Chatham Lodging Trust

NYSE:CLDT 株式レポート

時価総額：US$515.8m

Chatham Lodging Trust 将来の成長

Future 基準チェック /36

Chatham Lodging Trustは、60.1%と4.9%でそれぞれ年率60.1%で利益と収益が成長すると予測される一方、EPSはdeclineで103.1%年率。

主要情報

60.1%

収益成長率

-103.13%

EPS成長率

Hotel and Resort REITs 収益成長1.8%
収益成長率4.9%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日11 May 2026

今後の成長に関する最新情報

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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新しいナラティブ • 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.

業績と収益の成長予測

NYSE:CLDT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: CLDTの予測収益成長率 (年間60.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: CLDTの収益 ( 60.1% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: CLDTの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: CLDTの収益 ( 4.9% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: CLDTの収益 ( 4.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CLDTの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/22 14:30
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Chatham Lodging Trust 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11

アナリスト機関
Gaurav MehtaAlliance Global Partners
Felicia Kantor HendrixBarclays
John KimBMO Capital Markets Equity Research