tuesday, April 21st. Robert W. Baird set a $17.00 target price on shares of Xenia Hotels & Resorts in a research report on Monday, January 12th. Two equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, Xenia Hotels & Resorts currently has an average rating of "Moderate Buy" and a consensus target price of $16.33.

Trending Headlines about Xenia Hotels & Resorts

Here are the key news stories impacting Xenia Hotels & Resorts this week:

• Positive Sentiment: Q1 results beat expectations — Xenia reported better‑than‑expected quarterly results with revenue above consensus and an EPS beat, which drove initial investor optimism. PR Newswire: Q1 Results
• Positive Sentiment: Raised FY2026 guidance — Management set FY2026 EPS guidance of $1.860–$2.020, well above consensus (~$1.64), signaling stronger full‑year profitability expectations and supporting the stock. Yahoo Finance: Call Highlights
• Neutral Sentiment: Investor materials and call transcripts available — Management posted a slide deck and held the earnings call; transcripts and presentations provide detail for investors deciding whether the beat and guidance are sustainable. Slide Deck
• Neutral Sentiment: Multiple transcript versions — Several outlets published earnings call transcripts with slightly different EPS notations (check the official press release and slide deck for GAAP vs. adjusted metrics). Review the call for drivers behind the beat. InsiderMonkey: Call Transcript
• Negative Sentiment: Underlying fundamentals still modest — Revenue grew only modestly year‑over‑year and trailing profitability metrics (net margin, ROE) are relatively low; leverage (debt/equity) and margin expansion are key risks if demand softens. Investors may trim gains if guidance appears overly reliant on rate or demand assumptions. Yahoo Finance: Call Highlights

Insider Transactions at Xenia Hotels & Resorts

In other news, insider Barry A. N. Bloom sold 151,909 shares of the stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $15.73, for a total value of $2,389,528.57. Following the sale, the insider owned 15,233 shares in the company, valued at $239,615.09. This represents a 90.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 4.40% of the company's stock.

Institutional Investors Weigh In On Xenia Hotels & Resorts

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Mcguire Capital Advisors Inc. purchased a new position in shares of Xenia Hotels & Resorts during the 4th quarter valued at about $55,000. Mercer Global Advisors Inc. ADV boosted its stake in shares of Xenia Hotels & Resorts by 3.3% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 31,639 shares of the real estate investment trust's stock worth $447,000 after buying an additional 1,004 shares during the last quarter. Summit Global Investments boosted its stake in shares of Xenia Hotels & Resorts by 78.1% in the fourth quarter. Summit Global Investments now owns 55,122 shares of the real estate investment trust's stock worth $779,000 after buying an additional 24,170 shares during the last quarter. XTX Topco Ltd grew its holdings in Xenia Hotels & Resorts by 298.4% during the fourth quarter. XTX Topco Ltd now owns 154,814 shares of the real estate investment trust's stock worth $2,189,000 after acquiring an additional 115,958 shares during the period. Finally, Virtus Investment Advisers LLC acquired a new stake in Xenia Hotels & Resorts during the fourth quarter worth about $155,000. 92.43% of the stock is owned by institutional investors and hedge funds.

Xenia Hotels & Resorts Company Profile

Xenia Hotels & Resorts is a self-administered real estate investment trust (REIT) that specializes in owning, operating and acquiring premium full-service hotels across the United States. The company's portfolio emphasizes upper-upscale and luxury properties, partnering with leading hotel brands to deliver a distinctive guest experience while targeting markets with strong leisure and corporate demand.

Founded as a spin-off from Marriott International in September 2016, Xenia has built a diversified collection of full-service hotels and resorts in key U.S.