Apple Hospitality REIT Inc logo

Apple Hospitality REIT Inc(APLE)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$16.35
09/28/2026
(24-hour delay)

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*as per simulation (see disclosures)
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Upturn Advisory & Investor View for APLE

09/28/2026: APLE (2-star) is currently NOT-A-BUY. Pass it for now.

Apple Hospitality REIT is a publicly traded real estate investment trust that owns a diverse, upscale portfolio of rooms-focused hotels. The company's primary strength lies in its focus on high-quality, select-service properties operating under major brands like Marriott and Hilton, which generally offer attractive operating margins. Its main growth story centers on strategic portfolio optimization and acquisitions in key U.S. markets. However, the stock faces risks related to economic cyclicality, rising interest rates, and competition from alternative lodging. It may suit dividend-focused investors seeking exposure to the hospitality sector, provided they monitor travel demand trends and the firm's debt management closely.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitThe company offers moderate growth potential linked to industry cycles rather than aggressive capital appreciation.
Momentum investorMixed fitMomentum play is conditional on sustained travel industry uptrends and positive interest rate sentiment.
Value investorStrong fitReal estate assets provide tangible value and dividend income often attractive to value-oriented portfolios.
Dividend investorStrong fitThe REIT structure and consistent dividend history make this a primary consideration for income-focused strategies.
Low-risk investorMixed fitHospitality REITs carry inherent economic cyclicality and volatility risk despite dividend stability.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highLodging stocks often fluctuate significantly based on macroeconomic travel sentiment.
Valuation riskMediumInvestors must account for interest rate sensitivity affecting REIT valuations.
Competition risk (Lodging REITs)MediumIntense competition for property acquisition and market share limits pricing power.
Business qualityStrongFocus on high-quality, upscale, rooms-focused assets provides a stable, efficient operating model.
Dividend incomeMediumPayouts depend on operating cash flow from volatile hotel markets.
Execution riskMediumReliance on third-party management requires consistent oversight to ensure operational performance.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Smooth
PRICE STABILITY

Smooth

The stock has moved along a generally orderly path with only modest fluctuations.

Analysis of Past Performance

Type Stock
Historic Profit -16.35%
Avg. Invested days 33
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/28/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
APLE receives a 3-star rating based on the available scored pillars. The rating is constrained by weak price momentum, and limited analyst upside.

Company Fundamentals

★★★★★
APLE has moderate overall fundamentals (3 stars), with moderate financial health, moderate growth momentum, and strong ownership. In FY2025 versus FY2024, strong cash generation (FCF margin 20.0%) and solid profitability (net margin 12.4%) are partially offset by negative earnings growth (-18.1%), slightly negative revenue growth (-1.3%).

Financial Health Rating

★★★★★
APLE's financial health is supported by solid cash strength, including free-cash-flow generation (20.0% of revenue). Liquidity is moderate (3 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
APLE's growth profile is soft, with the least-weak measure being revenue growth at -1.3% FY2025 versus FY2024. By comparison, while earnings growth (-18.1%, negative) and free-cash-flow growth (-13.0%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 90.0% and approximately 92.5% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 7.12% supports management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 16.91%
Vanguard Portfolio Management, LLC 9.35%
State Street Corp 5.41%
Vanguard Capital Management, LLC 4.07%
Fuller & Thaler Asset Management Inc 3.14%

Unit Economics (Per $1K Revenue)

★★★★★
APLE generates approximately $64 of gross profit, $177 of operating income, and $200 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Moderate margins and strong cash conversion support a 3-star rating, while capital efficiency is soft.

Economic Dimensions

★★★★★
Effective Tax Rate: 0.54%

Quantitative Style Profile

★★★★★
APLE has a liquid profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedSmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 3.82B USD
Price to earnings Ratio 21.88
1Y Target Price 17.17
Price to earnings Ratio 21.88
1Y Target Price 17.17
Volume (30-day avg) 2.4M shares
Beta 0.87
52 Weeks Range 10.22 - 17.20
Updated Date 09/27/2026
52 Weeks Range 10.22 - 17.20
Updated Date 09/27/2026
Dividends yield (FY) 5.96%
Basic EPS (TTM) 0.74

How Company Makes Money

Business areaWhat it includesRetail investor read
Hotel RevenueRoom rates and ancillary hotel income from guests staying at properties.The company acts as a landlord, earning money primarily from the nightly fees guests pay to stay in its upscale hotels.
GeographyDiversified locations across the United States.Exposure is spread across diverse U.S. markets, reducing reliance on any single city or state.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

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Valuation

Trailing PE 21.88
Forward PE 23.47
Enterprise Value 5.34B
Price to Sales(TTM) 2.65
Enterprise Value 5.34B
Price to Sales(TTM) 2.65
Enterprise Value to Revenue 3.71
Enterprise Value to EBITDA 11.76
Shares Outstanding 236.08M
Shares Floating 218.44M
Shares Outstanding 236.08M
Shares Floating 218.44M
Percent Insiders 7.12
Percent Institutions 89.99

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI Summary

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Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Apple Hospitality REIT Inc

Exchange NYSE
Headquarters Richmond, VA, United States
IPO Launch date 2015-05-18
CEO & Director Mr. Justin G. Knight
Sector Real Estate
Industry REIT - Hotel & Motel
Full time employees 64
Full time employees 64

Apple Hospitality REIT, Inc. is a publicly traded real estate investment trust that owns one of the largest and most diverse portfolios of upscale, rooms-focused hotels in the United States. Apple Hospitality's portfolio consists of 216 hotels with approximately 29,500 guest rooms located in 83 markets throughout 37 states and the District of Columbia. Concentrated with industry-leading brands, the Company's hotel portfolio consists of 114 Hilton-branded hotels, 96 Marriott-branded hotels, five Hyatt-branded hotels and one independent hotel. Apple Hospitality REIT, Inc. was established on 8 November, 2007 and was incorporated in Virginia.