Zacks Investment Ideas feature highlights McDonald's, T-Mobile US and Marriott

For Immediate ReleaseChicago, IL – February 13, 2026 – Today, Zacks Investment Ideas feature highlights McDonald’s MCD, T-Mobile US TMUS and Marriott International MAR.These Industry Leaders Stand Out After Q4 EarningsWhile the hype train for AI-related tech stocks has worn thin this earnings season, the market has rewarded traditional industry leaders across a variety of sectors following their favorable Q4 reports this week.The reasonable valuations and respectable dividends of these industry-leading stocks have kept investors engaged with their continued dominance, being echoed by steady expansion.McDonald’s – MCDAnnual Dividend Yield: 2.3%We’ll start with McDonald’s, as the global fast-food powerhouse saw its stock hit fresh 52-week highs of $333 a share in today’s trading session after exceeding Q4 expectations on Wednesday.Loyalty and digital engagement continue to expand for McDonald’s, which leadership credited to value pricing and customer-focused adjustments for improving traffic and strengthening affordability perceptions.Global comparable sales rose 6% year over year in Q4, and U.S. comparable sales jumped 7%, showing robust demand across markets. Notably, systemwide sales to loyalty members increased 20% YoY, with active users up 19%, a sign of recurring demand.MCD trades slightly beneath the benchmark S&P 500's 25X forward earnings multiple and is on the verge of being a Dividend King, increasing its dividend for 49 consecutive years and being a year away from achieving this illustrious status.TMobile US – TMUSAnnual Dividend Yield: 1.95%Spiking 9% since surpassing Q4 expectations yesterday, T-Mobile US shares were up another 2% on Thursday. Historically, T-Mobile has drawn investor interest as a disruptive wireless carrier, earning its position as a telecom leader by branding itself as the “customer first” alternative, eliminating hidden fees, long-term contracts, and other pain points that frustrate consumers.T-Mobile's Q4 results relayed this long-standing narrative, posting industry-leading net customer additions of 2.4 million when including broadband subscribers, with its 962,000 postpaid phone net adds being an industry best as well.TMUS has the most enticing forward P/E valuation on the list at 18X. Offering a pleasant discount to the benchmark, this is not an overly stretched premium to its Zacks Wireless National Industry average of 13X, despite still being a disrupter and a clear leader in the space.Marriott International – MARAnnual Dividend Yield: 0.75%Last but not least is hospitality trailblazer Marriott International, dominating the hotel industry by blending tradition with innovation. Marriott posted mixed Q4 results on Tuesday, but has seen its stock spike 7% since reporting.Despite a slight Q4 EPS miss, a revenue beat, strong forward guidance, and robust global demand have fueled the rally.To that point, Marriott’s Worldwide RevPAR (revenue per available room) increased 2% during Q4, driven by 6% growth in international markets. Furthermore, Marriott’s 2026 RevPAR growth outlook was guided at 1.5%-2.5%, which is considered constructive given macro uncertainty.The company also highlighted continued development strength, including a growing luxury pipeline and strong currency conversion activity, signaling future revenue growth and reassuring investors about long-term expansion.At 30X forward earnings, MAR trades at a slight P/E premium to the broader market, but this is notably near its decade-long median of 24X.It’s also noteworthy that along with being one of the stock market’s better performers in the last five years, Marriott has raised its dividend by 25.67% during this period and still has a low payout ratio, leaving room for plenty of dividend hikes in the future.Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Free Report: Profiting from the 2nd Wave of AI ExplosionThe next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives.Investors who bought shares like Nvidia at the right time have had a shot at huge gains.But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies.Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.Access AI Boom 2.0 now, absolutely free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Marriott International, Inc. (MAR): Free Stock Analysis Report McDonald's Corporation (MCD): Free Stock Analysis Report T-Mobile US, Inc. (TMUS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks