Wyndham Hotels & Resorts (WH)

• Market cap: $6.73B
• 1 day: -0.40%
• 5 days: 3.71%
• 1 month: 3.71%
• 3 months: -20.01%
• 6 months: -9.57%
• Year to date: -12.38%
• 1 year: 23.47%
• 5 years: 116.06%
• 10 years: 42.41%
• 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

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

• Low target: $94 8% upside
• Avg. target: $106 22% upside
• High target: $119 36% upside

9 analyst ratings

• positive: 8 89%
• neutral: 1 11%
• negative: 0 0%

Baird Michael Bellisario 43% 1-year accuracy 6 / 14 met price target	13% upside $99	Outperform Maintained	6 May 2025
Stifel Simon Yarmak 34% 1-year accuracy 16 / 47 met price target	18% upside $103	Buy Maintained	1 May 2025
Barclays Brandt Montour 56% 1-year accuracy 49 / 87 met price target	14% upside $100	Overweight Maintained	22 Apr 2025
Morgan Stanley Stephen Gengaro 49% 1-year accuracy 52 / 107 met price target	8% upside $94	Overweight Maintained	22 Apr 2025
Goldman Sachs Lizzie Dove 48% 1-year accuracy 16 / 33 met price target	24% upside $108	Buy Maintained	14 Apr 2025