Janus Henderson Group PLC Increases Stake in Hilton Worldwide Holdings Inc. $HLT

Janus Henderson Group PLC increased its stake in Hilton Worldwide Holdings Inc. (NYSE:HLT) by 13.5% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,043,316 shares of the company’s stock after acquiring an additional 242,916 shares during the period. Janus Henderson Group PLC’s holdings in Hilton Worldwide were worth $603,733,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of HLT. CYBER HORNET ETFs LLC raised its stake in Hilton Worldwide by 4.7% during the fourth quarter. CYBER HORNET ETFs LLC now owns 720 shares of the company’s stock worth $207,000 after purchasing an additional 32 shares during the period. Waddell & Associates LLC grew its stake in shares of Hilton Worldwide by 1.8% during the 4th quarter. Waddell & Associates LLC now owns 1,800 shares of the company’s stock valued at $517,000 after buying an additional 32 shares during the period. Eaton Financial Holdings Company LLC increased its holdings in shares of Hilton Worldwide by 1.2% during the 4th quarter. Eaton Financial Holdings Company LLC now owns 2,782 shares of the company’s stock worth $799,000 after buying an additional 34 shares during the last quarter. Moss Adams Wealth Advisors LLC increased its holdings in shares of Hilton Worldwide by 2.8% during the 4th quarter. Moss Adams Wealth Advisors LLC now owns 1,330 shares of the company’s stock worth $382,000 after buying an additional 36 shares during the last quarter. Finally, Quent Capital LLC raised its position in shares of Hilton Worldwide by 3.8% in the 4th quarter. Quent Capital LLC now owns 1,000 shares of the company’s stock worth $287,000 after buying an additional 37 shares during the period. 95.90% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

HLT has been the subject of a number of research reports. Argus boosted their price target on Hilton Worldwide from $380.00 to $400.00 and gave the company a “buy” rating in a research report on Monday, June 15th. The Goldman Sachs Group raised their price objective on Hilton Worldwide from $354.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Wells Fargo & Company boosted their target price on Hilton Worldwide from $376.00 to $379.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. JPMorgan Chase & Co. increased their target price on shares of Hilton Worldwide from $363.00 to $365.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 21st. Finally, Macquarie Infrastructure raised their price target on shares of Hilton Worldwide from $296.00 to $320.00 and gave the company a “neutral” rating in a report on Wednesday, April 29th. Fourteen analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $352.91.

Hilton Worldwide Price Performance

Shares of NYSE HLT opened at $322.03 on Thursday. Hilton Worldwide Holdings Inc. has a 1-year low of $253.54 and a 1-year high of $358.00. The company has a market capitalization of $73.31 billion, a price-to-earnings ratio of 47.29, a PEG ratio of 2.75 and a beta of 1.05. The business has a 50-day moving average of $334.17 and a 200-day moving average of $318.89.

Hilton Worldwide (NYSE:HLT) last announced its earnings results on Tuesday, July 28th. The company reported $2.29 EPS for the quarter, beating the consensus estimate of $2.27 by $0.02. The business had revenue of $1.38 billion for the quarter, compared to the consensus estimate of $3.32 billion. Hilton Worldwide had a negative return on equity of 36.71% and a net margin of 12.69%.The company’s revenue was up 6.5% on a year-over-year basis. During the same period last year, the business posted $2.20 EPS. Hilton Worldwide has set its Q3 2026 guidance at 2.280-2.340 EPS and its FY 2026 guidance at 8.890-9.010 EPS. Research analysts expect that Hilton Worldwide Holdings Inc. will post 8.96 EPS for the current fiscal year.

Hilton Worldwide Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Friday, August 21st will be paid a dividend of $0.15 per share. The ex-dividend date is Friday, August 21st. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.2%. Hilton Worldwide’s dividend payout ratio (DPR) is currently 9.16%.

Key Stories Impacting Hilton Worldwide

Here are the key news stories impacting Hilton Worldwide this week:

• Positive Sentiment: Hilton raised its FY 2026 adjusted EPS outlook to $8.89–$9.01, up from $8.79–$8.91, as management anticipates continued rate growth and increased travel demand tied to the 2026 World Cup. Hilton Raises Full Year Outlook As World Cup Demand Enters View
• Positive Sentiment: Second-quarter adjusted EPS of $2.29 topped the $2.27 consensus estimate, while adjusted EBITDA reached $1.054 billion. Comparable system-wide RevPAR increased 3.9% on a currency-neutral basis, supported by higher franchise fees. Hilton Reports Second Quarter Results
• Positive Sentiment: Hilton continues to target approximately $3.5 billion in 2026 shareholder returns and expects full-year RevPAR growth of 3% to 3.5%, supporting the company’s capital-return and asset-light growth story. Hilton expects RevPAR growth and shareholder returns
• Neutral Sentiment: Barclays raised its price target to $368 and kept an “overweight” rating, while Robert W. Baird lifted its target to $360 with an “outperform” rating. Bernstein maintained a “hold” rating, indicating analysts remain constructive but valuation-sensitive.
• Negative Sentiment: Third-quarter adjusted EPS guidance of $2.28–$2.34 was below the $2.42 analyst consensus. The softer near-term outlook outweighed the full-year increase and prompted investor caution following the earnings release. Hilton sees World Cup boost but shares fall on soft guidance

About Hilton Worldwide

Hilton Worldwide Holdings Inc is a global hospitality company that develops, owns, manages and franchises a broad portfolio of hotels and resorts. Its business spans full-service luxury and lifestyle properties, select- and focused-service hotels, and extended-stay accommodations. The company generates revenue through management and franchise fees, owned and leased real estate, and guest services, and supports customer retention and direct bookings through its Hilton Honors guest loyalty program.

Hilton’s brand portfolio includes internationally recognized names across the lodging spectrum, from luxury and upper-upscale brands to midscale and extended-stay offerings.