BHR at a glance
Braemar Hotels & Resorts Inc. (BHR, SEC CIK 1574085) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 29, 2026 and Form 4 insider filings as recently as February 26, 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), Braemar Hotels & Resorts Inc. (BHR) reported revenue of $704.0 million (down 3.3% from FY2024) and a net loss of $22.3 million. Diluted EPS was -$1.07.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding Braemar Hotels & Resorts Inc. (BHR) shares worth $38.2 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $704.0M
- −3.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 24 funds
- $38.2M · +0 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Total hotel revenue $171.0M, down $8.1M or 4.5% YoY
- Net income attributable to Company $7.0M vs $5.5M loss YoY
- Best comparable performer Ritz-Carlton Reserve Dorado Beach, rooms revenue up $3.3M
- Worst comparable performer Ritz-Carlton Lake Tahoe, rooms revenue down $499,000
- Cash deployment included $176M Park Hyatt Beaver Creek sale and $70.5M mortgage repayment
Risk Factors
- New strategic-transition risk: June 12, 2026 self-management announcement created dependence on hotel-sale proceeds
- Asset-sale execution risk: $190 million Pier House transaction may fail or deliver insufficient proceeds for Ashford obligations
- Legal risk: Opposing shareholders may seek injunctions delaying sales or Advisory Agreement termination
- Financial risk: $173.0 million paid to Ashford leaves remaining Company Sale Fee and Master Agreement Termination Fee obligations
- Operational cost risk: Delayed termination preserves advisory fees and prevents more than $25 million annual G&A savings
AI summary of the BHR 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 1.01: Entry into a Material Definitive Agreement
- Agreement to sell Four Seasons Resort Scottsdale at Troon North for $372 million
- $10 million purchaser deposit became non-refundable on September 23, 2026
Item 8.01: Other Events
- 2026 Annual Meeting postponed from November 13 to December 21, 2026
- One-month delay extends the timeline for shareholder voting and governance matters
Item 5.08: Shareholder Director Nominations
- 2026 Annual Meeting scheduled for November 13, 2026
- Record date set for September 30, 2026, determining eligible shareholders
AI summaries of BHR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BHR
Don't miss the next BHR filing
- Alerts as it files. A push when BHR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BHR, by share count.
- Ask anything. An AI agent that reads every BHR filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Stockton Richard J | D | Feb 24, 2026 | 176,295 | - |
| Eubanks Deric S | D | Feb 24, 2026 | 88,747 | - |
| Bennett Monty J | J | Feb 24, 2026 | 123,477 | - |
| Bennett Monty J | D | Feb 24, 2026 | 352,590 | - |
| Bennett Monty J | J | Feb 24, 2026 | 123,477.15 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $739.3M | $728.4M | $704.0M |
| Operating Income | $61.7M | $128.8M | $72.4M |
| Net Income | - | -$1.7M | -$22.3M |
| Op. Margin | 8.3% | 17.7% | 10.3% |
| Net Margin | - | -0.2% | -3.2% |
| Balance Sheet | |||
| Total Assets | $2.2B | $2.1B | $1.9B |
| Equity | $307.0M | $240.7M | $138.7M |
| ROE | - | -0.7% | -16.1% |
| Per Share | |||
| EPS | $-1.13 | $-0.77 | $-1.07 |
| Cash Flow | |||
| Operating CF | $84.7M | $66.8M | $40.8M |
Source: XBRL data in Braemar Hotels & Resorts Inc. (BHR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BHR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $38.2M |
| Q1 2026 | 24 | $39.4M |
| Q4 2025 | 24 | $49.1M |
| Q3 2025 | 25 | $46.0M |
| Q2 2025 | 23 | $41.5M |
| Q1 2025 | 19 | $21.1M |
| Q4 2024 | 15 | $23.1M |
| Q3 2024 | 12 | $12.7M |
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- Vanguard Capital Management LLC−17.4K (-1%)
- Bank of America Corp−16.9K (-18%)
- Franklin Resources+37.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 166 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BHR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 8-K | Jul 17, 2026 | - | Analysis | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 8-K | Jun 1, 2026 | - | - | |
| 8-K | May 28, 2026 | - | - | |
| 8-K | May 22, 2026 | - | - | |
| 8-K | May 12, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | - | |
| 8-K | Apr 30, 2026 | - | - | - |
| 8-K | Apr 23, 2026 | - | - | - |
| 8-K | Apr 3, 2026 | - | - | - |
| 8-K | Mar 26, 2026 | - | - | - |
| 8-K | Mar 24, 2026 | - | - | - |
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BHR SEC filings: frequently asked questions
Which institutions hold BHR stock?
As of June 30, 2026, the largest Braemar Hotels & Resorts Inc. (BHR) holders among the 13F filers tracked by SignalX were BlackRock ($18.7 million), Vanguard Capital Management LLC ($5.9 million), State Street Corp ($2.8 million), Renaissance Technologies LLC ($1.5 million), Goldman Sachs Group ($1.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BHR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Braemar Hotels & Resorts Inc. (BHR) reported revenue of $704.0 million (down 3.3% from FY2024) and a net loss of $22.3 million. Diluted EPS was -$1.07. The figures come from the XBRL data in the 10-K.
What did BHR report in its latest 8-K?
Braemar Hotels & Resorts Inc. (BHR) filed an 8-K on September 29, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Agreement to sell Four Seasons Resort Scottsdale at Troon North for $372 million.
What are the latest BHR SEC filings?
Braemar Hotels & Resorts Inc. (BHR) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on February 26, 2026.
What is BHR's SEC CIK number?
Braemar Hotels & Resorts Inc. (BHR)'s SEC Central Index Key (CIK) is 1574085. EDGAR lists every BHR filing under that number.
Ask anything about BHR
The research agent reads BHR's filings, financials, insider trades and 13F holders, then answers with sources.