Allspring Global Investments Holdings LLC boosted its stake in Hyatt Hotels Corporation (NYSE:H – Free Report) by 14.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 248,131 shares of the company’s stock after acquiring an additional 32,048 shares during the quarter. Allspring Global Investments Holdings LLC owned 0.26% of Hyatt Hotels worth $41,083,000 as of its most recent SEC filing.
Other large investors have also recently added to or reduced their stakes in the company. Johnson Financial Group Inc. lifted its holdings in shares of Hyatt Hotels by 450.0% in the third quarter. Johnson Financial Group Inc. now owns 176 shares of the company’s stock valued at $25,000 after purchasing an additional 144 shares in the last quarter. EverSource Wealth Advisors LLC grew its holdings in shares of Hyatt Hotels by 98.2% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the company’s stock worth $31,000 after buying an additional 107 shares in the last quarter. Quent Capital LLC acquired a new stake in Hyatt Hotels in the 3rd quarter valued at approximately $34,000. Measured Wealth Private Client Group LLC bought a new stake in Hyatt Hotels in the 3rd quarter valued at approximately $34,000. Finally, Smartleaf Asset Management LLC boosted its position in Hyatt Hotels by 66.1% during the 3rd quarter. Smartleaf Asset Management LLC now owns 274 shares of the company’s stock worth $40,000 after acquiring an additional 109 shares during the last quarter. Institutional investors own 73.54% of the company’s stock.
Key Stories Impacting Hyatt Hotels
Here are the key news stories impacting Hyatt Hotels this week:
- Positive Sentiment: Hyatt opened Hyatt Regency Niagara Falls Fallsview, its first Hyatt in the Niagara Falls area, adding rooms and World of Hyatt reach in a major tourist market. Hyatt Regency Niagara Falls Fallsview Opens
- Positive Sentiment: Brand expansion continues: Hyatt is bringing The Standard to Austin and launched a new Caption by Hyatt property in Chattanooga — both moves broaden its branded portfolio and market segmentation. Hyatt brings The Standard hotel brand to Austin, Texas New Caption by Hyatt branded hotel launches in Chattanooga, US
- Positive Sentiment: World of Hyatt loyalty growth: Bahia Principe joined World of Hyatt, which can boost bookings and customer lifetime value across resort-heavy geographies. Bahia Principe joins World of Hyatt
- Positive Sentiment: Institutional buying and reduced short pressure: Large funds (e.g., Veritas, Wellington) materially added positions in Q4 2025 and reported short interest fell to ~21.2% of the float — both reduce downside momentum and can support the stock if fundamentals hold. Hyatt Hotels Corporation Stock Short Interest Falls to 21.19%
- Neutral Sentiment: Upcoming catalyst: Hyatt will report Q1 2026 results before the open on April 30 with an investor call — this is the nearest event likely to move the shares based on revenue, margin and guidance. Hyatt Announces Timing of First Quarter 2026 Earnings Release and Investor Conference Call
- Neutral Sentiment: Macro / sector backdrop and analyst views are mixed — MarketBeat commentary highlights macro risks (oil, jobs data) that can pressure travel stocks; analyst price targets for H remain dispersed, adding uncertainty to near-term direction. Market commentary (week in review)
- Negative Sentiment: Governance and local PR headwinds: Quiver reports substantial insider selling (multiple execs sold shares in past 6 months) and local coverage shows mass layoffs and a year-long closure at the South Congress Hotel after Hyatt’s takeover — these raise governance/perception risks and may weigh on sentiment near-term. Quiver Quantitative insider & institutional data South Congress Hotel to close for a year, all staff laid off
Hyatt Hotels Stock Performance
Hyatt Hotels (NYSE:H – Get Free Report) 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 5.53%. The company 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. As a group, equities analysts predict that Hyatt Hotels Corporation will post 3.05 EPS for the current year.
Hyatt Hotels Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Thursday, March 12th. Stockholders of record on Monday, March 2nd were 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 was Monday, March 2nd. Hyatt Hotels’s payout ratio is currently -107.14%.
Analyst Ratings Changes
A number of research firms have recently issued reports on H. JPMorgan Chase & Co. lifted their price objective on shares of Hyatt Hotels from $178.00 to $179.00 and gave the company an “overweight” rating in a report on Tuesday, February 3rd. Truist Financial raised their target price on shares of Hyatt Hotels from $168.00 to $181.00 and gave the company a “buy” rating in a research report on Thursday, March 26th. Stifel Nicolaus lifted their price target on shares of Hyatt Hotels from $158.00 to $164.00 and gave the company a “hold” rating in a research note on Wednesday, December 31st. Citigroup increased their price objective on shares of Hyatt Hotels from $167.00 to $195.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Finally, Wells Fargo & Company raised their price objective on Hyatt Hotels from $167.00 to $171.00 and gave the company an “equal weight” rating in a report on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $176.67.
Read Our Latest Analysis on Hyatt Hotels
Insider Buying and Selling at Hyatt Hotels
In related news, insider Kinsey Wolf sold 400 shares of the business’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $147.28, for a total transaction of $58,912.00. Following the transaction, the insider directly owned 545 shares of the company’s stock, valued at approximately $80,267.60. The trade was a 42.33% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 23.70% of the company’s stock.
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.
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