RLJ Lodging Trust (NYSE:RLJ) Issues Earnings Results, Beats Expectations By $0.04 EPS

RLJ Lodging Trust (NYSE:RLJ) announced its quarterly earnings results on Thursday. The real estate investment trust reported $0.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.28 by $0.04, Briefing.com reports. RLJ Lodging Trust had a return on equity of 1.53% and a net margin of 2.11%.The firm had revenue of $328.59 million during the quarter, compared to the consensus estimate of $317.95 million. During the same period in the prior year, the firm earned $0.33 EPS. The firm’s quarterly revenue was down .4% compared to the same quarter last year. RLJ Lodging Trust updated its FY 2026 guidance to 1.210-1.410 EPS.

RLJ Lodging Trust Stock Down 3.3%

RLJ stock traded down $0.28 during midday trading on Friday, hitting $8.02. 4,222,343 shares of the company’s stock were exchanged, compared to its average volume of 1,616,878. The firm has a 50 day moving average price of $7.80 and a 200-day moving average price of $7.51. RLJ Lodging Trust has a 12-month low of $6.16 and a 12-month high of $9.63. The stock has a market capitalization of $1.21 billion, a price-to-earnings ratio of 400.75 and a beta of 1.12. The company has a current ratio of 2.55, a quick ratio of 2.55 and a debt-to-equity ratio of 1.21.

RLJ Lodging Trust Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were paid a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a yield of 7.5%. The ex-dividend date was Wednesday, December 31st. RLJ Lodging Trust’s dividend payout ratio (DPR) is 1,200.00%.

Institutional Trading of RLJ Lodging Trust

A number of hedge funds have recently made changes to their positions in the stock. Mercer Global Advisors Inc. ADV raised its holdings in RLJ Lodging Trust by 133.4% in the third quarter. Mercer Global Advisors Inc. ADV now owns 31,229 shares of the real estate investment trust’s stock valued at $225,000 after acquiring an additional 17,849 shares in the last quarter. Marshall Wace LLP bought a new stake in shares of RLJ Lodging Trust in the 2nd quarter worth about $1,501,000. XTX Topco Ltd increased its position in shares of RLJ Lodging Trust by 15.3% in the 4th quarter. XTX Topco Ltd now owns 44,165 shares of the real estate investment trust’s stock worth $329,000 after purchasing an additional 5,874 shares during the last quarter. Deutsche Bank AG raised its stake in shares of RLJ Lodging Trust by 1.4% in the 4th quarter. Deutsche Bank AG now owns 181,568 shares of the real estate investment trust’s stock valued at $1,353,000 after purchasing an additional 2,453 shares in the last quarter. Finally, Quantinno Capital Management LP lifted its position in shares of RLJ Lodging Trust by 307.6% during the second quarter. Quantinno Capital Management LP now owns 57,138 shares of the real estate investment trust’s stock worth $416,000 after purchasing an additional 43,119 shares during the last quarter. Institutional investors and hedge funds own 92.35% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the company. Barclays began coverage on RLJ Lodging Trust in a research note on Tuesday, January 6th. They issued an “underweight” rating and a $6.00 target price for the company. Raymond James Financial upgraded RLJ Lodging Trust from a “market perform” rating to a “strong-buy” rating and set a $9.00 price target for the company in a report on Wednesday, November 12th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of RLJ Lodging Trust in a research report on Monday, December 29th. Finally, Zacks Research upgraded shares of RLJ Lodging Trust from a “strong sell” rating to a “hold” rating in a research note on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, three have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $8.64.

RLJ Lodging Trust News Roundup

Here are the key news stories impacting RLJ Lodging Trust this week:

• Positive Sentiment: Company set FY‑2026 EPS guidance of $1.21–$1.41, a range well above prior consensus, which could support forward valuation if management hits targets. RLJ Lodging Trust Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Operationally, adjusted FFO of $0.32/share beat consensus FFO estimates and company revenue topped some analyst forecasts — signs that core cash flow is resilient despite headwinds. RLJ Lodging (RLJ) Beats Q4 FFO and Revenue Estimates
• Positive Sentiment: Management completed the sale of two hotels for $49.5M, strengthening liquidity and demonstrating active portfolio management. RLJ Lodging Trust Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Management commentary on the Q4 call outlined challenges around demand mix and expense pressure but reiterated focus on margin recovery and capital allocation — useful context for forecasting cadence. RLJ Lodging Trust (RLJ) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Quarter highlights: comparable RevPAR down ~1.5%, comparable hotel revenue roughly flat, adjusted EBITDA ~$80.4M and net income about $0.5M — mixed operating signals to reconcile with guidance. RLJ Lodging Trust (RLJ) Q4 2025 Earnings Call Highlights: Navigating Challenges and …
• Negative Sentiment: GAAP EPS missed consensus (reported ($0.04) vs. expected $0.28), which can pressure near‑term sentiment despite FFO strength. RLJ Lodging Trust Earnings Result Summary
• Negative Sentiment: Analysts and investors are focused on the REIT’s upcoming debt maturities and refinancing execution; coverage notes refinancing risk could be a near‑term headwind if markets tighten or rates rise. RLJ Lodging earnings in focus as REIT tests debt refinancing

About RLJ Lodging Trust

RLJ Lodging Trust is a self-managed, publicly traded real estate investment trust (REIT) that acquires, owns and operates premium-branded, focused-service and compact full-service hotels. The company’s portfolio is concentrated in major U.S. markets, targeting properties that benefit from strong corporate and leisure demand, limited new supply and established brand affiliations.

The trust’s hotels are affiliated with leading global lodging brands across the spectrum of service levels, including lifestyle and upscale segments.