Hilton Worldwide (NYSE:HLT) Posts Earnings Results, Beats Estimates By $0.02 EPS

Hilton Worldwide (NYSE:HLT) issued its earnings results on Tuesday. The company reported $2.29 earnings per share for the quarter, topping analysts’ consensus estimates of $2.27 by $0.02, FiscalAI reports. The business had revenue of $1.38 billion during the quarter, compared to the consensus estimate of $3.32 billion. Hilton Worldwide had a negative return on equity of 36.71% and a net margin of 12.69%.The firm’s revenue for the quarter was up 6.5% on a year-over-year basis. During the same period in the previous year, the company posted $2.20 earnings per share. Hilton Worldwide updated its Q3 2026 guidance to 2.280-2.340 EPS and its FY 2026 guidance to 8.890-9.010 EPS.

Here are the key takeaways from Hilton Worldwide’s conference call:

• Strong second-quarter performance: System-wide RevPAR rose 3.9%, adjusted EBITDA increased 4.6% to $1.054 billion, and adjusted EPS reached $2.29, exceeding expectations. Hilton raised its full-year RevPAR growth outlook to 3.0%-3.5%.
• Hilton reported robust development momentum, with approximately 43,000 rooms signed during the quarter and a record pipeline of 541,000 rooms across more than 130 countries. Management continues to target 6%-7% net unit growth, with conversions expected to represent about 40% of openings.
• Demand trends strengthened, particularly in U.S. business transient and group travel, with small and medium-sized businesses leading midweek growth. Management expects supportive U.S. tax, infrastructure and AI-related investment trends, combined with historically low supply growth, to support further expansion.
• Hilton is reducing loyalty and other program fees and expanding its RISE initiatives to improve owner profitability by an estimated 75-100 basis points for participating hotels. The company is also using technology, AI and direct distribution connections to lower costs and enhance owner returns.
• The Middle East conflict caused Middle East and Africa RevPAR to fall approximately 30% year over year and is expected to weigh on full-year results, while China RevPAR declined 2.2% amid government restrictions on group travel. Significant renovations at three owned or leased hotels are also expected to reduce 2026 EBITDA by roughly $20 million-$25 million.

Hilton Worldwide Stock Performance

Shares of HLT traded up $0.85 on Thursday, hitting $322.57. 696,910 shares of the stock traded hands, compared to its average volume of 1,935,607. The company has a market capitalization of $73.43 billion, a PE ratio of 47.42, a P/E/G ratio of 2.75 and a beta of 1.05. Hilton Worldwide has a one year low of $253.54 and a one year high of $358.00. The business has a 50 day simple moving average of $334.17 and a 200 day simple moving average of $318.89.

Hilton Worldwide Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Friday, August 21st will be issued a dividend of $0.15 per share. The ex-dividend date is Friday, August 21st. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.2%. Hilton Worldwide’s dividend payout ratio is presently 9.16%.

Institutional Trading of Hilton Worldwide

A number of large investors have recently made changes to their positions in HLT. Two Sigma Investments LP boosted its holdings in Hilton Worldwide by 1,222.9% in the third quarter. Two Sigma Investments LP now owns 820,991 shares of the company’s stock worth $212,998,000 after purchasing an additional 758,930 shares during the last quarter. Raymond James Financial Inc. lifted its holdings in Hilton Worldwide by 126.3% in the second quarter. Raymond James Financial Inc. now owns 1,138,294 shares of the company’s stock valued at $303,173,000 after acquiring an additional 635,220 shares during the period. Price T Rowe Associates Inc. MD grew its stake in shares of Hilton Worldwide by 10.3% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,092,347 shares of the company’s stock valued at $1,462,778,000 after purchasing an additional 475,896 shares during the period. Invesco Ltd. boosted its holdings in shares of Hilton Worldwide by 15.8% in the fourth quarter. Invesco Ltd. now owns 2,754,958 shares of the company’s stock worth $791,362,000 after buying an additional 375,993 shares during the last quarter. Finally, Amundi increased its holdings in Hilton Worldwide by 31.9% during the fourth quarter. Amundi now owns 1,286,659 shares of the company’s stock valued at $369,593,000 after buying an additional 311,470 shares during the last quarter. 95.90% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on HLT shares. Argus upped their target price on Hilton Worldwide from $380.00 to $400.00 and gave the stock a “buy” rating in a research report on Monday, June 15th. Rothschild & Co Redburn lifted their price target on Hilton Worldwide from $320.00 to $325.00 and gave the stock a “neutral” rating in a report on Wednesday, April 29th. UBS Group lifted their price objective on shares of Hilton Worldwide from $360.00 to $371.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Wells Fargo & Company upped their price objective on Hilton Worldwide from $379.00 to $382.00 and gave the company an “overweight” rating in a research note on Thursday. Finally, BMO Capital Markets increased their price objective on Hilton Worldwide from $325.00 to $345.00 and gave the company a “market perform” rating in a report on Thursday, April 23rd. Fourteen equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, Hilton Worldwide presently has a consensus rating of “Moderate Buy” and a consensus price target of $353.05.

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.