RLJ Lodging Trust (NYSE:RLJ) Releases Earnings Results, Beats Estimates By $0.04 EPS

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

RLJ Lodging Trust Trading Down 3.3%

Shares of RLJ opened at $8.02 on Friday. RLJ Lodging Trust has a fifty-two week low of $6.16 and a fifty-two week high of $9.63. The firm has a market cap of $1.21 billion, a price-to-earnings ratio of 400.75 and a beta of 1.12. The firm has a 50 day moving average price of $7.80 and a 200-day moving average price of $7.51. The company has a debt-to-equity ratio of 1.21, a quick ratio of 2.55 and a current ratio of 2.55.

RLJ Lodging Trust Announces Dividend

The firm also recently declared 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. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $0.60 annualized dividend and a dividend yield of 7.5%. RLJ Lodging Trust’s dividend payout ratio (DPR) is 1,200.00%.

Institutional Trading of RLJ Lodging Trust

Hedge funds have recently added to or reduced their stakes in the business. Amundi increased its holdings in RLJ Lodging Trust by 12.3% during the 1st quarter. Amundi now owns 90,874 shares of the real estate investment trust’s stock valued at $717,000 after purchasing an additional 9,983 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of RLJ Lodging Trust by 11.6% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 993,552 shares of the real estate investment trust’s stock worth $7,839,000 after buying an additional 103,065 shares during the last quarter. Norges Bank purchased a new position in shares of RLJ Lodging Trust during the second quarter valued at approximately $1,248,000. Invesco Ltd. raised its holdings in shares of RLJ Lodging Trust by 47.5% during the second quarter. Invesco Ltd. now owns 1,634,179 shares of the real estate investment trust’s stock valued at $11,897,000 after acquiring an additional 526,172 shares in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its stake in RLJ Lodging Trust by 2,721.1% in the second quarter. EverSource Wealth Advisors LLC now owns 3,470 shares of the real estate investment trust’s stock worth $25,000 after acquiring an additional 3,347 shares during the period. 92.35% of the stock is owned by institutional investors.

Key Headlines Impacting RLJ Lodging Trust

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

Wall Street Analyst Weigh In

Several research firms have recently weighed in on RLJ. Barclays assumed coverage on shares of RLJ Lodging Trust in a report on Tuesday, January 6th. They issued an “underweight” rating and a $6.00 price target on the stock. Raymond James Financial upgraded RLJ Lodging Trust from a “market perform” rating to a “strong-buy” rating and set a $9.00 target price for the company in a research report on Wednesday, November 12th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of RLJ Lodging Trust in a report on Monday, December 29th. Finally, Zacks Research upgraded RLJ Lodging Trust from a “strong sell” rating to a “hold” rating in a research report on Monday, January 12th. One investment 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 given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $8.64.

RLJ Lodging Trust Company Profile

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.