Did UBS raise price targets for Marriott and Hilton?

No, UBS only raised RevPAR estimates while maintaining current ratings and price targets.

When will Marriott and Hilton report Q2 results?

The report did not specify dates, but both companies typically report in late July or early August.

How did the outlook affect Marriott's stock?

The report did not mention an immediate impact, but the stock is up 12% year-to-date, and positive estimates may support its performance.

UBS: Marriott, Hilton Q2 RevPAR Could Beat Guidance

UBS analysts predicted that Marriott International (MAR) and Hilton Worldwide (HLT) will report second-quarter revenue per available room (RevPAR) above their guidance, driven by robust travel demand.

July 10, 2026

2 min read

Source: MT Newswires

UBS analysts expect Marriott International (MAR) and Hilton Worldwide (HLT) to report second-quarter revenue per available room (RevPAR) above their guidance, signaling continued momentum in travel demand.

Rating Change

UBS maintained its ratings on both stocks but raised Q2 RevPAR estimates. The current price target for Marriott is $290 and for Hilton $210.

Analyst Rationale

Analysts believe strong leisure and business travel demand, particularly in the U.S. and European markets, will push RevPAR 3-5% above the high end of both companies' guidance. Improved average daily rates are offsetting any occupancy softness.

Context

The optimistic outlook follows a strong Q1 for the hotel sector. Marriott shares are up 12% year-to-date, Hilton 10%. Other analysts, including Goldman Sachs and Barclays, also hold positive views on the sector.

Conclusion

UBS estimates suggest Marriott and Hilton could deliver better-than-expected Q2 results, potentially supporting their stock prices in the near term. Investors are closely watching upcoming earnings reports.

Frequently Asked Questions

Revenue Per Available Room is a hotel performance metric calculated by multiplying average daily rate by occupancy rate, reflecting a hotel's ability to generate revenue from its rooms.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.