NYSE· Real Estate Investment Trusts· Inc. MD· CIK 0001511337

RLJ

RLJ Lodging Trust

$11.22 ▲ +1.59%

Prev close $11.04

Market cap$1.7B

ConsensusStrong Sell

12-mo target$11.75 (+4.8%)

▼ Bearish

Analyst conviction 2/10

High Impact Filing (7/10)24 New Institutional Positions14 Institutional Exits Real Estate

Snapshot

The big-picture read on RLJ right now — valuation, ownership and activity at a glance.

Market Cap

$1.7B

Cap Size

Small Cap

Analyst Consensus

Sell (16%)

Inst. Holders

50 funds

Inst. Value

$1.2B

Inst. Activity

24 buys / 14 sells

SEC Reports

Price chart 30d +3.0%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Oct 1, 2026 short_volume

Short Volume: RLJ — 63.5% short (0.3M / 0.5M)

Short: 346,516 | Exempt: 0 | TRF Vol: 545,623 | Short Ratio: 63.5% | Off-exchange volume (dark pool

Jun 30, 2026 Inst.

MILLENNIUM MANAGEMENT LLC — DOUBLED

3,516,351 shares ($41.7M)

Jun 30, 2026 Inst.

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD

2,891,816 shares ($34.3M)

May 6, 2026 Insider

Gibson Patricia L was granted 16,149 shares

Director @ $8.78 ($141.8K)

May 6, 2026 Insider

LA FORGIA ROBERT M was granted 16,149 shares

Director @ $8.78 ($141.8K)

May 6, 2026 Insider

Collins Arthur Reginald 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

Analyst ratings buy % -62.8%

How Wall Street rates the stock today, and the latest firm-by-firm actions.

Strong Sell 16% rate it Buy or better · 19 analysts

Strong Buy 1 5% Buy 2 11% Hold 8 42% Sell 7 37% Strong Sell 1 5%

Recent analyst actions

Date	Firm	Action	Rating	Firm rating
Sep 28, 2026	Raymond James	DOWNGRADE	Market Perform	54%
Sep 21, 2026	Truist Securities	MAINTAIN	Hold	55%
Aug 27, 2026	Barclays	MAINTAIN	Underweight	54%
Aug 10, 2026	Ladenburg Thalmann	MAINTAIN	Neutral	45%
Jul 23, 2026	Wells Fargo	MAINTAIN	Underweight	54%
Jul 21, 2026	Barclays	MAINTAIN	Underweight	54%
Jul 20, 2026	B of A Securities	MAINTAIN	Underperform	54%
Jun 18, 2026	Ladenburg Thalmann	MAINTAIN	Neutral	45%
Jun 18, 2026	Oppenheimer	REITERATE	Outperform	52%
Jun 12, 2026	Truist Securities	MAINTAIN	Hold	55%

Monthly consensus history

Period	Str. Buy	Buy	Hold	Sell	Str. Sell	Buy %
Sep 1, 2026	1	2	8	7	1	16%
Aug 1, 2026	1	1	8	7	1	11%
Jul 1, 2026	1	1	8	7	1	11%
Jun 1, 2026	1	1	8	7	1	11%
May 1, 2026	2	1	8	7	1	16%
Apr 1, 2026	2	1	8	7	1	16%
Mar 1, 2026	2	1	7	7	1	17%
Feb 1, 2026	2	1	7	7	1	17%

Price targets

Where 10 covering analysts think RLJ trades over the next 12 months.

$11.75 +4.8% upside Hold

Current$11.22 Low$10.50 Median$12.00 High$13.00 10 analysts

$10.50$13.00

Analyst rating Hold· 3.0/5 as of Oct 2, 2026

Reports & filings

AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.

1 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 0 neutral · avg impact 7.0/10.

BULLISH8-K7/10

RLJ Lodging Trust reported Q1 2026 total revenue of $339.98M, beating consensus of $324.2M by 4.86%,

May 4, 2026

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Oct 1, 2026

short_volume

Short Volume: RLJ — 63.5% short (0.3M / 0.5M)

Short: 346,516 | Exempt: 0 | TRF Vol: 545,623 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)

Sep 21, 2026

short_volume

Short Volume: RLJ — 82.0% short (0.5M / 0.6M)

Short: 490,878 | Exempt: 57 | TRF Vol: 598,604 | Short Ratio: 82.0% | Off-exchange volume (dark pool + OTC)

Sep 15, 2026

short_volume

Short Volume: RLJ — 68.9% short (0.4M / 0.5M)

Short: 367,783 | Exempt: 3,007 | TRF Vol: 533,929 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)

Sep 11, 2026

short_volume

Short Volume: RLJ — 79.6% short (0.5M / 0.6M)

Short: 498,985 | Exempt: 0 | TRF Vol: 626,900 | Short Ratio: 79.6% | Off-exchange volume (dark pool + OTC)

Sep 9, 2026

ftd

FTD: RLJ — 48,301 shares ($0.5M) failed to deliver

Settlement: 20260909, Price: $10.69, FTD Value: $516,337.69, RLJ LODGING TR COM

Earnings estimates

Forecast earnings per share and revenue by period — and whether estimates are rising.

Period	EPS Est.	Range	Growth	30d Rev	Up/Dn	Revenue	#
Current Q	$-0.05	$-0.07–$0.00	30.6%	+25.0%	1↑ 1↓	$0.3B	4
Next Q	$-0.06	$-0.07–$-0.05	-151.1%	+5.3%	1↑ 1↓	$0.3B	4
Current FY	$0.07	$0.07–$0.07	—	—	0↑ 2↓	$1.4B	1
Next FY	$0.00	$-0.03–$0.05	-96.4%	-81.2%	1↑ 0↓	$1.4B	4

Current-quarter EPS estimate — revision history

When	EPS estimate	Change vs now
Current	$-0.048	—
7d ago	$-0.063	+0.016
30d ago	$-0.063	+0.016
60d ago	$-0.070	+0.023
90d ago	$-0.070	+0.023

Institutional ownership

Which big funds own RLJ (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $1.2B total value (105,125,773 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 24 institutions added/increased vs 14 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
BlackRock, Inc.	18,972,022	$224.8M	18.0%	—
VANGUARD PORTFOLIO MANAGEMENT LLC	12,251,010	$145.2M	11.6%	—
VANGUARD CAPITAL MANAGEMENT LLC	6,202,644	$73.5M	5.9%	—
STATE STREET CORP	6,050,006	$72.5M	5.8%	—
TWO SIGMA INVESTMENTS, LP	6,058,617	$71.8M	5.8%	—
GEODE CAPITAL MANAGEMENT, LLC	3,909,540	$46.3M	3.7%	—
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3,710,622	$44.0M	3.5%	—
Allianz Asset Management GmbH	3,605,018	$42.7M	3.4%	—
MILLENNIUM MANAGEMENT LLC	3,516,351	$41.7M	3.3%	DOUBLED +2755.0%
Fisher Asset Management, LLC	3,213,186	$38.1M	3.1%	—

Recent position changes

Fund	Action	Prev	Current	Change	Value
MILLENNIUM MANAGEMENT LLC	DOUBLED	123,166	3,516,351	+2755.0%	$41.7M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	ADD	2,089,300	2,891,816	+38.4%	$34.3M
GOLDMAN SACHS GROUP INC	ADD	2,180,058	2,806,046	+28.7%	$33.3M
Nuveen, LLC	DOUBLED	707,282	2,394,627	+238.6%	$28.4M
MORGAN STANLEY	ADD	938,949	1,703,931	+81.5%	$20.2M
UBS Group AG	TRIM	2,776,749	1,639,793	-40.9%	$19.4M
CITADEL ADVISORS LLC	ADD	1,030,829	1,515,542	+47.0%	$18.0M
BANK OF AMERICA CORP /DE/	TRIM	1,398,798	1,044,645	-25.3%	$12.4M
FEDERATED HERMES, INC.	DOUBLED	135,018	464,883	+244.3%	$5.5M
HSBC HOLDINGS PLC	ADD	319,926	449,234	+40.4%	$5.3M

Insider activity

Buying and selling by company executives and directors (SEC Form 4).

13 insiders, 27 transactions. Net $0.00 — $0.00 bought, $0.00 sold.

Date	Insider	Title	Type	Shares	Price	Value
May 6, 2026	Gibson Patricia L	Director	AWARD	16,149	$8.78	$141.8K
May 6, 2026	LA FORGIA ROBERT M	Director	AWARD	16,149	$8.78	$141.8K
May 6, 2026	Collins Arthur Reginald	Director	AWARD	16,149	$8.78	$141.8K
May 6, 2026	Gormsen Christopher Andrew	Chief Accounting Officer	AWARD	98,814	$8.78	$867.6K
May 6, 2026	Bayh Evan	Director	AWARD	16,149	$8.78	$141.8K
May 6, 2026	DAVIS NATHANIEL A	Director	AWARD	16,149	$8.78	$141.8K
May 6, 2026	MCCARTHY ROBERT	Director	AWARD	16,149	$8.78	$141.8K
May 6, 2026	Zeigler Robin McBride	Director	AWARD	16,149	$8.78	$141.8K
Apr 27, 2026	McKalip Frederick D.	EVP, Gen. Counsel & Corp. Sec.	TAX W/H	445	$7.97	$3.5K
Apr 26, 2026	McKalip Frederick D.	EVP, Gen. Counsel & Corp. Sec.	TAX W/H	395	$7.97	$3.1K

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RLJ.

Shares short

11,841,207

Settlement Sep 15, 2026

Change vs prior

+4.6%

Semi-monthly cycle

Days to cover

7.7

At avg daily volume

Of shares outstanding

≈7.8%

Estimate — not % of float

All RLJ filing & press-release reports (1)

8-K reportMay 4, 2026