Macquarie Infrastructure Increases Hilton Worldwide (NYSE:HLT) Price Target to $320.00

Key Points

• Macquarie Infrastructure raised its price target on Hilton to $320 (from $296) while keeping a "neutral" rating, implying only about a 1.26% upside from the prior close.
• The sell‑side is broadly positive overall: Hilton's average analyst price target is $348.09 with a "Moderate Buy" consensus, and several major firms (including Bank of America, Argus and Evercore) have recently lifted targets.
• Hilton beat Q1 EPS expectations with $2.01 (vs. $1.94 est.) and revenue rose ~9% year‑over‑year, but management issued FY‑2026 EPS guidance of $8.28–$8.40 and Q2 guidance of $2.18–$2.24—below consensus—and CEO Christopher Nassetta sold 114,289 shares.

Hilton Worldwide (NYSE:HLT - Get Free Report) had its price objective boosted by equities research analysts at Macquarie Infrastructure from $296.00 to $320.00 in a research report issued on Wednesday,MarketScreener reports. The firm presently has a "neutral" rating on the stock. Macquarie Infrastructure's price target would indicate a potential upside of 1.26% from the company's previous close.

A number of other analysts have also recently commented on HLT. HSBC lifted their target price on Hilton Worldwide from $307.00 to $319.00 and gave the stock a "buy" rating in a research report on Friday, January 23rd. The Goldman Sachs Group cut their price target on Hilton Worldwide from $357.00 to $354.00 and set a "buy" rating on the stock in a research report on Tuesday, April 21st. Rothschild & Co Redburn boosted their price objective on Hilton Worldwide from $320.00 to $325.00 and gave the company a "neutral" rating in a research note on Wednesday. Argus raised their target price on shares of Hilton Worldwide from $350.00 to $380.00 and gave the stock a "buy" rating in a research report on Thursday, February 12th. Finally, Evercore lifted their target price on shares of Hilton Worldwide from $335.00 to $350.00 in a report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and nine have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $348.09.

Hilton Worldwide Price Performance

Shares of Hilton Worldwide stock traded down $7.35 during trading hours on Wednesday, hitting $316.02. The company had a trading volume of 239,628 shares, compared to its average volume of 1,860,655. The company's 50-day moving average is $311.82 and its two-hundred day moving average is $294.45. The company has a market cap of $72.30 billion, a P/E ratio of 51.64, a price-to-earnings-growth ratio of 2.88 and a beta of 1.11. Hilton Worldwide has a twelve month low of $217.05 and a twelve month high of $344.75.

Hilton Worldwide (NYSE:HLT - Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $2.01 EPS for the quarter, topping the consensus estimate of $1.94 by $0.07. Hilton Worldwide had a net margin of 12.10% and a negative return on equity of 40.24%. The firm had revenue of $1.20 billion for the quarter, compared to analyst estimates of $2.94 billion. During the same period last year, the business earned $1.72 EPS. Hilton Worldwide's revenue for the quarter was up 9.0% compared to the same quarter last year. Hilton Worldwide has set its FY 2026 guidance at 8.280-8.400 EPS and its Q2 2026 guidance at 2.180-2.240 EPS. Sell-side analysts expect that Hilton Worldwide will post 9.08 EPS for the current year.

Insider Activity at Hilton Worldwide

In other news, insider Christopher J. Nassetta sold 114,289 shares of Hilton Worldwide stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $317.47, for a total value 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 2.70% of the company's stock.

Institutional Trading of Hilton Worldwide

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. NewEdge Advisors LLC increased its holdings in Hilton Worldwide by 25.6% in the first quarter. NewEdge Advisors LLC now owns 2,284 shares of the company's stock valued at $520,000 after buying an additional 465 shares in the last quarter. Empowered Funds LLC grew its holdings in shares of Hilton Worldwide by 37.4% in the 1st quarter. Empowered Funds LLC now owns 6,135 shares of the company's stock worth $1,396,000 after acquiring an additional 1,669 shares during the period. Woodline Partners LP increased its stake in Hilton Worldwide by 38.8% in the 1st quarter. Woodline Partners LP now owns 20,327 shares of the company's stock valued at $4,625,000 after purchasing an additional 5,687 shares in the last quarter. Intech Investment Management LLC raised its holdings in Hilton Worldwide by 112.4% during the first quarter. Intech Investment Management LLC now owns 5,478 shares of the company's stock worth $1,247,000 after purchasing an additional 2,899 shares during the last quarter. Finally, Geneos Wealth Management Inc. grew its holdings in Hilton Worldwide by 182.2% in the first quarter. Geneos Wealth Management Inc. now owns 333 shares of the company's stock valued at $76,000 after purchasing an additional 215 shares during the last quarter. Institutional investors and hedge funds own 95.90% of the company's stock.

Hilton Worldwide News Roundup

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

• Positive Sentiment: Q1 adjusted EPS beat expectations and RevPAR growth supported margins; Hilton raised its full‑year room‑revenue growth outlook and highlighted strong travel demand. Hilton Reports First‑Quarter Results; Raises Full Year Outlook
• Positive Sentiment: Bank of America raised its price target on HLT from $324 to $375, signaling further upside from a major sell‑side firm. BoFA Raises Price Target
• Positive Sentiment: CEO commentary that the U.S. is shifting toward a “C‑shaped” recovery (convergence of prior K‑shaped trends) suggests rising activity among lower‑income consumers — supportive for Hilton’s midscale/upper‑midscale brands and volume. Hilton CEO Sees C‑Shaped Economy
• Neutral Sentiment: Hilton declared a quarterly dividend of $0.15 per share (small yield) and set an ex‑dividend/record schedule; modest near‑term shareholder income but immaterial to valuation.
• Neutral Sentiment: The company posted detailed Q1 metrics and the full earnings‑call transcript is available for investors who want line‑by‑line guidance and segment detail. Earnings Call Transcript
• Negative Sentiment: Management set Q2 EPS guidance of $2.18–$2.24 and FY‑2026 EPS of $8.28–$8.40 — both well below consensus — which is the primary reason investors are paring gains. Guidance Details
• Negative Sentiment: Management flagged potential impact from the Middle East conflict as a risk to near‑term travel demand in some markets. Room‑Revenue Forecast & Risk Note
• Negative Sentiment: Some analysts and commentary note Hilton’s premium valuation after recent gains, which raises downside risk if growth or guidance slips. Valuation Concerns

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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