Woodley Farra Manion Portfolio Management Inc. Has $69.79 Million Stock Position in Honeywell International Inc. $HON
Woodley Farra Manion Portfolio Management Inc. reduced its stake in Honeywell International Inc. by 1.6% in the third quarter, now holding 331,565 shares valued at $69.79 million. Despite this, Honeywell remains the fund's eleventh-largest position. The article also details other institutional investor activity, analyst ratings, and a recent insider stock sale.
Host Hotels & Resorts sells 2 Four Seasons for combined $1.1B
Host Hotels & Resorts has sold the Four Seasons Resort Orlando and the Four Seasons Resort and Residences Jackson Hole for a combined $1.1 billion. The transaction is part of a broader divestment strategy by the REIT, which recently sold The St. Regis Houston and other properties to maximize liquidity and shareholder value.
7 Days: Your guide to Las Vegas (Feb. 22-28)
This article provides a day-by-day guide to activities and dining in Las Vegas from February 22-28, 2026. It highlights attractions such as Mama Rabbit for National Margarita Day, The Range 702, Saginaw’s Delicatessen, Shark Reef Aquarium, Edge Steakhouse, a Jim Jefferies performance, and Omega Mart. The guide offers a diverse range of experiences for visitors to the city.
Choice Hotels grows internationally amid U.S. RevPAR challenges
Choice Hotels International reported record adjusted EBITDA of $625.6 million for full-year 2025, despite a 2.2 percent decline in U.S. RevPAR in Q4 2025. The company's international revenue grew by 37 percent, driven by portfolio expansion and positive RevPAR globally. Choice Hotels also strategically removed underperforming U.S. hotels, reducing its net U.S. room count, while expanding its global pipeline with higher-quality properties, especially in extended-stay and upscale segments.
Live Nation's Q4 Earnings & Revenues Beat Estimates, Stock Up
Live Nation Entertainment (LYV) reported strong fourth-quarter 2025 results, with earnings and revenues surpassing Zacks Consensus Estimates, leading to a 3.5% stock increase in after-hours trading. The company's performance was driven by global touring demand, increased fan engagement, and expanding venue infrastructure. Live Nation also provided a positive 2026 outlook, projecting high-single- to low-double-digit growth in fan attendance and continued expansion of its global venue portfolio.
Royal Caribbean's CEO is using AI to predict how many hamburgers you'll eat—and to compete with Orlando, Vegas and Taylor Swift
Royal Caribbean Group's CEO, Jason Liberty, is using AI to transform its operations, moving beyond traditional cruising to compete with broader experience providers like Orlando, Vegas, and even Taylor Swift concerts. The company leverages AI for everything from predicting food production to personalizing customer experiences and managing 15 million price points daily, leading to a 15% stock increase and 2026 bookings already at two-thirds capacity. This tech-driven strategy aims to create a "lifetime of vacations" by catering to changing customer demographics and preferences for experiential spending.
Wyndham CEO optimistic about future development despite RevPAR woes
Wyndham Hotels & Resorts reported a decline in global RevPAR for Q4 2025 and the full year, primarily due to an 8% drop in the U.S. Despite this, CEO Geoff Ballotti is optimistic about 2026, citing record room openings in 2025 and strong growth in new construction and conversions. The company expects global RevPAR to stabilize in 2026, projecting a range from down 1.5% to up 0.5%, and anticipates room growth of 4% to 4.5%.
Marriott Vacations Worldwide declares $0.80 quarterly dividend
Marriott Vacations Worldwide (NYSE:VAC) announced a quarterly cash dividend of $0.80 per share, representing an annual dividend of $3.20 and a 5.43% yield. The dividend is payable on March 18, 2026, to shareholders of record as of March 4, 2026. The company has maintained dividend payments for 12 consecutive years and is trading below its InvestingPro Fair Value, despite a recent downgrade by Morgan Stanley.
Marriott Vacations Worldwide Keeps Quarterly Dividend at $0.80 a Share, Payable March 18 to Holders of Record March 4
Marriott Vacations Worldwide (VAC) has announced that it will maintain its quarterly dividend at $0.80 per share. The dividend is scheduled to be paid on March 18 to shareholders of record as of March 4. This announcement follows recent leadership changes at the company.
How to See if You Qualify for an Amex Platinum Card Without Impacting Your Credit Score
The American Express Platinum Card offers a generous welcome bonus and thousands of dollars in perks, but not everyone will qualify for it. Potential applicants can check their eligibility without impacting their credit score, although accepting the card will affect it. The card is designed for individuals with "good" to "excellent" credit, and American Express has a "once-in-a-lifetime" rule for welcome bonuses.
The Brandywine Set to Welcome Guests in Spring 2026
The Brandywine, a new boutique hotel by Brandywine Realty Trust, is set to open in Spring 2026 in Radnor, Pennsylvania. Operated by Aimbridge Hospitality under the Marriott Bonvoy Tribute Portfolio, the 121-room property will feature two signature dining concepts and offer amenities for leisure and business travelers. It aims to blend timeless elegance with modern conveniences, offering a vibrant hospitality experience close to cultural attractions and major upcoming events.
Wyndham Hotels & Resorts, Inc. Q4 2025 Earnings Call Summary
Wyndham Hotels & Resorts, Inc. reported record organic growth in 2025, with a 13% increase in room openings and an expanding global development pipeline. Despite a 4% decline in full-year domestic RevPAR, international growth was strong, and the company leveraged AI agents to reduce labor costs and increase direct bookings. The 2026 outlook includes projected net room growth of 4% to 4.5%, while accounting for a $12 million royalty headwind from the Revo Hospitality Group's insolvency, which resulted in a $160 million non-cash charge.
80 Mile PLC - SEC Approval for Greenland Oil Transaction
80 Mile PLC announced that the SEC has approved Pelican Acquisition Corp's acquisition of Greenland Exploration Limited and March GL, leading to the formation of Greenland Energy (NASDAQ: GLND). This transaction, pending shareholder approval, will allow 80 Mile to retain a 30% interest in the Jameson Hydrocarbon Project in East Greenland, which boasts significant prospective oil resources. Drilling operations are expected to commence in H2 2026, fully funded by the newly merged entity.
The Brandywine Set to Welcome Guests in Spring 2026
Brandywine Realty Trust announced the upcoming opening of The Brandywine, a new 121-room boutique hotel in Radnor, Pennsylvania, scheduled for Spring 2026. Part of the Marriott Bonvoy Tribute Portfolio, the hotel will feature two dining concepts, Merrick's Tavern and Pomelo Rooftop Terrace, and is positioned as a key component of Brandywine Realty Trust's 2.1 million-square-foot development in Radnor. It aims to attract both leisure and business travelers with its elegant design, modern amenities, and proximity to cultural attractions and major events.
Booking Holdings Q4 2025 Earnings: Navigating the 'AI Scare Trade' and a Shifting Global Market
Booking Holdings reported strong Q4 2025 earnings, exceeding revenue expectations and demonstrating resilience despite a "technical correction" in the travel sector. The company is strategically shifting towards "Agentic AI" and the "Connected Trip" to counter potential disintermediation by big tech's AI, while also benefiting from international diversification as U.S. demand cools and geopolitical headwinds affect inbound tourism. Bookings are up internationally, and the company is implementing a $400 million efficiency program to reinvest into its unified ecosystem.
IHG unveils new $950m share buyback after record year of new openings
Intercontinental Hotels Group (IHG) announced a new $950 million share buyback and increased its dividend by 10% after reporting a strong financial performance for the calendar year. The company saw a 13% increase in operating profit and a 5% rise in total revenue, driven by a record number of new hotel openings. Analysts at Jefferies described IHG's performance as solid, anticipating continued growth in EPS for 2026.
Chatham Lodging Trust: Quiet REIT, Big Turnaround Bet for 2025?
Chatham Lodging Trust (CLDT) is presented as a potential turnaround bet for 2025, focusing on a quiet recovery in the US hotel sector. The article highlights CLDT's disciplined management, debt refinancing, and stabilized occupancy, making it an attractive option for income and value investors betting on continued US travel recovery. It details the company's reliance on corporate travel, coastal markets, and its ability to reprice rooms daily, while also addressing risks associated with interest rates and economic slowdowns.
Host Hotels & Resorts to Announce Q4 Earnings on February 18
Host Hotels & Resorts is scheduled to release its Q4 earnings report on February 18, with analysts predicting a FFO of $0.47 per share and revenues of $1.49 billion. The company has also declared a dividend of $0.20 per share, reinforcing its position as an investment-grade leader in the luxury hotel sector. Investors are closely watching the upcoming report to assess the company's financial health and future growth potential amidst increasing market attention.
Chatham Lodging Trust: Quiet REIT, Big Turnaround Bet for 2025?
Chatham Lodging Trust (CLDT) is presented as a potential turnaround bet for 2025, operating as a US-focused hotel REIT with upscale extended-stay and select-service properties. The article explores how CLDT has tightened operations and refinanced debt, positioning it at the intersection of cyclical upside and REIT-specific risk, especially for investors betting on a continued recovery in US travel. While the company faces macro crosscurrents like interest rates and business travel demand, its disciplined capital allocation and portfolio quality in high-barrier markets suggest a nuanced recovery story.
Global Hospitality Leader Adopts 3CLogic’s AI-Powered Contact Center for ServiceNow Modernization
A major global hospitality company has selected 3CLogic's AI-powered contact center solution. This adoption aims to modernize its customer service operations by integrating with ServiceNow. The collaboration is expected to enhance both customer and employee experiences across the hospitality leader's extensive network.
Assessing H World Group (NasdaqGS:HTHT) Valuation After Launch Of Budget-Focused Hanting Inn Brand
H World Group has launched Hanting Inn, a new budget hotel brand targeting lower-tier cities, employing an asset-light model for quick expansion. The company's stock, currently at US$52.53, is near analyst targets, with a P/E ratio of 28.2x that is above the industry average, suggesting a rich valuation. The article discusses whether this new venture will provide further upside given the current market pricing and details the narrative behind its fair value and potential risks.
Hilton Reports Q4 and Full-Year 2025 Results
Hilton Worldwide Holdings Inc. announced its financial results for the fourth quarter and full-year 2025, detailing strong performance with increased diluted EPS, net income, and Adjusted EBITDA. The company also reported significant growth in its development pipeline, adding 97,000 rooms in 2025, and projected continued growth for 2026 in RevPAR, net income, and capital return. Key strategic moves included the launch of a new brand, Apartment Collection by Hilton, and expansion of Hilton Honors Adventures.
Marcus & Millichap Negotiates $40.5M Sale of Hilton-Branded Hotel in Downtown Baton Rouge
Marcus & Millichap has facilitated the $40.5 million sale of the 291-room Hilton Baton Rouge Capital Center in downtown Baton Rouge. Orlando-based Northshore Development acquired the Hilton-branded hotel, which offers amenities such as an on-site restaurant, swimming pool, and fitness center. Chase Dewese, Jack Davis, and Joce Messinger represented the buyer in the transaction, with Steve Greer serving as the broker of record.
Analysts Offer Insights on Consumer Cyclical Companies: Hilton Worldwide Holdings (HLT) and Crocs (CROX)
Goldman Sachs reiterated a Buy rating on Hilton Worldwide Holdings (HLT) with a price target of $356.00, citing a 1.1% upside from its current consensus. UBS maintained a Hold rating on Crocs (CROX) with a price target of $97.00, slightly above its 52-week low. The article highlights recent analyst ratings and price targets for these consumer cyclical companies.
Marriott International, Inc. $MAR Shares Sold by ING Groep NV
ING Groep NV significantly reduced its stake in Marriott International (NASDAQ:MAR) by 71.1% in the third quarter, selling 3,104 shares and retaining 1,261 shares valued at $328,000. Despite this, other institutional investors increased their holdings, and the company reported mixed Q4 results with a slight revenue beat and an EPS miss, while positive sentiment stems from an analyst upgrade and global growth. Marriott also declared a quarterly dividend of $0.67 per share, reinforcing its financial position.
Hyatt Luxury Openings Test Valuation And Growth Expectations For Investors
Hyatt Hotels Corporation has expanded its luxury and lifestyle portfolio with new openings in Mexico and the U.S., including Alila Mayakoba and the historic Seaview Hotel & Golf Club. These expansions occur as Hyatt's stock has seen significant growth over the past five years, trading slightly below analyst targets. Investors are advised to monitor the performance of these new properties, particularly occupancy and revenue per available room, and consider the company's debt situation.
It's Down 27% But Expedia Group, Inc. (NASDAQ:EXPE) Could Be Riskier Than It Looks
Expedia Group's stock (NASDAQ:EXPE) has fallen 27% in the last month, bringing its annual gain to 5.1%. Despite its P/E ratio of 20.1x being in line with the market, its strong forecast earnings growth of 28% per year suggests investors may be overlooking potential risks. The article indicates that while the company's past earnings growth has been excellent, the current P/E ratio, aligned with market average despite higher projected growth, might imply underlying investor skepticism about its stability.
InterContinental Hotels Group PLC (LON:IHG) Given Consensus Recommendation of "Hold" by Analysts
Six analysts have issued a consensus "Hold" rating for InterContinental Hotels Group PLC (LON:IHG), with an average 12-month price target of GBX 7,499. Recent analyst actions include a "sell" rating from Citigroup, "overweight" from JPMorgan, and "buy" ratings reiterated by UBS and Berenberg. The company's shares opened at GBX 146.16, trading within a 1-year range of GBX 72.52 to GBX 149.50, and it has a market capitalization of £219.94 million.
Wynn Resorts Q4 Earnings Miss Estimates, Revenues Up Y/Y
Wynn Resorts reported mixed fourth-quarter 2025 results, with adjusted earnings per share of $1.17 missing the Zacks Consensus Estimate of $1.33, while revenues of $1.87 billion beat estimates and increased 1.5% year over year. The company saw strong performance in Macau and Las Vegas, with the Wynn Al Marjan Island project on track for a 2027 opening. Various segments, including Wynn Palace, Wynn Macau, Las Vegas operations, and Encore Boston Harbor, showed varied financial results in casino, room, and food and beverage revenues.
Hilton Worldwide Holdings (HLT) Gets a Hold from Truist Financial
Truist Financial has maintained a Hold rating on Hilton Worldwide Holdings (HLT) with a price target of $307.00. This comes as analyst Patrick Scholes covers the Consumer Cyclical sector. Despite this, Wells Fargo maintained a Buy rating on HLT on the same day.
Zacks Investment Ideas feature highlights McDonald's, T-Mobile US and Marriott
This article from Zacks Investment Research highlights McDonald's (MCD), T-Mobile US (TMUS), and Marriott International (MAR) as industry leaders standing out after their Q4 earnings reports. These companies are noted for their reasonable valuations, respectable dividends, and consistent performance, with McDonald's achieving new 52-week highs, T-Mobile showing strong customer additions, and Marriott demonstrating robust RevPAR growth and development strength. The positive performance suggests that traditional industry leaders with steady expansion are being rewarded by the market this earnings season.
The Zacks Analyst Blog Highlights Eli Lilly, Marriott International, Fortinet, GSI Technology and Kewaunee Scientific
This Zacks Analyst Blog highlights top research reports for Eli Lilly, Marriott International, and Fortinet, alongside micro-cap companies GSI Technology and Kewaunee Scientific. It discusses each company's recent performance, key growth drivers, and potential headwinds, drawing from detailed analysis provided by Zacks Equity Research. The article emphasizes the unique value of Zacks' micro-cap research and offers investors an "Ahead of Wall Street" preview.
Here's How Much $1000 Invested In Marriott International 15 Years Ago Would Be Worth Today
Marriott International (NASDAQ: MAR) has significantly outperformed the market over the last 15 years, achieving an average annual return of 15.57%. An investment of $1000 in MAR stock 15 years ago would now be worth $8,758.54. This demonstrates the powerful effect of compounded returns on investment growth over time.
A Look Into Marriott International Inc's Price Over Earnings
This article analyzes Marriott International Inc.'s (MAR) price-to-earnings (P/E) ratio. It notes that while MAR's stock has seen increases over the past month and year, its P/E ratio of 37.79 is lower than the industry average of 57.28. The piece discusses how a lower P/E could suggest undervaluation or potentially lower future growth expectations, cautioning investors to consider other factors beyond just the P/E ratio.
Expedia’s Revenue Growth Hits Three-Year High, 1Q Outlook Beats
Expedia Group Inc. reported its strongest quarterly revenue growth in three years, driven by robust U.S. travel demand. The company's fourth-quarter revenue increased by 11%, outperforming analyst expectations. This growth was attributed to travelers booking trips further in advance and for longer durations.
Brandywine Realty Trust is opening a $60 million hotel in Radnor
Brandywine Realty Trust is set to open a $60 million, 121-room Marriott Tribute Portfolio hotel named The Brandywine in Radnor this spring. The hotel aims to serve Brandywine's suburban tenants, as well as demand from nearby colleges, healthcare facilities, and major Philadelphia events. Located at 165 King of Prussia Road, it will feature Merrick's Tavern and The Pomelo Rooftop Terrace.
Marriott International Declares Quarterly Cash Dividend
Marriott International, Inc. announced that its board of directors declared a quarterly cash dividend of 67 cents per share of common stock. This dividend is payable on March 31, 2026, to shareholders of record as of February 26, 2026. Marriott International is a global hospitality company with over 9,800 properties in 145 countries and territories.
IHG introduces a new era of luxury hospitality in Papua New Guinea with InterContinental Port Moresby
IHG Hotels & Resorts has partnered with Gulf Province Properties Limited to open InterContinental Port Moresby in Papua New Guinea by late 2028. This new 179-room luxury hotel will be a centerpiece of a mixed-use development in the capital's diplomatic precinct, offering high-end facilities and catering to a growing demand for luxury hospitality in the region. The addition strengthens IHG's position as the largest international hotel operator in PNG, reflecting the nation's economic growth and increasing global presence.
The Zacks Analyst Blog Highlights Eli Lilly, Marriott International, Fortinet, GSI Technology and Kewaunee Scientific
The Zacks Analyst Blog highlights five key stocks: Eli Lilly, Marriott International, Fortinet, GSI Technology, and Kewaunee Scientific. The reports detail recent financial performance, growth drivers, challenges, and future outlook for each company, based on research from Zacks Equity Research analysts.
Hilton Worldwide Holdings Inc. (NYSE:HLT) Q4 2025 Earnings Call Transcript
Hilton Worldwide Holdings Inc. (NYSE:HLT) reported strong Q4 and full-year 2025 earnings, exceeding expectations with an adjusted EPS of $2.08. The company highlighted record adjusted EBITDA of $3.7 billion and emphasized its capital-light business model, returning $3.3 billion to shareholders. Hilton anticipates continued growth in 2026, driven by international strength, improved U.S. economic conditions, and a robust development pipeline, including new lifestyle brands and conversions.
Marriott Board Change Raises Questions On Inclusion Oversight And Rich Valuation
Marriott International announced that Debra L. Lee will not seek re-election to its Board of Directors at the 2026 annual meeting and will step down as chair of the Inclusion and Social Impact Committee. This departure creates a board-level oversight vacancy for diversity and inclusion, prompting investors to watch how Marriott plans for succession in this role. The article also notes Marriott's stock is trading 70.5% above its estimated fair value and highlights concerns about its debt coverage by operating cash flow.
Hilton Nets $298 Million in Q4 Earnings
Hilton Worldwide Holdings reported a net income of $298 million for the fourth quarter and $1.461 billion for the full year. The company added 26,000 rooms in Q4, bringing the total to 97,000 for the year, and projects net income for 2026 to be between $1.982 billion and $2.011 billion. Hilton also expanded its portfolio with new brands and partnerships, driving confidence in future net unit growth.
MGM Resorts (MGM) Q4 2025 Earnings Call Transcript
MGM Resorts International reported strong Q4 2025 results, with consolidated net revenue growth of 6% and record EBITDA in Macau driven by premium mass customers. Its BetMGM venture achieved a significant EBITDA turnaround, distributing $135 million to MGM, and the company reduced its share count by almost 50% over five years through buybacks. Despite a 4% decline in Las Vegas EBITDAR, stabilization and strong luxury segment growth, along with strategic investments in projects like MGM Osaka and ongoing digital expansion, position MGM for continued growth.
Hilton nets $298 million in Q4
Hilton Worldwide Holdings reported a net income of $298 million for the fourth quarter and $1.461 billion for the full year, adding 26,000 rooms in Q4 and 97,000 for the full year. The company forecasts net income for 2026 to be between $1.982 billion and $2.011 billion, driven by improved demand patterns and a strong development pipeline. Hilton's CEO, Christopher Nassetta, expressed optimism about future growth, projecting net unit growth of 6 to 7 percent for 2026 and beyond.
Marriott International (MAR) Margin Compression Tests Bullish Earnings Narratives In FY 2025 Results
Marriott International (MAR) reported FY 2025 earnings with Q4 revenue of US$6.7 billion and basic EPS of US$1.66, but a significant drop in trailing 12-month net margin to 9.9% from 35.9% last year. This margin compression challenges bullish narratives of long-term earnings and growth, despite analyst forecasts for continued earnings growth and a large development pipeline. The company's current P/E of 37.1x also suggests a stretched valuation compared to its industry and fair value estimates, indicating high expectations for future performance.
Top Analyst Reports for Eli Lilly, Marriott & Fortinet
This article presents the latest research reports from Zacks on 16 major stocks, including Eli Lilly (LLY), Marriott International (MAR), and Fortinet (FTNT), along with two micro-cap stocks, GSI Technology (GSIT) and Kewaunee Scientific (KEQU). It highlights the performance, key drivers, and challenges for each company based on their recent quarterly results and market positions. The reports offer insights into growth prospects and potential headwinds for these diverse companies across pharmaceuticals, hospitality, cybersecurity, and specialized technology sectors.
Top Analyst Reports for Eli Lilly, Marriott & Fortinet
Zacks Research Daily has published new reports on 16 major stocks, including Eli Lilly, Marriott International, and Fortinet. The reports highlight strong performance and growth drivers for these companies, with Eli Lilly benefiting from its GLP-1 drugs, Marriott from increased RevPAR, and Fortinet from security subscription demand. The article also touches on analyst insights for several other companies, noting both positive and negative factors influencing their stock performance.
AlTi Global Inc. Invests $900,000 in Marriott International, Inc. $MAR
AlTi Global Inc. has invested $900,000 in Marriott International, Inc. (NASDAQ:MAR) by acquiring 3,455 shares in the third quarter. Marriott reported Q4 revenue of $6.69 billion, beating estimates, but slightly missed adjusted EPS at $2.58. The company provided optimistic FY2026 EPS guidance, and analysts maintain a "Moderate Buy" consensus with lifted price targets, driven by strong international and luxury demand despite softness in U.S. business travel.
Walker & Dunlop Arranges $371.5M in Development Financing for The Nashville Edition Hotel & Residences
Walker & Dunlop has secured $371.5 million in development financing for The Nashville Edition Hotel & Residences, a luxury mixed-use project in Nashville's Gulch neighborhood. The 28-story tower will feature 261 hotel rooms and 84 for-sale residences, along with various amenities including chef-led restaurants, a spa, and a rooftop pool. The financing was arranged through Madison Realty Capital and KSL Capital Partners for borrower Tidal Real Estate Partners, in collaboration with Left Lane Development and Marriott International.
Hilton Worldwide Holdings Inc. SEC 10-K Report
Hilton Worldwide Holdings Inc. has released its 2025 Form 10-K report, detailing significant financial and operational growth, including a 7.7% increase in total revenue to $12,039 million and expansion of its global hotel network to 9,158 properties. The report highlights strategic initiatives like increasing fee-based business through management and franchise contracts, along with challenges such as international, industry, and operational risks. Hilton continues to focus on capital management, including substantial share repurchases, and is committed to its Travel with Purpose sustainability strategy.
