Chatham Lodging Trust (CLDT) Resumen de Acciones
Chatham Lodging Trust es un fondo de inversión inmobiliaria autogestionado que cotiza en bolsa. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 1/6 |
| Dividendos | 3/6 |
Recompensas
Análisis de riesgos
CLDT Community Fair Values
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Analyst Price Targets
Competidores de Chatham Lodging Trust
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$10.70 |
| Máximo en las últimas 52 semanas | US$10.84 |
| Mínimo de 52 semanas | US$6.08 |
| Beta | 1.06 |
| Cambio en 1 mes | 27.08% |
| Variación en 3 meses | 43.24% |
| Cambio de 1 año | 54.40% |
| Variación en 3 años | 14.93% |
| Variación en 5 años | -18.75% |
| Variación desde la OPV | -47.80% |
Noticias y actualizaciones recientes
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
Nueva narrativa • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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.Rentabilidad de los accionistas
| CLDT | US Hotel and Resort REITs | Mercado US | |
|---|---|---|---|
| 7D | 8.2% | 5.4% | 1.0% |
| 1Y | 54.4% | 36.9% | 28.7% |
Rentabilidad vs. Industria: CLDT superó a la industria US Hotel and Resort REITs, que obtuvo un rendimiento del 36.9% el año pasado.
Rentabilidad vs. Mercado: CLDT superó al mercado US, que obtuvo un rendimiento del 28.7% el año pasado.
Volatilidad de los precios
| CLDT volatility | |
|---|---|
| CLDT Average Weekly Movement | 5.8% |
| Hotel and Resort REITs Industry Average Movement | 4.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: CLDT no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de CLDT (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2009 | 16 | Jeff Fisher | www.chathamlodgingtrust.com |
Chatham Lodging Trust es un fondo de inversión inmobiliaria autogestionado que cotiza en bolsa. La empresa se centra principalmente en invertir en hoteles de marca premium de estancias prolongadas y servicios selectos. La empresa posee 33 hoteles con un total de 5.021 habitaciones/suites en 15 estados y el Distrito de Columbia.
Resumen de fundamentos de Chatham Lodging Trust
| Estadísticas fundamentales de CLDT | |
|---|---|
| Capitalización bursátil | US$515.79m |
| Beneficios(TTM) | US$1.05m |
| Ingresos (TTM) | US$292.87m |
474.2x
Ratio precio-beneficio (PE)1.7x
Ratio precio-ventas (PS)¿Está CLDT sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de CLDT | |
|---|---|
| Ingresos | US$292.87m |
| Coste de los ingresos | US$150.92m |
| Beneficio bruto | US$141.95m |
| Otros gastos | US$140.90m |
| Beneficios | US$1.05m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.023 |
| Margen bruto | 48.47% |
| Margen de beneficio neto | 0.36% |
| Ratio deuda/patrimonio | 55.7% |
¿Cómo se ha desempeñado CLDT a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.7%
Rentabilidad actual por dividendo51%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 08:59 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Chatham Lodging Trust está cubierta por 11 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Gaurav Mehta | Alliance Global Partners |
| Felicia Kantor Hendrix | Barclays |
| John Kim | BMO Capital Markets Equity Research |