Hilton Worldwide Holdings Inc. $HLT Stock Holdings Decreased by Pelham Capital Ltd.

Pelham Capital Ltd. lessened its position in Hilton Worldwide Holdings Inc. (NYSE:HLT) by 16.8% in the 3rd quarter, Holdings Channel reports. The fund owned 90,583 shares of the company’s stock after selling 18,319 shares during the period. Hilton Worldwide makes up approximately 11.6% of Pelham Capital Ltd.’s investment portfolio, making the stock its 2nd biggest holding. Pelham Capital Ltd.’s holdings in Hilton Worldwide were worth $23,501,000 as of its most recent filing with the SEC.

Several other large investors also recently added to or reduced their stakes in HLT. Clearstead Trust LLC acquired a new stake in shares of Hilton Worldwide in the second quarter worth $30,000. Sagard Holdings Management Inc. purchased a new stake in Hilton Worldwide in the 2nd quarter worth about $30,000. Bank of Jackson Hole Trust boosted its position in Hilton Worldwide by 132.7% during the 2nd quarter. Bank of Jackson Hole Trust now owns 128 shares of the company’s stock worth $34,000 after acquiring an additional 73 shares during the period. Atlantic Edge Private Wealth Management LLC grew its stake in Hilton Worldwide by 52.9% during the 3rd quarter. Atlantic Edge Private Wealth Management LLC now owns 130 shares of the company’s stock valued at $34,000 after acquiring an additional 45 shares in the last quarter. Finally, Cullen Frost Bankers Inc. increased its holdings in shares of Hilton Worldwide by 59.8% in the 2nd quarter. Cullen Frost Bankers Inc. now owns 139 shares of the company’s stock valued at $37,000 after purchasing an additional 52 shares during the period. 95.90% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

HLT has been the subject of several research reports. TD Cowen raised their price target on shares of Hilton Worldwide from $297.00 to $330.00 in a report on Tuesday, February 3rd. Robert W. Baird lifted their target price on shares of Hilton Worldwide from $285.00 to $305.00 and gave the company an “outperform” rating in a research note on Monday, February 2nd. HSBC boosted their price target on shares of Hilton Worldwide from $307.00 to $319.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Hilton Worldwide in a report on Monday, December 29th. Finally, Evercore ISI raised their price target on Hilton Worldwide from $325.00 to $335.00 in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $321.18.

Key Stories Impacting Hilton Worldwide

Here are the key news stories impacting Hilton Worldwide this week:

• Positive Sentiment: Q4 headline beat, stronger EPS and shareholder returns (dividend + record capital returns) reinforce the profit story and cash return thesis for long‑term holders. What Hilton Worldwide Holdings (HLT)’s Earnings Beat, Dividend Hike and Cautious 2026 Guidance Mean For Shareholders
• Positive Sentiment: Several large brokers raised targets and/or maintained bullish ratings — notable lifts from JPMorgan, Barclays, Wells Fargo and Argus increase analyst‑driven upside expectations and provide catalysts for buy‑side interest. JPMorgan adjusts price target
• Neutral Sentiment: Deutsche Bank raised its target to $332 but kept a “hold” rating (modest upside vs. recent prices), signaling cautious optimism rather than a buy endorsement. Deutsche Bank raises price target to $332
• Neutral Sentiment: Mizuho bumped its target and kept a neutral stance (small implied upside), reflecting mixed views on near‑term demand trends. Mizuho coverage note
• Negative Sentiment: Management set cautious 2026 guidance and flagged room‑revenue growth below some expectations amid softening budget travel and US occupancy pressure — this guidance is the primary downward catalyst for the stock. Q4 earnings call / guidance details
• Negative Sentiment: Truist raised its target but kept a “hold” at $307, which implies downside from recent levels and highlights some analyst caution on near‑term upside. Truist price target note

Hilton Worldwide Price Performance

Shares of NYSE:HLT opened at $314.62 on Friday. The stock has a market capitalization of $72.14 billion, a P/E ratio of 51.41, a P/E/G ratio of 2.66 and a beta of 1.13. The business has a 50-day moving average of $296.14 and a two-hundred day moving average of $278.24. Hilton Worldwide Holdings Inc. has a fifty-two week low of $196.04 and a fifty-two week high of $333.86.

Hilton Worldwide (NYSE:HLT) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $2.08 earnings per share for the quarter, beating analysts’ consensus estimates of $2.02 by $0.06. Hilton Worldwide had a negative return on equity of 40.24% and a net margin of 12.10%.The business had revenue of $1.30 billion for the quarter, compared to the consensus estimate of $2.99 billion. During the same period last year, the business earned $1.76 EPS. The firm’s revenue was up 10.9% compared to the same quarter last year. Hilton Worldwide has set its FY 2026 guidance at 8.490-8.610 EPS and its Q1 2026 guidance at 1.910-1.970 EPS. As a group, research analysts expect that Hilton Worldwide Holdings Inc. will post 7.89 EPS for the current fiscal year.

Hilton Worldwide Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, February 27th will be issued a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Friday, February 27th. Hilton Worldwide’s dividend payout ratio is currently 9.80%.

Hilton Worldwide Profile

Hilton Worldwide Holdings Inc is a global hospitality company that develops, owns, manages and franchises a broad portfolio of hotels and resorts. Its business spans full-service luxury and lifestyle properties, select- and focused-service hotels, and extended-stay accommodations. The company generates revenue through management and franchise fees, owned and leased real estate, and guest services, and supports customer retention and direct bookings through its Hilton Honors guest loyalty program.

Hilton’s brand portfolio includes internationally recognized names across the lodging spectrum, from luxury and upper-upscale brands to midscale and extended-stay offerings.