Latest news with #MAR
Yahoo
09-08-2025
- Business
- Yahoo
Prediction: This Dividend Stock Will Beat the Market Over the Next 5 Years
Key Points Unfazed by an uncertain environment, Marriott continues to steadily grow. The lodging specialist's Marriott Bonvoy loyalty program is experiencing rapid growth. With a handful of growth drivers, Marriott's growth story looks extremely durable. 10 stocks we like better than Marriott International › As investors all seem to be tripping over each other to buy into the momentum in artificial intelligence (AI) stocks, there are some good investment opportunities sitting in plain sight. One that is out of favor this year, with its shares down almost 7% year to date as of this writing, is hospitality company Marriott International (NASDAQ: MAR). The company's second-quarter results showed growth in both revenue per available room (RevPAR) and total rooms available, leading to robust top and bottom-line growth. A powerful loyalty program and successful co-branded credit cards are driving results and creating an engaged customer base that can continue fueling growth for years to come. Multiple key growth drivers One of the biggest things Marriott has going for it is the breadth of its growth drivers. Sure, the business looks good on the surface. Second-quarter adjusted revenue (total revenue less cost reimbursement revenue) rose about 6% year over year to more than $1.8 billion, and adjusted earnings per share rose by the same amount. But the diversified sources of Marriott's growth strengthen the stock's bull case, capturing the durability of the company's growth story. Consider the different ways the company is growing. First, there's the Marriott's net rooms growth. Management confirmed in its second-quarter update that it expected net rooms growth for the full year to approach 5%. Second, the company benefits from an extremely fast-growing loyalty program. Second-quarter Marriott Bonvoy members totaled 248 million, up 18% year over year. This membership program is translating into tangible loyalty, with a record 69% of rooms booked globally during the quarter coming from Marriott Bonvoy members. The penetration was even more significant in the U.S. and Canada, where 74% of rooms booked were a part of the Marriott Bonvoy loyalty program. Third, Marriott's co-branded credit card fees, another way the company encourages customer engagement and loyalty, continued to rise at a rate of about 10% year over year -- a figure management has said generally reflects strong increases in global card spend. Also helping customer engagement, the company continues to make strategic partnerships with consumer-focused companies like Uber and Starbucks in an effort to deepen relationships with its members and capture a greater share of their wallet. Given Marriott's significant effort invested in engaging its members, it's unsurprising that the company is experiencing not only growth in net rooms but also an increase in revenue per available room. Highlighting the company's pricing power even in an uncertain macroeconomic environment, RevPAR increased 1.5% worldwide in Q2. A good dividend stock Though Marriott isn't growing at a breakneck pace like many of Wall Street's AI darlings, it offers a durable growth story backed by a handful of catalysts with great momentum -- not to mention an iconic and globally known travel brand. In addition, the company is demonstrating its ability to grow even with a shaky macroeconomic course, investors will have to keep in mind the risks. First and foremost, any decline in global interest in traveling could adversely impact the company. Second, if the company's momentum in its loyalty program tapers off, investors could become convinced that Marriott's strategic efforts to enhance the program may have its highest-impact days in the rearview mirror. But the stock's reasonable price-to-earnings ratio in the high twenties seems fair, even with these risks in mind. Additionally, there's a lot to like about the company's capital return program. Marriott has a practice of returning excess capital to shareholders through a dividend, which has steadily grown over time, and share repurchases. Indeed, Marriott said in its second-quarter update that it was on track to return about $4 billion (about 6% of its current market capitalization) to shareholders via repurchases and dividends during 2025. Considering the company's diversified growth drivers, its dividend yield of more than 1%, a meaningful share repurchase program, and a reasonable valuation, Marriott looks like a good dividend stock for investors to add to their portfolios. Even more, the stock could outperform the market over the long haul -- especially if many of today's hyped-up AI stocks see their valuations come down in the coming years, weighing on the overall market's returns. Should you invest $1,000 in Marriott International right now? Before you buy stock in Marriott International, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Marriott International wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $635,544!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,099,758!* Now, it's worth noting Stock Advisor's total average return is 1,046% — a market-crushing outperformance compared to 181% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Daniel Sparks and his clients have no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Starbucks and Uber Technologies. The Motley Fool recommends Marriott International. The Motley Fool has a disclosure policy. Prediction: This Dividend Stock Will Beat the Market Over the Next 5 Years was originally published by The Motley Fool
Hamilton Spectator
23-07-2025
- Business
- Hamilton Spectator
Caledonia Mining Corporation Plc: Profitability expected to be materially ahead of market expectations
ST HELIER, Jersey, July 23, 2025 (GLOBE NEWSWIRE) — Caledonia Mining Corporation Plc ('Caledonia' or 'the Company') (NYSE AMERICAN, AIM and VFEX: CMCL) expects to announce its financial results for the quarter ended June 30, 2025 ('Q2 2025') and the half year ended June 30, 2025 ('H1 2025') on August 11, 2025. The Company anticipates reporting a profitable second quarter, building upon a strong performance in the first quarter of 2025. This reflects Blanket Mine's gold production summary announced on July 16, 2025 and the strong and sustained gold price. Based on the current production profile at Blanket Mine, and assuming the continuation of favourable gold prices, the Company estimates that profitability for the full year of 2025 will be materially ahead of market expectations. Further details will be provided in the Q2 2025 results expected to be announced on August 11, 2025. Mark Learmonth, Chief Executive Officer, said: 'We were pleased with the excellent production results announced on July 16, 2025. Combined with a robust and sustained gold price, we are enjoying strong profitability. This reflects the hard work and dedication of the team at Blanket Mine and at group level, which we have strengthened significantly in recent times.' Enquiries: Note: The information contained within this announcement is deemed by the Company to constitute inside information under the Market Abuse Regulation (EU) No. 596/2014 ('MAR') as it forms part of UK domestic law by virtue of the European Union (Withdrawal) Act 2018 and is disclosed in accordance with the Company's obligations under Article 17 of MAR. Cautionary Note Concerning Forward-Looking Information Information and statements contained in this news release that are not historical facts are 'forward-looking information' within the meaning of applicable securities legislation that involve risks and uncertainties relating, but not limited, to Caledonia's current expectations, intentions, plans, and beliefs. Forward-looking information can often be identified by forward-looking words such as 'anticipate', 'believe', 'expect', 'goal', 'plan', 'target', 'intend', 'estimate', 'could', 'should', 'may' and 'will' or the negative of these terms or similar words suggesting future outcomes, or other expectations, beliefs, plans, objectives, assumptions, intentions or statements about future events or performance. The forward-looking information contained in this news release is based, in part, on assumptions and factors that may change or prove to be incorrect, thus causing actual results, performance or achievements to be materially different from those expressed or implied by forward-looking information. Such factors and assumptions include, but are not limited to, achieving Blanket Mine's annual production forecast and maintaining a favourable gold pricel. To the extent any forward-looking information herein constitutes a financial outlook or future oriented financial information, any such statement is made as of the date hereof and included herein to provide prospective investors with an understanding of the Company's plans and assumptions. Security holders, potential security holders and other prospective investors should be aware that these statements are subject to known and unknown risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by the forward-looking statements. Such factors include, but are not limited to: risks relating to estimates of mineral reserves and mineral resources proving to be inaccurate, fluctuations in gold price, risks and hazards associated with the business of mineral exploration, development and mining, risks relating to the credit worthiness or financial condition of suppliers, refiners and other parties with whom the Company does business; inadequate insurance, or inability to obtain insurance, to cover these risks and hazards, employee relations; relationships with and claims by local communities and indigenous populations; political risk; risks related to natural disasters, terrorism, civil unrest, public health concerns (including health epidemics or outbreaks of communicable diseases such as the coronavirus (COVID-19)); availability and increasing costs associated with mining inputs and labour; the speculative nature of mineral exploration and development, including the risks of obtaining or maintaining necessary licenses and permits, diminishing quantities or grades of mineral reserves as mining occurs; global financial condition, the actual results of current exploration activities, changes to conclusions of economic evaluations, and changes in project parameters to deal with unanticipated economic or other factors, risks of increased capital and operating costs, environmental, safety or regulatory risks, expropriation, the Company's title to properties including ownership thereof, increased competition in the mining industry for properties, equipment, qualified personnel and their costs, risks relating to the uncertainty of timing of events including targeted production rate increase and currency fluctuations. Security holders, potential security holders and other prospective investors are cautioned not to place undue reliance on forward-looking information. By its nature, forward-looking information involves numerous assumptions, inherent risks and uncertainties, both general and specific, that contribute to the possibility that the predictions, forecasts, projections and various future events will not occur. Caledonia undertakes no obligation to update publicly or otherwise revise any forward-looking information whether as a result of new information, future events or other such factors which affect this information, except as required by law. This news release is not an offer of the shares of Caledonia for sale in the United States or elsewhere. This news release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of the shares of Caledonia, in any province, state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of such province, state or jurisdiction.
Yahoo
11-07-2025
- Business
- Yahoo
Here's What to Expect From Marriott International's Next Earnings Report
Valued at $76.5 billion by market cap, Marriott International, Inc. (MAR) is a global hospitality leader operating over 9,400 properties across 30+ brands in more than 140 countries. Headquartered in Bethesda, Maryland, Marriott's diverse portfolio ranges from luxury to mid-scale and extended stay. The hotel titan is expected to announce its fiscal second-quarter earnings for 2025 before the market opens on Tuesday, Aug. 5. Ahead of the event, analysts expect MAR to report a profit of $2.64 per share on a diluted basis, up 5.6% from $2.50 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion. Creating a 38% 'Dividend' on SOFI Stock Using Options Nvidia Stock Regains Momentum. Is It Time to Buy, Sell, or Hold NVDA? Joby Aviation Just Hit a New 52-Week High. Should You Buy the Flying Car Stock Here? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For the current year, analysts expect MAR to report EPS of $10, up 7.2% from $9.33 in fiscal 2024. Its EPS is expected to rise 14.4% year over year to $11.44 in fiscal 2026. Over the past year, MAR shares have gained 16.4%, surpassing the S&P 500's ($SPX) 11.5% gains and the Consumer Discretionary Select Sector SPDR Fund's (XLY) 15.6% gains over the same time frame. On June 13, Marriott's shares declined along with other major travel stocks, falling roughly 3% amid rising geopolitical tensions. Investors grew concerned that an extended conflict in the Middle East could severely disrupt global tourism and business travel, key revenue drivers for Marriott. Analysts' consensus opinion on MAR stock is cautiously upbeat, with a 'Moderate Buy' rating overall. Out of 24 analysts covering the stock, seven advise a 'Strong Buy' rating, two suggest a 'Moderate Buy,' 14 give a 'Hold,' and one recommends a 'Strong Sell.' MAR's average analyst price target is $283.08, indicating a marginal potential upside from the current levels. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
24-06-2025
- Business
- Yahoo
Marriott International, Inc. (MAR): A Bull Case Theory
We came across a bullish thesis on Marriott International, Inc. (MAR). on Incremental Returns' Substack. In this article, we will summarize the bulls' thesis on MAR. Marriott International, Inc. (MAR). 's share was trading at $257.91 as of 16th June. MAR's trailing and forward P/E were 29.34 and 25.45 respectively according to Yahoo Finance. Aerial view of a luxury hotel tower surrounded by lush green landscaping. Marriott has built a brand synonymous with quality and consistency, offering a spectrum of accommodations from luxury to budget-conscious options. But its true competitive strength lies beyond branding—in the strategic architecture that sustains its moat. Marriott's long-term management and franchise agreements, often starting at 20 years and renewable up to 50, create formidable barriers to entry. In a physically constrained hotel market, this allows Marriott to lock in prime locations and effectively block out competition for decades. For hotel owners, switching from Marriott can be financially perilous. Exiting the Marriott system not only severs access to its massive Bonvoy loyalty base—which accounted for over half of global room nights in 2022—but also risks a drastic drop in bookings and revenue, putting hotel operators' leveraged assets at risk. Additionally, aligning with a new brand may require expensive renovations to meet updated brand standards. Marriott makes switching both economically and operationally unappealing. On the customer side, Bonvoy further enhances retention by leveraging loss aversion psychology; guests feel committed to the ecosystem to maximize their points, discouraging defection to other chains. With Bonvoy now the largest hotel loyalty program globally, Marriott enjoys network effects that reinforce its leadership. More members make the platform attractive to hotel owners, while more participating hotels make the program more valuable to travelers. The recent partnership with MGM Resorts, adding over 40,000 Las Vegas rooms, exemplifies this flywheel. Altogether, Marriott presents a powerful case for long-term investment, combining durable customer loyalty, high franchise stickiness, and the compounding benefits of a scaled ecosystem. Previously, we highlighted on Marriott Vacations Worldwide (VAC) by Psychological_Ad4317 on the Value Investing subreddit, as a deep value play trading at historically low multiples with a 5% yield and insider buying signalling confidence. The stock has appreciated by roughly 19% in price since then. The thesis on Marriott International (MAR) builds on the brand's strength from a quality-income lens to a network-moat thesis, emphasizing its franchise durability and Bonvoy-driven customer and owner stickiness. Marriott International, Inc. (MAR). is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 60 hedge fund portfolios held Marriott International, Inc. (MAR). at the end of the first quarter which was 69 in the previous quarter. While we acknowledge the risk and potential of MAR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
The Hindu
23-06-2025
- General
- The Hindu
WRD, Danish team to launch second phase of project to map groundwater and reverse seawater intrusion in Minjur
Minjur, a locality in the city's northern fringes that has long battled seawater intrusion into its groundwater aquifers, will soon be the focus of an intensive study aimed at assessing the extent of exploitation and exploring strategies for its reversal. With the findings of a pilot study on groundwater mapping in Minjur validated, the Water Resources Department would expand the study along with Danish team in the Minjur belt. The phase II of the project will map the groundwater aquifer and arrest seawater incursion in the locality through Managed Aquifer Recharge (MAR). Officials of the WRD noted that the seawater has moved inland for about 15 km and the water quality has turned saline with a total dissolved solids level exceeding 10,000 ppm in several places. In a first step towards implementing the second phase of the project, the team from Geological Survey of Denmark and Greenland, WRD's State Ground and Surface Water Resources Data Centre and water resources experts discussed the aspects of MAR technology during a recent meeting. For many years now, Minjur residents rely on municipal and private water supply for all their needs as salinity ingress has affected coastal aquifer. 'Water drawn from wells in areas close to Kosasthalaiyar riverbank is yellow in colour. Groundwater is availabe at a depth of 40 feet but it has high iron content. Each family spends a minimum of Rs.2,000 on water every month,' said of Minjur. Noting that water quality has improved in sites along water bodies, residents wanted groundwater recharge projects to be executed on a large scale. Officials of the WRD said a network of 145 borewells would be sunk across 63 villages at various depths and distance to study the salinised acquifer. Every five km would have piezometers with various instruments like digital water level recorders and water quality sensors. The study would be carried out using s-Tem profiler, a geoscanner tool designed to acquire subsurface data and ideal for mapping groundwater aquifers. 'We are planning to concentrate more on the 15th km with three borewells sunk in each chosen site at various depths to assess the groundwater level and quality. This stretch would have 71 borewells sunk for the study,' said an official. Some of the villages to be covered include Amoor, Thachoor, Panjetty, Alamathi and old Gummidipoondi. The Rs.10 crore would help identify potential recharge zones to restore the freshwater balance by pushing salinity back towards the coast in five years. A combination of recharge structures, including recharge shafts, would be established through MAR and identify potential for extraction and recharge, said the official. The project would be scaled up to other over-exploited groundwater zones like Cuddalore and Thoothukudi. Visiting Faculty, Hydraulics and Water Resources Engineering Group, Department of Civil Engineering, IIT Madras, who was part of the discussion, said Minjur belt is covered by data collection network of various government agencies and the new initiative would help enhance the ongoing efforts. Several recharge structures like check dams have indicated potential for harnessing groundwater. Citing his study on seawater intrusion in a coastal aquifer, he said largescale measures like interlinking of Araniar and Kosasthalaiyar rivers with a canal to transfer floodwaters and reviving water bodies are essential. Various measures, including interlinking of rivers, would help decrease the extent of seawater incursion by three km in 2030.
