Sotherly Hotels Inc.(SOHOB)Stock Analysis
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Limited institutional coverage
Quality rankings require at least 50 unique 13-F institutional holders to ensure peer comparisons are meaningful. Only 27 institutional filers currently hold this stock.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
SOHOB Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Sotherly Hotels Inc. (SOHOB), a Real Estate sector company. SOHOB is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least 50 unique 13-f institutional holders to ensure peer comparisons are meaningful. only 27 institutional filers currently hold this stock. Based on the latest XBRL financial filings (Q4 2025), Sotherly Hotels Inc. reports quarterly revenue of $33.0M, net income of $-8.5M, free cash flow of $554.8K. Top institutional holders of SOHOB by reported 13-F value include GAMCO INVESTORS, ET AL, VANGUARD GROUP, AlphaCore Capital, based on the most recent SEC filings. SOHOB trades on the Nasdaq exchange and files with the SEC under CIK 1301236. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SOHOB 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 Sotherly Hotels Inc. directly from SEC EDGAR.
Revenue
Q4 2025
$33.0M
Net Income
Q4 2025
$-8.5M
Free Cash Flow
Q4 2025
$554.8K
ROIC
Q4 2025
-0.1%
D/E Ratio
Q4 2025
11.15
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-3.0% YoYNet Income
-690.2% YoYOperating Income
-38.5% YoYEPS (Diluted)
-126.5% YoYTotal Assets
-1.6% YoYTotal Debt
-0.4% YoYOp. Cash Flow
-60.2% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2019 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|
| Revenue | $176.4M -3.0% | $181.9M +9.5% | $166.1M -10.6% | $185.8M +20.4% | $154.3M +0.9% | $152.8M |
| Net Income | $-7.7M -690.2% | $1.3M -96.0% | $32.5M +1604.0% | $1.9M +331.5% | $442.5K -52.3% | $926.7K |
| Operating Income | $12.7M -38.5% | $20.6M +0.5% | $20.6M +12.0% | $18.3M +13.5% | $16.2M -13.1% | $18.6M |
| EPS (Diluted) | $-0.77 -126.5% | $-0.34 -124.3% | $1.40 | — | $-0.24 -2300.0% | $-0.01 |
| Total Assets | $407.9M -1.6% | $414.4M +1.9% | $406.6M -16.6% | $487.2M +18.8% | $410.0M +1.0% | $406.0M |
| Total Debt | $315.2M -0.4% | $316.5M -1.2% | $320.5M -10.6% | $358.6M +20.6% | $297.3M +5.2% | $282.7M |
| Operating Cash Flow | $10.3M -60.2% | $25.9M +288.8% | $6.7M -70.4% | $22.5M +41.8% | $15.8M -11.9% | $18.0M |
AI Insight: SOHOB Financial Trends
SOHOB shows persistent quarterly volatility with Q4 2025 delivering negative operating income and an $8M net loss.
• Revenue declined from $51M in Q2 2024 to $41M in Q4 2025 despite seasonal fluctuations.
• Operating income turned negative in Q4 2025 at -$1M, down from $4M in Q4 2024.
• Equity dropped from $49M in Q1 2024 to $28M in Q4 2025.
⚠ Operating cash flow deteriorated to near-zero in Q3 2025 and $1M in Q4 2025.
⚠ Total debt remained elevated around $315-321M range throughout the period.
AI Insight: SOHOB Ratio Trends
Sotherly Hotels suffered dramatic deterioration in Q4 2025 with negative operating margin of -1.2% and ROIC turning negative for the first time.
• Operating margin collapsed from 13.5% in Q2 2025 to -1.2% in Q4 2025, marking first negative quarter.
• ROIC turned negative to -0.6% in Q4 2025 after peaking at 7.3% in Q2 2025.
• Debt-to-equity ratio surged from 6.84 in Q1 2025 to 11.15 in Q4 2025.
⚠ Extreme Q3-Q4 seasonality pattern with operating margins swinging from double-digits to deeply negative.
⚠ ROE volatility remains severe, ranging from +40.7% in Q1 2025 to -119.7% in Q4 2025.
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Available Research
13F Pro tracks comprehensive data for Sotherly Hotels Inc. including:
Top Institutional Holders of SOHOB
GAMCO INVESTORS, INC. ET AL
$1.8M859,249 shVANGUARD GROUP INC
$1.6M734,948 shAlphaCore Capital LLC
$677.3K315,000 shPenderFund Capital Management Ltd.
$397.3K184,798 shGEODE CAPITAL MANAGEMENT, LLC
$355.0K165,055 shJBF Capital, Inc.
$215.0K100,000 shSTATE STREET CORP
$175.1K81,448 shMORGAN STANLEY
$165.4K76,949 shPRELUDE CAPITAL MANAGEMENT, LLC
$116.2K54,052 shRENAISSANCE TECHNOLOGIES LLC
$111.2K51,714 sh
| Fund | Value | Shares |
|---|---|---|
| GAMCO INVESTORS, INC. ET AL | $1.8M | 859,249 |
| VANGUARD GROUP INC | $1.6M | 734,948 |
| AlphaCore Capital LLC | $677.3K | 315,000 |
| PenderFund Capital Management Ltd. | $397.3K | 184,798 |
| GEODE CAPITAL MANAGEMENT, LLC | $355.0K | 165,055 |
| JBF Capital, Inc. | $215.0K | 100,000 |
| STATE STREET CORP | $175.1K | 81,448 |
| MORGAN STANLEY | $165.4K | 76,949 |
| PRELUDE CAPITAL MANAGEMENT, LLC | $116.2K | 54,052 |
| RENAISSANCE TECHNOLOGIES LLC | $111.2K | 51,714 |
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Popular Research
Is SOHOB a good stock to buy?
13F Pro's AI-powered analysis of Sotherly Hotels Inc. (SOHOB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SOHOB are available on the SOHOB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SOHOB?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SOHOB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Sotherly Hotels Inc.'s investment landscape.