Xenia Hotels & Resorts: Still Undervalued As Guidance Raised Again
Xenia Hotels & Resorts (XHR) delivered strong portfolio performance, prompting two guidance raises and consistent outperformance in 2026. XHR trades at 9.5x FY26 AFFO guidance, still below sector median, but the valuation gap has narrowed after a 26% share price rally. Balance sheet remains conservative with $612M liquidity and no near-term debt risks; dividend coverage has improved with a 28.6% payout ratio.
Xenia Hotels & Resorts Q2 Earnings Call Highlights
Xenia Hotels & Resorts NYSE: XHR reported second-quarter results that modestly exceeded its prior expectations, supported by rate-driven room revenue growth and continued strength in higher-end leisure and group demand. The company raised the midpoint of its full-year 2026 Adjusted EBITDAre outlook by $7 million to $273 million and increased its midpoint RevPAR growth forecast by 150 basis points to 5.5%.
Xenia Hotels & Resorts, Inc. (XHR) Q2 2026 Earnings Call Transcript
Xenia Hotels & Resorts, Inc. (XHR) Q2 2026 Earnings Call Transcript
Xenia Hotels & Resorts, Inc. (XHR) Q1 2026 Earnings Call Transcript
Xenia Hotels & Resorts, Inc. (XHR) Q1 2026 Earnings Call Transcript
Xenia Hotels & Resorts: Substantially Undervalued, Comfortable Dividends
Xenia Hotels & Resorts (XHR) is rated a 'Buy' due to strong 2025 outperformance, undervaluation, and prudent capital allocation. XHR trades at 7.76x–8.3x AFFO, well below sector medians, with nearly 30% upside to a conservative 10x multiple. Management aggressively repurchased 9.35 million shares in 2025, prioritizing buybacks over acquisitions to enhance AFFO/share.
Xenia Hotels & Resorts, Inc. (XHR) Q4 2025 Earnings Call Transcript
Xenia Hotels & Resorts, Inc. (XHR) Q4 2025 Earnings Call Transcript
Xenia Hotels & Resorts: Solid Fundamentals And Rising Dividends
Xenia Hotels & Resorts is upgraded to 'Buy' as shares appear undervalued and the balance sheet remains robust. XHR's diversified portfolio and focus on business and group segments provide resilience against travel market volatility and economic cycles. Management prioritizes share buybacks over acquisitions, signaling conviction in intrinsic value and supporting a potential 13% upside to $16.40/share.
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.
