Sunstone Hotel Investors, Inc.(SHO)— Stock Profile, AI Score & Financials
Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Sunstone Hotel Investors, Inc. (SHO) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores SHO at 51.5/100 on a 32-signal composite quality model, placing it at rank #1,527 of 2,962 stocks — the bottom half of the AI-ranked universe. SHO scores in the top quartile across earnings quality (82.6). Areas of concern include revenue growth (26.8) and institutional flow (37.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Sunstone Hotel Investors, Inc. reports quarterly revenue of $277.1M, net income of $26.0M, an operating margin of 9.5%. Top institutional holders of SHO by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, STATE STREET, based on the most recent SEC filings. SHO trades on the NYSE exchange and files with the SEC under CIK 1295810. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SHO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Sunstone Hotel Investors, Inc. directly from SEC EDGAR.
AI Quality Score
51.5/100
AI Rank
#1,527
Revenue
$277.1M
Net Income
$26.0M
Operating Margin
9.5%
SHO key financials by period
Sunstone Hotel Investors, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$960.1M
—
2.6%
FY 2024
10-K
$905.8M
—
4.7%
FY 2023
10-K
$986.5M
—
21.4%
FY 2022
10-K
$912.1M
—
10.0%
FY 2021
10-K
$509.1M
—
6.5%
FY 2020
10-K
$267.9M
—
-150.8%
Institutions holding SHO
Institutional investors reporting a position in Sunstone Hotel Investors, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue of $277.1M (+6.7% YoY) drove net income to $26.0M (+141.6% YoY), with room RevPAR up 9.3% across 14 hotels.
Biggest Revenue Drivers
Room revenue$168.3M+7.8% YoY
Occupancy increased 300 bps and ADR increased 5.1%, resulting in 9.3% RevPAR growth; Andaz Miami Beach contributed $7.6M post-reopening.
Food and beverage revenue$78.9M+1.1% YoY
Andaz Miami Beach added $3.1M, offset by decreased banquet revenue at comparable properties due to lower group demand.
Biggest Revenue Drivers
Total revenue: $277.1M+6.7% YoY
Room revenue$168.3M+7.8% YoY
Occupancy increased 300 bps and ADR increased 5.1%, resulting in 9.3% RevPAR growth; Andaz Miami Beach contributed $7.6M post-reopening.
Food and beverage revenue$78.9M+1.1% YoY
Andaz Miami Beach added $3.1M, offset by decreased banquet revenue at comparable properties due to lower group demand.
Other operating revenue$29.9M+16.5% YoY
Increased destination and resort fees, parking, and $1.5M business interruption insurance proceeds from Wailea Beach Resort storm damage.
Largest Expense Items
Hotel operating expenses$163.3M+5.1% YoY
Increased due to higher occupancy, payroll at Wailea Beach Resort, labor agreement impacts at Hyatt San Francisco, and property tax increases.
Depreciation and amortization$34.3M+0.4% YoY
Comparable portfolio increased $0.3M; Andaz Miami Beach new assets added $0.2M; Hilton New Orleans sale reduced by $0.4M.
Interest expense$11.8M-10.5% YoY
$2.1M favorable noncash change in derivative fair values, offset by higher average debt balances.
Other property-level expenses$34.9M+10.8% YoY
Increased legal, IT, credit card commissions, and management fees at comparable portfolio and Andaz Miami Beach.
Margins: Hotel operating expenses rose 5.1% against 6.7% revenue growth, reflecting inflationary pressures on payroll, property taxes, and maintenance, though occupancy gains and operator pricing helped offset incremental costs. Interest expense declined 10.5% YoY due to favorable derivative mark-to-market movements.
Watch Items from the Filing
Geographic concentration: Southern California 23%, Northern California 13%, Florida 18%, Hawaii 16%, DC 11% of trailing 12-month revenue creates exposure to regional economic, tax, and weather volatility.
Wailea Beach Resort storm damage in Q1 2026: $1.6M impairment loss recorded; $2.4M insurance recovery received in Q2; additional restoration costs and insurance recoveries may be realized.
Debt maturity concentration: $105M Series B Senior Notes due January 2028 (3 of 4 debt tranches mature 2028–2031); 59.2% fixed rate as of June 30, 2026 provides partial rate protection.
Hyatt Regency San Francisco sold July 30, 2026 for $279M gross proceeds; subsequent $25M credit facility repayment restores full borrowing capacity; reduces portfolio to 13 hotels post-sale.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
