Xenia Hotels Q4 adjusted FFO per share rises on higher revenue, improved markets

Xenia Hotels & Resorts

24/02/2026 11:41

Overview

Hotel REIT's Q4 adjusted EBITDAre grew 7.5% yr/yr

Adjusted FFO per share for Q4 rose 15.4% yr/yr

Company repurchased 2.7 mln shares for $36.6 mln in Q4

Outlook

Xenia expects 2026 Same-Property RevPAR growth of 1.5% to 4.5%

Company projects 2026 Adjusted EBITDAre between $250 mln and $270 mln

Xenia anticipates renovation disruptions to impact Adjusted EBITDAre by $1 mln

Result Drivers

STRONG DEMAND - Same-Property RevPAR increased 4.5% in Q4, driven by strong group and transient demand, particularly in Santa Barbara, Orlando, San Diego, and Santa Clara

NON-ROOMS REVENUE - Growth in non-rooms revenues contributed to a 6.7% increase in Same-Property Total RevPAR for Q4

MARKET IMPROVEMENT - Houston market experienced RevPAR growth as performance improved after difficult year-over-year comparisons

Company press release: ID:nPn8cX4f4a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
$0.07
Q4 Net Income
$6.08 mln
Q4 Adjusted FFO
$43.07 mln
Q4 Adjusted FFO Per Share
$0.45
Q4 Dividend
$0.14


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the specialized reits peer group is "hold."

Wall Street's median 12-month price target for Xenia Hotels & Resorts Inc is $16.00, about 0.5% below its February 23 closing price of $15.92

The stock recently traded at 86 times the next 12-month earnings vs. a P/E of 53 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)