H/2 Credit Manager Increases Stake in RLJ Lodging Trust
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 17 hours ago
0mins
Should l Buy RLJ?
Source: Fool
- Share Increase: On February 17, 2026, H/2 Credit Manager acquired an additional 3,278,927 shares of RLJ Lodging Trust, with an estimated transaction value of $23.83 million, indicating confidence in the company's growth potential.
- Value Appreciation: Following this purchase, H/2's total stake in RLJ reached $71.39 million, reflecting a net increase of $26 million from the previous period due to both new acquisitions and stock price appreciation.
- Financial Improvement: RLJ Lodging Trust successfully refinanced all debt maturities through 2028 and extended its $600 million revolver to 2031, significantly reducing financial risk and providing greater flexibility for future capital operations.
- Market Performance Analysis: Although RLJ's stock price has declined by about 8% over the past year, its position among H/2's top holdings suggests a preference for real estate and credit-sensitive assets, with potential for upside through multiple expansions and improved free cash flow visibility.
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Analyst Views on RLJ
Wall Street analysts forecast RLJ stock price to rise
6 Analyst Rating
2 Buy
3 Hold
1 Sell
Hold
Current: 8.160
Low
6.00
Averages
8.25
High
11.00
Current: 8.160
Low
6.00
Averages
8.25
High
11.00
About RLJ
RLJ Lodging Trust is a self-advised, publicly traded real estate investment trust that owns approximately 95 premium-branded, rooms-oriented, urban-centric hotels. The Company's brand affiliations include Marriott, which includes Courtyard, Residence Inn, Marriott, Fairfield Inn & Suites, Renaissance, SpringHill Suites, AC Hotel, Moxy and Tribute Portfolio; Hilton, which includes Embassy Suites, Hilton Garden Inn, DoubleTree/DoubleTree Suites by Hilton, Hampton Inn/Hampton Inn & Suites, Curio Collection, Homewood Suites, Hilton and Tapestry Collection; Hyatt, which includes Hyatt House, Hyatt Place and Hyatt Centric, and Wyndham. Its hotel properties include Embassy Suites Birmingham, Embassy Suites Phoenix - Biltmore, Courtyard San Francisco, Embassy Suites Milpitas Silicon Valley, Hilton Garden Inn Los Angeles Hollywood, Hilton Garden Inn San Francisco Oakland Bay Bridge, Fairfield Inn & Suites Key West, Hyatt Centric The Woodlands, and Residence Inn Atlanta Midtown Historic.
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.
RLJ Lodging Trust Successfully Finalizes Refinancing Deals
Successful Refinancing: The company has successfully completed its refinancing transactions, indicating a positive financial maneuver.
Trust in Financial Management: This achievement reflects the trust and confidence in the company's financial management strategies.
See More
H/2 Credit Manager Increases Stake in RLJ Lodging Trust
- Share Increase: On February 17, 2026, H/2 Credit Manager acquired an additional 3,278,927 shares of RLJ Lodging Trust, with an estimated transaction value of $23.83 million, indicating confidence in the company's growth potential.
- Value Appreciation: Following this purchase, H/2's total stake in RLJ reached $71.39 million, reflecting a net increase of $26 million from the previous period due to both new acquisitions and stock price appreciation.
- Financial Improvement: RLJ Lodging Trust successfully refinanced all debt maturities through 2028 and extended its $600 million revolver to 2031, significantly reducing financial risk and providing greater flexibility for future capital operations.
- Market Performance Analysis: Although RLJ's stock price has declined by about 8% over the past year, its position among H/2's top holdings suggests a preference for real estate and credit-sensitive assets, with potential for upside through multiple expansions and improved free cash flow visibility.
See More
RLJ Lodging Trust Reveals Tax Implications for 2025 Dividends
- Announcement of Dividend: Trust has announced a dividend for the year 2025.
- Details of the Dividend: Specifics regarding the amount and distribution of the dividend have not been disclosed.
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- Market Reaction: JP Morgan analyst Anthony Paolone downgraded the stock from Neutral to Underweight on November 24, 2025, with a 63% accuracy rate, which may exacerbate negative sentiment in the market and affect its stock performance.
- Earnings Forecast: Park Hotels & Resorts is set to report its fourth-quarter financial results after the market closes on February 19, 2026, with analysts raising the price target from $11 to $12, indicating confidence despite an 8.63% dividend yield.
- RLJ Lodging Trust Update: Analyst Michael Bellisario downgraded RLJ Lodging Trust from Outperform to Neutral on October 3, 2025, cutting the price target from $9 to $7.5, which could influence investor perceptions of the stock, even with a 7.79% dividend yield.
See More
RLJ Lodging Trust: Major Turning Point Expected in 2026
- Diversification Advice: Analysts recommend that investors diversify across cyclical sectors (like hotels and retail) and defensive sectors (like healthcare and residential) to mitigate downside risks in economic growth, thereby enhancing portfolio resilience.
- Attractive Hotel REITs: RLJ Lodging Trust (RLJ) stands out due to expected U.S. GDP growth rebound and the impact of the 2026 FIFA World Cup, currently offering an attractive nearly 8% dividend yield, indicating strong income potential.
- European Market Opportunities: German residential REITs such as Vonovia (VONOY) and LEG Immobilien (LEGIF) are favored for their mid-single-digit dividends and capital gain potential, expected to trade above book value in 2026, attracting investor interest.
- Small REIT Acquisition Potential: Analysts predict an uptick in REIT M&A activity in 2027, suggesting a focus on smaller REITs with acquisition potential to benefit from market consolidation.
See More
Financial Stocks Decline as NYSE Financial Index Drops 0.2%
- Market Volatility: Financial stocks experienced a decline on Friday afternoon, with the NYSE Financial Index falling by 0.2%, reflecting market uncertainty regarding economic prospects, which could impact investor confidence and capital flows.
- Investor Reaction: The drop in financial stocks may lead investors to reassess their portfolios, particularly in light of poor economic data, potentially exacerbating market volatility and affecting overall market performance.
- Industry Impact: The weakness in the financial sector could negatively affect earnings expectations for related companies, especially those reliant on a stable market environment, such as banks and financial services firms.
- Future Outlook: As market sentiment shifts, the performance of financial stocks may be influenced by broader economic indicators, prompting investors to closely monitor upcoming economic data and policy developments.
See More
RLJ Lodging Trust Successfully Finalizes Refinancing Deals
Successful Refinancing: The company has successfully completed its refinancing transactions, indicating a positive financial maneuver.
Trust in Financial Management: This achievement reflects the trust and confidence in the company's financial management strategies.
See More
H/2 Credit Manager Increases Stake in RLJ Lodging Trust
- Share Increase: On February 17, 2026, H/2 Credit Manager acquired an additional 3,278,927 shares of RLJ Lodging Trust, with an estimated transaction value of $23.83 million, indicating confidence in the company's growth potential.
- Value Appreciation: Following this purchase, H/2's total stake in RLJ reached $71.39 million, reflecting a net increase of $26 million from the previous period due to both new acquisitions and stock price appreciation.
- Financial Improvement: RLJ Lodging Trust successfully refinanced all debt maturities through 2028 and extended its $600 million revolver to 2031, significantly reducing financial risk and providing greater flexibility for future capital operations.
- Market Performance Analysis: Although RLJ's stock price has declined by about 8% over the past year, its position among H/2's top holdings suggests a preference for real estate and credit-sensitive assets, with potential for upside through multiple expansions and improved free cash flow visibility.
See More
RLJ Lodging Trust Reveals Tax Implications for 2025 Dividends
- Announcement of Dividend: Trust has announced a dividend for the year 2025.
- Details of the Dividend: Specifics regarding the amount and distribution of the dividend have not been disclosed.
See More
Brandywine Realty Trust Downgraded, Dividend Yield at 15.18%
- Analyst Rating Changes: Keybanc analyst Todd Thomas downgraded Brandywine Realty Trust from Overweight to Sector Weight on December 4, 2025, with a 57% accuracy rate, potentially diminishing investor confidence in the stock.
- Market Reaction: JP Morgan analyst Anthony Paolone downgraded the stock from Neutral to Underweight on November 24, 2025, with a 63% accuracy rate, which may exacerbate negative sentiment in the market and affect its stock performance.
- Earnings Forecast: Park Hotels & Resorts is set to report its fourth-quarter financial results after the market closes on February 19, 2026, with analysts raising the price target from $11 to $12, indicating confidence despite an 8.63% dividend yield.
- RLJ Lodging Trust Update: Analyst Michael Bellisario downgraded RLJ Lodging Trust from Outperform to Neutral on October 3, 2025, cutting the price target from $9 to $7.5, which could influence investor perceptions of the stock, even with a 7.79% dividend yield.
See More
RLJ Lodging Trust: Major Turning Point Expected in 2026
- Diversification Advice: Analysts recommend that investors diversify across cyclical sectors (like hotels and retail) and defensive sectors (like healthcare and residential) to mitigate downside risks in economic growth, thereby enhancing portfolio resilience.
- Attractive Hotel REITs: RLJ Lodging Trust (RLJ) stands out due to expected U.S. GDP growth rebound and the impact of the 2026 FIFA World Cup, currently offering an attractive nearly 8% dividend yield, indicating strong income potential.
- European Market Opportunities: German residential REITs such as Vonovia (VONOY) and LEG Immobilien (LEGIF) are favored for their mid-single-digit dividends and capital gain potential, expected to trade above book value in 2026, attracting investor interest.
- Small REIT Acquisition Potential: Analysts predict an uptick in REIT M&A activity in 2027, suggesting a focus on smaller REITs with acquisition potential to benefit from market consolidation.
See More
Financial Stocks Decline as NYSE Financial Index Drops 0.2%
- Market Volatility: Financial stocks experienced a decline on Friday afternoon, with the NYSE Financial Index falling by 0.2%, reflecting market uncertainty regarding economic prospects, which could impact investor confidence and capital flows.
- Investor Reaction: The drop in financial stocks may lead investors to reassess their portfolios, particularly in light of poor economic data, potentially exacerbating market volatility and affecting overall market performance.
- Industry Impact: The weakness in the financial sector could negatively affect earnings expectations for related companies, especially those reliant on a stable market environment, such as banks and financial services firms.
- Future Outlook: As market sentiment shifts, the performance of financial stocks may be influenced by broader economic indicators, prompting investors to closely monitor upcoming economic data and policy developments.
See More
