BNP Paribas Financial Markets Decreases Stake in Choice Hotels International, Inc. $CHH

Key Points

• BNP Paribas Financial Markets cut its stake in Choice Hotels International by 10.4% in the fourth quarter, selling 20,878 shares and leaving it with 180,288 shares valued at about $17.2 million.
• Choice Hotels reported Q1 EPS of $1.07, below analyst expectations of $1.35, while revenue came in at $340.58 million, slightly ahead of estimates. The company also issued FY 2026 EPS guidance of $6.92 to $7.14.
• The company declared a quarterly dividend of $0.2875 per share, payable July 15, representing an annualized yield of about 1.0%. Analysts currently have a consensus rating of “Reduce” with an average price target of $111.67.

BNP Paribas Financial Markets lowered its position in Choice Hotels International, Inc. (NYSE:CHH - Free Report) by 10.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 180,288 shares of the company's stock after selling 20,878 shares during the quarter. BNP Paribas Financial Markets owned approximately 0.39% of Choice Hotels International worth $17,174,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in CHH. Bamco Inc. NY lifted its position in shares of Choice Hotels International by 7.4% during the 3rd quarter. Bamco Inc. NY now owns 5,359,896 shares of the company's stock worth $573,026,000 after buying an additional 369,244 shares during the last quarter. Norges Bank purchased a new stake in shares of Choice Hotels International during the 4th quarter worth approximately $28,910,000. Balyasny Asset Management L.P. lifted its position in shares of Choice Hotels International by 57.6% during the 2nd quarter. Balyasny Asset Management L.P. now owns 315,969 shares of the company's stock worth $40,090,000 after buying an additional 115,472 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its position in shares of Choice Hotels International by 77.3% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 262,343 shares of the company's stock worth $28,047,000 after buying an additional 114,411 shares during the last quarter. Finally, UBS Group AG lifted its position in shares of Choice Hotels International by 36.2% during the 4th quarter. UBS Group AG now owns 395,139 shares of the company's stock worth $37,641,000 after buying an additional 104,928 shares during the last quarter. Hedge funds and other institutional investors own 65.57% of the company's stock.

Insider Transactions at Choice Hotels International

In other news, CFO Scott E. Oaksmith sold 1,603 shares of the company's stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $100.00, for a total transaction of $160,300.00. Following the transaction, the chief financial officer directly owned 37,172 shares of the company's stock, valued at $3,717,200. This represents a 4.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 23.78% of the company's stock.

Choice Hotels International Stock Performance

Shares of CHH opened at $109.76 on Friday. The company has a debt-to-equity ratio of 14.58, a quick ratio of 0.95 and a current ratio of 0.95. The stock has a market capitalization of $4.99 billion, a P/E ratio of 14.79, a P/E/G ratio of 2.02 and a beta of 0.67. The company's fifty day moving average is $110.30 and its two-hundred day moving average is $103.41. Choice Hotels International, Inc. has a 1 year low of $84.04 and a 1 year high of $136.45.

Choice Hotels International (NYSE:CHH - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The company reported $1.07 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.35 by ($0.28). The firm had revenue of $340.58 million during the quarter, compared to analyst estimates of $333.48 million. Choice Hotels International had a net margin of 21.55% and a return on equity of 281.98%. The business's quarterly revenue was up 2.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.34 earnings per share. Choice Hotels International has set its FY 2026 guidance at 6.920-7.140 EPS. On average, sell-side analysts predict that Choice Hotels International, Inc. will post 7.14 earnings per share for the current year.

Choice Hotels International Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Wednesday, July 1st will be paid a $0.2875 dividend. This represents a $1.15 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Wednesday, July 1st. Choice Hotels International's payout ratio is currently 15.50%.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Truist Financial reduced their price objective on shares of Choice Hotels International from $129.00 to $128.00 and set a "buy" rating for the company in a research report on Tuesday, May 26th. Morgan Stanley reduced their price objective on shares of Choice Hotels International from $87.00 to $86.00 and set an "underweight" rating for the company in a research report on Tuesday, May 12th. Deutsche Bank Aktiengesellschaft set a $114.00 target price on shares of Choice Hotels International in a report on Monday, May 4th. Weiss Ratings raised shares of Choice Hotels International from a "sell (d+)" rating to a "hold (c-)" rating in a report on Monday, February 9th. Finally, Barclays cut their target price on shares of Choice Hotels International from $112.00 to $100.00 and set an "underweight" rating on the stock in a report on Thursday, April 30th. Two investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Reduce" and an average price target of $111.67.

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.

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