Choice Hotels International

Morgan Stanley lowered Hyatt's price target while raising those for Marriott, Hilton, and Wyndham, keeping their respective ratings unchanged.

Hyatt announced Hyatt Select, a new upper-midscale brand, and celebrated the opening of its first Hyatt Studios location.

Choice Hotels beat earnings expectations due to "other revenues," boosted guidance, and repurchased shares, while Accor reported strong Q4 results, announced a major stock buyback, and considered selling its AccorInvest stake.

IHG reported strong Q4 2024 results, announced the acquisition of the Ruby brand, raised its dividend by 10%, and launched a $900 million buyback, but investors remained unimpressed despite its strong performance.

IHG is expanding its Vignette Collection with San Francisco's historic Hotel Spero and a new French property opening in 2025, featuring two transformed Tiara hotels.

Marriott beat 4Q24 expectations, but its stock fell due to cautious guidance, softer NUG outlook, and lower share repurchases.

Despite rising costs outpacing revenue growth in 2024, the hotel industry sees potential for recovery in 2025 through increased guest spending, job growth, and major events.

Hilton's strong earnings report boosted lodging stocks, eased election concerns, and led analysts to raise 2025 capital return expectations.

Hyatt Hotels Corporation announced a record pipeline of 138,000 rooms, expanded its Lifestyle Portfolio with acquisitions, appointed new leaders, and continues to strengthen its brand offerings for growth and profitability.

In 2024, Hilton achieved 7.3% net unit growth by adding nearly 1,000 hotels and strengthening its global pipeline, while expanding its brand portfolio with new lifestyle and luxury offerings worldwide.