Bamco Inc. NY Has $573.03 Million Stock Holdings in Choice Hotels International, Inc. $CHH

Bamco Inc. NY raised its holdings in Choice Hotels International, Inc. (NYSE:CHH) by 7.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,359,896 shares of the company’s stock after buying an additional 369,244 shares during the period. Choice Hotels International comprises about 1.5% of Bamco Inc. NY’s holdings, making the stock its 14th largest position. Bamco Inc. NY owned approximately 11.58% of Choice Hotels International worth $573,026,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in CHH. Kilter Group LLC bought a new position in Choice Hotels International during the 2nd quarter valued at $25,000. Hantz Financial Services Inc. grew its stake in shares of Choice Hotels International by 56.2% in the 3rd quarter. Hantz Financial Services Inc. now owns 678 shares of the company’s stock worth $73,000 after acquiring an additional 244 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC bought a new stake in shares of Choice Hotels International in the 3rd quarter worth $100,000. Brown Brothers Harriman & Co. raised its holdings in shares of Choice Hotels International by 37.5% in the third quarter. Brown Brothers Harriman & Co. now owns 1,086 shares of the company’s stock valued at $116,000 after purchasing an additional 296 shares during the last quarter. Finally, Claret Asset Management Corp raised its holdings in shares of Choice Hotels International by 6.6% in the second quarter. Claret Asset Management Corp now owns 1,817 shares of the company’s stock valued at $231,000 after purchasing an additional 112 shares during the last quarter. 65.57% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

CHH has been the topic of several analyst reports. JPMorgan Chase & Co. boosted their price target on shares of Choice Hotels International from $95.00 to $102.00 and gave the stock a “neutral” rating in a report on Tuesday, February 3rd. Argus reiterated a “hold” rating on shares of Choice Hotels International in a research note on Tuesday, December 16th. Jefferies Financial Group lowered shares of Choice Hotels International from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 12th. Wells Fargo & Company lifted their target price on shares of 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 boosted their target price on Choice Hotels International from $90.00 to $100.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 3rd. Two investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Reduce” and a consensus price target of $111.36.

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

Choice Hotels International Price Performance

Shares of NYSE:CHH opened at $95.48 on Friday. The company’s 50-day moving average is $105.42 and its 200 day moving average is $101.90. The company has a debt-to-equity ratio of 10.52, a quick ratio of 0.87 and a current ratio of 0.87. The company 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 fifty-two week low of $84.04 and a fifty-two week high of $136.45.

Choice Hotels International (NYSE:CHH) last posted its quarterly earnings data on Thursday, February 19th. The company reported $1.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.56 by $0.04. The business had revenue of $390.15 million during the quarter, compared to the consensus estimate of $369.26 million. Choice Hotels International had a net margin of 23.17% and a return on equity of 541.07%. The firm’s quarterly revenue was up .0% compared to the same quarter last year. During the same quarter last year, the company posted $1.55 earnings per share. Choice Hotels International has set its FY 2026 guidance at 6.920-7.140 EPS. On average, equities research analysts forecast that Choice Hotels International, Inc. will post 7.07 earnings per share for the current year.

Choice Hotels International Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Wednesday, April 1st will be paid a dividend of $0.2875 per share. The ex-dividend date 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 (DPR) is presently 14.52%.

Insider Activity at Choice Hotels International

In related news, SVP Simone Wu sold 8,080 shares of Choice Hotels International stock in a transaction that occurred on Monday, February 2nd. The shares were 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 of the company’s stock, valued at approximately $4,956,432.68. The trade was a 14.20% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 23.78% of the company’s stock.

About Choice Hotels International

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.