Envestnet Asset Management Inc. Has $15.68 Million Holdings in Hyatt Hotels Corporation $H

Envestnet Asset Management Inc. boosted its holdings in Hyatt Hotels Corporation (NYSE:H) by 11.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 110,449 shares of the company’s stock after purchasing an additional 10,929 shares during the quarter. Envestnet Asset Management Inc. owned about 0.12% of Hyatt Hotels worth $15,676,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the stock. Principal Financial Group Inc. grew its position in Hyatt Hotels by 21.8% in the 3rd quarter. Principal Financial Group Inc. now owns 4,715,085 shares of the company’s stock valued at $669,221,000 after acquiring an additional 843,121 shares during the last quarter. Veritas Asset Management LLP purchased a new stake in shares of Hyatt Hotels during the third quarter valued at $29,067,000. Davidson Investment Advisors bought a new position in shares of Hyatt Hotels in the third quarter worth about $9,990,000. Malaga Cove Capital LLC grew its stake in Hyatt Hotels by 39.7% in the second quarter. Malaga Cove Capital LLC now owns 9,990 shares of the company’s stock worth $1,395,000 after purchasing an additional 2,840 shares in the last quarter. Finally, Exchange Traded Concepts LLC increased its position in Hyatt Hotels by 86.2% during the 3rd quarter. Exchange Traded Concepts LLC now owns 32,358 shares of the company’s stock valued at $4,593,000 after purchasing an additional 14,981 shares during the period. Institutional investors and hedge funds own 73.54% of the company’s stock.

Key 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 Price Performance

H stock opened at $165.32 on Monday. Hyatt Hotels Corporation has a 1 year low of $102.43 and a 1 year high of $180.53. The firm has a market cap of $15.70 billion, a P/E ratio of -295.21, a PEG ratio of 2.08 and a beta of 1.27. The stock’s 50 day moving average price is $163.18 and its 200 day moving average price is $152.13. The company has a debt-to-equity ratio of 1.47, a quick ratio of 0.68 and a current ratio of 0.69.

Hyatt Hotels (NYSE:H) last released 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 firm had revenue of $1.79 billion during the quarter, compared to the consensus estimate of $1.78 billion. During the same period in the previous year, the firm earned $0.42 earnings per share. On average, sell-side analysts expect that Hyatt Hotels Corporation will post 3.05 earnings per share for the current fiscal year.

Hyatt Hotels Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Monday, March 2nd will be paid a dividend of $0.15 per share. The ex-dividend date is Monday, March 2nd. This represents a $0.60 annualized dividend and a yield of 0.4%. Hyatt Hotels’s dividend payout ratio is -107.14%.

Insiders Place Their Bets

In other Hyatt Hotels news, insider David Udell sold 4,300 shares of the company’s stock in a transaction dated 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 transaction, the insider owned 13,746 shares in the company, valued at approximately $2,281,836. This represents a 23.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Javier Aguila sold 9,548 shares of the stock in a transaction that occurred on 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 owned 2,684 shares of the company’s stock, valued at $445,195.08. This trade represents a 78.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 23.70% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. Wells Fargo & Company boosted their target price 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. Sanford C. Bernstein reiterated an “outperform” rating and issued a $188.00 target price on shares of Hyatt Hotels in a research report on Friday, January 2nd. Mizuho upped their price objective on shares of Hyatt Hotels from $203.00 to $223.00 and gave the company an “outperform” rating in a research note on Tuesday, January 13th. Wall Street Zen raised shares of Hyatt Hotels from a “sell” rating to a “hold” rating in a research note on Saturday. Finally, JPMorgan Chase & Co. upped their price target on Hyatt Hotels from $178.00 to $179.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Hyatt Hotels has a consensus rating of “Moderate Buy” and an average price target of $173.31.

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.