Xenia Hotels Bets On Buybacks Amid Sluggish Recovery
Xenia Hotels & Resorts remains resilient despite sector headwinds, with steady operations, improved financials, and management favoring share buybacks over new investments. XHR's Q3 2025 results were mixed: modest revenue growth, flat RevPAR, and high interest expense, but healthy liquidity and no near-term debt maturities support stability. Valuation is attractive versus peers, and dividends are growing faster than the sector, but weak demand and high leverage pose risks until macro conditions improve.
Xenia Hotels & Resorts, Inc. (XHR) Q3 2025 Earnings Call Transcript
Xenia Hotels & Resorts, Inc. ( XHR ) Q3 2025 Earnings Call October 31, 2025 10:00 AM EDT Company Participants Aldo Martinez Marcel Verbaas - Chairman of the Board & CEO Barry Bloom - President & COO Atish Shah - Executive VP, CFO & Treasurer Conference Call Participants Michael Bellisario - Robert W. Baird & Co. Incorporated, Research Division Jackson Armstrong - Wells Fargo Securities, LLC, Research Division Aryeh Klein - BMO Capital Markets Equity Research David Katz - Jefferies LLC, Research Division Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division Presentation Operator Hello, and welcome, everyone, to the Xenia Hotels & Resorts Q3 2025 Earnings Conference Call.
Xenia Hotels & Resorts Continues To Reinvent Itself
Xenia Hotels & Resorts remains a soft ‘buy' despite underperforming the S&P 500, with fundamentals improving and a focused luxury portfolio strategy. XHR has increased revenue and RevPAR while reducing its hotel count, emphasizing upscale markets and strategic renovations to drive future growth. Valuation is attractive on an absolute basis, though mixed relative to peers, and XHR maintains lower leverage than most competitors, providing financial flexibility.
Xenia Hotels & Resorts, Inc. (XHR) Q2 2025 Earnings Call Transcript
Xenia Hotels & Resorts, Inc. (NYSE:XHR ) Q2 2025 Earnings Conference Call August 1, 2025 10:00 AM ET Company Participants Aldo Martinez - Corporate Participant Atish D. Shah - Executive VP, CFO & Treasurer Barry A.
Xenia Hotels & Resorts (XHR) Tops Q2 FFO and Revenue Estimates
Xenia Hotels & Resorts (XHR) came out with quarterly funds from operations (FFO) of $0.57 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to FFO of $0.52 per share a year ago.
Xenia Hotels & Resorts: Undervalued REIT With Macro And Sector Tailwinds
Xenia Hotels & Resorts is a buy, with 33%+ upside, benefiting from sector recovery, macro tailwinds, and successful renovations driving revenue and profit growth. Occupancy rates are rebounding to pre-pandemic levels, outperforming despite weak consumer sentiment, while renovations reduce CapEx and boost income potential. Significant exposure to the 2026 FIFA World Cup (79% of EBITDA) positions Xenia for a strong surge in demand and higher RevPAR during the event.
Xenia Hotels & Resorts, Inc. (XHR) Q1 2025 Earnings Call Transcript
Xenia Hotels & Resorts, Inc. (NYSE:XHR ) Q1 2025 Earnings Conference Call May 2, 2025 1:00 PM ET Company Participants Aldo Martinez - Finance Manager Marcel Verbaas - Chair and CEO Barry Bloom - President and COO Atish Shah - EVP and CFO Conference Call Participants Josh Friedland - KeyBanc Capital Michael Bellisario - Baird Ari Klein - BMO Capital Markets Jack Armstrong - Wells Fargo Operator Hello, everyone, and welcome to the Xenia Hotels & Resorts, Inc. Q1 2025 Earnings Conference Call. My name is Carla, and I will be coordinating your call today.
Xenia Hotels & Resorts (XHR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Xenia Hotels & Resorts (XHR) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Xenia Hotels & Resorts (XHR) Beats Q1 FFO and Revenue Estimates
Xenia Hotels & Resorts (XHR) came out with quarterly funds from operations (FFO) of $0.51 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to FFO of $0.44 per share a year ago.
Xenia Hotels & Resorts: Solid Fundamentals But Still A Hold
Xenia Hotels & Resorts is a hospitality REIT focused on luxury and upper upscale hotels across the US. The company has a strong balance sheet, affording it significant financial flexibility. The current dividend yield, while secure, remains too low for my liking, given the current uncertain climate.
Xenia Hotels & Resorts (XHR) Soars 14.3%: Is Further Upside Left in the Stock?
Xenia Hotels & Resorts (XHR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in FFO per share estimate revisions may not translate into further price increase in the near term.
Xenia Hotels & Resorts: Its Dividend Yield Probably Isn't Worth The Risk
Xenia Hotels & Resorts has faced unfavorable treatment from market participants in recent years. The REIT's focus on high-end branding and strategic market selection hasn't fully convinced the market, despite its unitary revenue scalability. In our view, Xenia might face financial challenges in fiscal 2025, including EBITDA pressure, a high cost-of-debt, and potential FFO struggles.
