Hyatt Hotels (NYSE:H) Reaches New 1-Year High Following Strong Earnings

Hyatt Hotels Corporation (NYSE:H)’s stock price reached a new 52-week high during trading on Thursday following a better than expected earnings announcement. The company traded as high as $178.63 and last traded at $177.4880, with a volume of 186313 shares trading hands. The stock had previously closed at $168.63.

The company reported $1.33 earnings per share for the quarter, beating the consensus estimate of $0.29 by $1.04. Hyatt Hotels had a positive return on equity of 5.47% and a negative net margin of 0.73%.The firm had revenue of $1.79 billion for the quarter, compared to analysts’ expectations of $1.78 billion. During the same period in the prior year, the firm earned $0.42 EPS.

Hyatt Hotels Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Monday, March 2nd will be paid a $0.15 dividend. This represents a $0.60 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Monday, March 2nd. Hyatt Hotels’s dividend payout ratio is -64.52%.

Hyatt Hotels News Roundup

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

Wall Street Analyst Weigh In

Several research firms have weighed in on H. Wells Fargo & Company increased their price target on shares of Hyatt Hotels from $167.00 to $171.00 and gave the stock an “equal weight” rating in a research report on Friday. Barclays boosted their price target on Hyatt Hotels from $198.00 to $200.00 and gave the company an “overweight” rating in a report on Friday. The Goldman Sachs Group assumed coverage on Hyatt Hotels in a research report on Wednesday, January 14th. They issued a “buy” rating and a $198.00 price target for the company. Morgan Stanley lifted their price objective on Hyatt Hotels from $168.00 to $194.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Hyatt Hotels in a research note on Monday, December 29th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $173.31.

Insider Activity

In related news, insider Javier Aguila sold 9,548 shares of the business’s stock in a transaction dated 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 sale, the insider directly owned 2,684 shares in the company, valued at approximately $445,195.08. The trade was a 78.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider David Udell sold 4,300 shares of the 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 transaction, the insider directly owned 13,746 shares of the company’s stock, valued at approximately $2,281,836. The trade was a 23.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 23.70% of the company’s stock.

Hedge Funds Weigh In On Hyatt Hotels

A number of large investors have recently made changes to their positions in H. Northwestern Mutual Investment Management Company LLC lifted its stake in 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 purchasing an additional 72 shares during the last quarter. Steward Partners Investment Advisory LLC raised its holdings in shares of Hyatt Hotels by 18.6% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 459 shares of the company’s stock worth $74,000 after buying an additional 72 shares during the period. Allworth Financial LP lifted its stake in shares of Hyatt Hotels by 17.8% during the 3rd quarter. Allworth Financial LP now owns 483 shares of the company’s stock worth $69,000 after acquiring an additional 73 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its position in Hyatt Hotels by 3.5% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,318 shares of the company’s stock valued at $372,000 after acquiring an additional 79 shares during the last quarter. Finally, New England Research & Management Inc. grew its position in Hyatt Hotels by 0.3% in the 3rd quarter. New England Research & Management Inc. now owns 23,351 shares of the company’s stock valued at $3,314,000 after acquiring an additional 80 shares during the last quarter. 73.54% of the stock is owned by hedge funds and other institutional investors.

Hyatt Hotels Stock Performance

The firm has a market cap of $15.70 billion, a PE ratio of -295.21, a price-to-earnings-growth ratio of 2.13 and a beta of 1.27. The business has a 50 day simple moving average of $163.18 and a two-hundred day simple moving average of $152.04. The company has a quick ratio of 0.68, a current ratio of 0.69 and a debt-to-equity ratio of 1.47.

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.