RLJ Lodging Trust $RLJ Shares Acquired by JPMorgan Chase & Co.

JPMorgan Chase & Co. increased its position in shares of RLJ Lodging Trust (NYSE:RLJ) by 4.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,204,026 shares of the real estate investment trust’s stock after acquiring an additional 226,335 shares during the quarter. JPMorgan Chase & Co. owned approximately 3.44% of RLJ Lodging Trust worth $37,469,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the business. Donald Smith & CO. Inc. boosted its holdings in shares of RLJ Lodging Trust by 28.3% during the second quarter. Donald Smith & CO. Inc. now owns 7,423,055 shares of the real estate investment trust’s stock worth $54,040,000 after purchasing an additional 1,637,942 shares during the last quarter. LSV Asset Management lifted its position in RLJ Lodging Trust by 42.2% during the second quarter. LSV Asset Management now owns 2,363,749 shares of the real estate investment trust’s stock worth $17,208,000 after buying an additional 701,535 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in RLJ Lodging Trust by 36.8% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 2,282,101 shares of the real estate investment trust’s stock worth $16,614,000 after buying an additional 614,166 shares during the last quarter. Allianz Asset Management GmbH boosted its stake in RLJ Lodging Trust by 22.3% in the 3rd quarter. Allianz Asset Management GmbH now owns 2,201,825 shares of the real estate investment trust’s stock worth $15,853,000 after buying an additional 401,189 shares during the last quarter. Finally, Invesco Ltd. grew its holdings in RLJ Lodging Trust by 47.5% in the 2nd quarter. Invesco Ltd. now owns 1,634,179 shares of the real estate investment trust’s stock valued at $11,897,000 after buying an additional 526,172 shares during the period. 92.35% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

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

RLJ Lodging Trust News Summary

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

RLJ Lodging Trust Price Performance

RLJ opened at $8.02 on Friday. RLJ Lodging Trust has a 52-week low of $6.16 and a 52-week high of $9.63. The company has a 50 day moving average of $7.80 and a two-hundred day moving average of $7.51. The company has a market cap of $1.21 billion, a P/E ratio of 400.75 and a beta of 1.12. The company has a quick ratio of 2.55, a current ratio of 2.55 and a debt-to-equity ratio of 1.21.

RLJ Lodging Trust (NYSE:RLJ) last issued its earnings results on Thursday, February 26th. The real estate investment trust reported $0.32 EPS for the quarter, beating analysts’ consensus estimates of $0.28 by $0.04. RLJ Lodging Trust had a net margin of 2.11% and a return on equity of 1.53%. The business had revenue of $328.59 million for the quarter, compared to the consensus estimate of $317.95 million. During the same quarter last year, the firm posted $0.33 EPS. The business’s revenue for the quarter was down .4% compared to the same quarter last year. RLJ Lodging Trust has set its FY 2026 guidance at 1.210-1.410 EPS. On average, analysts expect that RLJ Lodging Trust will post 1.37 earnings per share for the current year.

RLJ Lodging Trust Dividend Announcement

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

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.