Hyatt Hotels (NYSE:H) Raised to Hold at Wall Street Zen

Hyatt Hotels (NYSE:H) was upgraded by equities research analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a report issued on Saturday.

A number of other brokerages have also recently commented on H. Stifel Nicolaus increased their price objective on shares of Hyatt Hotels from $158.00 to $164.00 and gave the company a “hold” rating in a research note on Wednesday, December 31st. Morgan Stanley increased their price target on shares of Hyatt Hotels from $168.00 to $194.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Evercore restated an “in-line” rating and set a $175.00 price objective (up from $170.00) on shares of Hyatt Hotels in a research report on Thursday, January 22nd. Mizuho increased their target price on Hyatt Hotels from $203.00 to $223.00 and gave the company an “outperform” rating in a report on Tuesday, January 13th. Finally, The Goldman Sachs Group started coverage on Hyatt Hotels in a research report on Wednesday, January 14th. They set a “buy” rating and a $198.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, Hyatt Hotels has a consensus rating of “Moderate Buy” and an average target price of $173.31.

Hyatt Hotels Stock Performance

NYSE H opened at $165.32 on Friday. The business has a 50 day moving average price of $163.18 and a 200 day moving average price of $152.13. The company has a market capitalization of $15.70 billion, a P/E ratio of -295.21, a PEG ratio of 2.08 and a beta of 1.27. Hyatt Hotels has a 1-year low of $102.43 and a 1-year high of $180.53. The company has a debt-to-equity ratio of 1.47, a current ratio of 0.69 and a quick ratio of 0.68.

Hyatt Hotels (NYSE:H) last posted its earnings results on Thursday, February 12th. The company reported $1.33 earnings per share for the quarter, beating the consensus estimate of $0.29 by $1.04. Hyatt Hotels had a positive return on equity of 5.47% and a negative net margin of 0.73%.The company had revenue of $1.79 billion for the quarter, compared to analyst estimates of $1.78 billion. During the same quarter in the prior year, the company earned $0.42 earnings per share. Sell-side analysts expect that Hyatt Hotels will post 3.05 EPS for the current fiscal year.

Insider Activity

In related news, insider Javier Aguila sold 9,548 shares of the stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $165.87, for a total transaction of $1,583,726.76. Following the transaction, the insider directly owned 2,684 shares in the company, valued at approximately $445,195.08. This represents a 78.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider David Udell sold 4,300 shares of Hyatt Hotels stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $166.00, for a total value of $713,800.00. Following the completion of the sale, the insider owned 13,746 shares of the company’s stock, valued at $2,281,836. This trade represents a 23.83% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 23.70% of the company’s stock.

Hedge Funds Weigh In On Hyatt Hotels

Hedge funds and other institutional investors have recently modified their holdings of the company. Johnson Financial Group Inc. raised its holdings in Hyatt Hotels by 450.0% in the third quarter. Johnson Financial Group Inc. now owns 176 shares of the company’s stock valued at $25,000 after buying an additional 144 shares during the period. Los Angeles Capital Management LLC acquired a new stake in shares of Hyatt Hotels in the fourth quarter worth $26,000. EverSource Wealth Advisors LLC raised its stake in shares of Hyatt Hotels by 98.2% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the company’s stock valued at $31,000 after acquiring an additional 107 shares during the period. Quent Capital LLC acquired a new position in shares of Hyatt Hotels during the 3rd quarter valued at $34,000. Finally, Ares Financial Consulting LLC purchased a new stake in Hyatt Hotels during the 4th quarter worth $34,000. 73.54% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Hyatt Hotels

Here are the key news stories impacting Hyatt Hotels this week:

• Positive Sentiment: Barclays raised its price target to $200 and kept an “overweight” rating — a sizable upside endorsement that could attract buyers. Barclays Raise
• Positive Sentiment: Hyatt beat Q4 EPS estimates ($1.33 vs. $0.29) and reported Luxury/Upper Upscale RevPAR strength, signaling pricing power in higher-margin segments. Q4 Results
• Positive Sentiment: Management announced AI initiatives including a ChatGPT app to boost search/OTA distribution and guest experience — potential long-term cost savings and booking lift. AI/ChatGPT App
• Positive Sentiment: Hyatt declared a quarterly dividend (payable March 12), modest yield but a sign of shareholder returns and cash-flow confidence. Dividend Announcement
• Neutral Sentiment: Wells Fargo nudged its target up to $171 but kept “equal weight” — a modest, less-convincing upgrade compared with Barclays. Wells Fargo Raise
• Neutral Sentiment: New openings and brand expansion (Alila Mayakoba in Riviera Maya, Andaz Heber Valley) support growth in higher-margin resort and lifestyle categories. Alila Mayakoba Opening
• Neutral Sentiment: Operational/tech wins (e.g., Shiji hitting 400th Hyatt install) and renovation projects point to ongoing investment in distribution and guest experience. Shiji Milestone
• Positive Sentiment: Company reiterated a push toward a 90% asset-light model and plans for more hotel sales — that strategy typically improves ROIC and appeals to investors. Asset-Light Strategy
• Negative Sentiment: Despite the EPS beat, revenue came in roughly in line/slightly below estimates and company commentary flagged FY26 RevPAR that disappointed some investors — likely the main driver of the stock decline. RevPAR/Revenue Concerns
• Negative Sentiment: Market articles emphasize mixed takeaways from the call (beat on EPS but questions on near-term leisure/business mix and full-year cadence), increasing short-term uncertainty. Mixed Market Takeaways

Hyatt Hotels Company Profile

Hyatt Hotels Corporation (NYSE: H) is a global hospitality company that develops, owns, manages and franchises luxury and business hotels, resorts and vacation properties. Its portfolio spans a range of price points and styles under brands such as Park Hyatt, Grand Hyatt, Andaz, Hyatt Regency, Hyatt Centric, Hyatt Place, Hyatt House, Thompson Hotels, Alila and Destination by Hyatt. In addition to accommodations, the company provides meeting and event spaces, food and beverage outlets, spa and wellness centers, and a variety of guest services designed to cater to both leisure and business travelers.

Hyatt’s business model combines property ownership, management contracts and third-party franchising.