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.
RLJ Lodging Trust is a Buy as the valuation offers a margin of safety despite recent price appreciation. RLJ delivered strong Q2 results with RevPAR up 6.8% YoY, occupancy at 77%, and Adjusted FFO per share up 8.3%. 2026 guidance was raised: RevPAR growth now 3.5%–4.5%, Adjusted FFO per share $1.37–$1.50, and solid cash position with no debt maturity until 2029.
RLJ Lodging Trust NYSE: RLJ reported second-quarter results that exceeded its expectations, supported by broad-based growth across its urban-focused hotel portfolio, accelerating business travel and higher out-of-room spending.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 276 | $2,302.76 | $3,400.32 | $1,097.56 | 47.66% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 1,400 | $10,430 | $15,589 | $5,159 | 49.46% |
Donald Smith & Co Donald Smith & Co Inc. | 12.31M | $97.03M | $135.31M | $38.28M | 39.45% |
| GWS Gary W. Schlaffer Alexander Randolph Advisory Inc. | 274,536 | $3.22M | $3.41M | $192,567.24 | 5.99% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 2,237 | $16,974.45 | $24,897.81 | $7,923.36 | 46.68% |
| Hotel & Resort REITs Industry | Real Estate Sector | Leslie D. Hale CEO | NYSE Exchange | 74965L101 CUSIP |
| US Country | 75 Employees | 30 Jun 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.