Truist Securities raises RLJ Lodging Trust price target to $8 on improved outlook

Published 05/09/2025, 14:00
Truist Securities raises RLJ Lodging Trust price target to $8 on improved outlook

Investing.com - Truist Securities has raised its price target on RLJ Lodging Trust (NYSE:RLJ) to $8.00 from $7.00 while maintaining a Hold rating on the hotel real estate investment trust. According to InvestingPro data, RLJ currently trades at $7.80, with analysis suggesting the stock is trading below its Fair Value. The REIT offers an attractive 7.69% dividend yield to shareholders.

The price target increase reflects Truist’s less bearish projection for 2026, with the new target based on an unchanged 10.5x multiple of the firm’s 2026 EBITDA estimate. Truist has revised its 2026 Adjusted EBITDA forecast upward to $340 million from $326 million. The company currently maintains a healthy EV/EBITDA multiple of 10.51x, with last twelve months EBITDA at $333.32 million.

For 2025, Truist slightly increased its Adjusted EBITDA estimate to $333 million from $330 million, while AFFO per share was marginally reduced to $1.37 from $1.38. The firm’s 2026 AFFO per share projection rose to $1.43 from $1.35.

Truist noted encouraging commentary regarding RLJ’s Nashville and Bankers Alley properties, while acknowledging ongoing challenges for the REIT. The firm continues to view RLJ as relatively challenged within its Lodging REIT coverage due to minimal luxury exposure, international inbound demand challenges to gateway markets, and city-specific factors in locations such as Austin and Washington, D.C.

RLJ’s ongoing repositioning efforts and renovations to key assets, including properties in Waikiki, were identified as positive factors that may benefit the company over time.

In other recent news, RLJ Lodging Trust reported its financial results for the second quarter of 2025, surpassing earnings per share (EPS) expectations. The company posted an EPS of $0.15, which exceeded the anticipated $0.11 by 36.36%. However, revenue slightly missed expectations, coming in at $363.1 million compared to the projected $364.62 million. In a related development, Oppenheimer adjusted its price target for RLJ Lodging Trust from $11.00 to $10.00, maintaining an Outperform rating. The firm attributed this change to temporary factors affecting the company’s revenue per available room, such as renovations and the closure of the Austin convention center. These recent developments provide investors with a clearer picture of RLJ Lodging Trust’s current financial landscape.

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