Hyatt Hotels
About: Hyatt is an operator of owned (4% of total rooms) and managed and franchised (96%) properties across around 20 upscale luxury brands, which includes vacation brands (Apple Leisure Group, Hyatt Ziva, and Hyatt Zilara), the recently launched full-service lifestyle brand Hyatt Centric, the soft lifestyle brand Unbound, the wellness brand Miraval, and the midscale extended-stay brand Studios. Hyatt acquired Two Roads Hospitality in 2018 and Apple Leisure Group in 2021. The regional exposure as a percentage of total rooms is 54% Americas, 22% rest of world, and 23% Asia-Pacific.
Employees: 51,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
33% more funds holding in top 10
Funds holding in top 10: 3 [Q2] → 4 (+1) [Q3]
17% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 53
2% more funds holding
Funds holding: 419 [Q2] → 428 (+9) [Q3]
3% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 148
7% less capital invested
Capital invested by funds: $7.33B [Q2] → $6.84B (-$494M) [Q3]
6.91% less ownership
Funds ownership: 106.9% [Q2] → 99.99% (-6.91%) [Q3]
61% less call options, than puts
Call options by funds: $32.6M | Put options by funds: $84M
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
14 analyst ratings
Barclays Brandt Montour 52% 1-year accuracy 44 / 85 met price target | 1%upside $161 | Equal-Weight Maintained | 13 Dec 2024 |
JP Morgan Joseph Greff 31% 1-year accuracy 9 / 29 met price target | 5%upside $168 | Overweight Maintained | 13 Dec 2024 |
Goldman Sachs Lizzie Dove 54% 1-year accuracy 14 / 26 met price target | 4%upside $167 | Neutral Maintained | 10 Dec 2024 |
Stifel Simon Yarmak 47% 1-year accuracy 16 / 34 met price target | 1%downside $158 | Hold Maintained | 26 Nov 2024 |
Morgan Stanley Stephen Grambling 52% 1-year accuracy 11 / 21 met price target | 4%downside $153 | Equal-Weight Maintained | 18 Nov 2024 |
Financial journalist opinion
Based on 11 articles about H published over the past 30 days