Xenia Hotels Reports Q4 RevPAR Growth of 5.6%
Xenia Hotels provided a business update. Quarter-to-date portfolio performance has been in line with the company's prior expectations, and the government shutdown early in the quarter did not have a material impact on portfolio performance. For Q4 through November 30th, the company estimates that Same-Property RevPAR and Total RevPAR increased 5.6% and 8.1%, respectively, vs. the comparable period in 2024. The company believes it continues to be well-positioned for 2026, as evidenced by the following: 2026 group rooms revenue pace was up approximately 15% as of October 31, 2025, vs. group rooms revenue pace for 2025 at the same time last year. Approximately 35% of the company's room night demand is derived from the group segment. The company's revenue mix is expected to underpin growth in 2026. Year-to-date through Q3 2025, revenues consisted of 56% rooms revenues and 44% non-rooms revenues. Expects non-rooms revenue growth to outpace rooms revenue growth again in 2026. Quarter-to-date, through December 4th, the company repurchased approximately 2.7 million shares of common stock at a weighted average price of $13.56/share. Year-to-date, through December 4th, the company has repurchased approximately 9.4 million shares or 9.2% of shares outstanding as of December 31, 2024. The company had approximately $97.5M remaining under its share repurchase authorization as of December 4th.
Trade with 70% Backtested Accuracy
Analyst Views on XHR
About XHR
About the author

- Earnings Release Schedule: Xenia Hotels will report its Q1 2026 financial results before market open on May 1, 2026, with management discussing performance during a conference call at 1:00 PM, indicating a focus on investor engagement.
- Conference Call Participation: Investors are advised to dial (833) 470-1428 ten minutes prior to the call and use access code 982356, reflecting the company's commitment to transparency and effective communication with stakeholders.
- Replay and Webcast Availability: For those unable to attend live, a replay will be available one hour post-call at (866) 813-9403, showcasing the company's adaptability to investor needs and preferences.
- Company Overview: Xenia is a self-advised REIT investing in luxury and upper upscale hotels across the top 25 lodging markets in the U.S., owning 30 hotels with 8,868 rooms, demonstrating its strong positioning in the high-end hospitality sector.
- Earnings Release Schedule: Xenia Hotels & Resorts will report its Q1 2026 financial results before market open on May 1, 2026, with management discussing performance during a conference call at 1:00 PM, likely drawing investor interest.
- Conference Call Participation: Investors should dial (833) 470-1428 approximately ten minutes before the call, using access code 982356, ensuring timely participation and enhancing interaction with management.
- Replay and Webcast Availability: For those unable to listen live, a replay will be available one hour post-call by dialing (866) 813-9403, with the replay archived online for 90 days, improving information transparency.
- Company Overview: Xenia Hotels & Resorts is a self-advised REIT focusing on luxury and upper upscale hotels in the top 25 lodging markets and key leisure destinations in the U.S., owning 30 hotels with 8,868 rooms, enhancing its competitive edge in the high-end market.
- Strong Financial Performance: In Q4 2025, Xenia Hotels reported a net income of $6.1 million and adjusted EBITDAre of $63.6 million, both exceeding the upper end of guidance, indicating significant financial growth driven by robust market demand.
- Significant RevPAR Growth: Same-property RevPAR increased by 4.5% year-over-year, while total RevPAR rose by 6.7%, with the Grand Hyatt Scottsdale achieving over 104% RevPAR growth, reflecting strong performance in high-demand markets and an expanding customer base.
- Share Repurchases and Investments: The company repurchased approximately 9.4 million shares in 2025 and invested $87 million in portfolio enhancements, demonstrating a proactive strategy in optimizing capital structure and enhancing asset value, which is expected to drive future earnings growth.
- Optimistic Outlook: Initial 2026 guidance projects same-property RevPAR growth of 1.5% to 4.5% and a 7% increase in adjusted FFO per share, with group room revenue pace up about 10%, indicating strong potential for continued growth ahead.
- Quarterly Dividend Announcement: Xenia Hotels has declared a quarterly dividend of $0.14 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability.
- Yield Information: The forward yield of 3.54% provides investors with a relatively attractive return, enhancing market interest in the company's stock.
- Record Date for Shareholders: The dividend will be payable on April 15, with a record date of March 31, ensuring that shareholders holding stock before this date will receive the dividend.
- Ex-Dividend Date Arrangement: The ex-dividend date is also set for March 31, meaning investors must purchase shares before this date to qualify for the dividend, which may influence trading activity in the short term.
- Strong Financial Performance: Xenia Hotels reported a Q4 FFO of $0.45, beating expectations by $0.03, indicating a sustained enhancement in profitability.
- Revenue Growth: The fourth-quarter revenue reached $265.58 million, up 1.4% year-over-year, exceeding market expectations by $0.81 million, reflecting the company's robust market performance.
- Key Operational Metrics Improvement: Same-property occupancy rose to 66.1%, an increase of 130 basis points year-over-year, indicating a recovery in market demand, while same-property RevPAR grew by 4.5% to $176.45, further strengthening the revenue base.
- Positive Future Outlook: The adjusted EBITDA guidance for 2026 is projected between $250 million and $270 million, demonstrating the company's confidence in future growth, despite anticipated renovation disruptions negatively impacting earnings by approximately $1 million.
- Significant Revenue Growth: In Q4 2025, Xenia Hotels reported a 4.5% increase in Same-Property RevPAR, building on a 5.6% growth in Q4 2024, indicating strong group and transient demand that is expected to drive future revenue increases.
- Total Revenue Enhancement: For the full year 2025, Same-Property Total RevPAR rose by 8.0%, primarily due to substantial growth in food and beverage and other revenues, reflecting the company's strong performance in the high-quality hotel market and effective cost controls.
- Increased Shareholder Returns: The company repurchased over $120 million in stock in 2025, leading to a 15.4% year-over-year increase in Adjusted FFO per share, showcasing successful capital allocation strategies that enhance shareholder confidence.
- Optimistic Future Outlook: The Same-Property RevPAR for Q1 2026 is estimated to grow by 4.6%, indicating that the company can maintain strong growth momentum despite economic uncertainties, suggesting sustainable growth potential moving forward.









