Apple Hospitality REIT

Hotel stocks face pressure amid analyst downgrades, mixed industry performance data, and various property transactions. Companies like Hyatt, Gencom, and Ashford Trust announced changes.

Minor International Plc plans to expand in the U.S. with an Anantara hotel by early next year, driven by the surge in bookings at its Thailand properties following The White Lotus exposure.

Loews Hotels is undergoing its largest expansion, opening three new Orlando hotels with Comcast’s Universal, adding 2,000 rooms and reaching 11 properties in the area.

Hyatt announced Hyatt Select, a new upper-midscale brand, and celebrated the opening of its first Hyatt Studios location.

IHG reported strong Q4 2024 results, announced the acquisition of the Ruby brand, raised its dividend by 10%, and launched a $900 million buyback, but investors remained unimpressed despite its strong performance.

Hyatt Hotels Corporation announced a record pipeline of 138,000 rooms, expanded its Lifestyle Portfolio with acquisitions, appointed new leaders, and continues to strengthen its brand offerings for growth and profitability.

What started out as a promising rebound day fizzled by the close with the DJIA up 15, Nasdaq down 20, the S&P 500 down 5 points and the 10-year treasury yield up .08 to 4.57%. Lodging…

The U.S. hotel deals market is expected to see steady annual growth of around 10% over the next few years, despite regional variations in activity.

Ryman and Apple Hospitality both reported earnings beats, with Ryman raising its dividend and Apple buying back shares and tightening guidance, while Summit grew results despite hurricanes.

Jefferies notes that lodging stocks tied to moderate to lower-end brands are outperforming due to economic stability, while higher-end brands are underperforming amid slower leisure travel and delayed interest rate cuts.