Hyatt HotelsH
Market Cap: $14.5B
About: Hyatt is an operator of owned (4% of total rooms) and managed and franchised (96%) properties across around 20 upscale luxury brands, which includes vacation brands (Apple Leisure Group, Hyatt Ziva, and Hyatt Zilara), the recently launched full-service lifestyle brand Hyatt Centric, the soft lifestyle brand Unbound, the wellness brand Miraval, and the midscale extended-stay brand Studios. Hyatt acquired Two Roads Hospitality in 2018 and Apple Leisure Group in 2021. The regional exposure as a percentage of total rooms is 54% Americas, 22% rest of world, and 23% Asia-Pacific.
Employees: 51,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
9% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 136
3% more call options, than puts
Call options by funds: $57.6M | Put options by funds: $55.9M
1% less funds holding
Funds holding: 421 [Q1] → 418 (-3) [Q2]
5% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 61
6.17% less ownership
Funds ownership: 108.42% [Q1] → 102.25% (-6.17%) [Q2]
10% less capital invested
Capital invested by funds: $7.81B [Q1] → $7.01B (-$799M) [Q2]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Barclays Brandt Montour 45% 1-year accuracy 24 / 53 met price target | 5%upside $151 | Equal-Weight Maintained | 4 Sept 2024 |
Bernstein Richard Clarke 20% 1-year accuracy 1 / 5 met price target | 23%upside $178 | Outperform Maintained | 29 Aug 2024 |
Stifel Simon Yarmak 82% 1-year accuracy 23 / 28 met price target | 5%upside $151 | Hold Maintained | 20 Aug 2024 |
Susquehanna Christopher Stathoulopoulos 65% 1-year accuracy 17 / 26 met price target | 4%upside $150 | Neutral Maintained | 14 Aug 2024 |
Truist Securities Patrick Scholes 44% 1-year accuracy 16 / 36 met price target | 13%upside $164 | Buy Maintained | 12 Aug 2024 |
Financial journalist opinion
Based on 12 articles about H published over the past 30 days