RLJ Lodging Trust (RLJ) AI Stock Analysis

RLJ Lodging Trust is a publicly traded real estate investment trust that operates as a self-advised entity specializing in premium-branded hotels. Headquartered in Bethesda, Maryland, the company concentrates on high-margin, focused-service and compact full-service properties. Its portfolio includes 103 hotels across 23 states and the District of Columbia, alongside an ownership interest in one unconsolidated hotel comprising 171 rooms. RLJ targets key urban and suburban markets to achieve geographic diversification, disciplined asset management, and operational efficiencies across diverse market segments through partnerships with leading hotel brands.

RLJ Lodging Trust generated $1.38B in trailing twelve months revenue, with an operating margin of 14.5% and a profit margin of 2.0%. For the latest quarter ended June 30, 2026, quarterly revenue grew 5.6% year-over-year while quarterly earnings expanded 9.4%. Over the longer term, annual revenue grew from $785.7M in FY2021 to $1.37B in FY2024 before dipping 1.4% to $1.35B in FY2025. Net income transitioned from -$305.2M in FY2021 to $28.5M in FY2025, while FY2025 operating cash flow reached $243.8M and free cash flow stood at $117.4M.

As of June 30, 2026, RLJ held $937.6M in cash and short-term investments against total debt of $2.81B, leaving net debt at $1.88B. Shareholders' equity was $2.15B, resulting in a debt-to-equity ratio of 1.31 and a current ratio of 1.94. In FY2025, the company deployed capital toward $126.4M in capital expenditures, $116.5M in dividends paid, and $32.1M in share buybacks, which contributed to an 8.8% reduction in share count over 5 years.

RLJ trades at an enterprise value of $3.91B and a market capitalization of $1.78B. The stock trades at an EV to EBITDA multiple of 12.0x, below the 14.7x median of its US-listed Real Estate peers. Its price-to-sales ratio of 1.3x also sits below the peer median of 3.7x, while price-to-book stands at 0.9x. RLJ's shares rose 80.7% over the past year, outperforming the S&P 500 benchmark ETF return of 16.8%, though its 5-year return of -2.3% trails the S&P 500 gain of 83.0%.

RLJ offers a forward annual dividend of $0.60 per share, representing a dividend yield of 5.15% with a payout ratio of 54.5%. RLJ has paid dividends for 16 consecutive years, demonstrating a 5-year annualized dividend growth rate of 71.9%. The quarterly dividend had its most recent ex-dividend date on September 30, 2026.

Wall Street analyst sentiment includes 2 Strong Buy, 0 Buy, 7 Hold, 2 Sell, and 1 Strong Sell ratings. The mean price target of $11.85 implies an upside of 1.7% from the last close of $11.65. For the fiscal year ending December 31, 2026, analysts estimate revenue of $1.40B and EPS of $0.03. RLJ beat EPS estimates in each of the last 4 quarters, with next earnings scheduled for November 4, 2026.

This page is an AI-written research summary of RLJ Lodging Trust (RLJ). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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