Xenia Hotels & Resorts, Inc.
XHR · Hotels & Motels · 92.2M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $120M (gross $133M, SBC $13M)
Reference price $17.00 · est. market cap ~$1.6B — last insider sale, 2026-05-07 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C64Mid-pack lodging REIT with Marriott/Hyatt-branded resorts and returns clustered around the sector median.
Strengths
- Net-income growth 291% (100th pct) on continued demand recovery
- OCF margin 16.4% (58th) and net margin 5.8% (56th) — near or just above median
- Moderate REIT leverage (D/E 1.25, 50th pct)
Risks
- ROE 5.6% (55th) and ROA 2.2% (50th) — no standout return metric
- High fixed-cost, cyclical lodging model with brand and geographic concentration
- REIT distribution requirements limit retained capital for renovations/acquisitions
Notable findings
- Insider sellingInsider selling — 4 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$6M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
30.6%
Operating margin
10.0%
Net margin
5.8%
Return on equity
5.6%
Return on assets
2.2%
ROIC
3.3%
Revenue growth (QoQ)
11.2%
Net-income growth
290.8%
Debt / equity
1.3×
Net debt / EBITDA
5.4×
EBITDA
$238M
Tangible book value
$1.1B
Cash & investments
$140M
Stock comp / revenue
1.2%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-07 | SHAH ATISH | Sell | 120K | $17.00 |
| 2026-05-06 | Johnson Joseph T | Sell | 25K | $16.69 |
| 2026-02-26 | BLOOM BARRY A N | Sell | 152K | $15.73 |
| 2026-02-25 | BLOOM BARRY A N | Sell | 51K | $15.62 |
| 2025-01-17 | SHAH ATISH | Option exercise | 43K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-14 | Shareholder voteExhibits | filing ↗ |
| 2026-05-01 | ResultsExhibits | filing ↗ |
| 2026-02-24 | ResultsReg FDExhibits | filing ↗ |
| 2025-12-04 | Reg FDExhibits | filing ↗ |
| 2025-10-31 | ResultsExhibits | filing ↗ |
| 2025-08-01 | ResultsExhibits | filing ↗ |
| 2025-05-14 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2025-05-02 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-14 | 2026-05-14 | 0001628280-26-035130 ↗ |
| 8-K | 2026-05-01 | 2026-05-01 | 0001628280-26-029092 ↗ |
| 10-Q | 2026-05-01 | 2026-03-31 | 0001628280-26-029383 ↗ |
| 10-K | 2026-02-24 | 2025-12-31 | 0001628280-26-011060 ↗ |
| 8-K | 2026-02-24 | 2026-02-24 | 0001628280-26-010860 ↗ |
| 8-K | 2025-12-04 | 2025-12-04 | 0001628280-25-055390 ↗ |
| 8-K | 2025-10-31 | 2025-10-31 | 0001628280-25-047659 ↗ |
| 10-Q | 2025-10-31 | 2025-09-30 | 0001628280-25-047832 ↗ |
| 8-K | 2025-08-01 | 2025-08-01 | 0001616000-25-000069 ↗ |
| 10-Q | 2025-08-01 | 2025-06-30 | 0001616000-25-000071 ↗ |
| 8-K | 2025-05-14 | 2025-05-13 | 0001616000-25-000057 ↗ |
| 10-Q | 2025-05-02 | 2025-03-31 | 0001616000-25-000046 ↗ |