Hyatt Hotels (NYSE:H) Rating Increased to Hold at Wall Street Zen

Wall Street Zen upgraded shares of Hyatt Hotels (NYSE:H) from a sell rating to a hold rating in a research note issued to investors on Saturday morning.

H has been the topic of a number of other research reports. Weiss Ratings reissued a “hold (c-)” rating on shares of Hyatt Hotels in a report on Monday, December 29th. Mizuho increased their price target on shares of Hyatt Hotels from $203.00 to $223.00 and gave the stock an “outperform” rating in a report on Tuesday, January 13th. Barclays upped their target price on shares of Hyatt Hotels from $198.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday. Stifel Nicolaus increased their price objective on Hyatt Hotels from $158.00 to $164.00 and gave the stock a “hold” rating in a research report on Wednesday, December 31st. Finally, The Goldman Sachs Group began coverage on Hyatt Hotels in a research note on Wednesday, January 14th. They set a “buy” rating and a $198.00 price objective for the company. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, Hyatt Hotels currently has a consensus rating of “Moderate Buy” and an average price target of $173.31.

Hyatt Hotels Stock Down 2.2%

H opened at $165.32 on Friday. Hyatt Hotels has a 12 month low of $102.43 and a 12 month high of $180.53. The company has a market cap of $15.70 billion, a PE ratio of -295.21, a price-to-earnings-growth ratio of 2.08 and a beta of 1.27. The company has a current ratio of 0.69, a quick ratio of 0.68 and a debt-to-equity ratio of 1.47. The company has a 50 day moving average of $163.18 and a 200 day moving average of $152.08.

Hyatt Hotels (NYSE:H) last issued its earnings results on Thursday, February 12th. The company reported $1.33 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.29 by $1.04. Hyatt Hotels had a negative net margin of 0.73% and a positive return on equity of 5.47%. The business had revenue of $1.79 billion for the quarter, compared to analysts’ expectations of $1.78 billion. During the same quarter in the previous year, the firm posted $0.42 EPS. On average, sell-side analysts expect that Hyatt Hotels will post 3.05 EPS for the current year.

Hyatt Hotels Announces Dividend

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

Insider Activity

In related news, insider David Udell sold 4,300 shares of the firm’s stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $166.00, for a total transaction of $713,800.00. Following the transaction, the insider directly owned 13,746 shares of the company’s stock, valued at approximately $2,281,836. This trade represents a 23.83% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Javier Aguila sold 9,548 shares of the company’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $165.87, for a total value of $1,583,726.76. Following the completion of the sale, the insider directly owned 2,684 shares of the company’s stock, valued at approximately $445,195.08. This represents a 78.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 23.70% of the stock is currently owned by corporate insiders.

Institutional Trading of Hyatt Hotels

Several hedge funds have recently added to or reduced their stakes in the business. Northwestern Mutual Investment Management Company LLC increased its holdings in shares of Hyatt Hotels by 0.8% in the third quarter. Northwestern Mutual Investment Management Company LLC now owns 9,437 shares of the company’s stock worth $1,339,000 after buying an additional 72 shares during the period. Steward Partners Investment Advisory LLC increased its stake in Hyatt Hotels by 18.6% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 459 shares of the company’s stock worth $74,000 after purchasing an additional 72 shares during the period. Allworth Financial LP lifted its position in Hyatt Hotels by 17.8% in the third quarter. Allworth Financial LP now owns 483 shares of the company’s stock valued at $69,000 after purchasing an additional 73 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in Hyatt Hotels by 3.5% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,318 shares of the company’s stock valued at $372,000 after purchasing an additional 79 shares during the last quarter. Finally, New England Research & Management Inc. grew its holdings in shares of Hyatt Hotels by 0.3% in the third quarter. New England Research & Management Inc. now owns 23,351 shares of the company’s stock worth $3,314,000 after purchasing an additional 80 shares during the last quarter. 73.54% of the stock is owned by institutional investors.

More Hyatt Hotels News

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

• Positive Sentiment: Barclays raised its price target to $200 and kept an “overweight” rating — a sizable upside endorsement that could attract buyers. Barclays Raise
• Positive Sentiment: Hyatt beat Q4 EPS estimates ($1.33 vs. $0.29) and reported Luxury/Upper Upscale RevPAR strength, signaling pricing power in higher-margin segments. Q4 Results
• Positive Sentiment: Management announced AI initiatives including a ChatGPT app to boost search/OTA distribution and guest experience — potential long-term cost savings and booking lift. AI/ChatGPT App
• Positive Sentiment: Hyatt declared a quarterly dividend (payable March 12), modest yield but a sign of shareholder returns and cash-flow confidence. Dividend Announcement
• Neutral Sentiment: Wells Fargo nudged its target up to $171 but kept “equal weight” — a modest, less-convincing upgrade compared with Barclays. Wells Fargo Raise
• Neutral Sentiment: New openings and brand expansion (Alila Mayakoba in Riviera Maya, Andaz Heber Valley) support growth in higher-margin resort and lifestyle categories. Alila Mayakoba Opening
• Neutral Sentiment: Operational/tech wins (e.g., Shiji hitting 400th Hyatt install) and renovation projects point to ongoing investment in distribution and guest experience. Shiji Milestone
• Positive Sentiment: Company reiterated a push toward a 90% asset-light model and plans for more hotel sales — that strategy typically improves ROIC and appeals to investors. Asset-Light Strategy
• Negative Sentiment: Despite the EPS beat, revenue came in roughly in line/slightly below estimates and company commentary flagged FY26 RevPAR that disappointed some investors — likely the main driver of the stock decline. RevPAR/Revenue Concerns
• Negative Sentiment: Market articles emphasize mixed takeaways from the call (beat on EPS but questions on near-term leisure/business mix and full-year cadence), increasing short-term uncertainty. Mixed Market Takeaways

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.