Hilton Worldwide (NYSE:HLT) Issues FY 2026 Earnings Guidance

Hilton Worldwide (NYSE:HLT) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 8.490-8.610 for the period, compared to the consensus EPS estimate of 9.160. The company issued revenue guidance of -. Hilton Worldwide also updated its Q1 2026 guidance to 1.910-1.970 EPS.

Hilton Worldwide Price Performance

HLT stock opened at $321.37 on Friday. The firm has a fifty day moving average price of $295.28 and a two-hundred day moving average price of $277.90. Hilton Worldwide has a 1-year low of $196.04 and a 1-year high of $333.86. The firm has a market cap of $74.70 billion, a price-to-earnings ratio of 52.51, a PEG ratio of 2.90 and a beta of 1.13.

Hilton Worldwide (NYSE:HLT) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $2.08 earnings per share for the quarter, beating analysts’ consensus estimates of $2.02 by $0.06. The business had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $2.99 billion. Hilton Worldwide had a net margin of 12.10% and a negative return on equity of 41.88%. The company’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. As a group, analysts expect that Hilton Worldwide will post 7.89 EPS for the current fiscal year.

Hilton Worldwide Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, February 27th will be given a $0.15 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $0.60 annualized dividend and a yield of 0.2%. Hilton Worldwide’s dividend payout ratio (DPR) is currently 8.68%.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. Evercore ISI upped their price target on shares of Hilton Worldwide from $325.00 to $335.00 in a research report on Thursday. HSBC boosted their target price on shares of Hilton Worldwide from $307.00 to $319.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Argus lifted their price objective on shares of Hilton Worldwide from $350.00 to $380.00 and gave the company a “buy” rating in a research note on Thursday. Wells Fargo & Company upped their target price on Hilton Worldwide from $338.00 to $373.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, The Goldman Sachs Group increased their price objective on Hilton Worldwide from $317.00 to $330.00 in a research report on Tuesday, February 3rd. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $319.67.

Key Stories Impacting Hilton Worldwide

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

• Positive Sentiment: Q4 EPS beat and margin strength — Hilton reported quarterly EPS above Street expectations and delivered improving EBITDA and RevPAR in key segments, supporting the stock after the print. Q4 Earnings Highlights
• Positive Sentiment: Record capital returns and continued buybacks/dividend support — management highlighted strong capital-return activity that underpins shareholder value. Capital Returns Article
• Positive Sentiment: Multiple analyst price-target upgrades — several banks raised targets (Argus, JPMorgan, Barclays, Wells Fargo, Evercore) and some maintained buy/overweight stances, signaling continued analyst confidence. Argus/MS Links JPMorgan
• Positive Sentiment: Development pipeline and unit-growth guidance — management targets ~6%–7% net unit growth and a global pipeline expansion that supports medium-term revenue/fee growth. Pipeline Article
• Neutral Sentiment: Quarterly dividend declared ($0.15) — modest yield (≈0.2%) provides income but is not a major catalyst. (Company announcement)
• Neutral Sentiment: Some analysts stayed conservative — Truist and Mizuho maintained hold/neutral views despite target adjustments, reflecting mixed views on near-term demand. Analyst Notes
• Negative Sentiment: Softer 2026 room‑revenue/RevPAR outlook — management warned that room‑revenue growth will be below some expectations and cited softness in budget travel and U.S. occupancy trends, which pressures near-term upside. Guidance/Outlook Article
• Negative Sentiment: Pershing Square exit — Bill Ackman’s Pershing Square sold its Hilton position, a notable institutional departure that can weigh on sentiment. Pershing Square/Reuters
• Negative Sentiment: U.S. occupancy and budget-brand headwinds — commentary and coverage noted weaker U.S. occupancy and affordability pressure on value brands, a drag on revenue mix. Occupancy Article

Institutional Trading of Hilton Worldwide

Hedge funds and other institutional investors have recently made changes to their positions in the business. Van ECK Associates Corp bought a new stake in shares of Hilton Worldwide during the third quarter worth approximately $60,000. Geneos Wealth Management Inc. grew its holdings in shares of Hilton Worldwide by 182.2% during the first quarter. Geneos Wealth Management Inc. now owns 333 shares of the company’s stock worth $76,000 after buying an additional 215 shares in the last quarter. GW&K Investment Management LLC grew its position in Hilton Worldwide by 43.2% in the fourth quarter. GW&K Investment Management LLC now owns 557 shares of the company’s stock valued at $160,000 after purchasing an additional 168 shares in the last quarter. Quarry LP boosted its holdings in shares of Hilton Worldwide by 111.5% in the 3rd quarter. Quarry LP now owns 624 shares of the company’s stock valued at $162,000 after buying an additional 329 shares during the last quarter. Finally, MUFG Securities EMEA plc bought a new stake in Hilton Worldwide in the second quarter valued at approximately $187,000. 95.90% of the stock is currently owned by institutional investors and hedge funds.

Hilton Worldwide Company Profile

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.