Chatham Lodging Trust to Announce Q4 Earnings on February 25
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy CLDT?
Source: seekingalpha
- Earnings Announcement Schedule: Chatham Lodging Trust is set to announce its Q4 2023 earnings on February 25 before market open, with a consensus EPS estimate of -$0.14, indicating challenges in the current economic environment.
- Revenue Expectations Decline: The anticipated revenue for Q4 is $67.22 million, reflecting a 10.5% year-over-year decline, which highlights the ongoing pressures the company faces in its post-pandemic recovery, potentially affecting investor confidence.
- Preferred Stock Yield: Chatham Lodging's preferred shares yield 8.2%, presenting relative attractiveness, although they are approximately 12% undervalued, which may appeal to income-seeking investors looking for stable returns.
- Attractive Valuation Outlook: Market analysts suggest that Chatham Lodging Trust's valuation heading into 2026 is attractive, potentially offering long-term growth opportunities for investors, particularly against the backdrop of economic recovery.
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Analyst Views on CLDT
Wall Street analysts forecast CLDT stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 7.500
Low
9.00
Averages
9.17
High
9.50
Current: 7.500
Low
9.00
Averages
9.17
High
9.50
About CLDT
Chatham Lodging Trust is a real estate investment trust (REIT), which is focused primarily on investing in upscale extended-stay hotels and premium-branded select-service hotels. Substantially all of the Company's assets are held by, and all of its operations are conducted through Chatham Lodging, L.P. (the Operating Partnership). The Company owns approximately 36 hotels totaling 5,475 rooms/suites in 15 states and the District of Columbia. Its hotels include upscale extended-stay hotels that operate under the Residence Inn by Marriott, the Homewood Suites by Hilton, the Home2 Suites by Hilton and the TownePlace Suites by Marriott, as well as premium-branded select-service hotels that operate under the Courtyard by Marriott brand, the Hampton Inn or Hampton Inn and Suites by Hilton, the Hilton Garden Inn by Hilton, the SpringHill Suites by Marriott, the Hyatt Place, and all-suite hotels that operate under the upper upscale Embassy Suites.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Acquisition Overview: Chatham Lodging Trust acquired six hotels for $92 million, totaling 589 rooms at approximately $156,000 per room, which is expected to enhance the company's cash flow and market competitiveness.
- Dividend Increase: Chatham raised its quarterly common dividend by 11% to $0.10 per share, marking the second consecutive year of double-digit growth, reflecting the company's confidence in future profitability.
- Strategic Investment: The newly acquired hotels have an average age of only 10 years, with 66% of the rooms being extended-stay types, aligning with Chatham's investment strategy and anticipated to boost overall profit margins and market share.
- Market Dynamics: The newly acquired hotels are located in high-traffic areas, attracting a significant workforce, particularly Effingham, which draws nearly 200,000 workers weekly, further strengthening Chatham's position in the manufacturing and distribution sectors.
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- Acquisition Details: Chatham Lodging Trust acquired six high-quality Hilton-branded hotels for $92 million, totaling 589 rooms at approximately $156,000 per room, which is expected to significantly enhance the company's cash flow and market competitiveness.
- Dividend Increase: The company raised its quarterly common dividend by 11% to $0.10 per share, marking the second consecutive year of double-digit growth, reflecting strong financial performance and commitment to shareholders.
- Portfolio Optimization: The acquired hotels have an average age of only 10 years, with 66% of the rooms being extended-stay types, aligning with Chatham's investment strategy and expected to further enhance the company's EBITDA margins.
- Financial Outlook: The acquired portfolio is projected to contribute approximately $10 million in EBITDA for 2025, and although it will only be included for 10 months in 2026, it is expected to drive an increase of about $0.10 in adjusted FFO per share, enhancing shareholder returns.
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- Strong Performance: Chatham Lodging Trust reported a hotel EBITDA of $22.4 million and adjusted EBITDA of $20.2 million in Q4 2025, maintaining a GOP margin of 40.2% despite a 1.8% decline in RevPAR, demonstrating robust operational capabilities and market competitiveness.
- Asset Sales and Buybacks: The company completed four asset sales totaling $71.4 million in 2025, successfully reducing net debt by $70 million, and used part of the proceeds to repurchase approximately 1.8 million shares, totaling nearly $13 million, highlighting effective capital allocation.
- Dividend Growth and Returns: Chatham increased its common dividend by 28% in 2025 and returned about $35 million to shareholders through dividends and buybacks, reflecting a strong commitment to shareholder returns and ongoing financial health.
- Cautious Future Outlook: Management expects RevPAR to decline by 0.5% to increase by 1.5% in 2026 and plans selective acquisitions, while facing challenges from utility cost pressures and market demand fluctuations, indicating a flexible response to future market dynamics.
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- Strong Financial Performance: Chatham Lodging Trust reported Q4 FFO of $0.21 per share, beating expectations by $0.05, demonstrating the company's resilience amid challenges.
- Revenue Decline Yet Surpassing Estimates: Total revenue fell 9.8% year-over-year to $67.74 million but exceeded market expectations by $0.52 million, indicating the company maintained a certain market share despite headwinds.
- Key Metrics Fluctuate: RevPAR for comparable hotels declined 1.8% to $131, while average daily rate (ADR) decreased 0.9% to $179, and occupancy slipped to 73%, reflecting intensified market competition.
- Cautious Future Outlook: The 2026 RevPAR is projected between $142 and $145, with a growth rate of -0.5% to 1.5%, while total hotel revenue is expected to be between $284 million and $290 million, below the market consensus of $293.59 million, indicating future uncertainties.
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- Financial Recovery: In Q4 2025, Chatham Lodging Trust reported a net income of $2.6 million, a significant turnaround from a loss of $3.7 million in Q4 2024, demonstrating the company's resilience and recovery in a volatile market.
- Earnings Per Share Growth: The diluted earnings per share improved from a loss of $0.08 in 2024 to a profit of $0.05 in 2025, reflecting successful cost control and revenue growth, which enhances investor confidence.
- Share Buyback Program: The company repurchased approximately 1.8 million shares at an average price of $6.87 per share, totaling nearly $13 million, indicating management's confidence in the company's future growth prospects.
- Optimistic Market Outlook: Despite industry volatility, Chatham anticipates strong GDP growth in 2026, with hotel demand expected to outpace supply, leading management to maintain an optimistic long-term outlook and plans for continued acquisitions and share repurchases.
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- Earnings Announcement Schedule: Chatham Lodging Trust is set to announce its Q4 2023 earnings on February 25 before market open, with a consensus EPS estimate of -$0.14, indicating challenges in the current economic environment.
- Revenue Expectations Decline: The anticipated revenue for Q4 is $67.22 million, reflecting a 10.5% year-over-year decline, which highlights the ongoing pressures the company faces in its post-pandemic recovery, potentially affecting investor confidence.
- Preferred Stock Yield: Chatham Lodging's preferred shares yield 8.2%, presenting relative attractiveness, although they are approximately 12% undervalued, which may appeal to income-seeking investors looking for stable returns.
- Attractive Valuation Outlook: Market analysts suggest that Chatham Lodging Trust's valuation heading into 2026 is attractive, potentially offering long-term growth opportunities for investors, particularly against the backdrop of economic recovery.
See More








