JPMorgan Chase & Co. Reduces Stock Holdings in Sunstone Hotel Investors, Inc. $SHO

JPMorgan Chase & Co. lessened its position in shares of Sunstone Hotel Investors, Inc. (NYSE:SHO) by 8.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,915,836 shares of the real estate investment trust’s stock after selling 343,513 shares during the quarter. JPMorgan Chase & Co.’s holdings in Sunstone Hotel Investors were worth $36,691,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. State of New Jersey Common Pension Fund D increased its holdings in Sunstone Hotel Investors by 7.4% during the 3rd quarter. State of New Jersey Common Pension Fund D now owns 233,743 shares of the real estate investment trust’s stock valued at $2,190,000 after acquiring an additional 16,004 shares in the last quarter. PNC Financial Services Group Inc. lifted its holdings in shares of Sunstone Hotel Investors by 16.7% in the third quarter. PNC Financial Services Group Inc. now owns 12,012 shares of the real estate investment trust’s stock valued at $113,000 after purchasing an additional 1,720 shares in the last quarter. Aberdeen Group plc grew its position in shares of Sunstone Hotel Investors by 13.8% in the third quarter. Aberdeen Group plc now owns 65,267 shares of the real estate investment trust’s stock valued at $624,000 after purchasing an additional 7,922 shares during the last quarter. Metis Global Partners LLC increased its stake in shares of Sunstone Hotel Investors by 36.6% during the 3rd quarter. Metis Global Partners LLC now owns 44,844 shares of the real estate investment trust’s stock worth $420,000 after purchasing an additional 12,005 shares in the last quarter. Finally, Public Sector Pension Investment Board increased its stake in shares of Sunstone Hotel Investors by 9.3% during the 3rd quarter. Public Sector Pension Investment Board now owns 740,961 shares of the real estate investment trust’s stock worth $6,943,000 after purchasing an additional 63,047 shares in the last quarter. 99.37% of the stock is currently owned by hedge funds and other institutional investors.

Sunstone Hotel Investors Trading Down 4.1%

Shares of Sunstone Hotel Investors stock opened at $9.27 on Friday. Sunstone Hotel Investors, Inc. has a fifty-two week low of $7.45 and a fifty-two week high of $10.66. The business’s fifty day moving average is $9.15 and its two-hundred day moving average is $9.24. The company has a quick ratio of 3.08, a current ratio of 3.08 and a debt-to-equity ratio of 0.55. The firm has a market cap of $1.76 billion, a PE ratio of 11.78, a P/E/G ratio of 1.98 and a beta of 1.01.

Sunstone Hotel Investors (NYSE:SHO) last released its earnings results on Friday, February 27th. The real estate investment trust reported $0.20 EPS for the quarter, beating the consensus estimate of $0.18 by $0.02. Sunstone Hotel Investors had a return on equity of 1.04% and a net margin of 1.94%.The firm had revenue of $236.97 million during the quarter, compared to analyst estimates of $226.18 million. During the same period in the prior year, the firm posted $0.16 earnings per share. The business’s quarterly revenue was up 10.3% compared to the same quarter last year. Sunstone Hotel Investors has set its FY 2026 guidance at 0.810-0.940 EPS. Analysts anticipate that Sunstone Hotel Investors, Inc. will post 0.79 earnings per share for the current year.

Trending Headlines about Sunstone Hotel Investors

Here are the key news stories impacting Sunstone Hotel Investors this week:

• Positive Sentiment: Q4 results beat expectations — EPS/FFO and revenue came in ahead of consensus, showing year‑over‑year revenue growth. Beats reduce near‑term earnings risk and validate recent operating trends. Zacks: SHO Surpasses Q4 FFO and Revenue Estimates
• Positive Sentiment: Shareholder returns and buyback authorization — Sunstone said it returned over $170M to common holders in 2025 and reinstated a $500M repurchase authorization, supporting capital‑allocation upside for investors. PR Newswire: Sunstone 4Q/Full Year 2025 Results
• Positive Sentiment: Raised FY‑2026 EPS guidance — management provided 2026 EPS guidance of $0.810–$0.940 (above older consensus figures), and outlined RevPAR and FFO growth targets while saying capital deployment will remain disciplined. That upward guidance should support valuation if targets are met. Seeking Alpha: Sunstone Outlines 2026 Targets
• Neutral Sentiment: Earnings call color — management emphasized strong RevPAR recovery and operational performance but noted ongoing diligence on capital allocation and market conditions; read the full call for nuance on regional performance and assumptions. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Market reaction was negative — shares fell despite the beat and guidance; headlines noted the sell‑off, suggesting investors may have expected a stronger outlook, quicker execution on buybacks/dividends, or were taking profits after a run. Kalkine Media: Shares Fall After EPS Beat
• Negative Sentiment: Underlying margin/ROE remain modest — reported net margin (~1.9%) and ROE (~1.0%) are low, which could cap valuation multiple until returns on invested capital sustainably improve. SFGate: Q4 Earnings Snapshot

Wall Street Analyst Weigh In

SHO has been the topic of a number of recent research reports. Robert W. Baird reaffirmed a “neutral” rating and issued a $10.00 target price on shares of Sunstone Hotel Investors in a research note on Monday, January 12th. Wells Fargo & Company raised Sunstone Hotel Investors from an “equal weight” rating to an “overweight” rating and boosted their price target for the stock from $10.00 to $11.00 in a report on Monday, January 5th. Wall Street Zen raised Sunstone Hotel Investors from a “sell” rating to a “hold” rating in a research note on Saturday. Weiss Ratings reiterated a “hold (c-)” rating on shares of Sunstone Hotel Investors in a research report on Wednesday, January 21st. Finally, Zacks Research downgraded shares of Sunstone Hotel Investors from a “hold” rating to a “strong sell” rating in a research note on Wednesday, January 14th. Three research analysts have rated the stock with a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $9.38.

About Sunstone Hotel Investors

Sunstone Hotel Investors, Inc (NYSE:SHO) is a publicly traded real estate investment trust (REIT) focused on acquiring, owning and asset‐managing upper‐upscale extended‐stay and premium‐branded hotel properties in the United States. The company’s business model centers on generating stable, long‐term cash flows through franchise agreements and third‐party management contracts with established hotel operators.

As of the most recent reporting period, Sunstone’s portfolio includes approximately 97 hotels and nearly 25,000 guest rooms across 19 states, with concentrations in major metropolitan and select high‐growth secondary markets.