Xenia Hotels & Resorts Provides Business Update

Xenia Hotels & Resorts (NYSE: XHR) provided a business update ahead of Nareit REITworld on Dec 4, 2025, reporting quarter-to-date portfolio strength and forward-looking metrics for 2026.

Rhea-AI Summary

Xenia Hotels & Resorts (NYSE: XHR) provided a business update ahead of Nareit REITworld on Dec 4, 2025, reporting quarter-to-date portfolio strength and forward-looking metrics for 2026.

Key operating metrics through Nov 30, 2025: Same-Property RevPAR +5.6% and Total RevPAR +8.1% versus the comparable 2024 period. Year-to-date through Q3 2025, rooms revenue +3.4% and non-rooms revenue +14.9%.

2026 indicators: group rooms revenue pace +~15% as of Oct 31, 2025, with ~35% of room-night demand from groups. Capital activity: through Dec 4, 2025 Xenia repurchased ~2.7M shares QTD (avg $13.56) and 9.4M shares YTD (~9.2% of 2024 shares outstanding), with ~$97.5M remaining authorization.

Positive

• Same-Property RevPAR +5.6% through Nov 30, 2025
• Total RevPAR +8.1% through Nov 30, 2025
• Group rooms revenue pace +~15% for 2026 (as of Oct 31, 2025)
• Non-rooms revenue growth +14.9% YTD through Q3 2025
• Share repurchases 9.4M shares YTD (~9.2% of outstanding) through Dec 4, 2025

Negative

• None.

Argus Dec 5 session

+0.30% close to close Open Argus

Details

News Market Reaction – XHR

On Dec 5, the first trading day after this news, XHR closed 0.30% above the previous close.

Data tracked by StockTitan Argus for the Dec 5 session.

Key Figures

Same-Property RevPAR growth: 5.6% Total RevPAR growth: 8.1% 2026 group rooms pace: 15% increase +5 more

Same-Property RevPAR growth

5.6%

Q4 2025 quarter-to-date vs comparable 2024 period

Total RevPAR growth

8.1%

Q4 2025 quarter-to-date vs comparable 2024 period

2026 group rooms pace

15% increase

As of Oct 31, 2025 vs prior-year 2025 pace

Group demand mix

35% of room night demand

Share of demand from group segment

Rooms revenue mix

56% of revenues

Year-to-date through Q3 2025

Non-rooms revenue mix

44% of revenues

Year-to-date through Q3 2025

QTD share repurchases

2.7 million shares at $13.56

Quarter-to-date through Dec 4, 2025

YTD repurchases

9.4M shares (9.2% of 2024 shares)

Year-to-date through Dec 4, 2025

Historical Context

5 past events · Latest: Nov 13

5 events

1. Nov 13

   Dividend declaration

   24h Move

   +1.7%

   Announced Q4 2025 cash dividend of $0.14 per share.

2. Oct 31

   Earnings update

   24h Move

   -3.5%

   Reported Q3 2025 results with net loss and updated guidance.

3. Sep 15

   Dividend declaration

   24h Move

   +0.4%

   Declared Q3 2025 dividend of $0.14 per share.

4. Sep 02

   Conference call timing

   24h Move

   +0.2%

   Announced timing of Q3 2025 earnings release and call.

5. Aug 01

   Earnings report

   24h Move

   -1.8%

   Reported strong Q2 2025 results and raised full-year guidance.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

RevPAR, Total RevPAR, group rooms revenue pace, non-rooms revenues, +4 more

8 terms

RevPAR financial

"Strong Portfolio RevPAR and Total RevPAR Performance Quarter-to-Date"

RevPAR, or revenue per available room, is a measure used in the hotel industry to show how much money a hotel earns from each of its rooms over a certain period. It helps investors understand how well a hotel is performing financially, similar to how a store's sales per square foot reveal its profitability. Higher RevPAR indicates better use of resources and stronger financial health.

Total RevPAR financial

"Strong Portfolio RevPAR and Total RevPAR Performance Quarter-to-Date"

Total revenue per available room (total revpar) measures how much money a hotel earns from all its rooms during a specific period, considering both occupied and vacant rooms. It helps investors understand the overall revenue generated by a hotel's entire inventory, similar to how a store's total sales reflect its overall performance. This metric is important because it shows the hotel's ability to maximize income from its available space, regardless of how many rooms are booked.

group rooms revenue pace financial

"2026 group rooms revenue pace was up approximately 15% as of October 31, 2025"

Group rooms revenue pace measures how quickly revenue from group bookings—such as conferences, events, or large gatherings—is growing or declining over a certain period. It helps investors gauge the health and future potential of a hospitality business by indicating whether demand for large-scale events is increasing or decreasing, which can impact overall revenue and profitability.

non-rooms revenues financial

"The Company's revenues consisted of 56% rooms revenues and 44% non-rooms revenues."

Non-rooms revenues are income generated from services and products other than guest accommodations, such as food, drinks, events, or retail sales. They matter to investors because they often have higher profit margins and can help diversify a business’s income, making it less dependent on room bookings alone. This can indicate a company's overall financial health and ability to generate consistent cash flow.

lodging REIT financial

"The Company's weighting of non-rooms revenues was greater than that of any of its lodging REIT peers"

A lodging REIT is a company that owns and manages hotels or similar accommodations, generating income from the fees paid by guests. For investors, it offers a way to participate in the travel and hospitality industry without directly owning property, with earnings influenced by factors like tourism trends and travel demand. This makes lodging REITs a potential source of income and growth linked to the health of the travel sector.

NAV financial

"Share Repurchases based on Favorable Outlook & Compelling Valuation Versus NAV"

Net asset value (NAV) is the total value of all the investments and assets in a fund or company, minus any debts or liabilities, divided by the number of shares or units outstanding. It represents the per-share worth, giving investors an idea of what each share is truly worth based on the underlying assets. Think of it like a company's total worth divided among its shares, helping investors assess whether a share is fairly priced.

View in glossary

share repurchase authorization financial

"The Company had approximately $97.5 million remaining under its share repurchase authorization"

A share repurchase authorization is a company's official approval to buy back its own shares from the market. This signals that the company believes its stock is a good investment and can help increase the value of remaining shares by reducing how many are available. For investors, it often suggests confidence from the company and can influence the stock’s price.

forward-looking statements regulatory

"This press release contains statements as to the Company's beliefs and expectations... that are forward-looking statements"

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

ORLANDO, Fla., Dec. 4, 2025 /PRNewswire/ -- Xenia Hotels & Resorts, Inc. (NYSE: XHR) ("Xenia" or the "Company") today provided a business update ahead of its participation at Nareit's REITworld: 2025 Annual Conference.

Operations – Strong Portfolio RevPAR and Total RevPAR Performance Quarter-to-Date

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 the fourth quarter through November 30^th, the Company estimates that Same-Property RevPAR and Total RevPAR increased 5.6% and 8.1%, respectively, versus the comparable period in 2024.

2026 Outlook – Group Demand and Diverse Revenue Mix Expected to Drive Growth

The Company 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, compared to group rooms revenue pace for 2025 at the same time last year. The level of pace increase is meaningful, given that approximately 35% of the Company's room night demand is derived from the group segment. The Company's premium lodging real estate portfolio (100% luxury and upper upscale as defined by STR) continues to be attractive to groups, as does the Company's Sunbelt-oriented footprint and affiliation with the best lodging brands (100% of the portfolio is branded).
  
  
• The Company's diverse revenue mix is expected to underpin growth in 2026. Year-to-date through third quarter 2025, the Company's revenues consisted of 56% rooms revenues and 44% non-rooms revenues. The Company's weighting of non-rooms revenues was greater than that of any of its lodging REIT peers during this period.¹
  
  
• The Company expects non-rooms revenue growth to outpace rooms revenue growth again in 2026. Year-to-date through the third quarter of 2025, the Company's non-rooms revenues growth rate was over four times greater than its rooms revenues growth rate.² The Company's investments in meeting space and group amenities have helped drive the recent growth in non-rooms revenues.

Capital Markets Activity – Share Repurchases based on Favorable Outlook & Compelling Valuation Versus NAV

Quarter-to-date, through December 4^th, 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 $97.5 million remaining under its share repurchase authorization as of December 4^th. 

1. Referenced lodging REIT peers include DRH, HST, PK, PEB, and SHO and is based upon publicly available information.
2. Same-Property rooms revenues growth rate of +3.4%, Same-Property non-rooms revenues growth rate of +14.9%.

About Xenia Hotels & Resorts, Inc.
Xenia Hotels & Resorts, Inc. is a self-advised and self-administered REIT that invests in uniquely positioned luxury and upper upscale hotels and resorts with a focus on the top 25 lodging markets as well as key leisure destinations in the United States. The Company owns 30 hotels and resorts comprising 8,868 rooms across 14 states. Xenia's hotels are in the luxury and upper upscale segments, and are operated and/or licensed by industry leaders including Marriott, Hyatt, Kimpton, Fairmont, Loews, Hilton, and The Kessler Collection. For more information on Xenia's business, refer to the Company website at www.xeniareit.com.

This press release contains statements as to the Company's beliefs and expectations of the outcome of future events that are forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995 and within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are not historical facts but are based on certain assumptions of management and describe the Company's 2025 estimates and 2026 outlook, future plans, strategies and expectations. Forward-looking statements are generally identifiable by use of words such as "may," "could," "expect," "intend," "plan," "seek," "anticipate," "believe," "estimate," "guidance," "predict," "potential," "continue," "likely," "will," "would," "illustrative," references to "outlook" and "guidance" and variations of these terms and similar expressions, or the negative of these terms or similar expressions. Forward-looking statements in this press release include, among others, statements about our strategies or plans, our performance relative to the industry and/or peers, or other future events, the outlook related to macroeconomic factors, and our beliefs or expectations relating to our future performance including our 2025 estimates and 2026 outlook and guidance, results of operations and financial conditions. Such forward-looking statements are necessarily based upon estimates and assumptions that, while considered reasonable by us and our management, are inherently uncertain. As a result, our actual results, performance or achievements may differ materially from those expressed or implied by these forward-looking statements, which are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors that are, in some cases, beyond the Company's control and which could materially affect actual results, performances or achievements. Other factors that could cause results to differ are described in the filings made from time to time by the Company with the U.S. Securities and Exchange Commission and include the risk factors and other risks and uncertainties described in the Company's Annual Report on Form 10-K, as updated in its Quarterly Reports. Accordingly, there is no assurance that the Company's expectations will be realized. We caution you not to place undue reliance on any forward-looking statements, which are made only as of the date of this press release. We do not undertake or assume any obligation to update publicly any of these forward-looking statements to reflect actual results, new information or future events, changes in assumptions or changes in other factors affecting forward-looking statements, except to the extent required by applicable law. If we update one or more forward-looking statements, no inference should be drawn that we will make additional updates with respect to those or other forward-looking statements.

For further information about the Company's business and financial results, please refer to the "Management's Discussion and Analysis of Financial Condition and Results of Operations" and "Risk Factors" sections of the Company's SEC filings, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, copies of which may be obtained at the Investor Relations section of the Company's website at www.xeniareit.com.

All information in this press release is as of the date of this release. The Company undertakes no duty to update the statements in this press release to conform the statements to actual results or changes in the Company's expectations.

Availability of Information on Xenia's Website
Investors and others should note that Xenia routinely announces material information to investors and the marketplace using U.S. Securities and Exchange Commission (SEC) filings, press releases, public conference calls, webcasts, and the Investor Relations section of Xenia's website. While not all the information that the Company posts to the Xenia website is of a material nature, some information could be deemed to be material. Accordingly, the Company encourages investors, the media, and others interested in Xenia to review the information that it shares at the Investor Relations link located on www.xeniareit.com. Users may automatically receive email alerts and other information about the Company when enrolling an email address by visiting "Email Alerts / Investor Information" in the "Corporate Overview" section of Xenia's Investor Relations website at www.xeniareit.com.

For additional information or to receive press releases via email, please visit our website at www.xeniareit.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/xenia-hotels--resorts-provides-business-update-302633501.html

SOURCE Xenia Hotels & Resorts, Inc.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did XHR report for Same-Property RevPAR through Nov 30, 2025?

XHR estimated Same-Property RevPAR +5.6% versus the comparable period in 2024.

How much has XHR repurchased in shares year-to-date through Dec 4, 2025?

XHR repurchased approximately 9.4 million shares YTD, equal to about 9.2% of 2024 shares outstanding.

What is XHR's group rooms revenue pace for 2026 and why does it matter?

As of Oct 31, 2025, XHR's 2026 group rooms revenue pace was up ~15%; groups account for ~35% of the company's room-night demand.

How much of XHR's 2025 revenue mix was non-rooms through Q3 2025?

Year-to-date through Q3 2025, 44% of revenue was non-rooms, with non-rooms growth outpacing rooms.

What portfolio scale and positioning does XHR report as of Dec 4, 2025?

XHR owns 30 hotels with 8,868 rooms across 14 states, focused on luxury and upper upscale, 100% branded.

How much share repurchase capacity remained for XHR as of Dec 4, 2025?

XHR reported approximately $97.5 million remaining under its share repurchase authorization.