📊 Topic

EPS growth

2 stories · First covered Jun 1, 2026 · Latest 2h ago
Related: IHG 2 RevPAR 1 Marriott International 1 Asset-Light Model 1 RevPAR Growth 1 Hilton Worldwide 1 Share buyback program 1 Goldman Sachs 1 Asset-light franchise model 1 Citi 1 Share buyback programs 1 Management and franchise fees 1
EPS growth Coverage
IHG Has Spent $3.9 Billion Buying Back Its Own Stock Since 2022. That's Capital That Didn't Build Hotels.
REITs
2h ago

IHG Has Spent $3.9 Billion Buying Back Its Own Stock Since 2022. That's Capital That Didn't Build Hotels.

IHG just crossed $240 million into a $950 million buyback program, part of nearly $4 billion in repurchases over four years. The per-share math looks clean until you ask what an asset-light franchisor is optimizing for when it's spending more on financial engineering than system growth.

JC
Jordan Chen 2 min read · 2h ago
IHG Has Spent $240M Buying Back Its Own Stock This Year. That's Not a Dividend.
REITs Primary
Jun 1

IHG Has Spent $240M Buying Back Its Own Stock This Year. That's Not a Dividend.

IHG is cancelling another 40,000 shares as part of a $950 million buyback program, its fifth consecutive year of escalating repurchases. The question asset managers should be asking isn't whether this returns capital... it's what capital isn't going somewhere else.

JC
Jordan Chen 2 min read · Jun 1