Edited by Peter Hillerberg1 min readStories are generated from ORTEX data and reviewed by the ORTEX team. How we publish
Analysts cut targets across financial stocks this week while hospitality names caught upgrades. The moves paint a divided picture heading into earnings season.
SCHW, SPGI, MCO, ARES and APO all saw consensus target prices trimmed. Moody's average target fell to $553 from $555. Apollo and Ares each slipped roughly $0.70. The sweep across financial data and asset management names suggests sector-wide caution rather than company-specific concerns.
On the other side, hotels saw a lift. HLT and both received raised targets. Hilton's consensus price now sits at $353.81 and Marriott's at $383.54. US airport data adds context: international seats flown and domestic passenger enplanements have both risen for three straight months through July 2026, supporting the travel demand story behind these upgrades.
FAST was one of the few industrial names to get a target increase, moving to $51.07 from $50.68. Consumer staples saw mixed action. KO and MDLZ targets edged up, while SJM was cut to $141.81 from $142.31.
STZ also saw a downward revision, its consensus dropping to $150.87. The stock has faced persistent pressure amid shifting consumer preferences in the beer category.
GM reports on 20 October. German car registration data, which leads GM revenue by 15 days with a strong fit, is running 133% above the same quarter last year, a reading that may attract analyst attention ahead of the print.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data and reviewed by the ORTEX team. Content is informational only and does not constitute investment advice.
