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)
9.05% less ownership
Funds ownership: 82.75% [Q2] → 73.71% (-9.05%) [Q3]
12% less funds holding
Funds holding: 146 [Q2] → 128 (-18) [Q3]
20% less capital invested
Capital invested by funds: $925M [Q2] → $740M (-$184M) [Q3]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q2] → 4 (-1) [Q3]
37% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 52
58% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 31
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Oppenheimer Tyler Batory 62% 1-year accuracy 28 / 45 met price target | 26%upside $12 | Outperform Maintained | 11 Nov 2024 |
Financial journalist opinion
Based on 3 articles about PLYA published over the past 30 days