📊 Topic

Fee margin expansion

3 stories · First covered Mar 17, 2026 · Latest Mar 20
Related: IHG 3 RevPAR 2 Morgan Stanley 2 Marriott International 1 China 1 Loyalty Programs 1 Greater China 1 Holiday Inn Express 1 Garner 1 Citigroup 1 Americas 1 Bank of America 1
Fee margin expansion Coverage
IHG's 64.8% Fee Margin Tells You Everything About the Upside Question
REITs Primary
Mar 20

IHG's 64.8% Fee Margin Tells You Everything About the Upside Question

Morgan Stanley lifted its IHG target to $145 and called the improvement real. The stock hit $148.23 three weeks earlier. That's your answer.

JC
Jordan Chen 2 min read · Mar 20
IHG's 501-Cent EPS Hides a Regional Story Wall Street Can't Agree On
REITs Primary
Mar 19

IHG's 501-Cent EPS Hides a Regional Story Wall Street Can't Agree On

IHG posted 16% adjusted EPS growth and a record year for openings, but Q4 Americas RevPAR fell 1.4% and Greater China was negative for the full year. The analyst ratings now range from Buy to Sell on the same set of numbers.

JC
Jordan Chen 2 min read · Mar 19
A Quant Fund's $634K IHG Position Tells You Nothing. The Story Behind It Might.
Technology Primary
Mar 17

A Quant Fund's $634K IHG Position Tells You Nothing. The Story Behind It Might.

A headline about a hedge fund holding IHG stock sounds like it matters. It doesn't. But what's actually happening at IHG right now... that's worth your attention.

MS
Mike Storm 3 min read · Mar 17