Vanguard Group Inc. Lowers Position in Hyatt Hotels Corporation $H

Key Points

• Vanguard Group trimmed its stake in Hyatt by 1.7% in Q4 to 3,774,388 shares (about 3.97% ownership), selling 66,482 shares and leaving its holding valued at roughly $605.1 million.
• Hyatt beat Q1 expectations (EPS $0.63 vs. $0.57; revenue $1.75B) with comparable system-wide RevPAR up 5.4%, raised its outlook and accelerated buybacks, but still reported a negative net margin and declared a modest $0.15 quarterly dividend (~0.4% yield).
• Insiders sold roughly 214,234 shares (~$35.9M) over the past 90 days, while analysts have increased price targets and the stock carries a consensus Moderate Buy with an average target of $183.93.

Vanguard Group Inc. lessened its stake in Hyatt Hotels Corporation (NYSE:H - Free Report) by 1.7% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,774,388 shares of the company's stock after selling 66,482 shares during the quarter. Vanguard Group Inc. owned approximately 3.97% of Hyatt Hotels worth $605,110,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Allspring Global Investments Holdings LLC lifted its holdings in shares of Hyatt Hotels by 14.8% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 248,131 shares of the company's stock worth $41,083,000 after buying an additional 32,048 shares in the last quarter. Principal Financial Group Inc. raised its stake in Hyatt Hotels by 21.8% during the third quarter. Principal Financial Group Inc. now owns 4,715,085 shares of the company's stock valued at $669,221,000 after purchasing an additional 843,121 shares in the last quarter. Veritas Asset Management LLP purchased a new stake in Hyatt Hotels during the third quarter valued at $29,067,000. JPMorgan Chase & Co. raised its stake in Hyatt Hotels by 17.6% during the third quarter. JPMorgan Chase & Co. now owns 147,333 shares of the company's stock valued at $20,911,000 after purchasing an additional 22,071 shares in the last quarter. Finally, Assetmark Inc. raised its stake in Hyatt Hotels by 4.4% during the third quarter. Assetmark Inc. now owns 80,300 shares of the company's stock valued at $11,397,000 after purchasing an additional 3,387 shares in the last quarter. Hedge funds and other institutional investors own 73.54% of the company's stock.

Hyatt Hotels Trading Down 0.1%

NYSE H opened at $163.56 on Monday. The company's 50-day moving average price is $155.27 and its 200-day moving average price is $157.44. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 1.03. The stock has a market cap of $15.45 billion, a PE ratio of -467.32, a PEG ratio of 1.95 and a beta of 1.33. Hyatt Hotels Corporation has a 12 month low of $120.36 and a 12 month high of $180.53.

Hyatt Hotels (NYSE:H - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The company reported $0.63 EPS for the quarter, topping analysts' consensus estimates of $0.57 by $0.06. The firm had revenue of $1.75 billion for the quarter, compared to analysts' expectations of $1.74 billion. Hyatt Hotels had a negative net margin of 0.48% and a positive return on equity of 6.01%. During the same period in the prior year, the business posted $0.46 earnings per share. Equities research analysts forecast that Hyatt Hotels Corporation will post 3.13 earnings per share for the current year.

Hyatt Hotels Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Friday, May 29th will be issued a $0.15 dividend. The ex-dividend date is Friday, May 29th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.4%. Hyatt Hotels's dividend payout ratio is presently -171.43%.

Insider Transactions at Hyatt Hotels

In other news, insider Kinsey Wolf sold 400 shares of the company's stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $147.28, for a total value of $58,912.00. Following the transaction, the insider directly owned 545 shares in the company, valued at approximately $80,267.60. This represents a 42.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Jnp 2010-Pg Trust sold 213,434 shares of the company's stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $167.75, for a total transaction of $35,803,553.50. Following the completion of the transaction, the insider owned 213,434 shares in the company, valued at approximately $35,803,553.50. The trade was a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 214,234 shares of company stock worth $35,920,202. Company insiders own 23.60% of the company's stock.

Key Hyatt Hotels News

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

• Positive Sentiment: Q1 results beat expectations: Hyatt reported $0.63 EPS vs. $0.57 consensus and revenue of $1.75B vs. $1.73B; comparable system-wide RevPAR rose 5.4% and the company raised its 2026 outlook while accelerating buybacks — a clear earnings-driven positive for valuation and cash-return expectations. Hyatt Reports First Quarter 2026 Results
• Positive Sentiment: Analyst upgrade: Barclays raised its price target to $200 and reiterated an “overweight” rating, implying meaningful upside from current levels — institutional analyst support that can underpin the stock. Benzinga
• Positive Sentiment: Luxury segment strength: Continued demand for luxury travel helped drive better-than-expected top-line performance and RevPAR gains, reinforcing Hyatt’s premium positioning. Luxury Travel Fuels Hyatt's Strong First Quarter
• Neutral Sentiment: Strategic shift to midscale: Management says luxury remains solid but is expanding emphasis on midscale brands — a potential long-term growth avenue that may take time to translate into higher margins or investor returns. Hyatt’s Luxury Business Is Holding Firm. Now It’s Betting on Midscale.
• Neutral Sentiment: Dividend: Hyatt declared a $0.15 quarterly dividend (ex-dividend May 29, payment June 11). Yield is modest (~0.4%), so the move is supportive but unlikely to materially change valuation.
• Negative Sentiment: Profitability & distribution headwinds: Despite beats, Hyatt still reported a negative net margin (~-0.7%) and commentary referenced distribution headwinds that could pressure margins or near-term profitability expectations. Some investors may focus on those issues rather than top-line beats. Hyatt's Q1 Earnings Beat Estimates on Higher Fees, RevPAR Gains

Analyst Ratings Changes

A number of equities research analysts recently issued reports on H shares. Morgan Stanley upped their price target on shares of Hyatt Hotels from $185.00 to $195.00 and gave the company an "overweight" rating in a research note on Friday, April 10th. JPMorgan Chase & Co. upped their price target on shares of Hyatt Hotels from $178.00 to $179.00 and gave the company an "overweight" rating in a research note on Tuesday, February 3rd. Barclays upped their price target on shares of Hyatt Hotels from $197.00 to $200.00 and gave the company an "overweight" rating in a research note on Friday. Mizuho upped their price target on shares of Hyatt Hotels from $203.00 to $223.00 and gave the company an "outperform" rating in a research note on Tuesday, January 13th. Finally, The Goldman Sachs Group started coverage on shares of Hyatt Hotels in a research note on Wednesday, January 14th. They set a "buy" rating and a $198.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $183.93.

About Hyatt Hotels

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.

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