Zacks Research Has Weak Outlook for Hyatt Hotels Q2 Earnings

Key Points

• Zacks Research cut its Q2 2026 EPS estimate for Hyatt from $1.08 to $0.94, signaling a weaker near‑term earnings outlook and providing updated FY2027–FY2028 EPS projections.
• Despite the Zacks downgrade, several major firms (Morgan Stanley, Mizuho, Citigroup, etc.) have raised price targets and the stock maintains a consensus rating of Moderate Buy with a $176.40 target.
• Hyatt recently beat quarterly EPS expectations ($1.33 vs. $0.29), declared a $0.15 quarterly dividend, and its shares were down about 2.3% with a market cap near $14.95 billion.

Hyatt Hotels Corporation (NYSE:H - Free Report) - Analysts at Zacks Research dropped their Q2 2026 earnings per share (EPS) estimates for shares of Hyatt Hotels in a research note issued to investors on Thursday, March 5th. Zacks Research analyst Team now expects that the company will earn $0.94 per share for the quarter, down from their previous forecast of $1.08. The consensus estimate for Hyatt Hotels' current full-year earnings is $3.05 per share. Zacks Research also issued estimates for Hyatt Hotels' Q1 2027 earnings at $1.04 EPS, Q2 2027 earnings at $1.31 EPS, Q3 2027 earnings at $1.16 EPS, Q4 2027 earnings at $0.72 EPS, FY2027 earnings at $4.23 EPS and FY2028 earnings at $5.72 EPS.

Several other equities analysts have also recently weighed in on the company. Morgan Stanley raised their price target on Hyatt Hotels from $168.00 to $194.00 and gave the company an "overweight" rating in a report on Friday, January 16th. Mizuho increased their price target on Hyatt Hotels from $203.00 to $223.00 and gave the company an "outperform" rating in a report on Tuesday, January 13th. Wells Fargo & Company lifted their price objective on shares of Hyatt Hotels from $167.00 to $171.00 and gave the stock an "equal weight" rating in a research note on Friday, February 13th. Stifel Nicolaus lifted their price target on shares of Hyatt Hotels from $158.00 to $164.00 and gave the stock a "hold" rating in a research note on Wednesday, December 31st. Finally, Citigroup upped their price target on shares of Hyatt Hotels from $167.00 to $195.00 and gave the stock a "buy" rating in a report on Wednesday, February 18th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $176.40.

Hyatt Hotels Stock Down 2.3%

Shares of H stock opened at $158.23 on Friday. The stock has a market cap of $14.95 billion, a P/E ratio of -282.55, a PEG ratio of 1.89 and a beta of 1.22. The company's fifty day simple moving average is $164.12 and its two-hundred day simple moving average is $154.48. The company has a quick ratio of 0.75, a current ratio of 0.75 and a debt-to-equity ratio of 1.17. Hyatt Hotels has a 52 week low of $102.43 and a 52 week high of $180.53.

Hyatt Hotels (NYSE:H - Get Free Report) last released its quarterly earnings data on Thursday, February 12th. The company reported $1.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.29 by $1.04. Hyatt Hotels had a negative net margin of 0.73% and a positive return on equity of 5.53%. The firm had revenue of $1.79 billion for the quarter, compared to analysts' expectations of $1.78 billion. During the same quarter last year, the business posted $0.42 earnings per share.

Institutional Trading of Hyatt Hotels

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Goldman Sachs Group Inc. increased its holdings in Hyatt Hotels by 7.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 426,359 shares of the company's stock worth $52,229,000 after buying an additional 29,976 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Hyatt Hotels by 8.5% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 143,311 shares of the company's stock worth $17,556,000 after acquiring an additional 11,252 shares during the period. Teacher Retirement System of Texas lifted its position in Hyatt Hotels by 2.9% during the second quarter. Teacher Retirement System of Texas now owns 6,385 shares of the company's stock valued at $892,000 after purchasing an additional 178 shares during the period. Hantz Financial Services Inc. lifted its holdings in shares of Hyatt Hotels by 18,500.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 372 shares of the company's stock valued at $52,000 after buying an additional 370 shares during the period. Finally, Atria Investments Inc boosted its stake in shares of Hyatt Hotels by 4.1% in the second quarter. Atria Investments Inc now owns 2,063 shares of the company's stock worth $288,000 after buying an additional 81 shares during the last quarter. Institutional investors and hedge funds own 73.54% of the company's stock.

Insider Activity at Hyatt Hotels

In related news, insider Javier Aguila sold 9,548 shares of the business's stock in a transaction on 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 $445,195.08. The trade was a 78.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 23.70% of the company's stock.

Hyatt Hotels Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Monday, March 2nd will be issued a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date is Monday, March 2nd. Hyatt Hotels's dividend payout ratio (DPR) is currently -107.14%.

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.

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