Heartland Advisors Inc. Takes $7.59 Million Position in Hyatt Hotels Corporation $H

Heartland Advisors Inc. acquired a new position in shares of Hyatt Hotels Corporation (NYSE:H) during the second quarter, Holdings Channel.com reports. The fund acquired 68,866 shares of the company’s stock, valued at approximately $7,594,000.

Other large investors have also added to or reduced their stakes in the company. Wellington Management Group LLP grew its holdings in Hyatt Hotels by 48.0% during the 4th quarter. Wellington Management Group LLP now owns 4,676,116 shares of the company’s stock valued at $749,675,000 after buying an additional 1,516,554 shares in the last quarter. BlackRock Inc. purchased a new stake in shares of Hyatt Hotels in the second quarter worth about $249,931,000. Veritas Asset Management LLP boosted its position in shares of Hyatt Hotels by 827.9% in the fourth quarter. Veritas Asset Management LLP now owns 1,900,417 shares of the company’s stock valued at $304,675,000 after acquiring an additional 1,695,616 shares during the period. Bank of Nova Scotia grew its stake in Hyatt Hotels by 2.8% during the fourth quarter. Bank of Nova Scotia now owns 1,605,243 shares of the company’s stock valued at $257,352,000 after acquiring an additional 43,733 shares in the last quarter. Finally, Bank of America Corp DE increased its holdings in Hyatt Hotels by 15.8% during the 3rd quarter. Bank of America Corp DE now owns 1,421,926 shares of the company’s stock worth $201,814,000 after acquiring an additional 193,530 shares during the period. Institutional investors own 73.54% of the company’s stock.

Wall Street Analysts Forecast Growth

H has been the subject of several analyst reports. Stifel Nicolaus set a $182.00 price target on shares of Hyatt Hotels in a report on Friday, May 29th. Susquehanna upped their price target on shares of Hyatt Hotels from $180.00 to $185.00 and gave the stock a “neutral” rating in a report on Tuesday, August 11th. Truist Financial increased their price objective on Hyatt Hotels from $181.00 to $187.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. Mizuho lifted their price objective on Hyatt Hotels from $219.00 to $221.00 and gave the company an “outperform” rating in a research note on Friday, May 29th. Finally, Morgan Stanley reduced their target price on Hyatt Hotels from $218.00 to $209.00 and set an “overweight” rating for the company in a research report on Tuesday, August 18th. Nine research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $196.64.

Insider Buying and Selling at Hyatt Hotels

In other news, Director Susan D. Kronick sold 1,700 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $179.88, for a total transaction of $305,796.00. Following the transaction, the director directly owned 29,525 shares in the company, valued at approximately $5,310,957. This represents a 5.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Peter Sears sold 10,217 shares of the firm’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $185.66, for a total value of $1,896,888.22. Following the transaction, the insider directly owned 6,374 shares in the company, valued at approximately $1,183,396.84. This represents a 61.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 14,004 shares of company stock worth $2,595,040 over the last 90 days. Corporate insiders own 23.60% of the company’s stock.

Hyatt Hotels News Roundup

Here are the key news stories impacting Hyatt Hotels this week:

• Positive Sentiment: Hyatt appointed Guido Fredrich as vice president of development for luxury and lifestyle properties in Europe, Africa and the Middle East. The move supports the company’s strategy of expanding higher-end brands and could help drive long-term room growth. Hyatt appoints Guido Fredrich as vice president
• Positive Sentiment: Hyatt’s Vivid brand made its debut in Cancun, adding another location to the company’s growing portfolio of lifestyle and all-inclusive offerings. The launch may strengthen Hyatt’s presence in a key leisure-travel market. Hyatt Vivid Brand Makes Its Debut in Cancun
• Neutral Sentiment: Zacks Research modestly raised its fiscal 2026 EPS forecast for Hyatt Hotels to $3.22 from $3.18, but that remains below the broader consensus estimate of $3.55. This provides limited near-term support while highlighting uncertainty around the outlook.
• Negative Sentiment: Zacks Research reduced several forward earnings forecasts, including Q3 2026 EPS to $0.63 from $0.81, Q4 2026 EPS to $0.84 from $0.96, fiscal 2027 EPS to $4.27 from $4.43, and fiscal 2028 EPS to $5.65 from $6.00. The broad pattern of cuts suggests analysts expect slower profit growth than previously projected.
• Negative Sentiment: Morgan Stanley issued a pessimistic forecast for Hyatt’s stock, adding to investor caution around valuation and future performance. The stock’s elevated P/E ratio leaves it particularly sensitive to reductions in earnings expectations. Morgan Stanley Issues Pessimistic Forecast for Hyatt Hotels Stock Price

Hyatt Hotels Trading Up 0.8%

Shares of Hyatt Hotels stock opened at $180.92 on Friday. The company has a 50 day simple moving average of $187.43 and a two-hundred day simple moving average of $172.13. The firm has a market cap of $17.05 billion, a PE ratio of 220.64 and a beta of 1.33. Hyatt Hotels Corporation has a 1 year low of $134.18 and a 1 year high of $206.86. The company has a debt-to-equity ratio of 1.01, a current ratio of 0.62 and a quick ratio of 0.62.

Hyatt Hotels (NYSE:H) last posted its quarterly earnings data on Thursday, July 30th. The company reported $1.12 earnings per share for the quarter, beating the consensus estimate of $0.91 by $0.21. Hyatt Hotels had a net margin of 1.10% and a return on equity of 7.27%. The firm had revenue of $1.83 billion for the quarter, compared to analysts’ expectations of $1.82 billion. During the same quarter last year, the company posted $0.68 EPS. The business’s quarterly revenue was up 1.2% on a year-over-year basis. Analysts expect that Hyatt Hotels Corporation will post 3.55 earnings per share for the current fiscal year.

Hyatt Hotels Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 27th will be paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Thursday, August 27th. Hyatt Hotels’s dividend payout ratio is currently 73.17%.

About Hyatt Hotels

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.