Apple Hospitality REIT Inc (APLE)

Over the past six months, Apple Hospitality REIT's stock (APLE) has experienced various events, including consistent monthly cash distributions, Q4 and full-year 2024 results showing revenue increases, and a provided 2025 outlook projecting RevPAR growth. The company also announced Q1 2025 results, noting a slight decline in Comparable Hotels RevPAR, and Q2 2025 earnings indicated lower sales, revenue, and net income, leading to a lowered full-year outlook. Despite this, the company continued its share repurchase program and maintained regular distributions. The stock price dipped about 4% over the past year but saw a recovery of over 9% in the three months leading up to August 2025. Executive Chairman Glade Knight also acquired shares, and the company engaged in acquisitions and dispositions of hotels.

The hotel industry, in general, experiences seasonality, which can lead to lumpiness in financial performance. While specific detailed seasonality for Apple Hospitality REIT's products and services is not extensively detailed, the nature of its business in upscale, rooms-focused hotels catering to both business and leisure travelers suggests that demand can fluctuate throughout the year. Factors such as economic uncertainty, shifts in government travel, and inflationary pressures on operating costs can influence demand and profitability. The company's diversified portfolio across various U.S. markets and demand generators aims to mitigate some of this volatility.

Apple Hospitality REIT, Inc. (APLE) is a publicly traded real estate investment trust (REIT) that specializes in owning one of the largest and most diverse portfolios of upscale, rooms-focused hotels in the United States. The company operates within the Real Estate sector, specifically in the Lodging/Resorts industry. As a REIT, its primary products are the hotel stays and accommodations offered through its extensive portfolio. Apple Hospitality REIT partners with industry-leading brands, with its hotel portfolio predominantly consisting of Marriott-branded hotels, Hilton-branded hotels, and a smaller number of Hyatt-branded hotels.

Apple Hospitality REIT's geographically diverse portfolio comprises approximately 220 to 224 hotels with around 29,700 to 30,066 guest rooms. These properties are situated in 85 to 87 markets across 37 states and the District of Columbia within the United States. The company strategically invests in high-quality hotel properties located in urban, high-end suburban, and developing markets with diverse demand generators.

Apple Hospitality REIT's brand reputation is closely tied to its strategic partnerships with well-known and respected hotel brands such as Marriott, Hilton, and Hyatt. These affiliations provide strong name recognition and robust loyalty programs, which drive a significant number of customers to its hotels. The company's focus on high-quality, select-service hotels and its disciplined investment strategy contribute to its standing in the lodging industry.

As of September 2025, Apple Hospitality REIT, Inc. has institutional ownership, with 2 active institutional owners and shareholders. Major institutional holders as of June 30, 2025, included BlackRock, Inc., VANGUARD GROUP INC, and STATE STREET CORP. Grove Bank & Trust held the largest institutional position in September 2025. Individual ownership also includes the Executive Chairman, Glade Knight, who purchased shares in August 2025.