Braemar Hotels & Resorts Inc is a real estate investment trust company that invests in high revenue per available room, or RevPAR, luxury hotels and resorts. The firm operates in various U.S. states such as California, Texas, Washington, Philadelphia, Florida, and Illinois as well as Washington, D.C. and St. Thomas, U.S. Virgin Islands. The company operates through its direct hotel investment segment of the hotel lodging industry. Its revenue streams include rooms, food and beverage, and other. The firm's hotels operate under various brands, such as Marriott, Hilton, Courtyard, and, among others.
The chart shows the growth of an initial investment of $10,000 in Braemar Hotels & Resorts Inc. Common Stock, comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
Braemar Hotels & Resorts Inc. Common Stock (BHR) has returned -19.51% so far this year and 7.94% over the past 12 months. Looking at the last ten years, BHR has achieved an annualized return of -14.05%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
BHR
1M-19.51%
6M-15.07%
YTD-19.51%
1Y7.94%
5Y-18.26%
10Y-14.05%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Braemar Hotels & Resorts Inc. Common Stock (BHR) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
-6.97%
8.58%
-17.77%
-1.28%
2025
-15.56%
15.26%
-7.43%
-26.38%
21.93%
9.37%
-10.20%
24.32%
0.37%
-5.20%
5.12%
8.71%
2024
-9.52%
-0.44%
-11.50%
37.19%
2.20%
-9.89%
38.13%
-7.99%
1.98%
-8.04%
25.44%
-15.49%
2023
27.40%
-12.73%
-16.09%
-1.81%
6.79%
-1.47%
-7.27%
-25.27%
0.73%
-3.32%
-23.91%
19.05%
2022
3.68%
12.88%
4.57%
-3.04%
-3.65%
-27.29%
22.41%
-0.39%
-16.50%
14.65%
-26.20%
11.38%
2021
6.84%
40.16%
-13.29%
8.80%
-6.68%
0.32%
-17.74%
-3.08%
-3.19%
3.89%
-14.84%
13.59%
2020
-11.23%
-8.23%
-76.71%
95.62%
11.48%
-16.86%
-14.69%
-3.24%
7.30%
-3.97%
71.13%
8.22%
2019
25.93%
17.09%
-7.29%
13.47%
-23.29%
-4.81%
-8.89%
1.89%
3.53%
-2.43%
6.28%
-8.97%
2018
-0.95%
5.97%
3.44%
-0.35%
1.58%
2.08%
-9.22%
-10.97%
-7.56%
Performance Indicators
The charts below present risk-adjusted performance metrics for Braemar Hotels & Resorts Inc. Common Stock (BHR) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of BHR compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Braemar Hotels & Resorts Inc. Common Stock volatility is 2.97%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2024
2023
2022
2021
2020
2019
2018
Liabilities And Equity (USD)
1.86B
2.14B
2.23B
2.40B
1.88B
1.67B
1.76B
1.64B
Temporary Equity Attributable To Parent (USD)
-
-
-
-
-
106.95M
106.92M
106.12M
Temporary Equity (USD)
19.01M
29.96M
32.40M
40.56M
36.09M
134.60M
106.92M
151.01M
Equity Attributable To Parent (USD)
138.68M
240.73M
306.98M
410.11M
398.85M
276.26M
369.27M
397.48M
Equity Attributable To Noncontrolling Interest (USD)
Braemar Hotels & Resorts Inc. (NYSE:BHR) announced monthly preferred dividends for March 2026 across multiple preferred stock series. The company declared dividends for its 5.5% Series B Cumulative Convertible Preferred Stock ($0.3438 total per share), 8.25% Series D Cumulative Preferred Stock ($0.5156 total per share), Series E Redeemable Preferred Stock ($0.15625 per share), and Series M Redeemable Preferred Stock ($0.17917 and $0.17708 per share depending on CUSIP). All dividends are payable on April 15, 2026.
Benzinga•Prnewswire
AI Insight
The company continues to declare and pay monthly preferred dividends across multiple preferred stock series, demonstrating consistent capital returns to shareholders and financial stability. Regular dividend payments indicate the company maintains sufficient cash flow and operational performance to meet its obligations to preferred stockholders.
Braemar Hotels & Resorts Inc. (NYSE:BHR) announced its monthly preferred dividends for February 2026 across multiple preferred stock series. The company declared dividends for its 5.5% Series B Cumulative Convertible Preferred Stock ($0.1146 per share), 8.25% Series D Cumulative Preferred Stock ($0.17187 per share), Series E Redeemable Preferred Stock ($0.15625 per share), and Series M Redeemable Preferred Stock ($0.17917-$0.17708 per share), with payment dates in March and April 2026.
Benzinga•Prnewswire
AI Insight
The company is maintaining its regular monthly preferred dividend payments across multiple preferred stock series, demonstrating financial stability and commitment to shareholder returns. Consistent dividend declarations indicate operational cash flow sufficiency and management confidence in the business.
Braemar Hotels & Resorts (NYSE:BHR) announced changes to its preferred dividend declaration process, moving from quarterly declarations to monthly reservations to align dividend cycles across different preferred stock classes. The company stated it has not declared a common equity dividend policy for 2026 due to an ongoing Company Sale Process that could result in asset sales and distribution of net proceeds to shareholders.
Benzinga•Prnewswire
AI Insight
The company suspended its common equity dividend policy for 2026 and is undergoing a company sale process, indicating uncertainty about future shareholder returns and potential restructuring. While the preferred dividend adjustments are procedural, the lack of a common dividend policy and ongoing sale process suggest financial constraints and potential shareholder dilution.
Braemar Hotels & Resorts Inc. (NYSE:BHR) announced the tax reporting information (Federal Form 1099-DIV) for 2025 distributions on its common shares and Series B, D, E, and M preferred shares. The company will post Form 8937 detailing return of capital amounts and encourages stockholders to consult tax advisors regarding federal, state, local, and foreign tax implications.
Benzinga•Prnewswire
AI Insight
The article is a routine tax reporting announcement with no material business developments, financial performance updates, or strategic changes. It is administrative in nature, providing required tax documentation to shareholders without positive or negative operational implications.
Braemar Hotels & Resorts announced quarterly cash dividends for its common stock and various preferred stock series, with payments scheduled for January 15, 2026, to stockholders of record as of December 31, 2025.
Benzinga•Prnewswire
AI Insight
The company is maintaining consistent dividend payments across multiple stock series, indicating stable financial performance without significant positive or negative signals
Tarsadia Capital, a 3.4% shareholder of Sunstone Hotel Investors, is urging the company's board to pursue a sale or liquidation process due to persistent underperformance in the lodging REIT sector.
GlobeNewswire Inc.•Tarsadia Capital
AI Insight
Referenced as another lodging REIT exploring sale options, indicating sector-wide challenges
Braemar Hotels & Resorts announced the tax reporting information for its 2024 common and preferred share distributions, providing details on the income tax treatment for each type of share.
Benzinga•Prnewswire
AI Insight
The article provides factual information about the company's tax reporting details, without any explicit positive or negative sentiment.
The report provides analysis on the $1.89 trillion leisure and hospitality construction projects pipeline, with the largest overall pipeline in North America. The pipeline comprises hotel and resort projects as well as mixed-use developments with a significant leisure and hospitality component.
GlobeNewswire Inc.•Researchandmarkets.Com
AI Insight
Hotel and resorts projects have a combined value of $620.8 billion in the pipeline.
