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18 stories mentioning MARUpdated 7d ago

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Wire

Marriott Reports Agreements With Catalonia Hotels & Resorts

Marriott International (MAR) said Thursday it has signed agreements with Catalonia Hotels & Resorts for two all-inclusive resorts in Jamaica and Tanzania.The Marriott All-Inclusive Resort in Montego Bay, Jamaica, is expected to open in 2028 following the conversion of the former Catalonia Montego Bay, the company said.The second agreement will introduce a new-build All-Inclusive Resort to Zanzibar, Tanzania under Autograph Collection Hotels, with opening expected in 2027, it added.Price: $361.52, Change: $-8.28, Percent Change: -2.24%

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Lodging Sector Set For Second-Quarter Beats Amid US RevPAR Acceleration, Morgan Stanley Says
US Markets

Lodging Sector Set For Second-Quarter Beats Amid US RevPAR Acceleration, Morgan Stanley Says

Most lodging companies are poised to report second-quarter results above Wall Street's projections, as growth in revenue per available room in the US likely accelerated sequentially, Morgan Stanley said in a Friday report.Year-over-year growth in US revPAR -- a key performance indicator in the hospitality industry -- is estimated to have picked up by more than 200 basis points to about 5.5% in the second quarter from the prior three-month period, Morgan Stanley said.US revPAR benefitted from the FIFA World Cup, which bolstered June, while the industry began lapping the "Liberation Day," when President Donald Trump imposed sweeping tariffs in April 2025, the brokerage said. "Accelerating US trends should outweigh weaker China and Middle East pressures, leading to upside in the (quarter)," Morgan Stanley said.The investment firm expects sector-wide upward revisions to full-year 2026 guidance.Morgan Stanley revised its price targets higher for several lodging companies ahead of the release of second-quarter results, including overweight-rated names such as Wyndham Hotels & Resorts (WH), Hyatt Hotels (H), and Travel & Leisure (TNL).Price targets moved to $93 from $89 for Wyndham, to $218 from $208 for Hyatt and to $83 from $78 for Travel & Leisure.The brokerage also raised its price targets on Hilton Worldwide (HLT), Marriott International (MAR), DiamondRock Hospitality (DRH), Pebblebrook Hotel Trust (PEB) and Park Hotels & Resort (PK), among others.Price: $12.49, Change: $+0.21, Percent Change: +1.67%

$DRH$H$HGV$HLT$MAR$PEB$PK$TNL$WH
Wire

Wells Fargo Adjusts Price Target on Marriott International to $449 From $446, Maintains Overweight Rating

Marriott International (MAR) has an average rating of overweight and mean price target of $386.74, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $368.42, Change: $+5.23, Percent Change: +1.44%

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Wire

Macquarie Adjusts Marriott International Price Target to $365 From $354

Marriott International (MAR) has an average rating of overweight and mean price target of $386.61, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $362.52, Change: $-0.35, Percent Change: -0.10%

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Marriott, Hilton Second-Quarter RevPAR Could Top Guidance, UBS Says
US Markets

Marriott, Hilton Second-Quarter RevPAR Could Top Guidance, UBS Says

Marriott International (MAR) and Hilton Worldwide's (HLT) second-quarter revenue per available room results could exceed the lodging giants' expectations, aided by FIFA World Cup boost, UBS Securities said in a report e-mailed Friday.The US is co-hosting the men's football tournament with Canada and Mexico. Revenue per available room, or RevPAR, is a key performance indicator in the hospitality industry.Quarter-to-date through June 27 trends, weighted by segment, could indicate that Marriott and Hilton's US RevPAR is trending up 5.3%, which UBS said was above both companies' respective guidance ranges.Choice Hotels International's (CHH) US RevPAR is trending up 4% in the second quarter and is 2.9% so far this year, according to the brokerage. While the company did not provide second-quarter RevPAR outlook, its year-to-date trend is better than its full-year global estimates for the metric, UBS said."With RevPAR continuing to come in higher, it suggests there is likely upside to guidance for at least some lodging names," UBS analysts, including Robin Farley, said in a note to clients.The brokerage continues to prefer Hilton over Marriott and Choice Hotels, given its "stronger unit growth," Farley said. UBS outlined scenarios that could prompt Hilton and Marriott to raise guidance for the second half of the year."The outperformance of US RevPAR in (the second quarter) continues to be driven by higher-end tiers, as well as a world cup benefit," Farley said. "Luxury US RevPAR continues to accelerate ahead of broader US RevPAR trends."Overall lodging industry revPAR growth outside of the World Cup was likely up 5.7% in the second quarter, compared with 3.8% growth in the linking three-month period, according to the note."With non-host markets up 7.9% in the first 17 days of the tournament -- well above trend -- this suggests there is underlying demand driving the (second-quarter) revPAR growth, not just the World Cup," Farley said.Price: $378.07, Change: $+5.60, Percent Change: +1.50%

$CHH$HLT$MAR
Sectors

Sector Update: Consumer Stocks Mixed Pre-Bell Tuesday

Consumer stocks were mixed pre-bell Tuesday, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) 0.1% higher and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) declining by 0.1%.Marriott International (MAR) is facing growing pressure from hotel owners over how it shares revenue from its Bonvoy loyalty program, as franchisees demand a larger slice of profits generated through co-branded credit card deals, The Wall Street Journal reported. Shares of Marriott International were down more than 2% premarket.Yum! Brands (YUM) stock was up more than 1% after the company said it has signed agreements to sell Pizza Hut for a combined $2.7 billion through two separate transactions.Unilever (UL) is partnering with Accenture (ACN) to increase the use of AI digital twins in its manufacturing network, the company said. Unilever shares were 0.2% higher premarket.

$ACN$MAR$UL$XLP$XLY$YUM
Sectors

Sector Update: Consumer

Consumer stocks were mixed pre-bell Tuesday, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) slightly higher and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) marginally declining.Marriott International (MAR) is facing growing pressure from hotel owners over how it shares revenue from its Bonvoy loyalty program, as franchisees demand a larger slice of profits generated through co-branded credit card deals, The Wall Street Journal reported. Shares of Marriott International were down more than 2% premarket.

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Wire

UBS Adjusts Marriott International Price Target to $412 From $336, Maintains Neutral Rating

Marriott International (MAR) has an average rating of overweight and mean price target of $385.57, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $409.60, Change: $+7.06, Percent Change: +1.75%

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Wire

Argus Raises Price Target on Marriott International to $445 From $425

Marriott International (MAR) has an average rating of overweight and mean price target of $382.26, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $391.56, Change: $+6.26, Percent Change: +1.62%

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Research

William O'Neil Initiates Marriott International at Buy

Marriott International (MAR) has an average rating of overweight and mean price target of $382.26, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

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Research

Research Alert: CFRA Reiterates Hold Opinion On Shares Of Marriott International Inc

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $13 to $383, based on a 20x 2026 EV/EBITDA multiple (up from 19x), a premium to its 17x three-year average forward multiple. We raise our 2026 EPS estimate to $11.83 from $11.55 and 2027's to $12.98 from $12.69. In Q1 results, domestic RevPAR growth of 4% was driven by ADR and occupancy. Encouragingly, the performance broadened out from luxury segments, which had been the primary drivers of domestic RevPAR growth in 2025. Despite Middle East disruptions, MAR raised its 2026 RevPAR outlook to a range of 2%-3% (from 1.5%-2.5%), highlighting the World Cup event and market share gains in China. However, we maintain our Hold opinion. At current levels, shares trade at 12% premium to their three-year average, suggesting RevPAR momentum is already priced in. The World Cup tailwind, while supportive for 2026, creates a tougher comparison for 2027 RevPAR growth. We view guidance as appropriately conservative on potential macro disruptions but see limited upside to our revised estimates.

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Wire

Stifel Nicolaus Adjusts Marriott International Price Target to $352 From $333

Marriott International (MAR) has an average rating of overweight and mean price target of $376.35, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $361.41, Change: $+6.88, Percent Change: +1.94%

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Research

Research Alert: Marriott International: Q1 Beats Estimates; Revpar And Ebitda Outlook Raised

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Marriott's Q1 results beat expectations with adjusted EPS of $2.72 (+17% Y/Y) vs. the $2.55 consensus, while worldwide RevPAR grew 4.2% Y/Y, exceeding the high end of guidance. Domestic strength across customer segments and chain scales countered investor concerns about softening leisure trends, with U.S. & Canada RevPAR up 4.0% and international RevPAR up 4.6% despite Middle East disruption. The asset-light model demonstrated operating leverage as net fee revenues accelerated to 12% Y/Y growth ($1.40B), owing to franchise fees (+17%) and co-branded credit card fees. Management raised full-year RevPAR guidance to 2.0%-3.0% (from 1.5%-2.5%) and adjusted EBITDA to $5.88B-$5.97B. Development momentum remained strong with a record 618K room pipeline (+5% Y/Y) and 4.5% net rooms growth, supporting the franchise-heavy growth model. However, ongoing U.S. co-branded card renegotiations represent a key swing factor for 2H estimates, given their meaningful contribution from these cards to franchise fee outperformance.

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US Markets

Stocks Rise Pre-Bell, Oil Prices Fall After Report Says US, Iran Nearing Peace Agreement

The main US stock measures were pointing higher in Wednesday's premarket activity, while oil prices declined after a media report said the US and Iran are nearing a potential agreement to end their conflict.The S&P 500 and the Dow Jones Industrial Average rose 0.7% each before the opening bell, while the Nasdaq advanced 1.2%. The indexes finished the previous trading session in the green, with the S&P 500 and the Nasdaq closing with new highs.Washington is nearing an agreement with Tehran on a one-page memorandum of understanding to end their conflict in the Middle East and establish a framework for more detailed nuclear negotiations, Axios reported Wednesday, citing two US officials and two other sources familiar with the matter.In a social media post on Tuesday, President Donald Trump said the US is temporarily pausing "Project Freedom," its effort to guide neutral ships locked up in the Strait of Hormuz out of the crucial waterway. Trump noted that the US blockade on Iranian ports will remain in effect.US Defense Secretary Pete Hegseth reportedly said Tuesday that the ceasefire agreement with Iran remained intact despite recently renewed tensions in the Gulf region.West Texas Intermediate crude oil dropped 9.3% to $92.88 a barrel in premarket action, while Brent fell 8.3% to $100.77.Treasury yields slipped before the open, with the two-year rate retreating 7.3 basis points to 3.87% and the 10-year rate off 6.8 basis points to 4.35%.Walt Disney (DIS), Uber Technologies (UBER), CVS Health (CVS), Marriott International (MAR), Johnson Controls International (JCI), Restaurant Brands International (QSR), Kraft Heinz (KHC) and Performance Food Group (PFGC) are some of the major companies scheduled to report their latest financial results before the bell, among others.Arm Holdings (ARM), Applovin (APP), DoorDash (DASH) and Warner Bros. Discovery (WBD) post earnings after the markets close.Shares of Advanced Micro Devices (AMD) jumped 18% pre-bell after the chipmaker reported stronger-than-expected first-quarter results. Novo Nordisk's (NVO) US-listed stock climbed 7.5% as the Danish pharmaceutical giant issued an improved full-year sales outlook. Arista Networks (ANET) declined 8.1% after it issued a downbeat second-quarter revenue outlook.Wednesday's economic calendar has the weekly mortgage applications bulletin at 7 am ET, followed by the ADP Employment report for April at 8:15 am. The weekly EIA domestic petroleum inventories report is out at 10:30 am.Federal Reserve Bank of St. Louis President Alberto Musalem is slated to speak at 9:30 am, while Chicago Fed President Austan Goolsbee speaks at 1 pm.Gold increased 3.1% to $4,710 per troy ounce, while bitcoin moved up 0.8% to $82,210.

Dow JonesNasdaq CompositeS&P 500$AMD$ANET$APP$ARM$CVS$DASH$DIS$JCI$KHC$MAR$NVO$PFGC$QSR$UBER$WBD
Wire

Hilton, Marriott Gain as US Hotel RevPAR Tops Forecasts, BofA Says

Hilton Worldwide (HLT) and Marriott International (MAR) were among the top performers in the lodging sector in Q1, as stronger-than-expected US revenue per available room drove sector upgrades, BofA Securities said in a Monday note.BofA said US RevPAR rose 3.8% in Q1, with hotel C-corps tracking about 80 basis points ahead of Street expectations, supported by resilient leisure demand and improving pricing trends across key segments.Hilton and Marriott tracked above consensus RevPAR forecasts for the quarter, with Hilton up about 2.8% and Marriott about 3%, BofA said. Choice Hotels International (CHH) was slightly negative but still outperformed relative to Street estimates, according to the report.Across the broader sector, the bank raised 2026 EBITDA estimates by about 30 basis points on average, citing a stronger-than-expected Q1 start, with gains led by luxury and resort segments, while economy and midscale chains remained weaker but are expected to improve as comparisons ease later in the year.Among lodging REITs, performance also exceeded expectations, with RevPAR rising about 2.5% in Q1, roughly 60 basis points above consensus, led by select-service and higher-end hotel REITs amid continued strength in leisure and urban travel demand, BofA added.BofA has buy ratings on Marriott and Hilton, with price targets of $395 and $375, respectively, while Choice is rated underperform with a $120 price target.Price: $333.49, Change: $-2.14, Percent Change: -0.64%

$CHH$HLT$MAR
Wire

Evercore ISI Adjusts Price Target on Marriott International to $400 From $385, Maintains Outperform Rating

Marriott International (MAR) has an average rating of overweight and mean price target of $376.35, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $367.40, Change: $-0.84, Percent Change: -0.23%

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Wire

Baird Adjusts Marriott International Price Target to $388 From $358, Maintains Neutral Rating

Marriott International (MAR) has an average rating of overweight and mean price target of $374.82, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $372.55, Change: $-2.90, Percent Change: -0.77%

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Wire

Bernstein Adjusts Price Target on Marriott International to $400 From $393, Maintains Outperform Rating

Marriott International (MAR) has an average rating of overweight and mean price target of $370.95, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $376.60, Change: $+14.18, Percent Change: +3.91%

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