APLE at a glance
Apple Hospitality REIT, Inc. (APLE, SEC CIK 1418121) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as September 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Apple Hospitality REIT, Inc. (APLE) reported revenue of $1.4 billion (down 1.3% from FY2024) and net income of $175.4 million. Diluted EPS was $0.74.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Apple Hospitality REIT, Inc. (APLE) shares worth $2.2 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.4B
- −1.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $2.2B · −1 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: U.S.-focused self-advised REIT investing in income-producing upscale lodging sector hotels primarily under Marriott or Hilton brands
- New emphasis: Development of dual-branded AC Hotel and Residence Inn in Las Vegas, $143.7M expected spend, opening 2Q 2028
- Strategic shift: Transition of nine Marriott-managed hotels to non-Marriott/Hilton/Hyatt managers in Jan 2026 for operational realignment
- Quantitative metric: 7 hotel sales netting $73.3M gross proceeds, two acquisitions totaling $117M, and 4.6M shares repurchased for $58.3M in 2025
- Noteworthy fact: Repossession and operational reinstatement of 209-room New York boutique hotel in April 2025 after lease termination
Risk Factors
- Regulatory/legal risk: Compliance with Marriott and Hilton franchise agreements requiring costly renovations and adherence to brand standards, risking penalties or termination of agreements
- Geopolitical/macroeconomic threat: Reduced hotel demand from U.S. travel declines due to geopolitical uncertainty, terrorism, government shutdowns, and pandemic impacts
- Operational/supply chain vulnerability: Increased renovation costs and construction delays from supply chain disruptions and tariffs affecting ongoing hotel capital improvement projects
- Competitive/market disruption risk: Competition from alternative lodging providers, including short-term rental platforms, threatening occupancy, ADR, and RevPAR
- Financial/structural risk: 14 properties subject to ground leases risking loss of rights if leases not renewed or breaches occur, impairing asset value and income generation
Management Discussion & Analysis
- Revenue $1.412B in 2025, down 1.3% YoY from $1.431B in 2024
- Operating margin approx. 33.3% in 2025 (Adjusted Hotel EBITDA $476.5M / Revenue $1.412B) vs 35.6% in 2024 ($509.5M / $1.431B)
- Best segment: Hotels showing RevPAR $117.90 in 2025, slight decrease from $118.54 in 2024; worst: Decline in occupancy from 75.0% to 74.1%
- Cash allocation: Acquisitions $117.0M; Dispositions $73.3M proceeds; Share repurchases funded by some sale proceeds; No explicit dividend or total capex disclosed
- Outlook: 2026 RevPAR expected stable vs 2025; Risks from macroeconomic uncertainty, government travel softness, inflation and potential recession
AI summary of the APLE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $402.6M, up 4.7% YoY from $384.4M
- Net income $67.1M, up 5.4% YoY; hotel operating expense margin 56.5% vs 57.4%
- Best metric: Comparable Hotels RevPAR $136.17, up 5.3% YoY; worst: portfolio hotels down 2.3% to 216
- Adjusted Hotel EBITDA $153.3M, up 8.7% YoY from $141.1M
- Full-year 2026 RevPAR expected above 2025; inflation, recession risk and geopolitical uncertainty remain headwinds
AI summary of the APLE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Item 7.01 identifies Exhibit 99.1 as Regulation FD disclosure
- Disclosure is furnished, not filed under Section 18 of the Exchange Act
Item EX-99.1: Item EX-99.1
- Q2 2026 comparable RevPAR rose 5.3%, with EBITDA margin expanding 120 bps to 38.1%, signaling strong operating leverage
- Six-month MFFO increased 6.1% to $203.7 million, or $0.86 per share, supporting dividend coverage
Item 7.01: Regulation FD Disclosure
- Reg FD filing contains only liability and incorporation-by-reference disclosures
- No operating, financial, or strategic information for investors
Item EX-99.1: Item EX-99.1
- Q2 2026 comparable RevPAR rose 5.3% to $136.17, with EBITDA margin expanding 120 bps to 38.1%
- MFFO increased 9.0% to $123.4 million, or $0.52 per share, supporting the $0.08 monthly dividend
Item 8.01: Other Events
- Filing documents customary banking relationships between Apple Hospitality REIT and offering agents or their affiliates
- Securities offering disclaimer; no immediate transaction terms, proceeds, or investor obligations disclosed
AI summaries of APLE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for APLE
Don't miss the next APLE filing
- Alerts as it files. A push when APLE files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut APLE, by share count.
- Ask anything. An AI agent that reads every APLE filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hugh Redd | A | Aug 31, 2026 | 2,116 | $15.95 |
| Fosheim Jon A | A | Aug 31, 2026 | 212 | $15.95 |
| Handlon Carolyn B | J | Aug 31, 2026 | 35 | $15.95 |
| Woolley Howard E. | J | Aug 31, 2026 | 342 | $15.95 |
| Bunting Glenn W Jr | A | Aug 31, 2026 | 2,116 | $15.95 |
| Fosheim Jon A | A | Aug 31, 2026 | 1,904 | $15.95 |
| Fosheim Jon A | J | Aug 31, 2026 | 424 | $15.95 |
| Handlon Carolyn B | A | Aug 31, 2026 | 2,116 | $15.95 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.3B | $1.4B | $1.4B |
| Operating Income | $247.5M | $292.8M | $257.8M |
| Net Income | $177.5M | $214.1M | $175.4M |
| Op. Margin | 18.4% | 20.5% | 18.3% |
| Net Margin | 13.2% | 15.0% | 12.4% |
| Balance Sheet | |||
| Total Assets | - | $5.0B | $4.9B |
| Equity | $3.3B | $3.3B | $3.1B |
| ROE | 5.3% | 6.6% | 5.6% |
| Per Share | |||
| EPS | $0.77 | $0.89 | $0.74 |
| Cash Flow | |||
| Operating CF | $399.0M | $405.4M | $370.2M |
Source: XBRL data in Apple Hospitality REIT, Inc. (APLE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate APLE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $2.20B |
| Q1 2026 | 32 | $1.40B |
| Q4 2025 | 29 | $1.40B |
| Q3 2025 | 31 | $1.50B |
| Q2 2025 | 32 | $1.39B |
| Q1 2025 | 28 | $950.7M |
| Q4 2024 | 23 | $965.7M |
| Q3 2024 | 22 | $409.0M |
- Two Sigma Investments+2.72M (+340%)
- Goldman Sachs Group+2.65M (+51%)
- Millennium Management+1.43M (+326%)
- Citadel Advisors LLC+1.33M (+22%)
- Vanguard Portfolio Management LLC+710.2K (+3%)
- Bank of America Corp−586.4K (-29%)
- T. Rowe Price Group−407.5K (-9%)
- BlackRock−193.4K (-0%)
- Dimensional Fund Advisors−168.1K (-5%)
- State Street Corp−82.6K (-1%)
- Truist Financial+25.5K
- Blackstone Group−446.9K
- COHEN & STEERS, INC.−60.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 228 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
APLE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 8-K | May 29, 2026 | - | Analysis | |
| 8-K | May 27, 2026 | - | Analysis | |
| 4 | May 13, 2026 | - | - | |
| 8-K | May 11, 2026 | - | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 4, 2026 | Mar 31, 2026 | Analysis |
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APLE SEC filings: frequently asked questions
Which institutions hold APLE stock?
As of June 30, 2026, the largest Apple Hospitality REIT, Inc. (APLE) holders among the 13F filers tracked by SignalX were BlackRock ($667.8 million), Vanguard Portfolio Management LLC ($382.8 million), State Street Corp ($214.3 million), Vanguard Capital Management LLC ($161.7 million), Goldman Sachs Group ($131.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was APLE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Apple Hospitality REIT, Inc. (APLE) reported revenue of $1.4 billion (down 1.3% from FY2024) and net income of $175.4 million. Diluted EPS was $0.74. The figures come from the XBRL data in the 10-K.
What are the main risks in APLE's latest 10-K?
In the 10-K filed February 23, 2026, Apple Hospitality REIT, Inc. (APLE) flagged: Regulatory/legal risk: Compliance with Marriott and Hilton franchise agreements requiring costly renovations and adherence to brand standards, risking penalties or termination of agreements. Geopolitical/macroeconomic threat: Reduced hotel demand from U.S. travel declines due to geopolitical uncertainty, terrorism, government shutdowns, and pandemic impacts. (AI summary of the Risk Factors section.)
What did APLE report in its latest 8-K?
Apple Hospitality REIT, Inc. (APLE) filed an 8-K on September 15, 2026 reporting Item 7.01 (Regulation FD Disclosure). Item 7.01 identifies Exhibit 99.1 as Regulation FD disclosure.
What are the latest APLE SEC filings?
Apple Hospitality REIT, Inc. (APLE) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on September 2, 2026.
What is APLE's SEC CIK number?
Apple Hospitality REIT, Inc. (APLE)'s SEC Central Index Key (CIK) is 1418121. EDGAR lists every APLE filing under that number.
Ask anything about APLE
The research agent reads APLE's filings, financials, insider trades and 13F holders, then answers with sources.