RLJ Lodging Trust (RLJ) Projected to Post Quarterly Earnings on Thursday
RLJ Lodging Trust (NYSE:RLJ) is expected to announce its Q4 2025 earnings after market close on Thursday, February 26th, with analysts projecting $0.28 EPS and $317.95 million in revenue. The company currently offers a 7.2% dividend yield, though its payout ratio is exceptionally high at 1,200%. Analyst ratings present a mixed picture, with a consensus "Hold" rating and an average price target of $8.64, while insider activity shows a recent share sale by a director.
RLJ Lodging Trust Extends Credit Facilities, Adds $569M A-1 and $150M Term Loans to Refinance 2026 Notes
RLJ Lodging Trust has expanded and extended its capital structure through several financing actions. These include extending its $600 million revolver to 2030, adding a new $569 million delayed draw term loan, securing a $150 million unsecured delayed draw term loan, and refinancing $154.8 million in mortgages. The strategic moves are aimed at refinancing near-term debt, extending maturities, and enhancing the company's liquidity.
A Look At RLJ Lodging Trust (RLJ) Valuation After Comprehensive Debt Refinancing Reset
RLJ Lodging Trust (RLJ) has successfully refinanced all its debt maturities through 2028, leading to a recent positive share price momentum despite a longer-term decline. The company is trading at an approximate 35% intrinsic discount, sparking questions about whether this reflects a true value gap or if future growth is already factored into its current valuation against a fair value of $8.43. This narrative relies on strategic growth in non-room revenues and efficient operations, though risks remain concerning market demand and project delivery.
RLJ Lodging Trust Completes Refinancing Transactions
RLJ Lodging Trust announced the successful refinancing of all its debt maturities through 2028, strengthening its balance sheet and extending its debt maturity schedule. The refinancing includes extending its revolver, upsizing and recasting an existing term loan, and adding a new seven-year term loan. This strategic move allows the company to address its $500 million senior notes maturing in July 2026, with no further debt maturities until 2029.
RLJ Lodging Trust Successfully Completes Refinancing Transactions
RLJ Lodging Trust (NYSE: RLJ) announced the successful refinancing of all its debt maturities through 2028, strengthening its balance sheet and laddering its debt maturity schedule. The refinancing includes extending its revolver, upsizing an existing term loan, adding a new seven-year term loan, and refinancing secured debt maturing in 2026. This strategic move means the Company's next debt maturity will not be until 2029, with incremental proceeds used to pay off $500 million senior notes due in July 2026.
RLJ Lodging Trust (NYSE:RLJ) Short Interest Up 21.0% in January
Short interest in RLJ Lodging Trust (NYSE:RLJ) saw a significant increase of 21.0% in January, reaching over 12.87 million shares. This equates to a short-interest ratio of 7.8 days, with 8.8% of the company's stock currently sold short. While analysts have issued varied ratings, the company currently holds a "Hold" consensus with an average price target of $8.64.
RLJ Stock Is Down 8% in a Year, but This $71 Million Position Signals Conviction
H/2 Credit Manager recently increased its stake in RLJ Lodging Trust (NYSE:RLJ) by 3.28 million shares, totaling an estimated $23.83 million and bringing their total position to $71.39 million. This significant investment occurs as RLJ Lodging Trust's stock is down 8% over the past year. The investment is seen as a signal of conviction, especially after RLJ refinanced all debt maturities through 2028, extended its $600 million revolver to 2031, and positioned itself to retire $500 million of senior notes due in July.
Ryan Meliker
Ryan Meliker is the President and Co-Founder of Lodging Analytics Research & Consulting (LARC), where he leads all analytical research and consulting projects. His expertise combines over a decade on Wall Street covering lodging and REIT industries with deep knowledge of the lodging sector. Meliker's career also includes roles at RLJ Lodging Trust, Morgan Stanley, MLV & Co, Canaccord Genuity, and hospitality consulting at PricewaterhouseCoopers and HVS International, as well as property operations.
198,900 Shares in RLJ Lodging Trust $RLJ Purchased by Denali Advisors LLC
Denali Advisors LLC initiated a new position in RLJ Lodging Trust (NYSE:RLJ) by purchasing 198,900 shares valued at approximately $1.43 million during the third quarter. This acquisition contributes to institutional investors holding about 92.35% of the company's stock. The article also notes mixed analyst ratings for RLJ, with a consensus "Hold" rating but recent upgrades to "strong-buy" alongside new "underweight" coverage, and highlights the company's 7.2% dividend yield.
Understanding the Setup: (RLJ) and Scalable Risk
This article provides an AI-generated analysis of RLJ Lodging Trust, highlighting strong near- and mid-term sentiment but elevated long-term downside risk. It outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The piece also details multi-timeframe signal analysis, including support and resistance levels, to aid in decision-making for investors.
Rlj Lodging Trust stock hits 52-week high at 7.98 USD By Investing.com
RLJ Lodging Trust (RLJ) stock recently hit a high of $7.98, though its actual 52-week high is $9.85, according to InvestingPro data. Despite a negative one-year return, the stock has gained significantly in the past six months, and management is actively buying back shares. The company offers a substantial 7.53% dividend yield and is considered slightly undervalued, making it potentially attractive to income-focused investors.
Rlj Lodging Trust stock hits 52-week high at 7.98 USD
RLJ Lodging Trust's stock recently hit $7.98, marking a significant high, though its actual 52-week peak was $9.85. Despite a negative annual return, the stock gained 19.39% in six months, bolstered by management's share buybacks and a 7.53% dividend yield. Analyst ratings are mixed, with Barclays initiating an Underweight rating due to valuation concerns, while Raymond James upgraded it to Strong Buy, citing sector recovery despite potential near-term challenges.
Rlj Lodging Trust stock hits 52-week high at 7.98 USD
RLJ Lodging Trust (RLJ) recently saw its stock reach $7.98, though its actual 52-week high is $9.85. Despite a -11.69% 1-year return, the stock has gained 19.39% in the last six months, and management has been actively buying back shares. The company offers a 7.53% dividend yield and is considered slightly undervalued, attracting income-focused investors, amidst varying analyst ratings from Barclays (Underweight) and Raymond James (Strong Buy).
Allianz Asset Management GmbH Acquires 401,189 Shares of RLJ Lodging Trust $RLJ
Allianz Asset Management GmbH has increased its stake in RLJ Lodging Trust (NYSE:RLJ) by 22.3%, acquiring an additional 401,189 shares, bringing its total holdings to 2,201,825 shares valued at approximately $15.85 million. The REIT reported Q3 EPS of $0.27, missing analyst estimates, and saw revenue decline by 4.5% year-over-year. Despite a "Hold" consensus rating from analysts with an $8.64 price target, the company offers a 7.5% dividend yield with a high payout ratio.
The Technical Signals Behind (RLJ) That Institutions Follow
This article provides a technical analysis of RLJ Lodging Trust Of Beneficial Interest (NYSE: RLJ), highlighting institutional trading signals and strategies. It discusses near-term strong sentiment, neutral mid and long-term outlooks, and potential downside risk. The analysis includes AI-generated entry and exit zones, target prices, and stop losses for various trading strategies based on different time horizons.
RLJ Lodging Trust’s 2025 Dividends To Boost Tourism Investment
RLJ Lodging Trust announced its 2025 dividend tax classifications for common and Series A preferred shares, aiming to provide clarity to investors and foster tourism-driven growth. The distributions include ordinary income, return of capital, and Section 199A dividends, with a notable adjustment for the December 2025 dividend where no allocation will be made for tax purposes. This transparent approach is expected to encourage stakeholder confidence and support continued investment in tourism-focused real estate ventures.
RLJ Lodging Trust (NYSE:RLJ) Receives Consensus Rating of "Hold" from Brokerages
Nine brokerages have collectively assigned a "Hold" rating to RLJ Lodging Trust (NYSE:RLJ), with an average 12-month price target of $8.64. The company's stock opened at $7.28, trading within a 52-week range of $6.16–$10.06. RLJ Lodging Trust recently announced a quarterly dividend of $0.15, leading to an 8.2% yield, but its high payout ratio of 1,200% raises concerns about its sustainability.
Precision Trading with Rlj Lodging Trust Of Beneficial Interest $0.01 Par Value (RLJ) Risk Zones
This article provides a precision trading analysis for RLJ Lodging Trust, highlighting a mid-channel oscillation pattern and an exceptional 38.5:1 risk-reward short setup. It details three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and support/resistance levels. The analysis, generated by AI models, aims to optimize position sizing and minimize drawdown risk for traders.
RLJ Lodging Trust: Major Turning Point Expected in 2026
RLJ Lodging Trust (RLJ) is presented as an attractive hotel REIT with a nearly 8% dividend yield, poised for a major turning point in 2026 due to anticipated U.S. GDP growth and the FIFA World Cup. Analyst opinions are mixed, with some upgrading RLJ to Strong Buy citing compelling discounts and an improving sector outlook, while others maintain Underweight ratings due to overvaluation and lack of luxury exposure. The article also touches on broader investment strategies including diversification, European market opportunities, and potential REIT M&A activity in 2027.
RLJ Lodging Trust $RLJ Shares Sold by Wolverine Asset Management LLC
Wolverine Asset Management LLC reduced its stake in RLJ Lodging Trust by 41.7% in Q3, selling 214,606 shares and retaining 299,649 shares valued at $2.157 million. Despite mixed analyst ratings and a consensus "Hold" with an $8.64 price target, other institutional investors have increased their holdings, and the company pays a quarterly dividend of $0.15, yielding 7.8%. RLJ Lodging Trust's stock has a market cap of $1.16 billion and a P/E ratio of 153.30.
Barclays Initiates RLJ Lodging Trust(RLJ.US) With Sell Rating, Announces Target Price $6
Barclays analyst Richard Hightower has initiated coverage on RLJ Lodging Trust (RLJ.US) with a 'sell' rating, setting a target price of $6. Hightower's past performance indicates a 36.2% success rate and an average return of -2.5% over the last year. This rating is based on analysis data provided by TipRanks.
RLJ Lodging Trust (NYSE:RLJ) Upgraded by Zacks Research to Hold Rating
Zacks Research has upgraded RLJ Lodging Trust (NYSE:RLJ) from a "strong sell" to a "hold" rating, reflecting varied analyst opinions with a consensus "Hold" rating and $8.64 target price. The company's stock trades at $7.63, with a market cap of $1.15 billion, and recently missed EPS estimates while revenue declined year-over-year. Insider selling by a director was noted, while institutional investors hold a significant majority of the stock.
Technical Reactions to RLJ Trends in Macro Strategies
This article analyzes RLJ Lodging Trust (NYSE: RLJ) using AI models, identifying a short setup with a 40.0:1 risk-reward ratio targeting 10.4% downside. It outlines various trading strategies including position, momentum breakout, and risk hedging, alongside multi-timeframe signal analysis. The report suggests divergent sentiment across horizons with resistance being tested.
Is Barclays’ Sell Rating and Insider Activity Altering The Investment Case For RLJ Lodging Trust (RLJ)?
Barclays has initiated coverage on RLJ Lodging Trust with a "Sell" rating, coinciding with increased insider selling, prompting re-evaluation of the company's prospects. While analyst consensus previously implied some upside, the cautionary stance and negative insider sentiment may lead investors to scrutinize execution risks more closely, especially considering the current financial landscape for the hotel REIT. Investors are encouraged to build their own narrative given differing fair value estimates and various risks and rewards identified in research.
Baird Maintains RLJ Lodging Trust(RLJ.US) With Hold Rating, Raises Target Price to $8
Baird's analyst Michael Bellisario has reiterated a hold rating for RLJ Lodging Trust (RLJ.US) and increased the target price from $7.5 to $8. According to TipRanks data, Bellisario has a 50.7% success rate and a 5.0% average return over the past year. This information is intended for informational purposes only and does not constitute investment advice.
Is Barclays’ Sell Rating and Insider Activity Altering The Investment Case For RLJ Lodging Trust (RLJ)?
Barclays has initiated a Sell rating on RLJ Lodging Trust, coinciding with increased insider selling, prompting questions about the company's investment prospects. These developments may lead investors to scrutinize execution risks more closely, despite previous community fair value estimates suggesting potential upside. The article suggests that while Barclays' cautious stance and insider selling don't change the underlying business, they can influence market perception of RLJ's recovery and balance sheet progress.
RLJ Lodging Trust initiated with an Underweight at Barclays
Barclays initiated coverage of RLJ Lodging Trust (RLJ) with an Underweight rating and a $6 price target, alongside coverage of seven other hotel real estate investment trusts. The firm views hotel REITs primarily as short-term trading vehicles rather than long-term investments, and considers RLJ shares to be overvalued at their current levels. Barclays prefers companies with strong business strategies and balance sheets.
Barclays Initiates Coverage of RLJ Lodging Trust (RLJ) with Underweight Recommendation
Barclays has initiated coverage of RLJ Lodging Trust (RLJ) with an Underweight recommendation. The average one-year price target for RLJ is $8.87/share, suggesting a 16.84% upside from its latest closing price. Fund sentiment for RLJ Lodging Trust is bullish, indicated by a put/call ratio of 0.09, despite a slight decrease in total shares owned by institutions.
Trading the Move, Not the Narrative: (RLJ) Edition
This article provides a detailed stock analysis for Rlj Lodging Trust (NYSE: RLJ), highlighting neutral sentiment in shorter horizons but a weak long-term bias. It offers three AI-generated institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis for support and resistance levels. The analysis aims to provide actionable insights for traders focusing on movement rather than narrative.
The Truth About RLJ Lodging Trust: Quiet Hotel Stock That Might Be Your Next Power Move
RLJ Lodging Trust, a hotel-focused REIT, is presented as an under-the-radar investment opportunity as leisure travel rebounds. The article examines its price performance, dividend potential related to its REIT structure, and associated risks like cyclical demand and interest rate sensitivity. It concludes that RLJ can be a valuable "price drop" recovery play for risk-tolerant, income-leaning investors focused on real estate exposure, rather than short-term traders.
Behavioral Patterns of RLJ and Institutional Flows
This article analyzes the behavioral patterns and institutional flows for Rlj Lodging Trust (NYSE: RLJ), indicating mixed sentiment and potential choppiness. It provides AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis for near-term, mid-term, and long-term horizons, including support and resistance levels. The analysis notes elevated downside risk and no clear price positioning signal.
RLJ Lodging Trust Announces 2025 Results And Call
RLJ Lodging Trust, a prominent player in the hospitality sector, has announced the upcoming release of its fourth-quarter and full-year 2025 earnings after market hours on February 26, 2026. This financial disclosure will provide crucial insights into the company's performance amidst evolving tourism market dynamics. Following the release, a conference call will be held on February 27, 2026, at 10:00 am (Eastern Time) for investors and industry stakeholders, with a replay available until March 13, 2026.
Assessing RLJ Lodging Trust (RLJ) Valuation After a Recent Short-Term Share Price Rebound
RLJ Lodging Trust (RLJ) has seen a recent 6% rebound but remains down year-to-date and over multiple years. Despite trading at a seemingly inexpensive price-to-sales ratio of 0.9x compared to an industry average of 3.7x and a regression-based fair price of 1.4x, the company faces risks like a thin net margin and weak long-term returns. A Discounted Cash Flow model further suggests a fair value of $12 per share, indicating potential undervaluation.
RLJ Lodging Trust (NYSE:RLJ) to Issue Quarterly Dividend of $0.15
RLJ Lodging Trust (NYSE:RLJ) declared a quarterly dividend of $0.15 per share, payable January 15th to shareholders of record on December 31st. This dividend represents an annualized yield of 7.8% and is currently covered by the company's balance sheet, with analysts projecting a more sustainable payout ratio of 42.3% next year. The stock traded up 1.0% to $7.74 on Monday, with a market capitalization of $1.17 billion.
RLJ Lodging Trust: From 2025 Laggard To 2026 World Cup Beneficiary (NYSE:RLJ)
RLJ Lodging Trust is expected to benefit significantly from the 2026 FIFA World Cup, with 69% of its markets hosting matches, counteracting anticipated declines in 2025. The REIT's common stock trades at a low 5.7x adjusted FFO multiple with a Strong Buy rating due to expected double-digit FFO growth. Conservative investors might find value in its preferred shares, despite risks related to high leverage and a potential lack of U.S. economic improvement.
RLJ Lodging Trust Announces Dividends for Fourth Quarter of 2025
RLJ Lodging Trust (NYSE: RLJ) has announced its Board of Trustees declared a quarterly cash dividend of $0.15 per common share, payable on January 15, 2026, to shareholders of record as of December 31, 2025. Additionally, a quarterly cash dividend of $0.4875 was declared for the Company’s Series A Preferred Shares, payable on January 30, 2026, to shareholders of record as of December 31, 2025. RLJ Lodging Trust is a self-advised, publicly traded real estate investment trust focused on premium-branded hotels.
Embassy Suites by Hilton Birmingham wraps reno
The Embassy Suites by Hilton Birmingham has finished a comprehensive renovation updating its guest suites, public spaces, and meeting areas. Owned by RLJ Lodging Trust and managed by Hilton, the 242-suite property features modern furnishings, local artwork, enhanced event spaces, and upgraded amenities including an indoor pool and fitness center. This renovation aims to cater to the evolving needs of travelers and support Birmingham’s growing tourism.
(RLJ) Movement Within Algorithmic Entry Frameworks
This article analyzes RLJ Lodging Trust Of Beneficial Interest (NYSE: RLJ) using AI models, highlighting stable-neutral readings in shorter horizons and a potential easing of a long-term weak bias. It outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored to different risk profiles. The analysis also provides multi-timeframe signal analysis with support and resistance levels.
RLJ Lodging Trust $RLJ Shares Sold by Franklin Resources Inc.
Franklin Resources Inc. significantly reduced its stake in RLJ Lodging Trust by 64.4% in the second quarter, selling over 167,000 shares. This comes as RLJ Lodging Trust faces sustainability concerns due to a high dividend payout ratio of 1,200% and recently missed analysts' EPS estimates. The stock currently holds a consensus "Hold" rating from analysts with an average price target of $9.08.
RLJ Lodging Trust (NYSE:RLJ) Receives Average Rating of "Hold" from Analysts
RLJ Lodging Trust (NYSE:RLJ) has received an average "Hold" rating from nine research firms, with an average 12-month price target of $9.08. Insider transactions show Director Robin McBride Zeigler sold 13,413 shares, reducing her stake by 26.5%, and the company's latest quarterly earnings missed estimates while revenue was down year-over-year. The REIT pays a quarterly dividend yielding approximately 8.1%, despite a high payout ratio.
Arrowstreet Capital Limited Partnership Acquires 614,166 Shares of RLJ Lodging Trust $RLJ
Arrowstreet Capital Limited Partnership significantly increased its stake in RLJ Lodging Trust, acquiring an additional 614,166 shares, boosting its total holdings to over 2.2 million shares. This move is detailed in their latest 13F filing, alongside other institutional investment changes in the real estate investment trust. Analyst ratings for RLJ Lodging Trust are mixed, with a current "Hold" consensus, while the company recently announced a quarterly dividend.
RLJ Lodging double upgraded at Raymond James on 'improving sector outlook'
Raymond James has double upgraded RLJ Lodging Trust (RLJ) from Underperform to Outperform, citing an improving sector outlook for the lodging industry. The upgrade reflects a more positive view on the company's prospects amidst changing market conditions.
JPMorgan Chase & Co. Boosts Stock Position in RLJ Lodging Trust $RLJ
JPMorgan Chase & Co. significantly increased its stake in RLJ Lodging Trust, acquiring an additional 137,014 shares to own 3.28% of the company, valued at $36.24 million. This comes as insider Robin McBride Zeigler sold a portion of her shares, reducing her position by over 26%. RLJ Lodging Trust announced a quarterly dividend of $0.15 per share, resulting in an 8.0% yield, though its high payout ratio suggests potential unsustainability.
Wells Fargo Maintains RLJ Lodging Trust(RLJ.US) With Sell Rating, Maintains Target Price $7
Wells Fargo analyst Cooper Clark has reiterated a Sell rating for RLJ Lodging Trust (RLJ.US) and maintained a target price of $7. Clark's performance, according to TipRanks, shows a 0.0% success rate and an average return of -4.7% over the past year. The article highlights that this information is for informational purposes only and not investment advice.
RLJ Lodging Trust (RLJ): Assessing Valuation After Recent Share Recovery
RLJ Lodging Trust (RLJ) has seen its shares recover recently, though longer-term performance remains negative. Despite a 1-month share price return of nearly 8%, the 1-year total shareholder return is -19%. The stock's current price-to-sales ratio of 0.8x positions it as significantly cheaper than industry peers and its estimated fair price-to-sales ratio of 1.4x, suggesting potential undervaluation.
RLJ Lodging Trust: While It Upgrades Its Hotels, Raymond James Just Upgraded The Stock Too
RLJ Lodging Trust (RLJ) has received a 'buy' rating in initial coverage, following an upgrade from Raymond James. The company, which boasts a nationally diversified hotel portfolio similar to peers like Apple Hospitality Trust, presents an attractive investment opportunity due to its post-pandemic dividend growth, over 8% yield, and low balance sheet risk. Furthermore, the stock is trading significantly below book value and NAV, with a low forward P/E and a projected 7% upside.
Raymond James upgrades RLJ Lodging Trust stock rating to Strong Buy
Raymond James has upgraded RLJ Lodging Trust (NYSE:RLJ) from Market Perform to Strong Buy, setting a price target of $9.00. This upgrade is driven by strong Q3 2025 results from lodging REITs and RLJ's deeply discounted valuation, despite near-term Q4 headwinds. The firm anticipates a sector-wide rebound in 2026, supported by events like the World Cup and declining labor costs.
Economic headwinds weigh heavy on RLJ even as its urban hotels rebound
RLJ Lodging Trust reported a 5.1% year-over-year decrease in revenue per available room and a net loss of $3.8 million in Q3, despite strong performance in urban markets, particularly San Francisco. Macroeconomic headwinds like the government shutdown and renovation work impacted overall results. The company's full-year RevPAR outlook is between -1.9% and -2.6%.
RLJ Lodging Trust Reports Third Quarter 2025 Results
RLJ Lodging Trust reported its third quarter 2025 results, with a net loss per share of $0.07 and Adjusted FFO per diluted share of $0.27, generally aligning with expectations despite a challenging operating environment. The company emphasized its strong balance sheet, ongoing conversion pipeline, and strategic renovations, which are expected to drive future value. RLJ Lodging Trust also updated its full-year 2025 outlook, reflecting the impact of macroeconomic uncertainties and a recent government shutdown.
Earnings call transcript: RLJ Lodging Trust Q3 2025 results meet expectations
RLJ Lodging Trust reported Q3 2025 earnings that met analyst expectations with an EPS of -$0.07, while revenue slightly surpassed forecasts at $330 million. Despite resilience and strategic renovations boosting REVPAR in key properties, the stock experienced a minor decline. The company provided an outlook for full-year 2025 REVPAR decline and projected FFO per share, maintaining optimism for 2026 due to potential lower borrowing costs and major events like the World Cup.
