Chatham Lodging: Strong Performance Meets Investor Skepticism

Chatham Lodging Trust, a hotel real estate investment trust, recently posted quarterly results that surpassed analyst forecasts. Despite this robust operational performance, major institutional investors have displayed markedly divergent strategies regarding their positions in the company, creating a puzzling dynamic for the stock.

For the second quarter of 2025, Chatham Lodging delivered a solid financial performance. The company reported funds from operations (FFO) of $0.36 per share, exceeding the consensus estimate by $0.02. Revenue also edged past expectations, coming in at $80.29 million.

The underlying operational metrics presented a mixed but largely positive picture. Revenue per available room (RevPAR) saw a slight decline of less than 1%, settling at $155. However, this was supported by a strong occupancy rate holding steady at 82%. A key highlight Read more...