Chatham Lodging Trust (CLDT)
NYSEReal EstateReit - Hotel & MotelSnapshot 2026-09-04
$13.04+0.38%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - Hotel & MotelSnapshot 2026-09-04
QuarterlyIQ Insights · CLDT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 16.7% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Successfully integrate and drive strong operating performance from the six Hilton-branded hotels acquired in March 2026, enhancing margins and revenue.
Stated as a priority in 2 of last 2 quarters. The six-hotel acquisition completed in March 2026 for $92 million has delivered RevPAR growth of 6% in Q1 and 9% in Q2 2026, exceeding underwriting expectations. This demonstrates delivering on the acquisition integration and performance priority.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated strong grew net income 57% of the time over the next year (vs 53% for the rest of the cohort, n=2778).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The acquired portfolio produced RevPAR growth of 9 percent in the second quarter to $135, easily besting underwriting expectations.”
“Acquired six Hilton-branded hotels for $92 million; portfolio produced RevPAR growth of 6 percent in the first quarter.”
Sustain and increase the quarterly common dividend to provide shareholder returns, with recent increases and consistent payouts.
Stated as a priority in 2 of last 2 quarters. The company raised its quarterly dividend by 11% to $0.10 per share in Q1 2026 and maintained this level in Q2 2026, reflecting delivering consistent dividend growth and shareholder returns.
“Board declared a quarterly common dividend of $0.10 per share payable July 15, 2026.”
“Raised quarterly common dividend by 11 percent to $0.10 per share.”
Meet or exceed the annual total hotel revenue guidance range of $312 million to $316 million for fiscal year 2026.
Stated as a priority in 2 of last 2 quarters. The company raised its 2026 revenue guidance from $308M-$314M in Q1 to $312M-$316M in Q2. Quarterly revenue was stable at about $67.5M in Q1 2026, consistent with guidance trajectory, indicating on track to meet revenue targets.
“2026 total hotel revenue guidance $312M - $316M.”
“2026 total hotel revenue guidance $308M - $314M.”
Increase gross operating profit and hotel EBITDA margins by managing labor and other expenses effectively across the portfolio.
Stated as a priority in 2 of last 2 quarters. GOP margins increased from 40% in Q1 to 47% in Q2 2026, and hotel EBITDA margins rose from 32% to 41% over the same period, reflecting delivering margin expansion through expense management.
“GOP margins expanded 50 basis points to 47%, hotel EBITDA margins rose 220 basis points to 41%.”
“GOP margins increased 60 basis points to 40%, hotel EBITDA margins rose 135 basis points to 32%.”
Continue repurchasing shares under the $25 million buyback plan to return capital to shareholders and improve capitalization rate.
Stated as a priority in 2 of last 2 quarters. The company repurchased 0.9 million shares in Q1 and 0.3 million shares in Q2 2026, totaling 2.5 million shares at an average price of $7.29 under the $25 million plan, showing delivering on the share repurchase program.
“Repurchased 0.3 million shares at an average price of $9.07 in Q2 2026, totaling 2.5 million shares repurchased to date.”
“Repurchased 0.9 million shares at an average price of $7.35 in Q1 2026, totaling 2.2 million shares repurchased to date.”
Over the trailing year it converted -2.04x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated stable grew net income 43% of the time over the next year (vs 55% for the rest of the cohort, n=685).
Not investment advice. As of 2026-09-04.