Courtyard by Marriott

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

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

Barry Sternlicht is set to revive the Starwood brand through his current hotel management company, SH Hotels & Resorts, rebranding it as Starwood from February.

U.S. hotel construction surged in Q4 2024, reaching 6,378 projects and 746,986 rooms, with strong year-over-year growth and continued expansion projected through 2026.

The Canadian hotel industry is rebounding from pandemic lows thanks to blockbuster events like Taylor Swift’s tour, tighter short-term rental rules, and large-scale investments in new hotel developments.

Truist downgraded Playa Hotels & Resorts to Hold, seeing an increased likelihood of a Hyatt acquisition that could boost Hyatt’s share price as PLYA nears its $13 target.

Morgan Stanley issued mixed ratings on major timeshare companies, highlighting strong free cash flow but cautioning about slow growth and interest rate pressures.

Hyatt Hotels and Playa Hotels & Resorts are negotiating a potential acquisition, with differing analyst views on its likelihood and structure.

MCR secured $300 million in refinancing for a 22-hotel portfolio spanning 14 states, replacing $280 million in prior debt through a CMBS transaction with J.P. Morgan and BMO Capital Markets as co-leads.

Global hotel transactions rose to $42.1 billion in Q3 2024, driven by large deals and robust fundamentals, with further growth expected amid favorable economic conditions.