RLJ (RLJ)
Owns premium-branded urban hotels through a focused-service lodging REIT model.
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Owns premium-branded, rooms-oriented hotels across the U.S., with room nights providing most revenue. The portfolio is operated through a lodging REIT structure, leased mostly to taxable REIT subsidiaries, and tied to global hotel brands and third-party managers.
Owns premium-branded hotel real estate in urban and dense suburban demand centers across the U.S. The portfolio emphasizes focused-service and compact full-service properties, including Marriott, Hilton, Hyatt, IHG, and Wyndham brand families.
Revenue comes mainly from room rentals, with food and beverage and other hotel income as smaller contributors. The single reportable segment reflects similar property economics rather than separate brand or geography lines.
Operations run through a lodging REIT structure: most properties are leased to taxable REIT subsidiaries and managed by third parties. Results depend on travel demand, local hotel supply, brand affiliation, room rates, service levels, and franchisor relationships.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 27, 2026 | Barclays | Reiterate | Rating: —Target: $9.50 | Target: $11 |
| Jul 23, 2026 | Wells Fargo | Reiterate | Rating: —Target: $9 | Target: $11 |
| Jul 21, 2026 | Barclays | Reiterate | Rating: —Target: $9 | Target: $9.50 |
| Jun 18, 2026 | UBS | Target | Target: — | Target: $13 |
| Jun 1, 2026 | Barclays | Reiterate | Rating: —Target: $6 | Target: $9 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $937.6M · Total debt $2.81B · Total assets $5.23B · Shareholders' equity $2.15B
- Revenue
- $383.0M
- Operating income
- $55.5M
- Net income
- $31.0M
HistoryDividendAnnual yieldUpcoming
| Institutions | 95.92% | 146.16M shares | |
|---|---|---|---|
| 226 holders · as of Jun 30, 2026 | |||
| Insiders | 9.97% | 15.19M shares | |
| 16 holders · as of May 8, 2026 | |||
| Adds to | 105.89% | ||
152.38M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 105.89%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 12.45% | 18.97M | as of Jun 30, 2026 |
Donald Smith & Co., Inc.Institution | 8.08% | 12.31M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.04% | 12.25M | as of Jun 30, 2026 |
H/2 Credit Manager LPInstitution | 6.29% | 9.58M | as of Jun 30, 2026 |
Investment Strategies, LLC, "Goldman Sachs Asset Management")Institution | 5.90% | 9.00M | filed Jan 24, 2022 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 21, 2025 | Robin McBride Zeigler | director | −13,413 | $7.51 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| RLJ | $10.96 | +0.14% | $1.66B | 267.5 | 291.9 | 1.2 | +5.5% |
| Apple Hospitality REIT | $15.80 | +0.77% | $3.70B | 21.2 | 21.4 | 2.6 | +4.7% |
| Summit Hotel Properties | $5.67 | +0.09% | $613.3M | — | — | 0.8 | +3.2% |
| Host Hotels & Resorts | $22.25 | −0.29% | $15.28B | 15.2 | 22.0 | 2.5 | +3.4% |
| Pebblebrook Hotel Trust | $18.23 | −0.03% | $2.06B | — | — | 1.4 | −0.1% |
| Park Hotels & Resorts | $15.21 | +0.36% | $3.05B | — | 28.1 | 1.2 | +1.2% |
| Xenia Hotels & Resorts | $17.79 | −0.39% | $1.65B | — | 38.7 | 1.5 | +2.8% |
| DiamondRock Hospitality | $12.33 | +0.49% | $2.51B | 16.8 | 19.4 | 2.2 | +4.1% |
| Sunstone Hotel Investors | $11.11 | +0.14% | $2.06B | 45.0 | 51.4 | 2.1 | +6.7% |
| Median | 19.0 | 25.1 | 1.8 | +3.3% |