RLJ Lodging Trust: Opportunity To Own A Quality Hotel Portfolio At Discount While Earning Dividends
RLJ Lodging Trust (RLJ) has been upgraded to a buy due to its quality hotel portfolio, undervaluation relative to book value, positive FFO guidance for FY26, and focus on property conversions. Despite risks associated with elevated leverage and consumer discretionary trends, the author sees this as an opportunity to invest in a major hotel REIT. The stock trades at a discount while offering dividend potential.
RLJ Lodging Trust (NYSE:RLJ) Stock Has Average Target Price of $11.69
Analysts have issued a consensus "Reduce" rating for RLJ Lodging Trust (NYSE:RLJ), with an average 12-month price target of $11.69, slightly above its current trading price. The real estate investment trust recently surpassed earnings and revenue expectations for its last quarter and declared a quarterly dividend of $0.15. Institutional investors hold a significant majority of the company's shares.
RLJ Lodging Trust stock heads toward November 4 results
RLJ Lodging Trust (RLJ) stock closed at USD 11.22 on October 2, 2026, and is anticipating its third-quarter 2026 results on November 4. The company reported a strong Q2 with revenue up 6.8% and net income up 9.4%, but analysts remain cautious due to valuation concerns. Investors will be watching the upcoming earnings call for continued growth in RevPAR and hotel EBITDA.
Is RLJ Lodging Trust (RLJ) Trading At A Discount To Cash Flow?
RLJ Lodging Trust has seen a strong 63.8% return over the past year, prompting an analysis of whether its current share price is supported by its cash flow. A Discounted Cash Flow (DCF) model suggests the company's cash flow profile points to a higher intrinsic value than its current US$11.04 share price. However, differing narratives exist, with some analysts considering it fairly valued and others seeing it as about 10% overvalued.
Park Hotels & Resorts gets bullish upgrade as RevPAR strength continues
Raymond James analyst RJ Milligan upgraded Park Hotels & Resorts (PK) to Strong Buy, citing continued strength in third-quarter RevPAR and attractive valuation with potential for outsized EBITDA growth by 2027. Milligan also raised his target price for PK to $19 per share, implying a 23% upside. Conversely, RLJ Lodging Trust (RLJ) was downgraded to Market Perform due to a less compelling valuation despite overall positive fundamentals in the lodging REIT sector.
Raymond James downgrades RLJ Lodging Trust stock rating on valuation By Investing.com
Raymond James has downgraded RLJ Lodging Trust (NYSE:RLJ) from Outperform to Market Perform due to valuation concerns following a significant year-to-date stock performance. The firm noted that RLJ Lodging Trust shares have risen 50% year-to-date, trading at a 20% discount to net asset value and 11 times 2027 enterprise value to EBITDA. Raymond James believes other lodging REITs offer more attractive risk/reward opportunities, despite acknowledging additional upside for RLJ Lodging Trust.
Raymond James Downgrades RLJ Lodging Trust to Market Perform From Outperform, Price Target is $11
Raymond James has downgraded RLJ Lodging Trust (RLJ) from Outperform to Market Perform, setting a price target of $11. According to PREMIUM data, the company currently holds an average rating of "hold" with a mean price target of $11.68. The full MT Newswires article requires a premium subscription to access.
RLJ Lodging Trust (RLJ) Declares Its Dividend, Is The 4% Discount Enough?
RLJ Lodging Trust (RLJ) has declared a quarterly cash dividend of $0.15 per common share and $0.4875 on Series A preferred shares. Despite a recent 5.4% dip over the past month, the stock is up 42.6% year-to-date and 57.1% over the last year. Simply Wall St's analysis suggests RLJ is modestly undervalued with a fair value of $11.32 against a last close of $10.91, attributing this to management's focus on higher-margin non-room revenues and efficient operations.
RLJ Lodging Trust (RLJ-PA) Stock Price, News, Quote & History
This article provides detailed financial information for RLJ Lodging Trust (RLJ-PA), including its current stock price, dividend announcements, and historical performance data. It also offers key metrics like market capitalization, P/E ratio, and revenue trends, along with a company overview and recent news. The stock experienced a slight increase on the day but showed negative returns over longer periods.
Truist Securities maintains Hold rating on RLJ Lodging Trust, $11 price target
Truist Securities has maintained a Hold rating on RLJ Lodging Trust (RLJ) with a price target of $11.00, suggesting a 1.9% upside from the Sep 18 close. The analyst note highlights improving market fundamentals, particularly in urban transient travel, with strong RevPAR estimates for Q3 and Q4 2026. However, it also cautions about market headwinds such as reliance on volatile transient demand and potential negative impacts from events like the temporary closure of the Austin Convention Center.
RLJ Lodging Trust (NYSE:RLJ) Announces $0.15 Quarterly Dividend
RLJ Lodging Trust (NYSE:RLJ) has declared a quarterly dividend of $0.15 per share, payable on October 15th to shareholders of record on September 30th, resulting in an annualized payout of $0.60 and a 5.5% yield. Although the current dividend payout ratio is high at 600%, analysts anticipate future earnings to support a reduced projected payout ratio of 45.1%. The company recently beat earnings estimates with $0.52 per share and saw revenue increase by 5.5% year over year.
VIRGINIA RETIREMENT SYSTEMS ET Al Acquires New Position in RLJ Lodging Trust $RLJ
Virginia Retirement Systems acquired a new stake of 138,400 shares in RLJ Lodging Trust, valued at approximately $1.64 million, making up 0.09% of the REIT. Institutional investors now own 92.35% of RLJ Lodging Trust. Despite the company beating analyst estimates for revenue and EPS in its latest quarter and offering a 5.5% dividend yield, the consensus analyst rating remains "Reduce" with an average price target of $11.11.
RLJ Lodging Trust (NYSE:RLJ) Receives Average Recommendation of "Reduce" from Brokerages
RLJ Lodging Trust (NYSE:RLJ) has received an average "Reduce" recommendation from ten brokerages, with an average 12-month price target of $11.11, close to its current price of $10.93. Despite this cautious outlook, institutional investors hold a substantial 92.35% ownership, and the company recently beat earnings expectations, reporting $0.52 per share against an estimated $0.15. RLJ also announced a quarterly dividend of $0.15, representing a 5.5% annualized yield.
Public Employees Retirement System of Ohio Makes New $1.73 Million Investment in RLJ Lodging Trust $RLJ
The Public Employees Retirement System of Ohio has acquired a new stake of 145,779 shares in RLJ Lodging Trust (NYSE:RLJ), valued at approximately $1.73 million. Institutional investors collectively own 92.35% of the company. RLJ Lodging Trust reported strong Q2 earnings, surpassing analyst estimates with $0.52 EPS and $382.99 million in revenue, and pays a quarterly dividend of $0.15 per share.
Bank of New York Mellon Corp Invests $7.48 Million in RLJ Lodging Trust $RLJ
Bank of New York Mellon Corp has acquired a new stake in RLJ Lodging Trust, purchasing over 631,000 shares valued at approximately $7.48 million. This investment makes Bank of New York Mellon Corp one of several large investors increasing their positions in RLJ Lodging Trust, which currently has 92.35% institutional ownership. RLJ Lodging Trust recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend.
Legal & General Group Plc Acquires New Stake in RLJ Lodging Trust $RLJ
Legal & General Group Plc has acquired a new stake of 547,651 shares in RLJ Lodging Trust, valued at approximately $6.49 million, representing about 0.36% of the REIT. Other institutional investors have also recently adjusted their holdings in RLJ, with institutional ownership collectively reaching 92.35%. RLJ Lodging Trust reported strong quarterly earnings of $0.52 per share, surpassing estimates, and issued positive fiscal 2026 EPS guidance, alongside a 5.4% dividend yield.
Hsbc Holdings PLC Buys Shares of 449,234 RLJ Lodging Trust $RLJ
HSBC Holdings PLC increased its stake in RLJ Lodging Trust by acquiring 449,234 shares, valued at approximately $5.3 million. This purchase represents about 0.29% of the REIT, which recently reported strong quarterly earnings of $0.52 per share, significantly exceeding analyst expectations, and maintained a quarterly dividend of $0.15. Despite a consensus "Reduce" rating from analysts, institutional investors collectively own a substantial 92.35% of the stock.
RLJ Lodging Trust (RLJ) Earnings History & Trends
This article provides an overview of RLJ Lodging Trust's (RLJ) earnings history and trends, detailing its EPS and revenue performance against Street estimates. It highlights a 100% EPS beat rate and a significant average EPS surprise, alongside quarter-by-quarter financial data, including actual versus estimated earnings and revenue. The report also includes the stock's 30-day return after each earnings report compared to the S&P 500.
Algert Global LLC Makes New Investment in RLJ Lodging Trust $RLJ
Algert Global LLC has made a new investment in RLJ Lodging Trust, acquiring 614,550 shares valued at approximately $7.3 million, representing a 0.40% stake. Other institutional investors have also adjusted their positions, with overall institutional and hedge fund ownership at 92.35%. RLJ Lodging Trust reported strong quarterly earnings and revenue, exceeding analyst expectations, and announced a quarterly dividend.
Return on assets % of RLJ Lodging Trust – FWB:2R6
This article provides financial information for RLJ Lodging Trust (FWB:2R6), specifically focusing on its Return on Assets percentage. It highlights that the market is currently closed with no trades. The content is sourced from TradingView, with data provided by ICE Data Services, FactSet, and Quartr.
130,308 Shares in RLJ Lodging Trust $RLJ Purchased by Mitsubishi UFJ Asset Management Co. Ltd.
Mitsubishi UFJ Asset Management Co. Ltd. has acquired 130,308 shares of RLJ Lodging Trust (NYSE:RLJ), a real estate investment trust, valued at approximately $1.54 million. This purchase represents about 0.09% of the REIT, and institutional investors now collectively own 92.35% of RLJ. Despite exceeding Q2 earnings expectations and offering a 5.2% annualized dividend yield, the stock has a consensus "Reduce" rating from analysts, with an average price target below its current trading price.
Denali Advisors LLC Takes $2.36 Million Position in RLJ Lodging Trust $RLJ
Denali Advisors LLC has acquired a new position in RLJ Lodging Trust (NYSE:RLJ) during the second quarter, purchasing 198,900 shares valued at approximately $2.36 million. This move represents about 0.13% of RLJ Lodging Trust's stock, with other hedge funds also significantly modifying their holdings in the company. Several Wall Street analysts have issued reports on RLJ Lodging Trust, resulting in an average rating of "Reduce" and a consensus price target of $10.94 for the stock.
Price to earnings forward of RLJ Lodging Trust – NYSE:RLJ
This article provides financial information for RLJ Lodging Trust (NYSE: RLJ), focusing on its forward price-to-earnings ratio. It indicates that the market was closed at the time of publication with no trades, and offers various navigation options for further analysis of the company's financials, news, and technical data on TradingView.
Why RLJ Lodging Trust (RLJ) Is Back In Focus After Its Latest Update
RLJ Lodging Trust (RLJ) is gaining attention after reporting improved Q2 results with higher sales and net income, leading to an updated full-year earnings outlook. The stock has shown significant recent momentum, with a 17.91% return over 90 days and a 46.27% year-to-date return. Despite trading at a discount to analyst targets and fair value estimates, the company faces risks related to urban event performance and renovation returns.
RLJ Lodging Trust (NYSE:RLJ) Given Average Recommendation of "Reduce" by Brokerages
RLJ Lodging Trust (NYSE:RLJ) has received an average "Reduce" recommendation from ten brokerages, with three analysts rating it a "sell," five a "hold," and two a "buy." The average 12-month price target for RLJ is $10.94. The company has a substantial institutional ownership of 92.35% and offers a 5.5% dividend yield, having recently paid a quarterly dividend of $0.15.
The Bull Case For RLJ Lodging Trust (RLJ) Could Change Following Strong Q2 Results And Raised 2026 Outlook
RLJ Lodging Trust reported strong Q2 2026 results with increased sales and net income, leading them to raise their full-year 2026 net income outlook. This positive performance is attributed to the recovery in business travel and successful hotel conversions. The improved outlook may influence the investment narrative for RLJ, though risks like operating costs and dependence on city events remain.
The Bull Case For RLJ Lodging Trust (RLJ) Could Change Following Strong Q2 Results And Raised 2026 Outlook
RLJ Lodging Trust reported strong Q2 2026 results with increased sales and net income, leading to a raised full-year 2026 net income outlook. This positive performance is attributed to recovering business travel and successful hotel conversions. The improved guidance may shift the investment narrative for RLJ, although investors should also consider potential risks like operating costs and dependence on city events.
Wells Fargo Maintains RLJ Lodging Trust(RLJ.US) With Sell Rating, Raises Target Price to $11
Wells Fargo has maintained its Sell rating on RLJ Lodging Trust (RLJ.US) but has increased its price target for the company to $11. This adjustment suggests a revised outlook on the stock's potential, despite the continued sell recommendation.
RLJ Lodging Trust raises 2026 guidance after strong Q2 with RevPAR up 6.8% and solid cash position.
RLJ Lodging Trust reported strong Q2 results, with revenue per available room (RevPAR) increasing 6.8% and adjusted funds from operations (FFO) per share rising 8.3%. This performance led the company to raise its 2026 guidance for RevPAR growth to 3.5%-4.5% and adjusted FFO per share to $1.37-$1.50. Despite potential near-term macroeconomic risks, the company maintains a solid cash position and benefits from supply constraints and recovering business travel, supporting a positive investment outlook.
Donald Smith & Co. (RLJ) discloses 12.3M-share, 8.1% stake in RLJ Lodging
Donald Smith & Co., along with DSCO Value Fund, L.P., has disclosed a significant beneficial ownership of 12,311,807 common shares, or 8.10%, in RLJ Lodging Trust as of June 30, 2026. Donald Smith & Co. acts as an investment adviser and holds sole voting power over 11,764,341 shares and sole dispositive power over 12,175,181 shares. The filing clarifies that clients retain rights to dividends and sale proceeds, and no single client owns more than 5% of RLJ Lodging Trust's outstanding common stock.
Ladenburg Thalmann Maintains RLJ Lodging Trust(RLJ.US) With Hold Rating, Raises Target Price to $13
Ladenburg Thalmann has reiterated its Hold rating on RLJ Lodging Trust (RLJ.US) and increased the target price to $13. This adjustment reflects the analyst's updated valuation for the company.
Renaissance Technologies LLC Has $2.22 Million Position in RLJ Lodging Trust $RLJ
Renaissance Technologies LLC significantly increased its stake in RLJ Lodging Trust by 2,111.3% in the first quarter, now owning 299,232 shares valued at $2.22 million. Other institutional investors also made changes to their positions, with hedge funds and institutional investors collectively owning 92.35% of the company. RLJ Lodging Trust's stock recently opened at $11.00, and the company pays a quarterly dividend of $0.15, yielding 5.5% annually.
RLJ Lodging Trust (RLJ) stock price, news, quote and history
This page provides a comprehensive overview of RLJ Lodging Trust (RLJ) stock, including its current price, historical data, financial performance, and analyst insights. RLJ Lodging Trust is a self-advised REIT owning 92 premium-branded, urban-centric hotels. The company's stock shows a current price of 10.95 USD, with recent performance figures and analyst ratings, including a recent price target raise by Ladenburg Thalmann.
LADENBURG THALM/SH SH Boosts RLJ Lodging Trust (NYSE:RLJ) Price Target to $13.00
LADENBURG THALM/SH SH increased its price target for RLJ Lodging Trust (NYSE:RLJ) from $12.00 to $13.00, maintaining a "neutral" rating, which suggests an 18.88% upside. Despite this, the company has a consensus "Reduce" rating and a price target of $10.94 based on an average of analyst ratings. Several institutional investors have recently adjusted their holdings in RLJ Lodging Trust, with institutions collectively owning 92.35% of the company's stock.
News | Acceleration of business travel, urban leisure demand drives RLJ to boost outlook
RLJ Lodging Trust has raised its full-year 2026 outlook following a stronger-than-expected second quarter, driven by increased business travel and urban leisure demand. The REIT's RevPAR growth outpaced the industry, with urban-centric markets showing particularly strong performance. RLJ also highlighted successful hotel renovations and conversions, including the Renaissance Pittsburgh to The Atterbury Hotel, Autograph Collection, contributing to its positive financial results.
RLJ Lodging Trust $RLJ Shares Acquired by Sei Investments Co.
Sei Investments Co. significantly increased its stake in RLJ Lodging Trust (NYSE:RLJ) during the first quarter, acquiring an additional 138,259 shares, bringing its total to 251,168 shares valued at approximately $1.86 million. This comes as RLJ Lodging Trust reported strong second-quarter results with revenue up 5.5% year-over-year and comparable RevPAR increasing by 6.8%, leading to an increased full-year outlook. Despite positive earnings and a 5.4% dividend yield, analyst sentiment remains cautious, with a consensus "Reduce" rating for the stock.
Dimensional Fund Advisors LP Trims Stake in RLJ Lodging Trust $RLJ
Dimensional Fund Advisors LP reduced its stake in RLJ Lodging Trust by 18.1% in the first quarter, selling over 333,000 shares but still retaining a significant holding worth $11.2 million. Despite this reduction and a consensus "Reduce" rating from analysts, RLJ Lodging Trust recently reported strong second-quarter results with increased revenue and FFO, and raised its 2026 outlook while maintaining a quarterly dividend.
RLJ Lodging Trust Q2 Earnings Call Highlights
RLJ Lodging Trust exceeded Q2 expectations with comparable RevPAR up 6.8%, driven by broad-based growth, accelerating business travel, and increased out-of-room spending. The company reported strong performance across its urban-focused hotel portfolio, leading to a raised full-year outlook for 2026. Strategic renovations, conversions, and a disposition also contributed positively to their financial results.
RLJ Lodging Trust Q2 Earnings Call Highlights
RLJ Lodging Trust (NYSE:RLJ) reported strong second-quarter results, with comparable RevPAR increasing by 6.8% year over year, outperforming the industry. The growth was driven by business travel, urban demand, and successful renovations, leading the company to raise its full-year 2026 outlook for RevPAR growth and adjusted FFO per diluted share. RLJ also highlighted its stable balance sheet with significant liquidity and no debt maturities until 2029.
Truist Financial Maintains RLJ Lodging Trust(RLJ.US) With Hold Rating
Truist Financial has reiterated its Hold rating on RLJ Lodging Trust (RLJ.US). This indicates that the firm advises investors to hold onto their existing shares of RLJ Lodging Trust rather than buying or selling them. The specific financial details or reasoning behind this rating were not provided in the snippet.
RLJ Lodging Trust (RLJ) (Q2 2026) Earnings Call Highlights: RevPAR Surges 6. ...
RLJ Lodging Trust reported strong Q2 2026 results with RevPAR up 6.8%, driven by accelerated business transient revenues and successful renovations. The company raised its full-year 2026 guidance and highlighted a strong balance sheet with $1 billion in liquidity. Despite positive performance, concerns include higher-than-anticipated expense growth and limited visibility due to short booking windows and geopolitical uncertainty.
RLJ Lodging Trust 2Q 2026: Revenue $382.99M, EPS $0.16— 10-Q Summary
RLJ Lodging Trust reported strong second-quarter 2026 results, with revenue increasing to $382.99 million and diluted EPS reaching $0.16, up from the prior year. The growth was primarily driven by higher room, food & beverage, and other guest revenue, supported by robust leisure, corporate, and government travel. The company also saw increased ADR and RevPAR from recently renovated hotels and undertook strategic portfolio activities including a hotel sale and asset-level refinancings.
RLJ Lodging (RLJ) Tops Q2 FFO and Revenue Estimates
RLJ Lodging (RLJ) exceeded Q2 FFO and revenue estimates, reporting FFO of $0.52 per share against a Zacks Consensus Estimate of $0.49, and revenues of $382.99 million, surpassing the estimate by 4.27%. The company has consistently beaten FFO and revenue expectations over the last four quarters, with its shares gaining 65.4% year-to-date. While current estimates suggest a Zacks Rank #3 (Hold) for the stock, future performance will depend on management's commentary and industry trends.
Bank of New York Mellon Corp Cuts Stake in RLJ Lodging Trust $RLJ
Bank of New York Mellon Corp decreased its stake in RLJ Lodging Trust (NYSE:RLJ) by 13.0% in the first quarter, selling 83,916 shares and ending with 560,153 shares valued at $4.16 million. Despite this, other institutional investors have increased their positions in the real estate investment trust, with hedge funds and institutional investors collectively owning 92.35% of the company's stock. The article also details RLJ Lodging Trust's stock performance, recent earnings exceeding analyst estimates, a declared quarterly dividend, and various analyst ratings.
RLJ Lodging Trust (NYSE:RLJ) Issues FY 2026 Earnings Guidance
RLJ Lodging Trust (NYSE:RLJ) has issued its FY 2026 earnings per share (EPS) guidance in the range of $1.37 to $1.50, surpassing the analyst consensus estimate of $1.26. The company also announced a quarterly dividend of $0.15 per share, translating to an annual dividend of $0.60 and a 5.0% yield. Despite beating recent quarterly EPS expectations with $0.52 against an anticipated $0.15, the stock experienced a 2.7% decline, closing at $11.98.
RLJ Lodging Trust repays $500M in notes, no debt maturities until 2029
RLJ Lodging Trust reported strong second-quarter 2026 results, with RevPAR increasing by 6.8% and Adjusted FFO per diluted common share up 8.3%. The company successfully repaid $500 million in Senior Notes due 2026 using proceeds from delayed draw term loans and cash on hand, resulting in no debt maturities until 2029. RLJ Lodging Trust also raised its full-year outlook based on these positive trends and continued success in its portfolio.
RLJ Lodging in the spotlight: earnings test profit comeback By Investing.com
RLJ Lodging Trust is under investor scrutiny as it reports second-quarter results, with expectations for a return to profitability after a first-quarter loss. Analysts project 14 cents EPS on $369.3 million revenue, marking an improvement over the previous quarter, though year-over-year earnings are expected to decline. The company's stock has surged 50% year-to-date, fueled by urban travel recovery, and investors are keenly watching margin performance, urban market strength, and capital allocation strategies to see if operational momentum justifies the current valuation.
RLJ Lodging in the spotlight: earnings test profit comeback
RLJ Lodging Trust is set to release its second-quarter results, with analysts expecting a return to profitability at 14 cents per share on $369.3 million in revenue. Investors will be closely watching margin performance, the recovery of urban markets, and the company's capital allocation strategy, especially given its recent debt refinancing and share repurchase program. The stock has seen a significant 50% surge year-to-date, trading near its 52-week high, and today's earnings will determine if operational momentum supports its current valuation.
Zacks Research Downgrades RLJ Lodging Trust (NYSE:RLJ) to Hold
Zacks Research has downgraded RLJ Lodging Trust (NYSE:RLJ) from a "strong-buy" to a "hold" rating. Despite this, the company's shares opened near their 52-week high, and recent earnings modestly beat consensus estimates. Analysts have mixed views on RLJ, with an average target price of $10.83, and institutional investors have recently increased their positions in the real estate investment trust.
Glenmede Trust Co. NA Lowers Stock Holdings in RLJ Lodging Trust $RLJ
Glenmede Trust Co. NA has reduced its stake in RLJ Lodging Trust by 8.2% in the first quarter, now holding 1.16 million shares worth approximately $8.6 million. Despite this reduction, institutional investors collectively own a significant 92.35% of RLJ. The real estate investment trust (REIT) recently reported beating revenue and EPS expectations, declared a quarterly dividend of $0.15, and has an average analyst rating of "Hold" with a consensus price target of $10.83.
