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U.S. Hotel and Resort REITs Industry Analysis

UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies15
  • 7D1.5%
  • 3M11.7%
  • 1Y2.4%
  • YTD6.9%

The Hotel and Resort REITs industry is up 1.5% in the last week, with Host Hotels & Resorts up 1.8%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

Has the U.S. Hotel and Resort REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Feb 2026US$35.0bUS$22.1bUS$757.7m31.9x46.1x1.6x
Thu, 15 Jan 2026US$33.4bUS$22.2bUS$749.5m29.7x44.6x1.5x
Sat, 13 Dec 2025US$32.8bUS$22.2bUS$749.5m30.2x43.7x1.5x
Mon, 10 Nov 2025US$32.3bUS$22.2bUS$726.0m29.1x44.4x1.5x
Wed, 08 Oct 2025US$30.9bUS$22.3bUS$873.6m27.4x35.4x1.4x
Fri, 05 Sep 2025US$32.9bUS$22.2bUS$901.9m30.4x36.5x1.5x
Sun, 03 Aug 2025US$29.9bUS$22.3bUS$931.5m25.6x32.1x1.3x
Tue, 01 Jul 2025US$31.1bUS$22.1bUS$984.8m25.8x31.6x1.4x
Thu, 29 May 2025US$30.4bUS$22.1bUS$984.8m24x30.8x1.4x
Sat, 26 Apr 2025US$27.6bUS$21.9bUS$1.1b18.8x24.2x1.3x
Mon, 24 Mar 2025US$30.9bUS$21.9bUS$1.1b24.3x27.2x1.4x
Wed, 19 Feb 2025US$34.4bUS$21.8bUS$1.5b18x22.5x1.6x
Fri, 17 Jan 2025US$35.8bUS$21.8bUS$1.5b17.7x23.5x1.6x
Sun, 15 Dec 2024US$38.3bUS$21.8bUS$1.5b19.4x25x1.8x
Tue, 12 Nov 2024US$37.0bUS$21.7bUS$1.6b19.6x23.6x1.7x
Thu, 10 Oct 2024US$36.6bUS$21.6bUS$1.5b20.3x25.1x1.7x
Sat, 07 Sep 2024US$34.6bUS$21.7bUS$1.4b18.2x23.9x1.6x
Mon, 05 Aug 2024US$34.6bUS$21.6bUS$1.5b18.2x22.9x1.6x
Wed, 03 Jul 2024US$35.7bUS$21.4bUS$1.2b21.4x28.7x1.7x
Fri, 31 May 2024US$36.6bUS$21.4bUS$1.2b23.3x29.4x1.7x
Sun, 28 Apr 2024US$38.7bUS$21.3bUS$1.4b24.9x28.1x1.8x
Tue, 26 Mar 2024US$41.9bUS$21.3bUS$1.4b26.1x30.3x2x
Thu, 22 Feb 2024US$40.2bUS$21.1bUS$1.1b27.8x35.5x1.9x
Sat, 20 Jan 2024US$40.3bUS$21.4bUS$1.1b26.6x35.3x1.9x
Mon, 18 Dec 2023US$40.2bUS$21.4bUS$1.1b26.7x35.1x1.9x
Wed, 15 Nov 2023US$34.7bUS$21.4bUS$1.1b24.6x30.3x1.6x
Fri, 13 Oct 2023US$34.3bUS$21.3bUS$1.4b22.3x24.2x1.6x
Sun, 10 Sep 2023US$34.3bUS$21.3bUS$1.4b21.3x24.3x1.6x
Tue, 08 Aug 2023US$35.5bUS$21.4bUS$1.5b22.7x24.3x1.7x
Thu, 06 Jul 2023US$36.4bUS$21.2bUS$1.8b22x20x1.7x
Sat, 03 Jun 2023US$36.9bUS$21.2bUS$1.8b22x20.3x1.7x
Mon, 01 May 2023US$34.7bUS$20.1bUS$1.3b20.9x27.5x1.7x
Wed, 29 Mar 2023US$33.0bUS$20.0bUS$1.2b20x28x1.6x
Price to Earnings Ratio

28x


Total Market Cap: US$33.0bTotal Earnings: US$1.2bTotal Revenue: US$20.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hotel and Resort REITs Industry Price to Earnings3Y Average 29.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Hotel and Resort REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 46.1x which is higher than its 3-year average PE of 29.5x.
  • The industry is trading close to its 3-year average PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Hotel and Resort REITs industry have declined 14% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.2% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Real Estate industry?

US Market-1.93%
Real Estate1.46%
Hotel and Resort REITs1.45%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
No data available

Latest News

APLE
US$12.27
Apple Hospitality REIT
7D
-1.6%
1Y
-20.2%
INN
US$4.50
Summit Hotel Properties
7D
-4.5%
1Y
-32.5%
XHR
US$15.73
Xenia Hotels & Resorts
7D
-1.6%
1Y
7.3%

XHR: Share Repurchases And Updated Assumptions Will Support A Fair Outlook

Analysts have lifted their fair value estimate for Xenia Hotels & Resorts from US$12.00 to US$16.00, citing updated assumptions for revenue growth, profit margins, a lower discount rate, and a revised future P/E outlook. What's in the News Xenia Hotels & Resorts repurchased 3,717,939 shares from July 1, 2025 to December 4, 2025, representing 3.88% of its shares for US$48.91 million (Key Developments).
HST
US$19.89
Host Hotels & Resorts
7D
-0.2%
1Y
16.7%

HST: Positive Catalyst Watch And Special Dividend Will Support Bullish Repricing

Narrative Update Analysts have nudged their fair value estimate for Host Hotels & Resorts to about US$23.62 from roughly US$22.96, reflecting updated views on profitability, discount rates, and P/E assumptions, alongside a series of recent price target increases and a new Positive Catalyst Watch designation. Analyst Commentary Recent research on Host Hotels & Resorts has leaned more positive, with several bullish analysts adjusting their views and price targets.
PK
US$11.20
Park Hotels & Resorts
7D
-4.8%
1Y
-14.9%

PK: Future Upside Will Rely On Balance Sheet And Margin Discipline

Analysts have nudged their blended price target for Park Hotels & Resorts slightly lower by about $0.05, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E after a mix of recent target trims and one upward revision across the Street. Analyst Commentary Recent research on Park Hotels & Resorts has been mixed, but you can still pick out a clear bullish thread.
DRH
US$9.87
DiamondRock Hospitality
7D
-1.4%
1Y
13.3%

DRH: Fair Outlook Balances Trading Sector Risks With RevPAR EBITDA Catalysts

Analysts have raised their fair value estimate for DiamondRock Hospitality to $9.00 from $7.00, citing updated assumptions for revenue, profit margins and future P/E, along with a series of recent price target increases and rating changes across Wall Street. Analyst Commentary Recent research on DiamondRock Hospitality points to a mixed backdrop, with several firms updating ratings and price targets.
RHP
US$100.52
Ryman Hospitality Properties
7D
-1.5%
1Y
-4.0%

RHP: Focused Convention And Entertainment Platform Will Support Future Cash Flow Leadership

Analysts now see Ryman Hospitality Properties' fair value as broadly unchanged at about $112.07, reflecting a tighter discount rate and updated hotel REIT sector views, including recent price target adjustments ranging from $109 to $131 across the Street. Analyst Commentary Recent research on Ryman Hospitality Properties clusters around fine tuning rather than resetting views, with price targets now spanning roughly $109 to $131 and reflecting different expectations for hotel REIT execution and risk.
SHO
US$9.22
Sunstone Hotel Investors
7D
-1.7%
1Y
-19.4%

SHO: Future View Will Highlight Buybacks Stable Earnings Outlook And Margin Refinements

Analysts have modestly adjusted their price target for Sunstone Hotel Investors to reflect updated assumptions around discount rates, revenue growth, profit margins, and future P/E. These valuation inputs now point to a fair value of about US$9.00 per share.