Chatham Lodging Trust

NYSE:CLDT Lagerbericht

Marktkapitalisierung: US$516.3m

Chatham Lodging Trust Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Für Chatham Lodging Trust wird ein Gewinn- und Umsatzwachstum von 60.1% bzw. 4.9% pro Jahr prognostiziert, während der Gewinn je Aktie voraussichtlich um 103.1% pro Jahr sinken soll.

Wichtige Informationen

60.1%

Wachstumsrate der Gewinne

-103.13%

EPS-Wachstumsrate

Hotel and Resort REITs Gewinnwachstum1.8%
Wachstumsrate der Einnahmen4.9%
Zukünftige Eigenkapitalrenditen/a
Analystenabdeckung

Low

Zuletzt aktualisiert11 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha • Apr 25

Chatham Lodging Trust: Why I Am Still Buying The High-Yielding Preferred Stock

Summary Chatham Lodging Trust's preferred shares offer an 8.3% yield, underpinned by robust FFO coverage and a strong balance sheet. CLDT's preferred dividends require less than 15% of pre-distribution adjusted FFO, with this ratio expected to improve as acquisitions contribute. The recent $92M acquisition of six Hilton-branded hotels at a 10% cap rate is not yet reflected in 2026 guidance, providing potential upside. I maintain an overweight position in CLDT.PR.A, viewing the market's risk perception as overly pessimistic given strong free cash flow and dividend safety. Read the full article on Seeking Alpha
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Neues Narrativ • May 31

Urban Hotel Expansion Will Yield Opportunities Amid Tech Volatility

Concentration in growth markets and focus on premium extended-stay hotels drives stable revenue and margin expansion, benefiting from business travel trends.
Seeking Alpha • Mar 05

Chatham Lodging Trust: Near 8% From The Preferred Stock

Summary Chatham Lodging Trust offers a preferred stock with a near 8% yield, outperforming sector benchmarks by nearly 2%, presenting a compelling investment opportunity. CLDT's balance sheet shows a strong asset base with $1.2 billion in properties and a manageable debt level, enhancing its financial stability. Moody's credit score for CLDT suggests a Ba1 rating, but a deeper "only- balance-sheet" analysis indicates a Baa2 rating equivalent, highlighting its relative financial strength. Despite sector volatility, CLDT's stable revenue and controlled operating expenses make its preferred stock an attractive high-yield investment. Read the full article on Seeking Alpha
Seeking Alpha • Feb 01

Chatham Lodging Trust: The 8% Preferred Shares Are In Bargain Territory Again

Summary Chatham Lodging Trust's Series A preferred shares are attractive due to strong dividend coverage and a robust balance sheet, now yielding nearly 8%. The REIT's AFFO comfortably covers preferred dividends, with $53.5M expected for FY 2024, ensuring financial stability even in weaker quarters. The balance sheet shows a net financial debt of $416M against $1.3B in assets, indicating a low LTV ratio and substantial equity cushion. I repurchased Chatham's preferred shares at around $20.50, confident in their risk/reward ratio but will monitor developments to maintain the investment thesis. Read the full article on Seeking Alpha
Seeking Alpha • Jul 06

Chatham Lodging Trust: I Continue To Buy The 8.1% Preferred Yield

Summary Chatham Lodging Trust's financial performance for preferred shareholders remains robust, with a strong preferred dividend coverage ratio. The REIT's balance sheet shows low net debt compared to real estate assets, providing a substantial cushion for preferred equity. Series A preferred shares offer an attractive current yield of approximately 8.1%, making them an appealing income-focused investment in the current interest rate climate. Read the full article on Seeking Alpha
Seeking Alpha • Mar 12

Chatham Lodging: Opportunity To Move In On 8% Yield

Summary Chatham Lodging Trust currently trades in value range despite solid operating fundamentals, and its preferred shares currently offer a 7.7% yield. CLDT focuses on upscale, extended-stay, and select-service hotels, achieving higher margins than its peers. CLDT has seen improving operating metrics, particularly in tech-driven markets, making it a good bargain for investors at the current price. Read the full article on Seeking Alpha
Seeking Alpha • Nov 27

Chatham Lodging Trust: I Will Be Buying The 8.2% Yielding Preferred Shares

Summary Chatham Lodging Trust's financial performance in Q3 was as expected, with a decline due to tech companies cutting expenses. The company's adjusted FFO and AFFO calculations show that the preferred dividends are well covered. Chatham's balance sheet is healthy, with a low net debt ratio and a cushion of common equity to absorb any shocks. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Chatham Lodging Trust: Well-Managed REIT, But Expensive With A Low Yield

Summary Chatham Lodging Trust is a real estate investment trust specializing in upscale, extended-stay hotels. The company has shown resilience and adaptability in industry challenges and has prudent financial management. The U.S. hotel, resort, and cruise line industry is undergoing transformation, with CLDT consistently surpassing industry RevPAR growth for five consecutive quarters. Based on my valuation analysis, CLDT stock might be slightly overvalued, leading to a neutral rating recommendation. Read the full article on Seeking Alpha
Seeking Alpha • Jul 13

Chatham Lodging Trust: The Preferred Shares Are Yielding 8.65%

Summary Chatham Lodging Trust is focusing on Extended Stay hotels. I expect a full-year AFFO of $1.15-1.20 per share. According to my calculations, an increase of the cost of debt to 8% would reduce the Chatham AFFO/share by less than $0.25. The dividend coverage ratio on the preferred shares is excellent, and I will likely initiate a position in the next few weeks. Read the full article on Seeking Alpha
Seeking Alpha • Jun 29

Beware Of The Risks Of Chatham Lodging Trust

Summary Chatham Lodging Trust has underperformed the Real Estate Select Sector SPDR Fund ETF this year, declining by 22%. Despite showing signs of recovery from the pandemic, the REIT's high debt load and low dividend yield make it unattractive to investors. The company's net interest expense has increased due to high interest rates, consuming 67% of its operating income. Although it's trading at a low forward price-to-FFO ratio, the likelihood of continued underperformance due to either a recession or persistently high inflation and interest rates makes it a risky investment. Read the full article on Seeking Alpha
Seeking Alpha • Feb 22

Chatham Lodging Trust Q4 2022 Earnings Preview

Chatham Lodging Trust (NYSE:CLDT) is scheduled to announce Q4 earnings results on Thursday, February 23rd, before market open. The consensus FFO Estimate is $0.18 and the consensus Revenue Estimate is $67.99M. Over the last 2 years, CLDT has beaten FFO estimates 75% of the time and revenue estimates 88% of the time.
Seeking Alpha • Feb 07

Chatham Lodging Trust says it repaid 3 mortgages in full totaling $73.3M

Chatham Lodging Trust (NYSE:CLDT) said Tuesday it repaid in full three mortgages with outstanding principal of $73.3 million and a weighted average interest rate of 8.0 percent with proceeds from its newly issued term loan which currently carries an interest rate of 6.1 percent.  The company said the Tysons and San Antonio loans were paid off at maturity, and the Woodland Hills loan was paid off early. Chatham said it has until late April to borrow funds under the unsecured term loan and intends to fully draw the $90 million within that time frame.
Seeking Alpha • Jan 18

Buy Chatham Lodging Now That The Dividend Is Back

Summary Chatham Lodging reinstated its dividend. The trust is profiting from improving operational and financial health. The stock trades at a discount to book value. Chatham Lodging Trust (CLDT) is restoring its dividend after the real estate investment trust suspended it at the start of Covid-19 in 2020. In addition to the dividend being reinstated (albeit at a lower rate), Chatham Lodging is experiencing a fundamental turnaround in its operating metrics, such as RevPar and occupancy, as people begin to travel again. Back in August last year, I wrote an article highlighting how Chatham Lodging Trust was ready for a rebound. Now, with the trust's business on a clear path to normalization, I believe Chatham Lodging could provide generous dividend increases to shareholders in the future. The stock's book value valuation is not expensive, and if the business continues on its recovery path, Chatham Lodging may be able to close the gap between market price and book value. The Dividend Is Back Because of the impact Covid-19 had on the trust's operating performance, Chatham Lodging suspended its dividend in 2020. The trust announced in December that it will resume paying a quarterly dividend of $0.07 per share, making Chatham Lodging an appealing dividend stock once again. The trust used to pay $0.11 per share per month prior to Covid-19, so the dividend will not be reinstated anywhere near the old level. However, the reinstatement is significant for Chatham Lodging because it demonstrates that the trust's operational and financial health is improving. Improving Business Fundamentals Occupancy rates and a metric known as RevPar are two of the most important portfolio metrics for lodging trusts. RevPar is a hotel industry performance measure, as well as one used by lodging trusts, that shows how much money operators can charge customers per room per night. Both Chatham Lodging's occupancy and RevPAR crashed at the start of Covid-19, and while the last three years have been extremely difficult for the trust, the recovery trend clearly points upwards. Chatham Trust's same-portfolio occupancy was 80% in 3Q-22, and it has been gradually recovering since the occupancy rate briefly fell below 20% in 2020. Occupancy Rates (Chatham Lodging Trust) In terms of RevPAR, Chatham Lodging's key metric continued to improve throughout 2022. Despite a recent drop in the RevPAR metric, the trust's RevPAR was $150 in 3Q-22, compared to $149 in 3Q-19. In other words, Chatham Lodging's RevPAR has fully recovered all of its 2020 Covid-related losses. RevPAR (Chatham Lodging Trust) AFFO Recovery And Pay-Out Ratio In 3Q-22, Chatham Lodging earned $0.50 per share in adjusted funds from operations, a 138% increase YoY. Returning travelers to the trust's properties drove the recovery, which resulted in improvements in the two key metrics discussed above. Chatham Lodging is playing it safe by paying out only 14% of its adjusted funds from operations through a quarterly dividend of $0.07 per share. In the future, the trust could earn $2.00 per share in AFFO and easily double or triple its dividend payout without hitting coverage constraints. AFFO (Chatham Lodging Trust) Cheap Book Value Multiple The stock of Chatham Lodging is trading at a compelling book value multiple of 0.77x, implying a 23% discount to book value. Because the trust's stock is trading at a discount, passive income investors can acquire a high-quality portfolio of branded hotel properties at an attractive price. Considering the significant recovery in key operating metrics RevPAR and occupancy, I believe there is no real reason for CLDT to continue trading at such a large discount to book value. Data by YCharts Encouraging News In other encouraging news, Chatham Lodging increased the size of its unsecured credit facility in December. Thanks to a commitment from Royal Bank of Canada, the trust increased its senior unsecured revolving credit facility by $45 million to $260 million. The increase in available liquidity indicates that lenders are willing to lend larger sums of capital to the lodging trust, which supports my claim of a fundamental recovery at Chatham Lodging. Following the announcement of the dividend reinstatement, the revolving credit facility was increased. Why CLDT Could See A Lower Valuation Because of their reliance on the overall health of the economy, the lodging and hospitality sectors are inherently volatile. People travel and spend more money during good economic times, so CLDT should be viewed primarily as a cyclical business with higher-than-average AFFO and occupancy risks.

Gewinn- und Umsatzwachstumsprognosen

NYSE:CLDT - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20283361898N/A1
12/31/2027322095N/A4
12/31/2026313-293N/A4
3/31/202629317373N/A
12/31/202529476464N/A
9/30/202530116565N/A
6/30/202531016868N/A
3/31/202531637171N/A
12/31/2024316-47374N/A
9/30/2024313-117071N/A
6/30/2024313-87576N/A
3/31/2024311-67879N/A
12/31/2023310-57676N/A
9/30/202330828787N/A
6/30/202330968383N/A
3/31/202330668080N/A
12/31/202229427272N/A
9/30/2022281-76161N/A
6/30/2022257-215353N/A
3/31/2022225-363737N/A
12/31/2021201-222929N/A
9/30/2021171-131111N/A
6/30/2021140-27-6-6N/A
3/31/2021108-46-29-29N/A
12/31/2020132-76-20-20N/A
9/30/2020175-7544N/A
6/30/2020227-473333N/A
3/31/2020297-117070N/A
12/31/201931518N/A86N/A
9/30/201931821N/A84N/A
6/30/201932025N/A86N/A
3/31/201931829N/A86N/A
12/31/201831630N/A86N/A
9/30/201831136N/A92N/A
6/30/201830536N/A88N/A
3/31/201829927N/A85N/A
12/31/201729629N/A87N/A
9/30/201729226N/A84N/A
6/30/201729125N/A85N/A
3/31/201729033N/A88N/A
12/31/201629031N/A88N/A
9/30/201629133N/A87N/A
6/30/201628934N/A84N/A
3/31/201628435N/A83N/A
12/31/201527533N/A82N/A
9/30/201525923N/A76N/A
6/30/201524117N/A72N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: CLDTDas prognostizierte Gewinnwachstum (60.1% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: CLDTDie Erträge des Unternehmens (60.1% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.8% pro Jahr).

Hohe Wachstumserträge: CLDTEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: CLDTDie Einnahmen des Unternehmens (4.9% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.7% pro Jahr).

Hohe Wachstumseinnahmen: CLDTDie Einnahmen des Unternehmens (4.9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von CLDT in 3 Jahren voraussichtlich hoch sein wird

Wachstumsunternehmen entdecken

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7D

1Y

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1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/24 20:50
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Chatham Lodging Trust wird von 11 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Gaurav MehtaAlliance Global Partners
Felicia Kantor HendrixBarclays
John KimBMO Capital Markets Equity Research