Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
RLJ Lodging Trust gets upgraded to a buy, from my prior hold rating. Strengths are the quality portfolio as the stock trades at undervaluation to book value, as well as positive FFO guidance for FY26 and a focus on property conversions. The risk of elevated leverage has been discussed.
RLJ Lodging (RLJ) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 363 | $3,333.82 | $4,130.94 | $797.12 | 23.91% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 1,400 | $10,430 | $16,317 | $5,887 | 56.44% |
Donald Smith & Co Donald Smith & Co Inc. | 12.31M | $97.03M | $142.69M | $45.67M | 47.06% |
| GWS Gary W. Schlaffer Alexander Randolph Advisory Inc. | 274,536 | $3.22M | $3.2M | -$18,825.48 | -0.59% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 2,237 | $16,974.45 | $26,061.05 | $9,086.6 | 53.53% |
| Hotel & Resort REITs Industry | Real Estate Sector | Leslie D. Hale CEO | NYSE Exchange | 74965L101 CUSIP |
| US Country | 75 Employees | 30 Sep 2026 Last Dividend | - Last Split | 11 May 2011 IPO Date |
RLJ Lodging Trust is a self-advised, publicly traded real estate investment trust (REIT) with a focus on owning premium-branded, high-margin, focused-service and compact full-service hotels. The company's investment strategy is tailored to capitalize on the strong demand for lodging accommodations that cater to both business and leisure travelers, seeking quality hotel experiences at competitive prices. With a portfolio that includes 96 hotels and approximately 21,200 rooms across 23 states and the District of Columbia, as well as an ownership interest in one unconsolidated hotel with 171 rooms, RLJ Lodging Trust is positioned as a significant player in the hospitality industry in the United States. The Trust's strategic acquisitions, commitment to operational excellence, and focus on guest satisfaction have enabled it to achieve a prominent status in the competitive lodging sector.
Premium-Branded Hotels: RLJ Lodging Trust focuses on owning hotels that are affiliated with renowned brands. This ensures a standard of quality and service that guests can trust, appealing to both business travelers and tourists looking for comfort and reliability during their stay.
High-Margin, Focused-Service Hotels: The company's portfolio includes focused-service hotels, which are designed to offer essential hotel services without the full range of amenities provided by traditional full-service hotels. This approach allows RLJ Lodging Trust to maintain high operating margins by catering to guests who prioritize convenience and value.
Compact Full-Service Hotels: In addition to focused-service hotels, RLJ Lodging Trust invests in compact full-service hotels. These properties offer a more comprehensive range of amenities and services than their focused-service counterparts, including dining and meeting spaces, targeting guests who seek a fuller hotel experience at a competitive price point.