RLJ - RLJ Lodging Trust
Airbnb (ABNB), Marriott (MAR), Host Hotels (HST), and RLJ Lodging (RLJ) are positioning for a surge in late-stage FIFA World Cup 2026 travel demand. Hotel bookings in most U.S. host cities are tracking below initial forecasts, with international demand lagging due to visa and geopolitical concerns.
RLJ Lodging Trust and its preferred remain Strong Buys, offering compelling yield, robust balance sheet with significant cash available, and no major debt maturity until 2029. Q1 results exceeded expectations, with 6.5% YoY Adjusted FFO growth, improved margins, and raised 2026 outlook. Dividend yield stands at 6.56%, well-covered by AFFO, with an additional $250M buyback authorization providing an up to 18.1% total buyback yield.
RLJ Lodging Trust delivered strong Q1 2026 results, with RevPAR up 4.8% and EBITDA margin expanding to 26.4%. RLJ refinanced all debt maturities through 2028, securing a weighted average interest rate of 4.6% and boosting liquidity to over $950 million. An urban-centric portfolio and Northern California AI-driven recovery, plus World Cup exposure, position RLJ for continued growth and event-driven upside.
RLJ Lodging Trust is off to a strong start in 2026, with the shares boosted by solid Q1 2026 results and an increased 2026 outlook. High energy prices present a near-term risk, arguably leading to management's more cautious guidance for the remainder of 2026. Even so, RLJ's valuation remains undemanding, supporting a Buy rating (down from Strong Buy) for long-term investors comfortable with risks in the investment case.
RLJ Lodging Trust (RLJ) Q1 2026 Earnings Call Transcript
The headline numbers for RLJ Lodging (RLJ) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
RLJ Lodging (RLJ) came out with quarterly funds from operations (FFO) of $0.33 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to FFO of $0.31 per share a year ago.
BETHESDA, Md.--(BUSINESS WIRE)--RLJ Lodging Trust (the “Company”) (NYSE: RLJ) today reported results for the three months ended March 31, 2026. First Quarter Highlights Comparable RevPAR of $148.55, an increase of 4.8% over the prior year Comparable Hotel Revenue of $340.0 million, an increase of 5.4% over the prior year Net loss of $0.3 million Comparable Hotel EBITDA of $89.9 million, an increase of 7.2% over the prior year Comparable Hotel EBITDA Margin of 26.4%, an increase of 45 bps over t.
Certain items are worth their weight in gold to us, despite not fetching much when sold. The best investments are the ones you never feel the need to sell. We discuss our top picks to buy and hold for a lifetime of passive income.
Every month, we screen for dividend growth stocks, looking for potentially enticing names to consider. The screen focuses on safety, growth, and consistency, then sorts by the yield itself. It often presents several REIT names and turnaround potentials, with this month highlighting exactly that, with 3 REITs and 2 potential turnaround plays.
Shares of RLJ Lodging Trust (NYSE: RLJ - Get Free Report) have earned a consensus recommendation of "Hold" from the nine analysts that are covering the stock, MarketBeat.com reports. Three analysts have rated the stock with a sell recommendation, four have assigned a hold recommendation, one has assigned a buy recommendation and one has assigned a
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
BETHESDA, Md.--(BUSINESS WIRE)--RLJ Lodging Trust (the “Company”) (NYSE: RLJ) today announced it will report financial results for the first quarter ended March 31, 2026, before the markets open on May 4, 2026. The Company will also host a conference call on May 4, 2026, at 11:00 a.m. (Eastern Time). The Company recommends that you dial in approximately 10 minutes before the call. The conference call can be accessed by dialing (877) 407-3982 or (201) 493-6780 for international participants and.
Shares of RLJ Lodging Trust (NYSE: RLJ - Get Free Report) have earned a consensus rating of "Hold" from the nine brokerages that are covering the stock, Marketbeat.com reports. Three investment analysts have rated the stock with a sell rating, three have assigned a hold rating, two have given a buy rating and one has assigned
BETHESDA, Md.--(BUSINESS WIRE)--RLJ Lodging Trust (the “Company”) (NYSE: RLJ) today announced that its Board of Trustees has declared a quarterly cash dividend of $0.15 per common share of beneficial interest. The dividend is payable on April 15, 2026, to shareholders of record as of March 31, 2026. The Board of Trustees also declared a quarterly cash dividend of $0.4875 on the Company's Series A Preferred Shares. The dividend is payable on April 30, 2026, to shareholders of record as of March.
Citigroup Inc. cut its holdings in RLJ Lodging Trust (NYSE: RLJ) by 56.0% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 284,776 shares of the real estate investment trust's stock after selling 362,632 shares during the
RLJ Lodging Trust is rated a Strong Buy, offering a sustainable ~7.5% dividend yield with a robust balance sheet and no debt maturities until 2029 following their recent refinancing. RLJ reported strong Q4 results, beating FFO and revenue estimates and issuing solid guidance despite sector headwinds and renovation disruptions. RLJ trades at a significant discount to intrinsic value, with a combined yield of ~10% when factoring in potential buybacks.
RLJ Lodging Trust is now rated Hold, reflecting muted upside despite recent earnings beat and a strong dividend recovery story. RLJ offers a high +7% yield with conservative 2.3x AFFO coverage, but faces declining EBITDA margins and elevated leverage (D/E 1.30). Portfolio diversification across 23 states and partnerships with major hotel brands mitigate some risks, yet growth and profitability lag peers.
REITs currently offer compelling value, with average yields near 3.71% and attractive relative valuations versus the S&P 500. VNQ is positioned for a technical rebound, with potential upside of nearly 40% from current levels, supported by sector recovery expectations. This article presents a curated list of 17 high-yield REITs (≥5% yield) with strong dividend safety grades, highlighting opportunities for income investors seeking yields above treasuries.
RLJ Lodging Trust (RLJ) Q4 2025 Earnings Call Transcript