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.
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.
RLJ Lodging Trust (RLJ) Q4 2025 Earnings Call Transcript
While the top- and bottom-line numbers for RLJ Lodging (RLJ) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
RLJ Lodging (RLJ) came out with quarterly funds from operations (FFO) of $0.32 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to FFO of $0.33 per share a year ago.
RLJ Lodging Trust is rated Strong Buy, trading near historic lows despite significant upside potential driven by 2026 catalysts like the World Cup and America 250 celebrations. RLJ stands out for high-quality assets in major US cities, robust liquidity, and a solid AFFO-based yield of ~7.84%, with a conservative payout ratio and substantial buyback capacity under their program. Recent AFFO normalization is attributed to temporary factors in 2024, but also affected by temporary issues like the Austin Convention Center closure and event-driven fluctuations, rather than structural weakness.
RLJ Lodging Trust (RLJ) gets a buy rating for my initial coverage, in the wake of an upgrade this week from financial firm Raymond James. Despite some outperformance metrics from key peers like Apple Hospitality Trust and Park Hotels/Resorts, RLJ also boasts a nationally-diversified hotel portfolio as they do. Post-pandemic dividend growth return, an attractive +8% yield, and modest balance sheet risk profile are added positives.
The headline numbers for RLJ Lodging (RLJ) give insight into how the company performed in the quarter ended September 2025, 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 $0.27 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to FFO of $0.4 per share a year ago.
RLJ Lodging Trust preferred shares offer an attractive 7.6% yield, with strong coverage from AFFO and minimal call risk. RLJ's preferred dividend payout ratio remains healthy, requiring less than 16% of post-capex AFFO, supported by a robust balance sheet and low leverage. The REIT's loan-to-value ratio is conservative, with book value LTV at 43% and acquisition-cost LTV below 35%, reducing risk for preferred holders.