UBS Group AG decreased its stake in Hyatt Hotels Corporation (NYSE:H – Free Report) by 27.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 487,990 shares of the company’s stock after selling 185,737 shares during the quarter. UBS Group AG’s holdings in Hyatt Hotels were worth $78,235,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors also recently modified their holdings of H. Johnson Financial Group Inc. raised its position in shares of Hyatt Hotels by 450.0% in the 3rd quarter. Johnson Financial Group Inc. now owns 176 shares of the company’s stock valued at $25,000 after acquiring an additional 144 shares during the period. EverSource Wealth Advisors LLC boosted its stake in Hyatt Hotels by 98.2% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the company’s stock worth $31,000 after acquiring an additional 107 shares during the last quarter. Quent Capital LLC acquired a new position in Hyatt Hotels during the third quarter valued at approximately $34,000. Measured Wealth Private Client Group LLC acquired a new position in Hyatt Hotels during the third quarter valued at approximately $34,000. Finally, Thurston Springer Miller Herd & Titak Inc. bought a new stake in Hyatt Hotels in the fourth quarter valued at approximately $37,000. 73.54% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity
In related news, insider Kinsey Wolf sold 400 shares of the stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $147.28, for a total transaction of $58,912.00. Following the completion of the transaction, the insider directly owned 545 shares in the company, valued at approximately $80,267.60. This trade represents a 42.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Jnp 2010-Pg Trust sold 213,434 shares of Hyatt Hotels stock in a transaction that occurred on Friday, April 17th. The shares were sold at an average price of $167.75, for a total value of $35,803,553.50. Following the completion of the sale, the insider directly owned 213,434 shares in the company, valued at approximately $35,803,553.50. This represents a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 214,234 shares of company stock valued at $35,920,202 over the last ninety days. 23.60% of the stock is owned by insiders.
Hyatt Hotels News Roundup
- Positive Sentiment: Q1 results beat expectations: Hyatt reported $0.63 EPS vs. $0.57 consensus and revenue of $1.75B vs. $1.73B; comparable system-wide RevPAR rose 5.4% and the company raised its 2026 outlook while accelerating buybacks — a clear earnings-driven positive for valuation and cash-return expectations. Hyatt Reports First Quarter 2026 Results
- Positive Sentiment: Analyst upgrade: Barclays raised its price target to $200 and reiterated an “overweight” rating, implying meaningful upside from current levels — institutional analyst support that can underpin the stock. Benzinga
- Positive Sentiment: Luxury segment strength: Continued demand for luxury travel helped drive better-than-expected top-line performance and RevPAR gains, reinforcing Hyatt’s premium positioning. Luxury Travel Fuels Hyatt’s Strong First Quarter
- Neutral Sentiment: Strategic shift to midscale: Management says luxury remains solid but is expanding emphasis on midscale brands — a potential long-term growth avenue that may take time to translate into higher margins or investor returns. Hyatt’s Luxury Business Is Holding Firm. Now It’s Betting on Midscale.
- Neutral Sentiment: Dividend: Hyatt declared a $0.15 quarterly dividend (ex-dividend May 29, payment June 11). Yield is modest (~0.4%), so the move is supportive but unlikely to materially change valuation.
- Negative Sentiment: Profitability & distribution headwinds: Despite beats, Hyatt still reported a negative net margin (~-0.7%) and commentary referenced distribution headwinds that could pressure margins or near-term profitability expectations. Some investors may focus on those issues rather than top-line beats. Hyatt’s Q1 Earnings Beat Estimates on Higher Fees, RevPAR Gains
Analyst Upgrades and Downgrades
A number of brokerages have recently weighed in on H. Truist Financial lifted their price target on shares of Hyatt Hotels from $168.00 to $181.00 and gave the stock a “buy” rating in a research report on Thursday, March 26th. Barclays raised their price objective on Hyatt Hotels from $197.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday. Weiss Ratings reiterated a “hold (c-)” rating on shares of Hyatt Hotels in a report on Friday, March 27th. The Goldman Sachs Group initiated coverage on Hyatt Hotels in a research note on Wednesday, January 14th. They issued a “buy” rating and a $198.00 target price for the company. Finally, JPMorgan Chase & Co. increased their price target on Hyatt Hotels from $178.00 to $179.00 and gave the stock an “overweight” rating in a report on Tuesday, February 3rd. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $183.93.
Hyatt Hotels Stock Down 0.1%
Shares of H stock opened at $163.56 on Monday. Hyatt Hotels Corporation has a 12-month low of $120.36 and a 12-month high of $180.53. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 1.03. The firm has a fifty day moving average of $155.27 and a 200-day moving average of $157.44. The company has a market capitalization of $15.45 billion, a price-to-earnings ratio of -467.32, a P/E/G ratio of 1.95 and a beta of 1.33.
Hyatt Hotels (NYSE:H – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The company reported $0.63 EPS for the quarter, beating the consensus estimate of $0.57 by $0.06. The business had revenue of $1.75 billion for the quarter, compared to analysts’ expectations of $1.74 billion. Hyatt Hotels had a negative net margin of 0.48% and a positive return on equity of 6.01%. During the same period in the previous year, the firm posted $0.46 EPS. As a group, equities research analysts predict that Hyatt Hotels Corporation will post 3.13 earnings per share for the current fiscal year.
Hyatt Hotels Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Friday, May 29th will be issued a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date is Friday, May 29th. Hyatt Hotels’s payout ratio is -171.43%.
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.
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