Playa Hotels & ResortsPLYA
About: Playa Hotels & Resorts NV acts as an owner, operator, and developer of all-inclusive resorts in prime beachfront locations in popular vacation destinations in Mexico and the Caribbean. The company's segments are Yucatan Peninsula, Pacific Coast, Dominican Republic, and Jamaica. It generates a majority of its revenue from the Yucatan Peninsula segment. Its brand profile consists of HYATT ZIVA, HYATT ZILARA, Hilton, JEWEL RESORTS, and others.
Employees: 14,100
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
9.0% less ownership
Funds ownership: 82.75% [Q2] → 73.75% (-9.0%) [Q3]
12% less funds holding
Funds holding: 146 [Q2] → 129 (-17) [Q3]
20% less capital invested
Capital invested by funds: $925M [Q2] → $741M (-$184M) [Q3]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q2] → 4 (-1) [Q3]
35% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 52
57% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 30
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Truist Securities Patrick Scholes 71% 1-year accuracy 24 / 34 met price target | 27%upside $13 | Buy Maintained | 4 Dec 2024 |
Oppenheimer Tyler Batory 72% 1-year accuracy 21 / 29 met price target | 17%upside $12 | Outperform Maintained | 11 Nov 2024 |
Financial journalist opinion
Based on 3 articles about PLYA published over the past 30 days
