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APAPLE

Apple Hospitality REIT, Inc.

$APLE·$3.8B·REIT - Hotel & Motel·Real Estate
$16.35+1.0%YTD+37.9%1Y+36.1%
Price updated 14h ago·X counts updated 2d ago
APAPLE
$APLEApple Hospitality REIT, Inc.
$16.35+0.99%74 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $APLE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

74X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $APLE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 59% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $APLE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Apple Hospitality REIT up 38% YTD with steady 5% revenue growth — hotel REIT compounding with a 9% FCF yield.

Apple Hospitality REIT owns 200+ upscale, select-service hotels branded Marriott, Hilton and Hyatt. The business has been a steady compounder, and the stock has coiled at 86% of the 52-week range.

  • The fundamentals are steady: revenue $403M last quarter up 4.7% year-on-year with 43% gross margin and 22% operating margin — this is a business with real cash generation ($124M free-cash-flow in Q2) and a 9% FCF yield.
  • Beats are consistent: last three EPS surprises of 4.9%, 9.1% and 0% — modest but reliable, and the trajectory shows the print is above or in-line with consensus.
  • The ATM equity distribution amendment (No. 2 to the $500M program) is a real capital-structure lever — for a compounder REIT, this signals continued opportunistic funding for acquisitions rather than fresh dilution urgency.

The 11-5 print is where a fourth consecutive steady quarter plus updated RevPAR trajectory extends the leg or a hotel-cycle softening keeps the range. Watch same-store RevPAR, occupancy trajectory, and any explicit acquisition-pipeline commentary.

What to watch: 11-5 earnings — same-store RevPAR, occupancy trajectory, and any acquisition-pipeline commentary. A beat plus reaccelerating RevPAR extends the leg; a hotel-cycle softening keeps the range.

On the calendar: 2026-11-05 — Q3 earnings

sentiment missing

Read the AI verdict on $APLE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Hotel REIT owning upscale select-service properties under Marriott and Hilton brands across US markets, with pure rooms-focused exposure.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Hotel & Motel sits in its cycle right now — and what that implies for $APLE.

REIT - Hotel & Motel · Real Estate

Corporate travel recovery has fully normalized at most business hotel tiers while leisure RevPAR is lapping strong 2023–2024 comparables, moderating YoY growth expectations. Group and convention bookings remain strong; urban luxury hotels benefit from international tourist recovery; budget/economy segment faces margin pressure from elevated labor and insurance costs.

What this means for $APLE

Neutral — Hotel REIT owning upscale select-service properties under Marriott and Hilton brands across US markets, with pure rooms-focused exposure.

Top industry ETF

$XLREReal Estate Select Sector SPDR
+3.7%YTD
-1.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
21.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.28$0.27+4.9%
Q1 2026May 4, 2026$0.12$0.11+9.1%
Q4 2025Feb 23, 2026$0.13$0.130.0%
Q3 2025Nov 3, 2025$0.21$0.40-47.5%
Next earningsThu, Nov 5·consensus EPS $0.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$402.6M+4.7%43.5%21.9%$0.28$123.8M
Q1 FY26$337.7M+3.1%2.7%14.2%$0.12$13.1M
Q4 FY25$326.4M-2.0%1.0%13.6%$0.13$44.3M
Q3 FY25$373.9M-1.3%74.9%19.4%$0.21$168.0M

Forward consensus

3-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.4B – $1.5B$0.71$0.70 – $0.725
FY27$1.5B$1.5B – $1.5B$0.74$0.74 – $0.755
FY28$1.5B$1.5B – $1.6B$0.84$0.83 – $0.852

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.86%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+16.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 218.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.875-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 11Glade M KnightChair5.0K sh$70K
+ 19 other (12 awards · 7 others) in window

See when $APLE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 158-K — Item 7.01: Press release / Reg FD
AI summary

Apple Hospitality REIT (APLE) published an updated investor presentation on September 15, 2026, containing operating statistics for August and September 2026, for use at upcoming investor conferences. Furnished as Exhibit 99.1 and not deemed filed. Routine Reg FD conference disclosure with no material new financial data in the filing body itself.

8-KPress release / Reg FDAug 108-K — Item 7.01: Press release / Reg FD
AI summary

APPLE HOSPITALITY REIT, INC. (APLE) filed a Reg FD disclosure (Item 7.01) on 2026-08-10, furnishing presentation for use at various conferences and meetings in the coming weeks containing, among other. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally an informational filing; no new deal terms or financial results were announced unless noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

424B5Prospectus supplement (offering)Aug 6424B5
AI summary

Apple Hospitality REIT filed Supplement No. 1 to its 424B5 prospectus supplement on August 6, 2026, updating the $500,000,000 at-the-market common share offering to reflect agent changes: Huntington Securities, Inc. added; B. Riley Securities, SMBC Nikko Securities America, and Scotia Capital (USA) removed. As of filing, the full $500,000,000 in common shares remains available for issuance; the last reported NYSE price was $16.55 (August 5, 2026). Administrative supplement to an existing ATM shelf — no immediate dilution, but the program remains fully accessible at current market prices.

8-KMaterial agreementJul 288-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Apple Hospitality REIT Inc entered into a Fourth Amended and Restated Credit Agreement on July 23, 2026, with Bank of America N.A. as administrative agent and a lender syndicate, amending and restating the prior Third Amended and Restated Credit Agreement dated July 25, 2022. Items 2.03 (new financial obligation) and 8.01 are also triggered. Detailed terms (facility size, pricing grid, and maturity) are in attached exhibits and not visible in the excerpt. This is a material credit facility refinancing for the hospitality REIT — updating the primary revolving credit facility typically extends maturity, adjusts capacity, and revises pricing, with direct impact on liquidity and interest costs.

8-KPress release / Reg FDJun 158-K — Item 7.01: Press release / Reg FD
AI summary

Apple Hospitality REIT (APLE) posted an updated investor presentation on June 15, 2026, filed under Reg FD, containing operating statistics for May and June 2026 for use at upcoming investor conferences and meetings. The presentation content is furnished, not filed, and is not incorporated by reference into any other SEC filing absent specific reference. Apple Hospitality is a Virginia-based REIT owning approximately 218 hotels across the United States, primarily upscale select-service brands under Marriott and Hilton flags. No specific financial performance figures were disclosed in the filing excerpt.

8-KOfficer or director changeJun 108-K — Item 5.02: Officer or director change
AI summary

Apple Hospitality REIT (APLE) disclosed on June 10, 2026, that Elizabeth S. Perkins, the Company's SVP and Chief Financial Officer, was additionally appointed as principal accounting officer, succeeding Rachel Labrecque who passed away on June 9, 2026. Perkins' appointment was effective immediately and required no changes to her existing compensation arrangements. There is no arrangement or understanding between Perkins and any other persons pursuant to her appointment, and she has no family relationships with the Company's directors or executive officers. Apple Hospitality REIT owns approximately 218 hotels across the United States operating under Marriott and Hilton brand flags.

8-KPress release / Reg FDMay 298-K — Item 7.01: Press release / Reg FD
8-KShareholder voteMay 278-K — Item 5.07: Shareholder vote · Item 8.01: Other event
+ 12 other (2 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Apple Hospitality REIT Announces Monthly Distributiongurufocus.com·11d agoApple Hospitality REIT Announces Monthly Distributionbusinesswire.com·11d agoApple Hospitality REIT Announces Dates for Third Quarter 2026 Earnings Release and Conference Callbusinesswire.com·15d agoAPLE or CUBE: Which Is the Better Value Stock Right Now?zacks.com·25d agoApple Hospitality REIT: Taking A Bite Out Of This Appleseekingalpha.com·25d ago

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Voices on X · last 7 days

No standout posts about $APLE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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