RLJ Lodging Trust $RLJ Shares Acquired by Sei Investments Co.

Key Points

• Sei Investments Co. increased its RLJ Lodging Trust position by 122.5% in the first quarter, purchasing 138,259 additional shares for a total of 251,168 shares valued at about $1.86 million. Institutional investors collectively own 92.35% of RLJ’s outstanding stock.
• RLJ reported strong second-quarter results, with revenue up 5.5% year over year to $383 million and adjusted EBITDA rising 6.1% to $110.4 million. Comparable RevPAR increased 6.8%, prompting the company to raise its 2026 RevPAR and adjusted FFO-per-share outlook.
• RLJ pays a quarterly dividend of $0.15 per share, equal to a 5.4% annualized yield, while analyst sentiment remains cautious: the consensus rating is “Reduce” with a target price of $10.83, despite several recent price-target increases.

Sei Investments Co. boosted its position in RLJ Lodging Trust (NYSE:RLJ - Free Report) by 122.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 251,168 shares of the real estate investment trust's stock after buying an additional 138,259 shares during the quarter. Sei Investments Co. owned approximately 0.17% of RLJ Lodging Trust worth $1,864,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of RLJ. PNC Financial Services Group Inc. lifted its holdings in RLJ Lodging Trust by 29.8% during the 1st quarter. PNC Financial Services Group Inc. now owns 5,992 shares of the real estate investment trust's stock worth $44,000 after buying an additional 1,374 shares during the last quarter. Federation des caisses Desjardins du Quebec increased its holdings in shares of RLJ Lodging Trust by 17.8% in the 4th quarter. Federation des caisses Desjardins du Quebec now owns 10,972 shares of the real estate investment trust's stock valued at $82,000 after acquiring an additional 1,661 shares during the last quarter. State of Wyoming increased its holdings in shares of RLJ Lodging Trust by 12.3% in the 1st quarter. State of Wyoming now owns 17,904 shares of the real estate investment trust's stock valued at $133,000 after acquiring an additional 1,963 shares during the last quarter. Deutsche Bank AG raised its position in shares of RLJ Lodging Trust by 1.4% during the 4th quarter. Deutsche Bank AG now owns 181,568 shares of the real estate investment trust's stock valued at $1,353,000 after acquiring an additional 2,453 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its position in shares of RLJ Lodging Trust by 2,721.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,470 shares of the real estate investment trust's stock valued at $25,000 after acquiring an additional 3,347 shares in the last quarter. Institutional investors and hedge funds own 92.35% of the company's stock.

Key Headlines Impacting RLJ Lodging Trust

Here are the key news stories impacting RLJ Lodging Trust this week:

• Positive Sentiment: RLJ reported second-quarter revenue of $383.0 million, up 5.5% year over year and above the $370.5 million analyst estimate. Net income increased 9.4% to $31.3 million, while adjusted EBITDA rose 6.1% to $110.4 million. RLJ Lodging Trust Reports Second Quarter 2026 Results
• Positive Sentiment: Funds from operations (FFO) came in at $0.52 per share, ahead of the $0.49 consensus estimate and up from $0.48 a year earlier. Reported EPS of $0.52 also exceeded the $0.15 consensus estimate. RLJ Lodging Tops Q2 FFO and Revenue Estimates
• Positive Sentiment: Comparable RevPAR increased 6.8% to $167.15, supported by higher hotel revenue and operating performance. RLJ raised its full-year 2026 outlook for comparable RevPAR growth to 3.5%-4.5% and adjusted FFO per share to $1.37-$1.50, above the $1.26 consensus estimate. RLJ Lodging Trust Q2 Revenue Rises as Outlook Increases
• Neutral Sentiment: The company declared its regular $0.15-per-share quarterly common dividend and sold one hotel in Fremont, California, for $13.2 million. RLJ owned 91 hotels at the end of June. RLJ Lodging Trust Reports Second Quarter 2026 Results
• Negative Sentiment: Zacks Research downgraded RLJ from “Strong Buy” to “Hold.” The downgrade may be weighing on sentiment and offsetting the favorable earnings surprise and increased guidance. Zacks Research

Analyst Ratings Changes

RLJ has been the topic of several research analyst reports. Weiss Ratings upgraded RLJ Lodging Trust from a "hold (c-)" rating to a "hold (c)" rating in a research note on Friday, July 24th. Wells Fargo & Company increased their target price on shares of RLJ Lodging Trust from $9.00 to $11.00 and gave the stock an "underweight" rating in a report on Thursday, July 23rd. LADENBURG THALM/SH SH raised their price target on shares of RLJ Lodging Trust from $9.00 to $12.00 and gave the stock a "neutral" rating in a research report on Thursday, June 18th. Wall Street Zen raised shares of RLJ Lodging Trust from a "sell" rating to a "hold" rating in a report on Sunday, June 7th. Finally, Raymond James Financial lowered shares of RLJ Lodging Trust from a "strong-buy" rating to an "outperform" rating and lifted their price target for the company from $9.00 to $11.00 in a report on Thursday, May 28th. Two research analysts have rated the stock with a Buy rating, five have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of "Reduce" and a consensus target price of $10.83.

RLJ Lodging Trust Trading Up 0.2%

Shares of NYSE RLJ opened at $11.16 on Monday. The company has a market cap of $1.69 billion, a price-to-earnings ratio of 8.28 and a beta of 1.09. RLJ Lodging Trust has a 12-month low of $6.54 and a 12-month high of $12.89. The company has a current ratio of 2.89, a quick ratio of 2.89 and a debt-to-equity ratio of 1.22. The stock's 50 day simple moving average is $11.52 and its 200 day simple moving average is $9.32.

RLJ Lodging Trust Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were given a $0.15 dividend. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $0.60 annualized dividend and a yield of 5.4%.

RLJ Lodging Trust Profile

RLJ Lodging Trust is a self-managed, publicly traded real estate investment trust (REIT) that acquires, owns and operates premium-branded, focused-service and compact full-service hotels. The company's portfolio is concentrated in major U.S. markets, targeting properties that benefit from strong corporate and leisure demand, limited new supply and established brand affiliations.

The trust's hotels are affiliated with leading global lodging brands across the spectrum of service levels, including lifestyle and upscale segments.

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