Wyndham Hotels & Resorts (WH)

• Market cap: $8.46B
• 1 day: -2.75%
• 5 days: -1.20%
• 1 month: 3.11%
• 3 months: 12.91%
• 6 months: 41.56%
• Year to date: 9.05%
• 1 year: 35.36%
• 5 years: 84.27%
• 10 years: 67.43%
• Sector: Consumer Discretionary
• Industry: Hotels & Motels

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 filings by fund managers ($100M+ AUM)

77% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $7.15M

28% more capital invested

Capital invested by funds: $5.85B [Q3] → $7.46B (+$1.62B) [Q4]

27% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 51

1% more funds holding

Funds holding: 401 [Q3] → 406 (+5) [Q4]

0.47% more ownership

Funds ownership: 94.76% [Q3] → 95.23% (+0.47%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]

23% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 147

Research analyst outlook

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

• Low target: $113 4% upside
• Avg. target: $118 8% upside
• High target: $122 12% upside

8 analyst ratings

• positive: 8 100%
• neutral: 0 0%
• negative: 0 0%

Truist Securities Patrick Scholes 61% 1-year accuracy 46 / 75 met price target	12% upside $122	Buy Maintained	19 Feb 2025
Baird Michael Bellisario 88% 1-year accuracy 15 / 17 met price target	6% upside $115	Outperform Maintained	18 Feb 2025
Wells Fargo Daniel Politzer 59% 1-year accuracy 34 / 58 met price target	7% upside $116	Overweight Maintained	14 Feb 2025
Barclays Brandt Montour 65% 1-year accuracy 53 / 81 met price target	11% upside $121	Overweight Maintained	14 Feb 2025
Stifel Simon Yarmak 49% 1-year accuracy 17 / 35 met price target	11% upside $121	Buy Maintained	13 Feb 2025