RLJ Lodging Trust (RLJ)

In the past six months, RLJ Lodging Trust's stock has trended up by 1.97%. In January 2026, Barclays initiated coverage with an "Underweight" rating, but the stock closed up 1.45% on January 6, 2026. In December 2025, the company announced its Fourth Quarter and Full Year 2025 Earnings Release and Conference Call Dates and declared dividends for the fourth quarter of 2025; Truist issued mixed commentary on the company's 2026 outlook. In November 2025, RLJ Lodging Trust reported its Third Quarter 2025 results, with EPS matching expectations and revenue exceeding forecasts; Raymond James upgraded the stock to a "Buy" rating. In September 2025, RLJ Lodging Trust announced its Third Quarter 2025 Earnings Release and Conference Call Dates and appointed Nikhil Bhalla as Chief Financial Officer. In August 2025, the company reported its Second Quarter 2025 results.

The lodging industry experiences seasonality that can lead to quarterly fluctuations in operating results. Demand in 2025 has been primarily driven by growth in business transient and urban leisure travel. Executives are optimistic about 2026, anticipating a potential recovery and increased demand due to events like the FIFA World Cup and the continued recovery of urban markets. The company's hotels are strategically located in markets with multiple demand generators, which helps to mitigate some seasonal impacts.

RLJ Lodging Trust (RLJ) is a self-advised, publicly traded real estate investment trust (REIT) focused on owning and operating premium-branded, rooms-oriented hotels. It operates within the Financial sector, specifically the REIT - Hotel/Motel industry, with hotels operating under brands like Marriott, Hilton, Hyatt, and Wyndham. The company's revenue comes from room rentals, food and beverage sales, and ancillary services.

RLJ Lodging Trust's portfolio includes approximately 94 to 103 hotels with over 21,000 to 22,000 rooms, located across 23 states and the District of Columbia. The hotels are geographically diverse and concentrated in major urban areas and dense markets, including California, Florida, Chicago, Boston, Austin, and Houston. The company's headquarters are in Bethesda, Maryland, USA.

RLJ Lodging Trust emphasizes maintaining strong relationships with its investors, management companies, brand franchisors, and associates through high ethical and business standards. The company is committed to open and transparent investor communications and rigorous corporate governance practices to enhance overall platform value. There is no specific information indicating negative events that have significantly impacted RLJ Lodging Trust's brand reputation in the past year.

Institutional investors hold a significant majority of RLJ Lodging Trust's shares, ranging from approximately 74.9% to 84.87%, while individual investors hold around 9.1% to 10.25% of the shares. Major institutional owners include State Street Corp., Vanguard Fiduciary Trust Co., BlackRock, Inc., JPMorgan Chase & Co., Donald Smith & Co., Inc., Charles Schwab Investment Management, Inc., and Goldman Sachs Asset Management, L.P.