Hyatt Hotels (NYSE:H) Price Target Raised to $164.00 at Stifel Nicolaus

Posted by Amy Steele on Dec 31st, 2025

Hyatt Hotels (NYSE:H – Get Free Report) had its target price hoisted by equities researchers at Stifel Nicolaus from $158.00 to $164.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “hold” rating on the stock. Stifel Nicolaus’ price objective points to a potential upside of 1.96% from the company’s previous close.

H has been the subject of several other research reports. Wells Fargo & Company initiated coverage on shares of Hyatt Hotels in a report on Tuesday, November 18th. They set an “equal weight” rating and a $154.00 price target for the company. Morgan Stanley upgraded Hyatt Hotels from an “equal weight” rating to an “overweight” rating and lifted their price target for the company from $147.00 to $168.00 in a research report on Wednesday, October 22nd. JPMorgan Chase & Co. assumed coverage on shares of Hyatt Hotels in a research note on Monday, November 24th. They set an “overweight” rating and a $178.00 target price for the company. Robert W. Baird increased their price target on Hyatt Hotels from $154.00 to $156.00 and gave the company a “neutral” rating in a research report on Thursday, November 20th. Finally, Barclays upgraded Hyatt Hotels from an “equal weight” rating to an “overweight” rating and boosted their price objective for the stock from $161.00 to $200.00 in a report on Wednesday, December 17th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $161.93.

View Our Latest Research Report on H

Hyatt Hotels Trading Down 1.7%

H traded down $2.73 on Wednesday, reaching $160.84. 498,157 shares of the company’s stock were exchanged, compared to its average volume of 929,103. The company has a market cap of $15.27 billion, a price-to-earnings ratio of -172.95, a PEG ratio of 4.13 and a beta of 1.28. The company has a debt-to-equity ratio of 1.47, a quick ratio of 0.68 and a current ratio of 0.69. Hyatt Hotels has a twelve month low of $102.43 and a twelve month high of $168.10. The company’s 50 day moving average is $155.74 and its 200-day moving average is $147.45.

Hyatt Hotels (NYSE:H – Get Free Report) last released its quarterly earnings results on Thursday, November 6th. The company reported ($0.30) earnings per share for the quarter, missing analysts’ consensus estimates of $0.49 by ($0.79). The firm had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.82 billion. Hyatt Hotels had a negative net margin of 1.27% and a positive return on equity of 3.22%. Hyatt Hotels’s revenue for the quarter was up 9.6% on a year-over-year basis. During the same period in the previous year, the business posted $0.94 earnings per share. Equities analysts predict that Hyatt Hotels will post 3.05 earnings per share for the current year.

Insider Buying and Selling

In other news, insider David Udell sold 4,300 shares of Hyatt Hotels stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $166.00, for a total value of $713,800.00. Following the completion of the transaction, the insider owned 13,746 shares in the company, valued at approximately $2,281,836. The trade was a 23.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Peter Sears sold 12,394 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $155.51, for a total transaction of $1,927,390.94. Following the transaction, the insider owned 5,594 shares in the company, valued at $869,922.94. The trade was a 68.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 33,383 shares of company stock worth $5,321,682 in the last quarter. 23.70% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Hyatt Hotels

A number of hedge funds have recently modified their holdings of the business. Swedbank AB boosted its holdings in shares of Hyatt Hotels by 54.6% in the 1st quarter. Swedbank AB now owns 31,716 shares of the company’s stock valued at $3,885,000 after purchasing an additional 11,207 shares in the last quarter. SCS Capital Management LLC bought a new position in Hyatt Hotels in the first quarter valued at about $407,000. Sovereign Financial Group Inc. acquired a new position in Hyatt Hotels during the second quarter worth about $392,000. Voya Investment Management LLC lifted its holdings in shares of Hyatt Hotels by 6.4% in the first quarter. Voya Investment Management LLC now owns 39,345 shares of the company’s stock worth $4,820,000 after acquiring an additional 2,380 shares during the last quarter. Finally, Nicola Wealth Management LTD. boosted its stake in shares of Hyatt Hotels by 18.9% in the 1st quarter. Nicola Wealth Management LTD. now owns 138,500 shares of the company’s stock valued at $16,966,000 after purchasing an additional 22,000 shares in the last quarter. Institutional investors and hedge funds own 73.54% of the company’s stock.

Key Headlines Impacting Hyatt Hotels

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

Positive Sentiment: Hyatt completed the sale of the Playa Hotels real‑estate portfolio for about $2.0 billion (plus up to $143M earnout), monetizing owned assets and accelerating an asset‑light shift that should improve cash and strategic flexibility. Hyatt Completes $2.0 Billion Sale of Playa’s Owned Real Estate Portfolio to Tortuga
Positive Sentiment: Brand and footprint expansion continued with the opening of a Hyatt Regency in Nha Trang, Vietnam — a modest near‑term revenue contributor but positive for long‑term international growth. Hyatt Regency opens Nha Trang, Vietnam
Neutral Sentiment: Stifel reiterated a Hold rating and $164 price target, noting Hyatt’s strategic progress and asset‑light gains but calling out near‑term headwinds — the view is balanced rather than bullish. Hyatt: Strategic Progress and Asset-Light Gains Offset by Near-Term Headwinds, Supporting Hold Rating
Negative Sentiment: Hyatt cut full‑year guidance after Hurricane Melissa caused damage (notably in Jamaica), saying adjusted EBITDA will be toward the low end of prior guidance — the guidance revision is the primary driver of today’s share weakness. Hyatt Hotels Slashes Forecast on Hurricane Melissa Impact
Negative Sentiment: Insider selling: top executive Javier Aguila sold 9,548 shares (disclosed transactions), which can create perception pressure even though the sale may be personal/liquidity driven. Javier Aguila Sells 9,548 Shares of Hyatt Hotels (NYSE:H) Stock
Negative Sentiment: Hyatt agreed to pay $1.25M to settle Texas claims over alleged hidden fees — a modest financial hit but negative PR/tail risk for customer‑facing fee practices. Hyatt to pay $1.25M in Texas settlement over hidden hotel fees allegations

Hyatt Hotels Company Profile

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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.