Bamco Inc. NY Raises Holdings in Choice Hotels International, Inc. $CHH

Bamco Inc. NY lifted its position in shares of Choice Hotels International, Inc. (NYSE:CHH) by 7.4% in the 3rd quarter, Holdings Channel reports. The fund owned 5,359,896 shares of the company’s stock after buying an additional 369,244 shares during the quarter. Choice Hotels International accounts for approximately 1.5% of Bamco Inc. NY’s holdings, making the stock its 14th largest position. Bamco Inc. NY owned about 0.12% of Choice Hotels International worth $573,026,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Rock Creek Group LP lifted its holdings in Choice Hotels International by 52.3% during the second quarter. Rock Creek Group LP now owns 811,579 shares of the company’s stock valued at $102,973,000 after purchasing an additional 278,715 shares during the last quarter. BNP Paribas Financial Markets boosted its position in Choice Hotels International by 194.8% during the second quarter. BNP Paribas Financial Markets now owns 237,097 shares of the company’s stock worth $30,083,000 after purchasing an additional 156,666 shares during the period. Balyasny Asset Management L.P. increased its stake in shares of Choice Hotels International by 57.6% in the second quarter. Balyasny Asset Management L.P. now owns 315,969 shares of the company’s stock worth $40,090,000 after purchasing an additional 115,472 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its stake in shares of Choice Hotels International by 77.3% in the third quarter. Arrowstreet Capital Limited Partnership now owns 262,343 shares of the company’s stock worth $28,047,000 after purchasing an additional 114,411 shares in the last quarter. Finally, Boston Trust Walden Corp raised its position in shares of Choice Hotels International by 8.4% in the third quarter. Boston Trust Walden Corp now owns 1,046,784 shares of the company’s stock valued at $111,912,000 after purchasing an additional 81,132 shares during the period. Hedge funds and other institutional investors own 65.57% of the company’s stock.

Trending Headlines about Choice Hotels International

Here are the key news stories impacting Choice Hotels International this week:

• Positive Sentiment: Zacks raised FY2027 and FY2028 earnings outlooks (FY2027 to $7.72 from $7.53; FY2028 to $8.17) indicating stronger medium‑term profitability expectations, which supports upside to longer‑term valuation.
• Positive Sentiment: Zacks also increased several quarterly estimates (notably Q2 & Q3 2027 to $2.20 and $2.22, and Q3 2026 to $2.18, plus a modest lift to Q2 2026), signaling expectations for improving revenue/margin trends across 2026–27.
• Neutral Sentiment: Zacks published a full set of revised quarterly and yearly EPS projections (Q1–Q4 2026, FY2026, Q1–Q4 2027 and FY2027), leaving the FY2026 consensus roughly intact (~$7.06–7.07) — useful modeling detail but not a dramatic shift to the 2026 outlook.
• Negative Sentiment: Zacks trimmed some near‑term quarters: Q1 2026 was lowered materially (from $1.40 to $1.32) and Q4 2026 and Q1 2027 were nudged down slightly — a signal of near‑term pressure that could weigh on sentiment and short‑term results.
• Negative Sentiment: Morgan Stanley cut its price target for CHH to $83, which can exert additional downward pressure on the stock by lowering analyst‑driven valuation reference points. Morgan Stanley Price Target Cut

Insider Buying and Selling at Choice Hotels International

In related news, SVP Simone Wu sold 8,080 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $101.56, for a total value of $820,604.80. Following the sale, the senior vice president owned 48,803 shares in the company, valued at approximately $4,956,432.68. This trade represents a 14.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 23.78% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently commented on the stock. JPMorgan Chase & Co. upped their price target on shares of Choice Hotels International from $95.00 to $102.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. UBS Group reduced their price objective on shares of Choice Hotels International from $120.00 to $118.00 and set a “neutral” rating for the company in a research note on Wednesday, January 7th. Robert W. Baird lowered their target price on shares of Choice Hotels International from $122.00 to $110.00 and set an “outperform” rating on the stock in a report on Tuesday, November 18th. Wells Fargo & Company increased their target price on Choice Hotels International from $91.00 to $110.00 and gave the stock an “underweight” rating in a research report on Friday, February 20th. Finally, The Goldman Sachs Group raised their price target on Choice Hotels International from $90.00 to $100.00 and gave the stock a “neutral” rating in a report on Tuesday, February 3rd. Two research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Reduce” and a consensus target price of $111.36.

Choice Hotels International Price Performance

CHH stock opened at $95.48 on Friday. The firm has a 50 day moving average of $105.42 and a 200-day moving average of $101.90. The firm has a market capitalization of $4.39 billion, a P/E ratio of 12.06, a price-to-earnings-growth ratio of 4.24 and a beta of 0.75. Choice Hotels International, Inc. has a 12 month low of $84.04 and a 12 month high of $136.45. The company has a current ratio of 0.87, a quick ratio of 0.87 and a debt-to-equity ratio of 10.52.

Choice Hotels International (NYSE:CHH) last posted its earnings results on Thursday, February 19th. The company reported $1.60 earnings per share for the quarter, topping analysts’ consensus estimates of $1.56 by $0.04. Choice Hotels International had a net margin of 23.17% and a return on equity of 541.07%. The business had revenue of $390.15 million for the quarter, compared to analyst estimates of $369.26 million. During the same quarter in the prior year, the firm posted $1.55 EPS. Choice Hotels International’s revenue was up .0% on a year-over-year basis. Choice Hotels International has set its FY 2026 guidance at 6.920-7.140 EPS. As a group, sell-side analysts predict that Choice Hotels International, Inc. will post 7.07 earnings per share for the current fiscal year.

Choice Hotels International Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Wednesday, April 1st will be issued a $0.2875 dividend. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $1.15 annualized dividend and a dividend yield of 1.2%. Choice Hotels International’s dividend payout ratio is presently 14.52%.

Choice Hotels International Profile

Choice Hotels International, Inc is a hospitality franchisor specializing in the development and support of lodging brands across the economy, midscale and upscale segments. Through a network of franchisees, Choice Hotels supplies proprietary reservation and distribution systems, comprehensive marketing programs, and operational support services. The company’s core activities include brand management, franchise development, and technology-driven revenue optimization tools designed to enhance guest acquisition and retention for its partners.

Founded in 1939 as Quality Courts United, the company rebranded to Choice Hotels International in 1982 to reflect its expanding brand portfolio and global ambitions.