Service Properties Trust stock downgraded by Wells Fargo on balance sheet concerns

Published 10/09/2025, 11:32
Service Properties Trust stock downgraded by Wells Fargo on balance sheet concerns

Investing.com - Wells Fargo downgraded Service Properties Trust (NASDAQ:SVC) stock rating from Overweight to Equal Weight and lowered its price target to $2.50 from $3.00. According to InvestingPro data, SVC currently trades at attractive valuation multiples, though the stock has shown significant volatility with a beta of 1.84.

The downgrade comes after Service Properties Trust announced that all of its planned hotel dispositions are now under contract, a development that Wells Fargo believes is already reflected in the current stock price.

Wells Fargo cited moderate post-renovation hotel earnings growth, net lease headwinds, and approximately $3.1 billion of maturities through 2029 as key factors in its decision to move to the sidelines on the stock.

The financial institution had previously upgraded Service Properties Trust in March, expecting positive stock reaction as the company progressed toward finalizing hotel dispositions.

Wells Fargo indicated it would need to see additional property sales, improved hotel fundamentals, and better leverage before taking a more constructive view on Service Properties Trust again.

In other recent news, Service Properties Trust reported its second-quarter 2025 earnings, which revealed a larger-than-anticipated loss per share. The company posted an actual earnings per share of -$0.23, missing analysts’ forecast of -$0.20. However, revenue slightly exceeded expectations, coming in at $503.44 million compared to the projected $497.76 million. Additionally, Service Properties Trust announced new management agreements with Sonesta International Hotels Corporation and its subsidiaries for 59 hotels. These agreements, effective from August 1, 2025, have an initial term of 15 years, with options for Sonesta to renew for an additional 10 years. Under these agreements, Sonesta will receive a base management fee based on gross revenues and other fees related to brand promotion and loyalty. These developments reflect ongoing strategic moves by Service Properties Trust to manage its assets and partnerships effectively.

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