RLJ

RLJ Lodging Trust

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0001511337
$11.02 +0.46% $1.7B
High Impact Filing (7/10)10 New Institutional Positions6 Institutional Exits
Vol
Market Cap$1.7B
Cap SizeSmall Cap
Analyst ConsensusSell (11%)
Inst. Holders50 funds
Inst. Value$572.9M
Inst. Activity10 buys / 6 sells
SEC Reports1
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0001511337·Prev Close $10.97

Recent Activity

Jun 3, 2026 short_volume
Short Volume: RLJ — 63.3% short (0.4M / 0.6M)
Short: 371,769 | Exempt: 717 | TRF Vol: 587,530 | Short Ratio: 63.3% | Off-exchange volume (dark poo
May 6, 2026 Insider
Zeigler Robin McBride was granted 16,149 shares
Director @ $8.78 ($141.8K)
May 6, 2026 Insider
MCCARTHY ROBERT was granted 16,149 shares
Director @ $8.78 ($141.8K)
May 6, 2026 Insider
DAVIS NATHANIEL A was granted 16,149 shares
Director @ $8.78 ($141.8K)
May 4, 2026 SEC
RLJ Lodging Trust reported Q1 2026 total revenue of $339.98M, beating consensus of $324.2M by 4.86%, and Adjusted FFO pe
8-K — Impact 7/10
Inst.
BANK OF AMERICA CORP — ADD
1,398,798 shares ($10.4M)
Inst.
Hudson Bay Capital Management — ADD
981,074 shares ($7.3M)

Price Targets

$9.80 -11.1% upside Sell
Current $11.02 Low $8.50 Median $9.25 High $12.00 11 analysts
$8.50 $12.00

Analyst Ratings

Strong Sell11% buy · 18 analysts
1Strong Buy
1Buy
8Hold
7Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 Truist Securities MAINTAIN Hold → Hold
Jun 1, 2026 Barclays MAINTAIN Underweight → Underweight
Jun 1, 2026 Wells Fargo MAINTAIN Underweight → Underweight
May 28, 2026 Raymond James DOWNGRADE Strong Buy → Outperform
Apr 6, 2026 Truist Securities MAINTAIN Hold → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.11 $0.11 — $0.12 -26% YoY 3
Next Q $-0.07 $-0.08 — $-0.06 -2% YoY 3
Current FY $-0.06 $-0.08 — $-0.04 -733% YoY 3
Next FY $-0.04 ▲ +8.3% $-0.08 — $0.01 3

Top Institutional Holders

FundValueMove
BlackRock, Inc.$118.7M
VANGUARD PORTFOLIO MANAGEMENT LLC$90.6M
STATE STREET CORP$46.4M
VANGUARD CAPITAL MANAGEMENT LLC$44.0M
CHARLES SCHWAB INVESTMENT MANAGEMENT$28.1M

Recent Insider Trades

DateInsiderTypeValue
May 6, 2026Zeigler RobinA$141.8K
May 6, 2026MCCARTHY ROBERTA$141.8K
May 6, 2026DAVIS NATHANIELA$141.8K
May 6, 2026Bayh EvanA$141.8K
May 6, 2026Gormsen ChristopherA$867.6K
50 institutional holders with $572.9M total value (77,092,955 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 10 institutions added/increased vs 6 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.15,993,208$118.7M20.7%
2VANGUARD PORTFOLIO MANAGEMENT LLC12,213,462$90.6M15.8%
3STATE STREET CORP6,127,052$46.4M8.1%
4VANGUARD CAPITAL MANAGEMENT LLC5,924,882$44.0M7.7%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,781,139$28.1M4.9%
6Allianz Asset Management GmbH3,433,155$25.5M4.4%ADD +25.1%
7BNP Paribas Asset Management Holding S.A.3,382,005$25.1M4.4%ADD +38.9%
8AMERIPRISE FINANCIAL INC2,361,743$17.5M3.1%ADD +27.7%
9TWO SIGMA INVESTMENTS, LP2,244,793$16.7M2.9%
10GOLDMAN SACHS GROUP INC2,180,058$16.2M2.8%
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2,089,300$15.5M2.7%TRIM -27.1%
12Invesco Ltd.1,613,665$12.0M2.1%
13DIMENSIONAL FUND ADVISORS LP1,509,818$11.2M2.0%
14BANK OF AMERICA CORP /DE/1,398,798$10.4M1.8%ADD +72.9%
15GLENMEDE TRUST CO NA1,160,197$8.6M1.5%
16CITADEL ADVISORS LLC1,030,829$7.6M1.3%
17Hudson Bay Capital Management LP981,074$7.3M1.3%ADD +44.2%
18VANGUARD FIDUCIARY TRUST CO952,745$7.1M1.2%
19MORGAN STANLEY938,949$7.0M1.2%
20VICTORY CAPITAL MANAGEMENT INC782,324$5.8M1.0%ADD +33.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/ADD808,8321,398,798+72.9%$10.4M2026-Q1
Hudson Bay Capital Management LPADD680,291981,074+44.2%$7.3M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD585,681782,324+33.6%$5.8M2026-Q1
Nuveen, LLCTRIM1,308,249707,282-45.9%$5.2M2026-Q1
HSBC HOLDINGS PLCADD236,840319,926+35.1%$2.4M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED13,532299,232+2111.3%$2.2M2026-Q1
SEI INVESTMENTS CODOUBLED112,909251,168+122.5%$1.9M2026-Q1
Russell Investments Group, Ltd.TRIM255,178174,592-31.6%$1.3M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD25,78035,791+38.8%$263.1K2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM122,64831,485-74.3%$233.6K2026-Q1
FMR LLCADD15,72924,299+54.5%$180.3K2026-Q1
M&T BANK CORPNEAR_EXIT61,74015,237-75.3%$113.1K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.ADD4,6185,992+29.8%$44.5K2026-Q1
Mirae Asset Global Investments Co., Ltd.TRIM3,9772,802-29.5%$20.8K2026-Q1
Allworth Financial LPADD1,1181,504+34.5%$11.2K2026-Q1
DANSKE BANK A/SNEAR_EXIT10,9001,400-87.2%$10.4K2026-Q1
Allianz Asset Management GmbHADD2,201,8252,755,133+25.1%$20.5M2025-Q4
AMERIPRISE FINANCIAL INCADD1,772,0672,263,560+27.7%$16.9M2025-Q4
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM3,042,0142,218,236-27.1%$16.5M2025-Q4
M&T BANK CORPNEW61,740$12.4M2025-Q4
WELLS FARGO & COMPANY/MNADD132,704171,925+29.6%$1.3M2025-Q4
TEACHER RETIREMENT SYSTEM OF TEXASDOUBLED19,90399,395+399.4%$740.5K2025-Q4
Cerity Partners LLCTRIM97,88861,170-37.5%$455.7K2025-Q4
WOLVERINE ASSET MANAGEMENT LLCNEAR_EXIT299,64960,112-79.9%$447.8K2025-Q4
Verition Fund Management LLCNEAR_EXIT362,37938,188-89.5%$284.5K2025-Q4
13 unique insiders with 27 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 6, 2026Zeigler Robin McBrideDirectorAWARD16,149$8.78$141.8K
May 6, 2026MCCARTHY ROBERTDirectorAWARD16,149$8.78$141.8K
May 6, 2026DAVIS NATHANIEL ADirectorAWARD16,149$8.78$141.8K
May 6, 2026Bayh EvanDirectorAWARD16,149$8.78$141.8K
May 6, 2026Gormsen Christopher AndrewChief Accounting OfficerAWARD98,814$8.78$867.6K
May 6, 2026Collins Arthur ReginaldDirectorAWARD16,149$8.78$141.8K
May 6, 2026LA FORGIA ROBERT MDirectorAWARD16,149$8.78$141.8K
May 6, 2026Gibson Patricia LDirectorAWARD16,149$8.78$141.8K
Apr 27, 2026McKalip Frederick D.EVP, Gen. Counsel & Corp. Sec.TAX W/H445$7.97$3.5K
Apr 26, 2026McKalip Frederick D.EVP, Gen. Counsel & Corp. Sec.TAX W/H395$7.97$3.1K
Apr 25, 2026McKalip Frederick D.EVP, Gen. Counsel & Corp. Sec.TAX W/H644$7.97$5.1K
Mar 18, 2026JOHNSON ROBERT LExecutive ChairmanTAX W/H22,495$7.60$171.0K
Mar 18, 2026Bhalla NikhilSVP, CFO & TreasurerAWARD14,039
Mar 18, 2026Gormsen Christopher AndrewChief Accounting OfficerAWARD15,599
Mar 18, 2026Bardenett ThomasEVP and COOAWARD34,319
Mar 18, 2026Gormsen Christopher AndrewChief Accounting OfficerTAX W/H7,821$7.60$59.4K
Mar 18, 2026Bardenett ThomasEVP and COOTAX W/H19,080$7.60$145.0K
Mar 18, 2026Bhalla NikhilSVP, CFO & TreasurerTAX W/H8,132$7.60$61.8K
Mar 18, 2026JOHNSON ROBERT LExecutive ChairmanAWARD40,559
Mar 18, 2026Hale Leslie D.President and CEOAWARD163,052
Mar 18, 2026Hale Leslie D.President and CEOTAX W/H133,530$7.60$1.0M
Feb 20, 2026McKalip Frederick D.EVP, Gen. Counsel & Corp. Sec.AWARD57,715$8.23$475.0K
Feb 20, 2026Gormsen Christopher AndrewChief Accounting OfficerAWARD36,452$8.23$300.0K
Feb 20, 2026Hale Leslie D.President and CEOAWARD385,783$8.23$3.2M
Feb 20, 2026JOHNSON ROBERT LExecutive ChairmanAWARD92,952$8.23$765.0K
Feb 20, 2026Bhalla NikhilSVP, CFO & TreasurerAWARD51,640$8.23$425.0K
Feb 20, 2026Bardenett ThomasEVP and COOAWARD103,280$8.23$850.0K
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (11% buy). Based on 18 analysts: 1 strong buy, 1 buy, 8 hold, 7 sell, 1 strong sell.

Analyst Price Targets

$9.80 mean target -11.1% upside Sell (2.92)
$8.50 Low $12.00 High
MetricValue
Current Price$11.02
Target Low$8.50
Target Mean$9.80
Target Median$9.25
Target High$12.00
# Analysts11
RecommendationSell (2.92)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.11 $0.11 $0.12 -26.1% +0.0% 1↑ 0↓ $0.4B 1.7% 3
Next Q
2026-09-30
$-0.07 $-0.08 $-0.06 -2.3% +0.0% 0↑ 1↓ $0.3B 2.6% 3
Current FY
2026-12-31
$-0.06 $-0.08 $-0.04 -733.3% +0.0% 2↑ 0↓ $1.4B 2.1% 3
Next FY
2027-12-31
$-0.04 $-0.08 $0.01 +8.3% 1↑ 1↓ $1.4B 1.9% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.113
7d ago$0.113
30d ago$0.113
60d ago$0.124-0.011
90d ago$0.127-0.013
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 Truist Securities MAINTAIN Hold Hold
Jun 1, 2026 Barclays MAINTAIN Underweight Underweight
Jun 1, 2026 Wells Fargo MAINTAIN Underweight Underweight
May 28, 2026 Raymond James DOWNGRADE Strong Buy Outperform
Apr 6, 2026 Truist Securities MAINTAIN Hold Hold
Mar 26, 2026 Ladenburg Thalmann INITIATE Neutral
Jan 6, 2026 Barclays INITIATE Underweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261187111%
May 1, 20262187116%
Apr 1, 20262187116%
Mar 1, 20262177117%
Feb 1, 20262177117%
Jan 1, 20263362043%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 3, 2026
short_volume
Short Volume: RLJ — 63.3% short (0.4M / 0.6M)
Short: 371,769 | Exempt: 717 | TRF Vol: 587,530 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: RLJ — 56.6% short (0.3M / 0.6M)
Short: 323,881 | Exempt: 0 | TRF Vol: 572,018 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: RLJ — 60.9% short (0.5M / 0.8M)
Short: 511,634 | Exempt: 0 | TRF Vol: 839,724 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: RLJ — 64.5% short (0.5M / 0.8M)
Short: 540,404 | Exempt: 0 | TRF Vol: 837,523 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: RLJ — 73.9% short (0.8M / 1.0M)
Short: 760,590 | Exempt: 0 | TRF Vol: 1,028,585 | Short Ratio: 73.9% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: RLJ — 57.8% short (0.4M / 0.7M)
Short: 400,707 | Exempt: 0 | TRF Vol: 693,434 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
May 4, 2026
earnings_calendar
RLJ Q1 2026 Earnings Scheduled — 2026-05-04
Apr 29, 2026
short_volume
Short Volume: RLJ — 65.7% short (0.7M / 1.0M)
Short: 670,630 | Exempt: 0 | TRF Vol: 1,020,774 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: RLJ — 77.3% short (0.6M / 0.7M)
Short: 570,952 | Exempt: 0 | TRF Vol: 738,271 | Short Ratio: 77.3% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: RLJ — 70.3% short (0.9M / 1.3M)
Short: 916,741 | Exempt: 0 | TRF Vol: 1,304,516 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: RLJ — 60.0% short (0.5M / 0.8M)
Short: 456,966 | Exempt: 0 | TRF Vol: 761,083 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_interest
FTD: RLJ — 169,982 shares ($1.4M) failed to deliver
Settlement: 20260421, Price: $8.23, FTD Value: $1,398,951.86, RLJ LODGING TR COM
Apr 9, 2026
short_volume
Short Volume: RLJ — 55.5% short (0.3M / 0.6M)
Short: 313,602 | Exempt: 0 | TRF Vol: 565,014 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
short_volume
Short Volume: RLJ — 60.6% short (0.6M / 0.9M)
Short: 554,931 | Exempt: 0 | TRF Vol: 915,122 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Feb 26, 2026
earnings_calendar
RLJ Q4 2025 Earnings After Market Close — 2026-02-26