Ashford Hospitality Trust

In a week filled with earnings news, Marriott’s increased dividend will likely please investors the most.

Choice Hotels' earnings exceeded low expectations, highlighted by aggressive share repurchases that historically benefit the stock.

Host Hotels reported solid first-quarter earnings exceeding expectations, while Summit Hotels also outperformed with significant margin expansion.

Park Hotels exceeded adjusted EBITDA and AFFO estimates and raised their financial guidance, citing optimism in their group and leisure outlook, likely due to recently renovated properties.

Selina Hospitality's existing shareholders face dilution as Osprey International Limited expedites its $6 million investment, impacting the company's total share structure unfavorably.

A new report points to a resurgence in business travel, with group travel boosting hotels and companies increasingly sending employees on trips, challenging earlier predictions that virtual meetings would replace in-person business interactions permanently.

Barclays previewed the first quarter for the lodging sector, suggesting mixed RevPAR results due to the March Easter shift, but maintaining expectations for in-line EBITDA among large caps, while adjusting target prices for major hotel brands including Marriott, Hilton, Hyatt, Wyndham, and Choice Hotels.

JP Morgan forecasts mixed 1Q24 results for the lodging sector, with slow RevPAR growth, strong net rooms growth, and moderating pipeline expansion, recommending selectiveness due to varied performance across companies.

Selina Hospitality issued an update, emphasizing management's confidence through executive stock conversions and alignment with shareholders, clarifying that insider stock sales were automatic transactions for tax purposes, not discretionary market sales.

WaterWalk, Wyndham’s 25th brandstands out from other hotel brands in that it lets owners sell a mix of rooms, with about 60% marketed as extended-stay hotel rooms and about 40% marketed as short-term rentals.