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. (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.
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) 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 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) 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 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.
Xenia Hotels & Resorts, Inc. (XHR) Q4 2024 Earnings Call Transcript
While the top- and bottom-line numbers for Xenia Hotels & Resorts (XHR) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Xenia Hotels & Resorts (XHR) came out with quarterly funds from operations (FFO) of $0.39 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to FFO of $0.41 per share a year ago.
Xenia Hotels & Resorts (XHR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Xenia Hotels & Resorts, Inc. (NYSE:XHR ) Q3 2024 Results Conference Call November 7, 2024 11:00 AM ET Company Participants Aldo Martinez - Finance Manager Marcel Verbaas - Chair and Chief Executive Officer Barry Bloom - President and Chief Operating Officer Atish Shah - Executive Vice President and Chief Financial Officer Conference Call Participants Dori Kesten - Wells Fargo Michael Bellisario - Baird Aryeh Klein - BMO Capital Markets Austin Wurschmidt - KeyBanc Capital Tyler Batory - Oppenheimer Operator Hello, everyone, and welcome to Xenia Hotels & Resorts Third Quarter 2024 Earnings Conference Call. My name is Lydia, and I will be your operator today.