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Goldman Sachs

2 stories · First covered Mar 8, 2026 · Latest 1h ago
Works at IHG
IHG
Goldman Sachs Coverage
IHG Is Returning $5 Billion to Shareholders. Ask Your Franchisor What They're Returning to You.

IHG Is Returning $5 Billion to Shareholders. Ask Your Franchisor What They're Returning to You.

IHG just announced a $950 million buyback on top of $1.2 billion in total shareholder returns for 2026, and the pipeline keeps growing. The question every franchisee should be asking is whether any of that capital discipline is flowing back to the people who actually deliver the brand promise every night.

The Fed Just Handed Well-Capitalized Buyers a $48 Billion Shopping List

The Fed Just Handed Well-Capitalized Buyers a $48 Billion Shopping List

The federal funds rate stays at 3.50%-3.75% through March, with cuts now pushed to late 2026 at the earliest. For hotel owners sitting on maturing CMBS debt, the math just got brutal.