Hyatt Hotels (NYSE:H) 주식

HYATT HOTELS CORP - CL A

Hyatt Hotels

Hyatt is an operator of owned (3% of total rooms) and managed and franchised (97%) properties across about 30 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 63% Americas, 15% rest of world, and 22% Asia-Pacific.

Dusseldorf,,Germany,-,May,,2014:,Hyatt,Hotels,Brandmark,On,Modern

Analyst Color

News

Downgrades

Price Target

Analyst Ratings

Trading Ideas

General

골드만삭스 애널리스트인 리지 도브(Lizzie Dove)는 소비자 수요 약화, 지정학적 불확실성, 미국 항공사의 부정적인 영향 등으로 인해 미국 숙박 C-Corps 및 타임셰어(Timeshares) 숙박업에 대한 전망을 하향 조정했다.

골드만삭스, 잠재적인 경기침체 전망 속 호텔 및 숙박 주식 전망 하향 조정

Passport,In,Travelers,Hand,At,The,Airport.

Travel

ALGT

CMCSA

JBLU

NCLH

PRKS

캐나다 사람들의 미국 여행이 10% 감소하면, 미국 방문자 수가 200만 명 감소하고 미국에 대한 지출 손실이 21억 달러에 달할 수 있다.이는 미국여행협회(U.S. Travel Association)의 데이터를 인용한 골드만삭스 애널리스트 리지 도브의 주장이다. 도브는 최근 항공사, 크루즈, 숙박, 테마파크에 대한 캐나다 관광객의 노출을 심층적으로 조사했다.

관세 긴장 속 캐나다인 미국 여행 감소로 GDP 영향받을 수 있어 - 골드만삭스

airplane shutter2

Sector ETFs

ETFs

ABNB

AWAY

BKNG

EXPE

JETS

PowerShares ETF Leisure & Entertainment Port

여행 업계가 예상치 못한 난기류를 겪으면서 여행에 초점을 맞춘 ETF가 흔들리고 있다. 항공사가 매출 전망치를 낮추고, 예약 플랫폼이 어려움을 겪고, 호텔과 크루즈 선사의 주가가 하락하면서 여행 ETF 투자자들은 포트폴리오 하락을 지켜보고 있다. 여행 섹터를 추적하면서 압박을 받고 있는 세 가지 ETF는 다음과 같다. 

여행 주식 하락으로 영향 받은 ETF 3종목

Hyatt Hotels Corporation Class A Common Stock

Hyatt Hotels Corp

H2O DAO

Hawaiian Holdings Inc Com

HAEMATO AG by HAEMATO AG

HAAD THIP PCL by Haad Thip Public Company Limited

Haad Thip PCL

HABERSHAM BANCORP by Habersham Bancorp, Inc.

Habersham Bancorp

HAMILTON BANCORP INC FLA by Hamilton Bancorp, Inc.

Hamilton Bancorp FLA

HACHIJUNI BANK ORD by Hachijuni Bank Ltd. (THE)

Hachijuni Bank Ltd

HACHIJUNI BK LTD UNSP/ADR by Hachijuni Bank Ltd. (THE)

Amplify ETF Trust Amplify Cybersecurity ETF

HANISON CONSTR HLDGS LTD by Hanison Construction Holdings, Ltd.

Health Advance Inc

Haemonetics Corp

Hanmi Financial Corporation - Common Stock

Hanmi Financial Corp

HOLISTIC ASSET FINANCE GR by Holistic Asset Finance Group Co., Ltd.

Holistic Asset Finance Group Co Ltd

Hafnia Ltd

Hafnia Ltd Ordinary Shares

Hensoldt AG

HAREL HAMISHMAR INVST LTD by Harel Hamishmar Investment, Ltd.

Harel Hamishmar Investment Ltd

Hacken Token

HEALTHCARE AI ACQUISITION CORP CL A ORD SHS

HEALTHCARE AI ACQ CP A by Healthcare AI Acquisition Corp.

Healthcare AI Acquisition Corp

HEALTHCARE AI ACQUISITION CORP UNIT 1 CL A ORD SHS & 1/2 RED WT EXP % 1 RT

HEALTHCARE AI ACQUISITION CORP RED WT EXP

HAITIAN INTL HLDGS ORD by Haitian International Holdings Ltd

Haitian International Holdings Ltd

SPDR S&P Kensho Smart Mobility ETF

The Hain Celestial Group, Inc. - Common Stock

The Hain Celestial Group Inc

Haitong Securities Co Ltd ADR

HEALTHCARE AI ACQ CP UTS by Healthcare AI Acquisition Corp.

Haivision Systems Inc

Healthcare AI Acquisition Corp Warrants (07/12/2026)

Hakka.Finance

Halliburton Co

Halberd Corp

HAL Trust

HALLMARK FINCL SVCS INC by Hallmark Financial Services, Inc.

Hallmark Financial Services Inc

Halma PLC

Halozyme Therapeutics, Inc. - Common Stock

Halozyme Therapeutics Inc

HEXTAR GLOBAL BHD by Hextar Global BHD

Halyk Bank of Kazakhstan JSC

Hamster

SILVER HAMMER MNG CORP by SILVER HAMMER MNG CORP.

Silver Hammer Mining Corp

HANSTONE GOLD CORP by HANSTONE GOLD CORP.

Hanstone Gold Corp

HANNAN METALS LTD ORD by Hannan Metals, Ltd.

Hannan Metals Ltd

HANSEN TECHNOLOGIES LTD by Hansen Technologies Ltd.

Hansen Technologies Ltd

Haoxi Health Technology Limited - Class A Ord Share

Haoxi Health Technology Ltd

Halitron Inc

HAO TIAN INTL CONSTR INVT by HAO TIAN INTL CONSTR INVT GROUP LTD.

Hao Tian International Construction Investment Group Ltd

VanEck Natural Resources ETF

HAPBEE TECHNOLOGIES INC by HAPBEE TECHNOLOGIES INC.

Hapbee Technologies Inc

Harbor Human Capital Factor US Large Cap ETF

HAPI Protocol

Innovator ETFs Trust Innovator Premium Income 9 Buffer ETF - April

Harbor Human Capital Factor US Small Cap ETF

HAPVIDA PARTIPS U/ADR NEW by HAPVIDA PARTICIPACOES E INVESTIMENTOS SA

Hapvida Participacoes Investimento SA

Hapvida Participacoes Investimento SA ADR

Harbor Human Capital Factor Unconstrained ETF

Happinet Corp

Simplify Exchange Traded Funds Simplify Commodities Strategy No K-1 ETF

Kava Lend

HARLEYSVILLE FINCL CORP by Harleysville Financial Corp.

Harleysville Financial Corp

Harpoon Therapeutics Inc COM NEW

NYLI Healthy Hearts ETF

Hasbro Inc

T Hasegawa Co Ltd

HA Sustainable Infrastructure Capital, Inc. Common Stock

HA Sustainable Infrastructure Capital Inc

HATCHER GROUP LTD by HATCHER GROUP LTD

HAUPPAUGE DIGITAL INC by Hauppauge Digital, Inc.

Hauppauge Digital Inc

Residential REIT ETF

Xtrackers International Real Estate ETF

HAVN LIFE SCIENCES INC by HAVN LIFE SCIENCES INC.

HAVN Life Sciences Inc

HAVILAH RESOURCES LTD by Havilah Resources Ltd.

Havilah Resources Ltd

HAWAIIAN ELEC 5 E PR by Hawaiian Electric Co., Inc.

Hawaiian Electric Co Inc

HAWAIIAN ELEC 5 D PR by Hawaiian Electric Co., Inc.

HAWAIIAN ELEC 41/4 C PR by Hawaiian Electric Co., Inc.

HAWAIIAN ELEC 4.75 J PR by Hawaiian Electric Co., Inc.

HAWAIIAN ELEC 4.65 K PR by Hawaiian Electric Co., Inc.

HAWAIIAN ELEC 5.25 H PR by Hawaiian Electric Co., Inc.

HAWAIIAN ELEC 5 I PR by Hawaiian Electric Co., Inc.

HAW PAR CORP LTD SG1 ORD by Haw Par Corp. Ltd.

Haw Par Corp Ltd

HAW PAR CORP LTD UNSP/ADR by Haw Par Corp. Ltd.

Hawk Resources Ltd

HAWTHORN RESOURCES LTD by Hawthorn Resources Ltd.

Hawthorn Resources Ltd

iShares Currency Hedged MSCI ACWI ex U.S. ETF

Hayasa Metals Inc

Haynes International, Inc. Com (New)

Hays PLC

Hayward Holdings Inc

HAZAMA ANDO Corp

Haz Holdings Inc

Huntington Bancshares Incorporated - Common Stock

Huntington Bancshares Inc

Huntington Bancshares Incorporated - Depositary Shares, Each Representing a 1/40th Interest in a Share of 6.875% Series J Non-Cumulative Perpetual Preferred Stock

Huntington Bancshares Incorporated - Depositary Shares each representing a 1/1000th interest in a share of Huntington Series I Preferred Stock

Huntington Bancshares Incorporated - Depositary Shares 4.500% Series H Non-Cumulative Perpetual Preferred Stock

Hedera - United States Dollar

Hamilton Beach Brands Holding Company Class A Common Stock

Hamilton Beach Brands Holding Co

HORNBACH Holding AG and Co KGaA

Disclosed on June 23, CARY MCMILLAN, Director at Hyatt Hotels (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>), executed a substantial insider sell as per the latest SEC filing.
What Happened: MCMILLAN's decision to sell 1,000 shares of Hyatt Hotels was revealed in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001468174/000146817425000079//Archives/edgar/data/1468174/000146817425000079/0001468174-25-000079-index.htm">U.S. Securities and Exchange Commission</a> on Monday. The total value of the sale is $132,700.
The latest market snapshot at Tuesday morning reveals Hyatt Hotels shares up by 0.17%, trading at $132.88.
<h3>Unveiling the Story Behind Hyatt Hotels</h3>
Hyatt is an operator of owned (3% of total rooms) and managed and franchised (97%) properties across about 30 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 63% Americas, 15% rest of world, and 22% Asia-Pacific.
<h3>Unraveling the Financial Story of Hyatt Hotels</h3>
Revenue Growth: Hyatt Hotels displayed positive results in 3 months. As of 31 March, 2025, the company achieved a solid revenue growth rate of approximately 0.23%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Holistic Profitability Examination:
<ul>
<li>
Gross Margin: The company faces challenges with a low gross margin of 19.32%, suggesting potential difficulties in cost control and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): With an EPS below industry norms, Hyatt Hotels exhibits below-average bottom-line performance with a current EPS of 0.2.
</li>
</ul>
Debt Management: Hyatt Hotels's debt-to-equity ratio is below the industry average at 1.33, reflecting a lower dependency on debt financing and a more conservative financial approach.
Valuation Metrics: A Closer Look
<ul>
<li>
Price to Earnings (P/E) Ratio: The current P/E ratio of 16.77 is below industry norms, indicating potential undervaluation and presenting an investment opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: The Price to Sales ratio is 2.0, which is lower than the industry average. This suggests a possible undervaluation based on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With an EV/EBITDA ratio lower than industry averages at 9.45, Hyatt Hotels could be considered undervalued.
</li>
</ul>
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
<a href="https://www.schwab.com/brokerage?aff=XEC">Now trade stocks online commission free with Charles Schwab, a trusted and complete investment firm.</a>
<h3>The Impact of Insider Transactions on Investments</h3>
Insider transactions shouldn't be used primarily to make an investing decision, however, they can be an important factor for an investor to consider.
When discussing legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as stipulated in Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are required to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
A new purchase by a company insider is a indication that they anticipate the stock will rise.
On the other hand, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>Essential Transaction Codes Unveiled</h3>
For <a href="https://www.benzinga.com/money/investing-tools">investors</a>, a primary focus lies on transactions occurring in the open market, as indicated in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001468174">Check Out The Full List Of Hyatt Hotels's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

CARY MCMILLAN Takes Money Off The Table, Sells $132K In Hyatt Hotels Stock

PLYA

Hyatt's $2.6B Playa Acquisition Clears Tender Condition With 92.7% Shares Secured; Subsequent Offering Period Commences

Hyatt Hotels Corporation ("Hyatt" or the "Company") (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>), a leading global hospitalitycompany, announced today that all required regulatory approvals have been obtained for its previously announced cash tender offer to purchase all of the outstanding ordinary shares of Playa Hotels &amp; Resorts N.V. ("Playa") (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLYA#NASDAQ">PLYA</a>) for $13.50 per share in cash, less any applicable withholding taxes and without interest. The offer is being made pursuant to the previously announced purchase agreement, dated February 9, 2025 (the "Purchase Agreement"), among Hyatt, HI Holdings Playa B.V. ("Buyer") and Playa.

Hyatt Secures All Regulatory Approvals For $13.50 Per Share Cash Tender Offer To Acquire Playa Hotels & Resorts Pursuant To February 2025 Purchase Agreement

In the last three months, 15 analysts have published ratings on Hyatt Hotels (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>), offering a diverse range of perspectives from bullish to bearish.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">8</td>
<td align="right">0</td>
<td align="right">2</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $137.8, a high estimate of $175.00, and a low estimate of $110.00. Observing a downward trend, the current average is 8.97% lower than the prior average price target of $151.38. 
<img src="https://www.benzinga.com/files/images/story/2025/1748631695_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The standing of Hyatt Hotels among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Michael Bellisario</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$146.00</td>
<td>$142.00</td>
</tr>
<tr>
<td>Patrick Scholes</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$140.00</td>
<td>$156.00</td>
</tr>
<tr>
<td>Brandt Montour</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$127.00</td>
<td>$122.00</td>
</tr>
<tr>
<td>Chad Beynon</td>
<td>Macquarie</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$150.00</td>
<td>$155.00</td>
</tr>
<tr>
<td>Lizzie Dove</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Sell</td>
<td>$123.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Duane Pfennigwerth</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$160.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Brandt Montour</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$122.00</td>
<td>$151.00</td>
</tr>
<tr>
<td>Stephen Grambling</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$112.00</td>
<td>$127.00</td>
</tr>
<tr>
<td>Simon Yarmak</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Hold</td>
<td>$132.00</td>
<td>$156.75</td>
</tr>
<tr>
<td>Lizzie Dove</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Sell</td>
<td>$110.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>David Katz</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$120.00</td>
<td>$161.00</td>
</tr>
<tr>
<td>Patrick Scholes</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$156.00</td>
<td>$163.00</td>
</tr>
<tr>
<td>Lizzie Dove</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$150.00</td>
<td>$170.00</td>
</tr>
<tr>
<td>Duane Pfennigwerth</td>
<td>Evercore ISI Group</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$175.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Stephen Grambling</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$144.00</td>
<td>$157.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Hyatt Hotels. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Hyatt Hotels compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of Hyatt Hotels's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Hyatt Hotels's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/H/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Hyatt Hotels analyst ratings.</a>
<h2>Get to Know Hyatt Hotels Better</h2>
Hyatt is an operator of owned (3% of total rooms) and managed and franchised (97%) properties across about 30 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 63% Americas, 15% rest of world, and 22% Asia-Pacific.
<h3>A Deep Dive into Hyatt Hotels's Financials</h3>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Over the 3M period, Hyatt Hotels showcased positive performance, achieving a revenue growth rate of 0.23% as of 31 March, 2025. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Consumer Discretionary sector.
Net Margin: Hyatt Hotels's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 1.16%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Hyatt Hotels's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 0.57%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Hyatt Hotels's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 0.15%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: With a below-average debt-to-equity ratio of 1.33, Hyatt Hotels adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>How Are Analyst Ratings Determined?</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Forecasting The Future: 15 Analyst Projections For Hyatt Hotels

Baird analyst Michael Bellisario maintains Hyatt Hotels (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) with a Neutral and raises the price target from $142 to $146.

Baird Maintains Neutral on Hyatt Hotels, Raises Price Target to $146

Hyatt Hotels Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45693303/hyatt-announces-unscripted-by-hyatt-a-new-upscale-collection-brand-as-part-of-brand-led-evolution-" rel="noreferrer noopener">unveiled Unscripted by Hyatt</a> on Friday, a new brand targeting upscale travelers who value locally rooted, authentic experiences. The collection-style model allows each property to retain its distinct identity while aligning with Hyatt&#8217;s signature quality and service.
With over 40 hotels in discussions, Unscripted focuses on conversions and adaptive reuse, offering independent owners access to Hyatt&#8217;s global platform and its 56 million–member World of Hyatt program. Dan Hansen, head of Americas development, said the brand gives owners flexibility without sacrificing guest expectations.
The launch supports Hyatt&#8217;s broader strategy to grow across five distinct brand portfolios. Its Lifestyle segment grew 11% year-over-year in Q1 2025, adding 30+ hotels and planning openings in Miami, Shanghai, Lisbon, and Turks &amp; Caicos under the Thompson and Andaz brands.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/travel/25/05/45680686/premium-travel-demand-gives-airlines-hotels-and-cruises-an-edge-in-2025-goldman-sachs" rel="noreferrer noopener">Premium Travel Demand Gives Airlines, Hotels And Cruises An Edge in 2025: Goldman Sachs</a>
Hyatt&#8217;s Luxury portfolio rose 5% in the same period, with key projects in Los Cabos, Kuala Lumpur, and Mayakoba. Demand for branded residences is also rising, with over 50 developments open or underway.
The rapid expansion across Essentials, Lifestyle, and Luxury segments is translating to meaningful financial upside for Hyatt. A 10.5% increase in net rooms as of Q1 2025 suggests growing revenue streams and broader market penetration.
The push into branded residences adds a high-margin, capital-light income stream. Additionally, loyalty program growth strengthens customer retention and reduces marketing costs, ultimately improving EBITDA margins.
The diversification of Hyatt&#8217;s brand offerings also insulates it from overreliance on any single customer segment, offering resilience amid shifting travel trends.
In early May, Hyatt reported <a target="_blank" href="https://www.benzinga.com/25/05/45144354/whats-going-on-with-hyatt-hotels-stock-today" rel="noreferrer noopener">first-quarter</a> results, beating expectations with $1.72B in revenue and 46 cents EPS. RevPAR rose 5.7%, net rooms grew 10.5%, and adjusted EBITDA hit $273M. The company reaffirmed its 2025 outlook, signaling steady growth.
Related ETFs: Consumer Discretionary Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>), Global X MSCI China Consumer Discretionary ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHIQ#NYSE">CHIQ</a>).
Price Action: H shares are trading higher by 0.29% to $131.82 at last check Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45572655/bofa-sees-mixed-signals-in-leisure-sector-highlights-strength-in-premium-travel-and-cruise-stability" target="_blank" rel="noreferrer noopener">Bank Of America Sees Mixed Signals In Leisure Sector, Highlights Strength In Premium Travel And Cruise Stability</a></li>
</ul>
Photo via Shutterstock

CHIQ

Select Sector SPDR-Consumer Discretionary

Hyatt Targets Upscale Travelers Seeking Locally Rooted Stays With New Brand

Truist Securities analyst Patrick Scholes maintains Hyatt Hotels (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) with a Buy and lowers the price target from $156 to $140.

Truist Securities Maintains Buy on Hyatt Hotels, Lowers Price Target to $140

In a turbulent first half of 2025 for the <a href="https://www.benzinga.com/general/travel">global travel sector</a>, Goldman Sachs sees an edge for investors: &#8220;premiumization.&#8221;
From lie-flat airline seats to luxury cruise cabins and high-end hotel brands, premium travel products have shown striking resilience to macroeconomic pressures—and companies leaning into this segment are emerging <a href="https://www.benzinga.com/topic/travel-stocks">as the strongest performers.</a>
Premium travel is "increasingly driven by higher-income consumers less impacted by short-term macro volatility," said Goldman Sachs analyst Catherine O'Brien.
According to O'Brien, stocks most exposed to "premiumization" include Buy-rated Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), Delta Air Lines, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>), United Airlines Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>), Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) and Royal Caribbean Cruises Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>).
<h3 class="wp-block-heading">Airlines: Premium Demand Leads</h3>
In a note shared Thursday, O'Brien highlighted that premium cabins outperformed economy in the first quarter across all major U.S. airlines.
Delta Air Lines posted a 6.8% year-over-year increase in premium revenue in the first quarter, while its main cabin revenue declined 1.2%. United Airlines reported international Polaris cabin revenue up 8% and Premium Plus up 5%.
Alaska Air said premium accounted for 34% of total revenue, with Hawaiian routes contributing a 17% jump in high-end bookings.
Airlines like JetBlue Airways Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) and American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) echoed similar trends, with premium class outperforming main cabin across both domestic and international routes.
This shift isn't just cyclical. Airlines have introduced more segmented products—from extra legroom economy to exclusive suites—making premium more accessible while preserving upsell potential. Delta's domestic first-class load factor jumped to 75%, from just 12% fifteen years ago.
<h3 class="wp-block-heading">Hotels: Luxury RevPAR Resilience</h3>
In lodging, luxury continues to drive performance.
Marriott International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>) said its luxury tier had the strongest occupancy and average daily rate (ADR) growth globally in the first quarter, while Hyatt Hotels Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) saw luxury RevPAR (revenue per available room) rise over 8%.
By contrast, Choice Hotels International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) and Wyndham Hotels &amp; Resorts Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>), both focused on economy and midscale properties, slashed their 2025 outlooks by up to 300 basis points.
Premium hotel supply remains constrained due to higher construction costs and longer breakeven timelines, which support pricing power and margin sustainability. Growth in luxury RevPAR has led all chain scales for four straight quarters, with the first quarter of 2025 showing 7.5% year-over-year growth.
<h3 class="wp-block-heading">Cruise Lines: Premium Pricing Power</h3>
The cruise sector is also sailing toward premium. Goldman notes that Norwegian Cruise Line and Royal Caribbean Cruises have priced their newest ships at up to 60% premiums over older vessels.
For instance, Royal&#8217;s Icon of the Seas commands a 43% price premium, while NCLH's Norwegian Aqua leads with a 59% markup.
Premium cruise offerings such as "The Haven" suites on Norwegian ships continue to sell out early and achieve top customer satisfaction scores. RCL also noted that ships built after the Oasis class generate 2x the EBITDA of older ships.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/government/regulations/25/05/45669445/us-economy-contracts-by-02-in-q1-labor-market-shows-signs-of-cracks-as-jobless-claims-surge">US Economy Contracts By 0.2% In Q1, Labor Market Shows Signs Of Cracks As Jobless Claims Surge </a></li>
</ul>
Photo: oneinchpunch/Shutterstock

Premium Travel Demand Gives Airlines, Hotels And Cruises An Edge in 2025: Goldman Sachs

WIIM

Melco Resorts & Entertainment Limited - American Depositary Shares

MLCO

Shares of hotel companies are trading higher, possibly amid overall market strength after President Trump delayed 50% EU tariffs to July. The industry may also be experiencing a rise due to a surge in travel during Memorial Day weekend.

Hyatt Hotels Corporation ("Hyatt" or the "Company") (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>), a leading global hospitalitycompany, announced today that HI Holdings Playa B.V., an indirect wholly owned subsidiary of Hyatt ("Buyer"), has extended the offering period of its previously announced cash tender offer to purchase all of the outstanding ordinary shares of Playa Hotels &amp; Resorts N.V. ("Playa") (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLYA#NASDAQ">PLYA</a>) for $13.50 per share in cash, less any applicable withholding taxes and without interest. The offer is being made pursuant to the previously announced purchase agreement, dated February 9, 2025 (the "Purchase Agreement"), among Hyatt, Buyer and Playa.
The tender offer is now scheduled to expire at 5:00 p.m., New York City time, on June 9, 2025, unless the tender offer is further extended or earlier terminated in accordance with the Purchase Agreement. The tender offer will continue to be extended until all conditions are satisfied or waived, or until the tender offer is terminated, in either case pursuant to the terms of the Purchase Agreement and as described in the Schedule TO filed by Hyatt and Buyer with the U.S. Securities and Exchange Commission on February 24, 2025, as amended and supplemented.
 &nbsp;

Hyatt Extends Tender Offer Period For Playa Hotels & Resorts At $13.50/Shr, New Expiration Set For June 9

Bank of America Securities offered a cross-sector analysis of the leisure consumer space on Thursday, outlining recent performance <a href="https://www.benzinga.com/analyst-stock-ratings" target="_blank" rel="noreferrer noopener">trends across several key segments.</a>
The firm notes that while trends vary by category, segments like cruises and premium travel continue to show steady performance, whereas more value-focused areas are facing weakness.
In the lodging sector, BofA notes that aggregated credit and debit card data for April spending showed a 3% year-over-year decline, in line with March figures.
The firm also sees weakness in its Las Vegas room rate survey, with forward rates down 11%.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45540545/jim-cramer-recommends-not-buying-mosaic-doesnt-like-this-industrial-stock" rel="noreferrer noopener">Jim Cramer Recommends Not Buying Mosaic, Doesn't Like This Industrial Stock</a>
Analysts suggest that BofA's card data skews toward leisure spending and aligns with commentary from Hilton Worldwide Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>), Hyatt Hotels Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>), and Marriott International (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>), all of which noted softer low-end RevPAR trends.
In the timeshare segment, performance remains steady despite broader uncertainty.
On the ski front, Vail Resorts, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTN#NYSE">MTN</a>) reported a 3% drop in ski visits this season, underperforming the overall industry, which was up 2%. The lag may be linked to softer non-pass lift ticket sales, which are typically booked during the season and carry a higher price.
Looking ahead to next season, while the number of passes sold is down, total dollars collected are up through April 20. BofA adds that Memorial Day is typically a key trigger for pass sales, but an uptick in web traffic has yet to materialize.
For cruise, BofA notes that based on aggregated monthly debit and credit card data, spending has slowed from the strong double-digit growth seen late last year to flat year-over-year in April.
While some of this decline may be attributed to the timing of Easter, economic uncertainty over the past few months has also likely played a role.
Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) specifically flagged a slowdown in booking activity, especially for longer European sailings. Royal Caribbean Cruises Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>) kept its full-year 2025 net yield guidance unchanged, breaking from the usual pattern of upward revisions.
Overall, cruise operators remain well booked for 2025 and still have time to secure additional bookings for 2026 as the year progresses, BofA notes.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45564489/trumps-big-tax-bill-clears-the-house-30-year-yields-jump-to-515-as-bond-market-freaks" target="_blank" rel="noreferrer noopener">Trump&#8217;s Big Tax Bill Clears The House: 30-Year Yields Jump To 5.15% As Bond Market Freaks</a></li>
</ul>
Image: Shutterstock

Equities

Markets

Bank Of America Sees Mixed Signals In Leisure Sector, Highlights Strength In Premium Travel And Cruise Stability

Hyatt Hotels's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) short percent of float has risen 40.59% since its last report. The company recently reported that it has 6.40 million shares sold short, which is 24.42% of all regular shares that are available for trading. Based on its trading volume, it would take traders 6.68 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Hyatt Hotels Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747832430_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Hyatt Hotels has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Hyatt Hotels's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Hyatt Hotels's peer group average for short interest as a percentage of float is 7.29%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

How Do Investors Really Feel About Hyatt Hotels?

MMYT

PLAY

ULCC

WYNN

Shares of travel and leisure stocks are trading higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. This could reduce economic uncertainty that has been clouding travel and spending outlook.

Comments

Hyatt Hotels

뉴스

파트너 / 기고자

벤징가 글로벌