Pitcairn Co. Lowers Holdings in Hilton Worldwide Holdings Inc. $HLT

Key Points

• Pitcairn Co. trimmed its Hilton stake by 26.2% in Q3 to 12,753 shares valued at $3.31 million, even as several large institutions (including a new Norges Bank position of ~$676.2M and JPMorgan increasing to 10.1M shares) materially added to holdings, leaving institutional ownership at 95.9%.
• Insider activity: CEO Christopher J. Nassetta sold 114,289 shares for about $36.28 million on Feb. 17, reducing his position by 75.82%, while company insiders now hold 2.6% of the stock.
• Analyst and financial outlook: Hilton beat quarterly EPS estimates ($2.08 vs. $2.02), provided FY2026 guidance of 8.49–8.61 EPS, and carries a consensus rating of "Moderate Buy" with a $326.32 average price target.

Pitcairn Co. lowered its stake in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT - Free Report) by 26.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 12,753 shares of the company's stock after selling 4,534 shares during the quarter. Pitcairn Co.'s holdings in Hilton Worldwide were worth $3,309,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Norges Bank acquired a new position in Hilton Worldwide during the second quarter worth approximately $676,201,000. JPMorgan Chase & Co. boosted its holdings in shares of Hilton Worldwide by 12.6% in the 3rd quarter. JPMorgan Chase & Co. now owns 10,100,718 shares of the company's stock valued at $2,620,531,000 after purchasing an additional 1,132,880 shares during the last quarter. Winslow Capital Management LLC grew its stake in shares of Hilton Worldwide by 62.6% during the 2nd quarter. Winslow Capital Management LLC now owns 1,894,315 shares of the company's stock valued at $504,532,000 after buying an additional 729,295 shares during the period. Raymond James Financial Inc. increased its holdings in shares of Hilton Worldwide by 126.3% during the 2nd quarter. Raymond James Financial Inc. now owns 1,138,294 shares of the company's stock worth $303,173,000 after buying an additional 635,220 shares during the last quarter. Finally, SG Americas Securities LLC raised its position in shares of Hilton Worldwide by 210.8% in the 2nd quarter. SG Americas Securities LLC now owns 202,124 shares of the company's stock worth $53,834,000 after buying an additional 384,535 shares during the period. 95.90% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Hilton Worldwide

In related news, insider Christopher J. Nassetta sold 114,289 shares of Hilton Worldwide stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $317.47, for a total transaction of $36,283,328.83. Following the sale, the insider owned 36,445 shares of the company's stock, valued at $11,570,194.15. The trade was a 75.82% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 2.60% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

HLT has been the subject of a number of research reports. Truist Financial boosted their price target on Hilton Worldwide from $253.00 to $307.00 and gave the company a "hold" rating in a research report on Thursday, February 12th. UBS Group lifted their price objective on Hilton Worldwide from $312.00 to $360.00 and gave the company a "buy" rating in a research note on Monday, February 23rd. Jefferies Financial Group reissued a "buy" rating and set a $339.00 target price on shares of Hilton Worldwide in a research report on Wednesday, February 11th. Rothschild & Co Redburn raised their price target on shares of Hilton Worldwide from $255.00 to $320.00 and gave the company a "neutral" rating in a report on Friday, February 13th. Finally, Morgan Stanley lifted their price target on shares of Hilton Worldwide from $289.00 to $306.00 and gave the company an "overweight" rating in a research report on Friday, January 16th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and nine have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Hilton Worldwide presently has an average rating of "Moderate Buy" and a consensus price target of $326.32.

Hilton Worldwide Stock Performance

Shares of NYSE:HLT opened at $307.50 on Friday. The company has a market cap of $70.51 billion, a P/E ratio of 50.25, a PEG ratio of 2.66 and a beta of 1.10. Hilton Worldwide Holdings Inc. has a one year low of $196.04 and a one year high of $333.86. The business's 50-day simple moving average is $303.77 and its 200 day simple moving average is $282.67.

Hilton Worldwide (NYSE:HLT - Get Free Report) last released its quarterly earnings results on Wednesday, February 11th. The company reported $2.08 earnings per share for the quarter, topping analysts' consensus estimates of $2.02 by $0.06. The firm had revenue of $1.30 billion during the quarter, compared to analysts' expectations of $2.99 billion. Hilton Worldwide had a negative return on equity of 40.24% and a net margin of 12.10%.Hilton Worldwide's quarterly revenue was up 10.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.76 EPS. 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. Analysts predict that Hilton Worldwide Holdings Inc. will post 7.89 earnings per share for the current year.

Hilton Worldwide Dividend Announcement

The company also recently declared 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 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Friday, February 27th. Hilton Worldwide's dividend payout ratio (DPR) is presently 9.80%.

About Hilton Worldwide

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.

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