Sunstone Hotel Investors Inc is a real estate investment trust that acquires, owns, manages, and renovates the full-service hotel and select-service hotel properties across various states in the United States. Its firm's portfolio consists upper upscale and luxury hotels located in convention, resort destination and urban markets. Its majority of the hotels operate under a brand owned by Marriott, Hilton, Hyatt, Four Seasons or Montage. It operates geographically in California which generates the majority of its revenue; Florida; and Hawaii. The company's sole source of income is hotel revenue from its Hotel Ownership Segment.
The chart shows the growth of an initial investment of $10,000 in Sunstone Hotel Investors, Inc., comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
Sunstone Hotel Investors, Inc. (SHO) has returned 0.67% so far this year and 13.19% over the past 12 months. Looking at the last ten years, SHO has achieved an annualized return of -3.84%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
SHO
1M-6.73%
6M-3.33%
YTD0.67%
1Y13.19%
5Y-5.94%
10Y-3.84%
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 Sunstone Hotel Investors, Inc. (SHO) 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
-2.01%
5.22%
-2.17%
-1.10%
2025
-4.31%
-5.84%
-10.30%
-11.18%
6.41%
-2.80%
1.16%
9.72%
0.11%
-4.74%
6.24%
-3.87%
2024
-0.47%
4.87%
-0.71%
-8.44%
0.59%
0.48%
-1.24%
0.38%
-2.32%
6.23%
9.94%
2023
12.26%
-3.21%
-6.08%
-3.64%
3.46%
2.33%
0.49%
-11.87%
3.09%
-0.11%
5.56%
8.82%
2022
-4.15%
-6.54%
13.49%
3.20%
-3.16%
-17.95%
15.38%
-2.85%
-13.02%
16.27%
-2.83%
-12.97%
2021
-5.89%
23.34%
-7.98%
5.03%
-5.49%
-1.82%
-7.46%
-0.34%
2.23%
2.41%
-12.27%
5.49%
2020
-9.43%
-14.05%
-20.96%
12.62%
-0.34%
-7.60%
-8.78%
12.26%
-3.87%
-7.48%
39.63%
5.40%
2019
11.72%
4.51%
-4.64%
-0.21%
-6.87%
2.08%
-4.41%
-0.53%
5.29%
-1.96%
3.24%
-0.57%
2018
1.44%
-14.26%
6.06%
2.30%
11.47%
-5.08%
-1.81%
3.71%
-2.33%
-11.71%
5.39%
-15.52%
2017
-4.42%
-0.14%
3.65%
-2.93%
4.41%
3.07%
0.37%
-3.60%
1.52%
1.49%
1.77%
-1.43%
2016
-7.64%
-6.38%
0.58%
9.65%
4.75%
-7.99%
-1.49%
15.95%
4.81%
Performance Indicators
The charts below present risk-adjusted performance metrics for Sunstone Hotel Investors, Inc. (SHO) 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 SHO compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Sunstone Hotel Investors, Inc. volatility is 1.43%, 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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Liabilities And Equity (USD)
3.03B
3.15B
3.08B
3.04B
2.99B
3.92B
3.97B
3.86B
3.74B
3.86B
3.92B
3.51B
3.14B
3.10B
Temporary Equity Attributable To Parent (USD)
-
-
-
-
-
-
-
-
-
-
-
-
100.00M
-
Temporary Equity (USD)
-
-
-
-
-
-
-
-
-
-
-
-
100.00M
-
Equity Attributable To Parent (USD)
1.94B
2.17B
2.08B
2.20B
2.05B
2.57B
2.66B
2.53B
2.48B
2.30B
2.22B
1.90B
1.46B
1.27B
Equity Attributable To Noncontrolling Interest (USD)
Sunstone Hotel Investors (NYSE: SHO) announced the tax treatment of its 2025 distributions to common stock and preferred stock holders. The January 15, 2025 distribution of $0.090000 per share was split across two tax years, with 33.33% ($0.030000) taxable in 2024 and 66.67% ($0.060000) taxable in 2025. The January 15, 2026 distribution will similarly be split, with 66.67% ($0.060000) taxable in 2025 and 33.33% ($0.030000) taxable in 2026.
Benzinga•Prnewswire
AI Insight
The announcement is a routine tax treatment disclosure for dividend distributions. It provides factual information about how dividends will be taxed across different years, which is standard administrative communication. There is no indication of positive or negative business developments, earnings changes, or strategic shifts.
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
Company has shrunk from 60 to 14 hotels, experiencing poor stock performance, significant discount to net asset value, and lowest EBITDA among peers
Sunstone Hotel Investors announced the tax treatment of its 2024 dividends, with approximately 33.33% of the common stock distribution taxable in 2024 and the remaining 66.67% taxable in 2025.
Benzinga•Prnewswire
AI Insight
The article provides factual information about the tax treatment of Sunstone Hotel Investors' 2024 dividends, without any clear positive or negative sentiment.
Apple Hospitality offers exposure to the hotel industry, but may not be the best dividend option due to low yield and lack of growth potential. See more here.
Providing a diverse range of perspectives from bullish to bearish, 4 analysts have published ratings on Sunstone Hotel Invts (NYSE:SHO) in the last three months.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.
Bullish
Somewhat Bullish
Indifferent
Somewhat Bearish
Bearish
Total Ratings
0
1
3
0
0
Last 30D
0
0
1
0
0
1M Ago
0
1
1
0
0
2M Ago
0
0
0
0
0
3M Ago
0
0
1
0
0
Analysts have set 12-month price targets for Sunstone Hotel Invts, revealing an average target of $12.25, a high estimate of $13.00, and a low estimate of $12.00. Observing a 6.52% increase, the current average has risen from the previous average price target of $11.50.
Breaking Down Analyst Ratings: A Detailed Examination
An in-depth analysis of recent analyst actions unveils how financial experts perceive Sunstone Hotel Invts. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
Analyst
Analyst Firm
Action Taken
Rating
Current Price Target
Prior Price Target
Patrick Scholes
Truist Securities
Lowers
Hold
$12.00
$13.00
Michael Bellisario
Baird
Raises
Outperform
$12.00
$11.00
Floris Van Dijkum
Compass Point
Raises
Neutral
$12.00
$10.00
Patrick Scholes
Truist Securities
Raises
Hold
$13.00
$12.00
Key Insights:
Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their ...Full story available on Benzinga.com
The headline numbers for Sunstone Hotel (SHO) give insight into how the company performed in the quarter ended March 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Sunstone Hotel (SHO) delivered FFO and revenue surprises of 12.50% and 2.44%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?
The heavy selling pressure might have exhausted for Sunstone Hotel (SHO) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.