JPMorgan Chase & Co. Trims Position in Sunstone Hotel Investors, Inc. $SHO

JPMorgan Chase & Co. decreased its holdings in shares of Sunstone Hotel Investors, Inc. (NYSE:SHO) by 8.1% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,915,836 shares of the real estate investment trust’s stock after selling 343,513 shares during the period. JPMorgan Chase & Co. owned approximately 2.06% of Sunstone Hotel Investors worth $36,691,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. State Street Corp raised its stake in Sunstone Hotel Investors by 4.9% during the 2nd quarter. State Street Corp now owns 12,179,383 shares of the real estate investment trust’s stock valued at $106,784,000 after acquiring an additional 571,619 shares during the last quarter. Bank of America Corp DE increased its holdings in shares of Sunstone Hotel Investors by 13.6% in the second quarter. Bank of America Corp DE now owns 7,240,157 shares of the real estate investment trust’s stock valued at $62,845,000 after purchasing an additional 867,137 shares during the period. Balyasny Asset Management L.P. purchased a new stake in shares of Sunstone Hotel Investors during the second quarter worth approximately $41,332,000. Westwood Holdings Group Inc. raised its stake in shares of Sunstone Hotel Investors by 10.7% during the second quarter. Westwood Holdings Group Inc. now owns 3,961,174 shares of the real estate investment trust’s stock worth $34,383,000 after purchasing an additional 384,277 shares during the last quarter. Finally, Goldman Sachs Group Inc. lifted its holdings in shares of Sunstone Hotel Investors by 132.6% during the first quarter. Goldman Sachs Group Inc. now owns 2,787,519 shares of the real estate investment trust’s stock worth $26,231,000 after purchasing an additional 1,589,258 shares during the period. Institutional investors and hedge funds own 99.37% of the company’s stock.

More Sunstone Hotel Investors News

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

Sunstone Hotel Investors Stock Performance

NYSE:SHO opened at $9.27 on Friday. The firm’s fifty day simple moving average is $9.15 and its 200-day simple 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 stock has a market cap of $1.76 billion, a PE ratio of 11.78, a price-to-earnings-growth ratio of 1.98 and a beta of 1.01. Sunstone Hotel Investors, Inc. has a fifty-two week low of $7.45 and a fifty-two week high of $10.66.

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

Analysts Set New Price Targets

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