Wyndham and Choice Hotels Report Earnings
Skift Take
Wyndham Hotels had a better than expected fourth quarter in 2025, while Choice Hotels reported results in line with analyst expectations. Plus, the sector's hotel and development news.
The DJIA was down 268 points, while the Nasdaq was down 71, the S&P 500 fell 19 points and the 10-year treasury yield was pretty much flat at 4.08%. Lodging stocks were mixed. WH was up 6%, HST traded up to a new high but AHT fell -5% on the day.
Host Hotels did not disappoint in its earnings report, beating estimates, coming in with guidance ahead of expectations, while also confirming the sales of the 444-room Four Seasons Resort Orlando and 125-room Four Seasons Resort and Residences in Jackson Hole, Wyoming, for a combined sales price of $1.1 billion. HST purchased the hotels in 2021 and 2022 for $925 million. Also sold in January was the St. Regis Houston for $51 million. HST will be spending $300 million to $500 million on renovations in their second transformational capital program with Marriott. The expectation is that $500 million of the sales proceeds will be coming back to shareholders in a special dividend.
Wyndham Hotels had
