Sotherly Hotels Inc. (SOHO)

Sotherly Hotels, Inc. has experienced a substantial increase in its stock price over the past year. On October 27, 2025, the company announced a definitive merger agreement to be acquired by KW Kingfisher LLC for $2.25 per share in cash, resulting in a 130% surge in the company's stock. The company also announced the deferral of payment of preferred dividends in October 2025. Other events include the refinancing of its Savannah Hotel in September 2025 and the release of its second-quarter and third-quarter 2025 financial results in August and November 2025, respectively.

Sotherly Hotels, Inc. operates in the hospitality industry, which is generally subject to demand seasonality. Demand for Sotherly Hotels' products and services experiences seasonal fluctuations, influenced by factors such as holiday seasons, vacation periods, and business travel cycles.

Sotherly Hotels, Inc. is a self-managed lodging REIT focused on acquiring, renovating, and repositioning upscale full-service hotels. The company's portfolio includes investments in ten hotel properties with 2,786 rooms, as well as interests in two condominium hotels and their rental programs. The hotels operate under brands like Hilton Worldwide and Hyatt Hotels Corporation, and revenue is generated through accommodation, restaurant, retail, and other services.

Sotherly Hotels, Inc. primarily operates in the Southern United States, with properties located in Florida, Georgia, Indiana, Maryland, North Carolina, Texas, Pennsylvania, and Virginia. Notable properties include The DeSoto in Savannah, The Georgian Terrace in Atlanta, Hyatt Centric Arlington in Arlington, Hotel Ballast in Wilmington, The Whitehall in Houston, and Sheraton Louisville Riverside in Jeffersonville.

Sotherly Hotels, Inc. cultivates a brand reputation centered on Southern charm and hospitality, aiming to redefine leisure and travel experiences. The company emphasizes personalized services and a blend of traditional elegance with modern amenities across its properties. There have been no specific public events in the past year that have negatively impacted Sotherly Hotels' brand reputation.

Sotherly Hotels, Inc. has a diverse ownership structure, including 35 institutional owners and shareholders holding 3,730,029 shares. Major institutional owners include Gamco Investors, Inc. Et Al, Vanguard Group Inc, and Gator Capital Management, LLC. Individual investors and insiders collectively hold 25.58% of the shares, amounting to 5.24 million shares.