Chatham Lodging Trust (CLDT)

In September 2025, Chatham Lodging Trust upsized and refinanced its senior unsecured credit facility and declared its quarterly common and preferred dividends. In August 2025, the company reported Q2 2025 earnings, exceeding consensus estimates, and the Board of Trustees approved a $25 million share repurchase program. BMO Capital maintained a "Hold" rating on CLDT with an $8 target price in August 2025. The company announced its Q3 2025 earnings call for November 2025. The share price experienced a decline of 21.29% between September 20, 2024, and September 19, 2025. More recently, the stock gained 0.153% on October 24, 2025, and has risen by 5.14% over the two weeks prior.

The hotel sector, including the select-service and extended-stay segments in which Chatham Lodging Trust operates, experiences seasonal fluctuations in demand. The U.S. select-service and extended-stay hotel sector has demonstrated robust performance, with Revenue Per Available Room (RevPAR) reaching record highs in 2024. Demand in this sector is projected to surpass 2019 levels by the end of 2025, driven by evolving traveler preferences. Short-term demand can be influenced by holiday timing.

Chatham Lodging Trust (CLDT) is a self-advised, publicly traded real estate investment trust (REIT) focused on investing in upscale, extended-stay hotels and premium-branded, select-service hotels. The company operates within the REITs sector and the Hotel & Motel industry, with a portfolio of 36 hotels comprising 5,475 rooms/suites. Its major products are accommodations under well-known brands.

Chatham Lodging Trust's hotels are located in 15 states and the District of Columbia across the United States. Examples of specific locations include Fort Lauderdale, FL; Portland, ME; Destin Miramar Beach, FL; Pittsburgh-North Shore, PA; Dallas Downtown/Reunion District, TX; Mountain View, CA; Savannah, GA; Anaheim, CA; and Bellevue, WA.

Chatham Lodging Trust's brand reputation has been positively noted through recognitions such as Nareit acknowledging REITs for leadership in sustainability and social responsibility, and Chatham Lodging Trust specifically being recognized for its commitment to diversity in November 2024. The company focuses on investing in high-quality hotels and actively managing its third-party hotel managers to maximize operating performance and guest satisfaction.

Chatham Lodging Trust's ownership is predominantly institutional, accounting for 91.02% of shares, followed by retail investors at 5.77%, and insiders at 3.21%. Major institutional owners include BlackRock Inc., Vanguard Group Inc., Donald Smith & Co Inc., Fuller & Thaler Asset Management, Inc., Sculptor Capital LP, Goldman Sachs Group Inc., and Blackstone Group Inc. The largest individual shareholder is Jeffrey H. Fisher, who owns 847,533 shares, representing 1.73% of the company.