Wyndham Hotels & Resorts (WH)

• Market cap: $6.45B
• 1 day: -0.93%
• 5 days: 3.53%
• 1 month: -5.76%
• 3 months: -18.32%
• 6 months: -4.10%
• Year to date: -14.53%
• 1 year: 16.04%
• 5 years: 126.20%
• 10 years: 38.93%
• Sector: Consumer Discretionary
• Industry: Lodging

About: As of Dec. 31, 2024, Wyndham Hotels & Resorts operates 903,000 rooms across more than 20 brands predominantly in the economy and midscale segments. Super 8 is the largest brand, representing around 18% of all rooms, with Days Inn (13%) and Ramada (14%) the next two largest brands. During the past several years, the company has expanded its extended stay/lifestyle brands, which appeal to travelers seeking to experience the local culture of a given location. The company closed its La Quinta acquisition in the second quarter of 2018, adding around 90,000 rooms at the time the deal closed. Wyndham launched a new extended stay economy scale segment concept, ECHO, in the spring of 2022. The United States represents 56% of total rooms.

Employees: 2,200

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

77% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $7.15M

33% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]

33% more capital invested

Capital invested by funds: $5.83B [Q3] → $7.73B (+$1.9B) [Q4]

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

4.1% more ownership

Funds ownership: 94.45% [Q3] → 98.55% (+4.1%) [Q4]

3% more funds holding

Funds holding: 401 [Q3] → 412 (+11) [Q4]

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 149

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $94 10% upside
• Avg. target: $111 30% upside
• High target: $121 42% upside

10 analyst ratings

• positive: 9 90%
• neutral: 1 10%
• negative: 0 0%

Barclays Brandt Montour 40% 1-year accuracy 35 / 87 met price target	17% upside $100	Overweight Maintained	22 Apr 2025
Morgan Stanley Stephen Gengaro 41% 1-year accuracy 43 / 106 met price target	10% upside $94	Overweight Maintained	22 Apr 2025
Goldman Sachs Lizzie Dove 43% 1-year accuracy 13 / 30 met price target	27% upside $108	Buy Maintained	14 Apr 2025
Jefferies David Katz 25% 1-year accuracy 7 / 28 met price target	29% upside $110	Buy Maintained	9 Apr 2025
Redburn Atlantic Alex Brignail 0% 1-year accuracy 0 / 1 met price target	35% upside $115	Buy Upgraded	24 Mar 2025