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Top lodging stocks for 3Q26 earnings, according to Wells Fargo

Thu, 22 Oct 2026 15:58:28 -0400

Investing.com -- Lodging stocks are poised to beat revenue expectations in the third quarter as U.S. revenue per available room growth continues to accelerate beyond forecasts, according to a recent note from Wells Fargo analyst Trey Bowers. The firm raised its 2027 estimates across the sector following stronger-than-expected U.S. RevPAR results in the third quarter, along with solid European performance and in-line Asian RevPAR results.

Wells Fargo expects its entire coverage universe to exceed RevPAR guidance for the third quarter, with approximately 70 to 350 basis points of upside to consensus U.S. RevPAR growth estimates. The firm continues to favor C-Corp

Top lodging stocks for 3Q26 earnings, according to Wells Fargo

Thu, 22 Oct 2026 15:58:28 -0400

Top lodging stocks for 3Q26 earnings, according to Wells Fargo

Thu, 22 Oct 2026 15:58:28 -0400

Top lodging stocks for 3Q26 earnings, according to Wells Fargo

Thu, 22 Oct 2026 15:58:28 -0400

Marriott International (MAR) PT Raised to $403 at Morgan Stanley

Thu, 22 Oct 2026 08:54:55 -0400

Morgan Stanley analyst Stephen W Grambling raised the price target on Marriott International (NASDAQ: MAR) to $403.00 (from $384.00) while maintaining a Overweight rating.

Truist Securities Reiterates Hold Rating on Marriott International (MAR)

Wed, 21 Oct 2026 09:18:49 -0400

Truist Securities analyst C. Patrick Scholes reiterated a Hold rating and $360.00 price target on Marriott International (NASDAQ: MAR).

The analyst commented: "Rethinking Experience, Productivity, and Distribution while keeping hospitality human; Marriott is approaching AI as a tool to support existing strategic priorities, with the greatest near-term focus on customer experience and associate productivity. AskBonvoy’s early conversion benefit provides an encouraging proof point, while the company’s ongoing technology overhaul should expand the opportunity set for personalization and productivity gains. At the same time, management sees GenAI as potentially resetting the economics of hotel distribution, creating an opportunity for Marriott to leverage

Marriott International (MAR) PT Raised to $406 at JPMorgan

Wed, 21 Oct 2026 08:35:54 -0400

JPMorgan analyst Daniel Politzer raised the price target on Marriott International (NASDAQ: MAR) to $406.00 (from $388.00) while maintaining a Neutral rating.

Marriott International (MAR) PT Raised to $395 at Baird

Mon, 19 Oct 2026 07:29:22 -0400

Baird analyst Michael Bellisario raised the price target on Marriott International (NASDAQ: MAR) to $395.00 (from $393.00) while maintaining a Neutral rating.

Marriott International (MAR) PT Raised to $426 at Wells Fargo

Mon, 19 Oct 2026 06:34:12 -0400

Wells Fargo analyst Trey Bowers raised the price target on Marriott International (NASDAQ: MAR) to $426.00 (from $425.00) while maintaining a Overweight rating.

Jefferies comments on Coca-Cola capturing KFC from Pepsi

Fri, 16 Oct 2026 05:39:04 -0400

Investing.com - Jefferies maintains a Buy rating on Coca-Cola (NYSE:KO) and a Hold rating on PepsiCo (NASDAQ:PEP) following KFC's decision to switch its beverage supplier from Pepsi to Coke in the U.S. market. The research firm says the move was unexpected and follows Marriott's similar switch to Coca-Cola a few months earlier after a three-decade relationship with Pepsi.

The direct volume impact appears limited, as KFC represents approximately 1% of quick-service restaurant market share. Based on KFC U.S. system-wide sales of $4.7 billion and an estimated beverage mix of 8-12%, the switch represents $375 million to $560 million in sales. Jefferies

Jefferies comments on Coca-Cola capturing KFC from Pepsi

Fri, 16 Oct 2026 05:39:04 -0400

Jefferies comments on Coca-Cola capturing KFC from Pepsi

Fri, 16 Oct 2026 05:39:04 -0400

Marriott International (MAR) PT Raised to $363 at Barclays

Fri, 16 Oct 2026 04:53:29 -0400

Barclays analyst Brandt Montour raised the price target on Marriott International (NASDAQ: MAR) to $363.00 (from $348.00) while maintaining a Equalweight rating.

Freedom Broker Starts Marriott International (MAR) at Buy

Wed, 14 Oct 2026 08:33:35 -0400

Freedom Broker analyst Manuchekhr Narzulloev initiates coverage on Marriott International (NASDAQ: MAR) with a Buy rating and a price target of $408.00.

For an analyst ratings summary and ratings history on Marriott International click here. For more ratings news on Marriott International click here.

Shares of Marriott International closed at $371.50 yesterday.

Marriott International (MAR) PT Raised to $384 at Morgan Stanley

Mon, 12 Oct 2026 08:00:23 -0400

Morgan Stanley analyst Stephen W Grambling raised the price target on Marriott International (NASDAQ: MAR) to $384.00 (from $380.00) while maintaining a Overweight rating.

Marriott International Announces Release Date For Third Quarter 2026 Earnings

Fri, 09 Oct 2026 08:30:00 -0400

BETHESDA, Md., Oct. 9, 2026 /PRNewswire/ -- Marriott International, Inc. (Nasdaq: MAR) will report third quarter 2026 earnings results on Monday, November 2, 2026, at approximately 7:00 a.m. Eastern Time (ET). The company will hold a conference call for the investment community on Monday, November 2, 2026, at 8:00 a.m. (ET). Marriott International's President and Chief Executive Officer, Anthony Capuano, and Executive Vice President and Chief Financial Officer, Jennifer Mason, will

Marriott International Announces Release Date For Third Quarter 2026 Earnings

Fri, 09 Oct 2026 08:30:00 -0400

Form 4 MARRIOTT INTERNATIONAL For: Sep 30 Filed by: LEWIS AYLWIN B

Thu, 08 Oct 2026 07:32:00 -0400

si-local-file:///var/storage/secattach/20261008/27163708.html

Form 4 MARRIOTT INTERNATIONAL For: Sep 30 Filed by: Reid Grant

Thu, 08 Oct 2026 07:32:00 -0400

si-local-file:///var/storage/secattach/20261008/27163714.html

The Rise of Place: Marriott International Reveals Asia Pacific's Future of Food

Tue, 06 Oct 2026 04:00:00 -0400

Local cuisine emerges as the region's strongest dining force, as traditional restaurant settings give way to fluid, social spaces.

SINGAPORE, Oct. 6, 2026 /PRNewswire/ -- Marriott International has unveiled Future of Food 2027, its latest report exploring food and beverage trends across Asia Pacific excluding China. Drawing on conversations with leading chefs, hospitality experts

The Rise of Place: Marriott International Reveals Asia Pacific's Future of Food

Tue, 06 Oct 2026 04:00:00 -0400

Local cuisine emerges as the region's strongest dining force, as traditional restaurant settings give way to fluid, social spaces.

THE RITZ-CARLTON NAPLES, TIBURÓN REVEALS TRANSFORMED RESORT AND DYNAMIC CULINARY CONCEPTS

Mon, 05 Oct 2026 17:44:00 -0400

Refreshed accommodations, light-filled public spaces, and vibrant culinary debuts an enriched resort experience grounded in nature, play, and community.

NAPLES, Fla., Oct. 5, 2026 /PRNewswire/ --Today, The Ritz-Carlton Naples, Tiburón officially unveils its fully reimagined resort, inviting guests and the local community to experience the next chapter of this iconic retreat. Spearheaded by

THE RITZ-CARLTON NAPLES, TIBURÓN REVEALS TRANSFORMED RESORT AND DYNAMIC CULINARY CONCEPTS

Mon, 05 Oct 2026 17:44:00 -0400

Refreshed accommodations, light-filled public spaces, and vibrant culinary debuts an enriched resort experience grounded in nature, play, and community.

Form 4 MARRIOTT INTERNATIONAL For: Sep 30 Filed by: LEWIS AYLWIN B

Thu, 01 Oct 2026 19:40:00 -0400

si-local-file:///var/storage/secattach/20261001/27137651.html

Form 4 MARRIOTT INTERNATIONAL For: Sep 30 Filed by: Reid Grant

Thu, 01 Oct 2026 19:40:00 -0400

si-local-file:///var/storage/secattach/20261001/27137652.html