RLJ at a glance
RLJ Lodging Trust (RLJ, SEC CIK 1511337) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as May 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), RLJ Lodging Trust (RLJ) reported revenue of $1.3 billion (down 1.4% from FY2024) and net income of $28.5 million. Diluted EPS was $0.01.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding RLJ Lodging Trust (RLJ) shares worth $843.5 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.3B
- −1.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $843.5M · +2 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Lodging REIT owning 93 premium-branded, focused-service, and compact full-service hotels with 20,800 rooms in 23 states plus D.C.
- Sustainability focus: Released 3rd annual Corporate Sustainability Report in June 2025; 23% reduction in greenhouse gas emissions per square foot since 2019
- Strategic emphasis on proactive asset management with continued selective capital recycling of maximized-return hotel assets
- Workforce: 75 employees as of December 31, 2025, with enhanced diversity, inclusion, and employee development programs
- Brand concentration: 89.3% of hotels affiliated with Marriott, Hilton, or Hyatt, emphasizing premium hotel brand partnerships
Risk Factors
- Regulatory risk: potential impact from changes in visa policies affecting inbound international travel, crucial for hotels in business districts
- Macroeconomic threat: 2025 room revenue down $28.3M mainly due to decreased international, government, corporate, and group travel
- Operational vulnerability: inflation pressures increasing wages, utilities, and renovation costs exacerbated by import tariffs on construction materials
- Competitive risk: dependency on Marriott, Hilton, Hyatt brands success for ADR, Occupancy, and RevPAR performance
- Financial risk: refinancing $300M term loan extending maturity to April 2028 with $100M revolver payoff reflects leveraged capital structure
AI summary of the RLJ 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $383.0M, up $19.9M YoY from $363.1M
- Comparable-property RevPAR $167.15 vs $156.52, occupancy 77.0% vs 75.6%
- Room revenue strongest contributor at $311.8M, up $15.7M YoY
- Net income attributable to common shareholders $24.8M vs $22.2M YoY
- Refinancing included $569.0M delayed-draw term loan, $150.0M delayed-draw term loan, and $250.0M share-repurchase authorization
Risk Factors
- No material changes to previously disclosed risk factors in the Annual Report
- No newly added risk factor or triggering event identified
- Regulatory and compliance risks remain governed by prior Annual Report disclosures
- Operational, competitive, and market risks remain unchanged from the Annual Report
- Financial risks, including liquidity, debt maturities, currency exposure, and concentration, remain unchanged
AI summary of the RLJ 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results released August 6, 2026, covering quarter ended June 30, 2026
- Detailed financial results furnished in Exhibit 99.1, requiring review for operating trends and guidance
Item EX-99.1: Item EX-99.1
- Q2 RevPAR $167.15, up 6.8%, with ADR up 4.9% and occupancy reaching 77.0%
- Adjusted FFO per share $0.52, up 8.3%; Adjusted EBITDA $110.4M, up 6.1%
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results released May 4, covering quarter ended March 31, 2026
- Detailed financial results and management commentary contained in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q1 2026 RevPAR rose 4.8% to $148.55, with occupancy reaching 70.8% and comparable hotel revenue increasing 5.4% to $340.0 million
- Adjusted FFO per diluted share increased 6.5% to $0.33; Adjusted EBITDA rose 4.2% to $80.9 million
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Director election proposal received 109,275,582 votes for and 3,835,789 against
- Abstentions totaled 51,139; broker non-votes totaled 5,252,896
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine trustee nominees elected, preserving board continuity; support ranged from 93.8% to 99.0% of votes cast
- PWC appointment ratified with 112.4M votes for versus 6.0M against, maintaining the company’s external auditor
AI summaries of RLJ 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for RLJ
Don't miss the next RLJ filing
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- Fund moves. Which tracked funds opened, added or cut RLJ, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Collins Arthur Reginald | A | May 6, 2026 | 16,149 | $8.78 |
| Bayh Evan | A | May 6, 2026 | 16,149 | $8.78 |
| Zeigler Robin McBride | A | May 6, 2026 | 16,149 | $8.78 |
| LA FORGIA ROBERT M | A | May 6, 2026 | 16,149 | $8.78 |
| DAVIS NATHANIEL A | A | May 6, 2026 | 16,149 | $8.78 |
| MCCARTHY ROBERT | A | May 6, 2026 | 16,149 | $8.78 |
| Gibson Patricia L | A | May 6, 2026 | 16,149 | $8.78 |
| Gormsen Christopher Andrew | A | May 6, 2026 | 98,814 | $8.78 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $1.3B | $1.4B | $1.3B | |
| Net Income | $76.4M | $68.0M | $28.5M | |
| Net Margin | 5.8% | 5.0% | 2.1% | |
| Balance Sheet | ||||
| Total Assets | $4.9B | $4.9B | $4.7B | |
| Equity | $2.3B | $2.3B | $2.2B | |
| ROE | 3.3% | 3.0% | 1.3% | |
| Per Share | ||||
| EPS | $0.32 | $0.27 | $0.01 | |
| Cash Flow | ||||
| Operating CF | $315.1M | $285.4M | $243.8M | |
Source: XBRL data in RLJ Lodging Trust (RLJ)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate RLJ share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $843.5M |
| Q1 2026 | 29 | $436.3M |
| Q4 2025 | 27 | $458.5M |
| Q3 2025 | 26 | $539.1M |
| Q2 2025 | 28 | $534.8M |
| Q1 2025 | 22 | $420.6M |
| Q4 2024 | 18 | $447.4M |
| Q3 2024 | 19 | $156.1M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 200 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
RLJ filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| SC 13G | Aug 11, 2026 | - | - | |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| SC 13G | May 14, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| SC 13G | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 10-Q | May 4, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Mar 20, 2026 | - | - | - |
| 4 | Mar 20, 2026 | - | - | - |
| 4 | Mar 20, 2026 | - | - | - |
| 4 | Mar 20, 2026 | - | - | - |
| 4 | Mar 20, 2026 | - | - | - |
| 10-K | Feb 27, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 26, 2026 | - | Analysis | - |
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RLJ SEC filings: frequently asked questions
Which institutions hold RLJ stock?
As of June 30, 2026, the largest RLJ Lodging Trust (RLJ) holders among the 13F filers tracked by SignalX were BlackRock ($224.8 million), Vanguard Portfolio Management LLC ($145.2 million), Vanguard Capital Management LLC ($73.5 million), State Street Corp ($72.5 million), Two Sigma Investments ($71.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was RLJ's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), RLJ Lodging Trust (RLJ) reported revenue of $1.3 billion (down 1.4% from FY2024) and net income of $28.5 million. Diluted EPS was $0.01. The figures come from the XBRL data in the 10-K.
What are the main risks in RLJ's latest 10-K?
In the 10-K filed February 27, 2026, RLJ Lodging Trust (RLJ) flagged: Regulatory risk: potential impact from changes in visa policies affecting inbound international travel, crucial for hotels in business districts. Macroeconomic threat: 2025 room revenue down $28.3M mainly due to decreased international, government, corporate, and group travel. (AI summary of the Risk Factors section.)
What did RLJ report in its latest 8-K?
RLJ Lodging Trust (RLJ) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results released August 6, 2026, covering quarter ended June 30, 2026.
What are the latest RLJ SEC filings?
RLJ Lodging Trust (RLJ) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on May 8, 2026.
What is RLJ's SEC CIK number?
RLJ Lodging Trust (RLJ)'s SEC Central Index Key (CIK) is 1511337. EDGAR lists every RLJ filing under that number.
Ask anything about RLJ
The research agent reads RLJ's filings, financials, insider trades and 13F holders, then answers with sources.