Cibc World Market Inc. Buys New Holdings in Hyatt Hotels Corporation $H

Cibc World Market Inc. purchased a new position in shares of Hyatt Hotels Corporation (NYSE:H) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 35,608 shares of the company’s stock, valued at approximately $5,054,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. New England Research & Management Inc. grew its stake in shares of Hyatt Hotels by 0.3% during 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 in the last quarter. Atria Investments Inc boosted its position in shares of Hyatt Hotels by 4.1% during the 2nd quarter. Atria Investments Inc now owns 2,063 shares of the company’s stock worth $288,000 after acquiring an additional 81 shares in the last quarter. CW Advisors LLC increased its holdings in shares of Hyatt Hotels by 4.1% in the 2nd quarter. CW Advisors LLC now owns 2,362 shares of the company’s stock valued at $330,000 after acquiring an additional 93 shares during the last quarter. MAI Capital Management increased its holdings in shares of Hyatt Hotels by 53.4% in the 2nd quarter. MAI Capital Management now owns 270 shares of the company’s stock valued at $38,000 after acquiring an additional 94 shares during the last quarter. Finally, State Board of Administration of Florida Retirement System raised its position in shares of Hyatt Hotels by 0.3% during the 2nd quarter. State Board of Administration of Florida Retirement System now owns 39,914 shares of the company’s stock worth $5,574,000 after acquiring an additional 100 shares in the last quarter. 73.54% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have commented on the stock. Wells Fargo & Company increased their price target on shares of Hyatt Hotels from $167.00 to $171.00 and gave the company an “equal weight” rating in a research note on Friday. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $188.00 target price on shares of Hyatt Hotels in a research report on Friday, January 2nd. Wall Street Zen upgraded shares of Hyatt Hotels from a “sell” rating to a “hold” rating in a research note on Saturday. Evercore reiterated an “in-line” rating and set a $175.00 target price (up previously from $170.00) on shares of Hyatt Hotels in a research report on Thursday, January 22nd. Finally, JPMorgan Chase & Co. upped their target price on Hyatt Hotels from $178.00 to $179.00 and gave the company an “overweight” rating in a research report on Tuesday, February 3rd. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $173.31.

Hyatt Hotels Trading Down 2.2%

NYSE H opened at $165.32 on Friday. The firm’s fifty day moving average is $163.18 and its two-hundred day moving average is $152.08. Hyatt Hotels Corporation has a one year low of $102.43 and a one year high of $180.53. The company has a debt-to-equity ratio of 1.47, a quick ratio of 0.68 and a current ratio of 0.69. The firm has a market cap of $15.70 billion, a PE ratio of -295.21, a P/E/G ratio of 2.08 and a beta of 1.27.

Hyatt Hotels (NYSE:H) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.29 by $1.04. The firm had revenue of $1.79 billion for the quarter, compared to analyst estimates of $1.78 billion. Hyatt Hotels had a positive return on equity of 5.47% and a negative net margin of 0.73%.During the same quarter last year, the company posted $0.42 earnings per share. Analysts expect that Hyatt Hotels Corporation will post 3.05 earnings per share for the current year.

Hyatt Hotels Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Monday, March 2nd will be paid a dividend of $0.15 per share. 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 -107.14%.

Hyatt Hotels News Summary

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

Insider Buying and Selling at Hyatt Hotels

In related news, insider Javier Aguila sold 9,548 shares of the stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $165.87, for a total transaction of $1,583,726.76. Following the completion of the transaction, the insider directly owned 2,684 shares of the company’s stock, valued at $445,195.08. This represents a 78.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, 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 sale, the insider directly owned 13,746 shares in the company, valued at $2,281,836. This represents a 23.83% decrease in their position. The SEC filing for this sale provides additional information. 23.70% of the stock is owned by company insiders.

About Hyatt Hotels

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.