Edgestream Partners L.P. Has $3.26 Million Stock Holdings in Hyatt Hotels Corporation $H

Edgestream Partners L.P. trimmed its position in Hyatt Hotels Corporation (NYSE:H) by 36.4% in the first quarter, according to its most recent filing with the SEC. The fund owned 22,668 shares of the company’s stock after selling 13,000 shares during the period. Edgestream Partners L.P.’s holdings in Hyatt Hotels were worth $3,259,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Delta Global Management LP acquired a new stake in shares of Hyatt Hotels during the first quarter valued at about $2,151,000. Truist Financial Corp increased its stake in shares of Hyatt Hotels by 970.8% in the fourth quarter. Truist Financial Corp now owns 18,524 shares of the company’s stock valued at $2,970,000 after buying an additional 16,794 shares during the period. Envestnet Portfolio Solutions Inc. grew its holdings in Hyatt Hotels by 345.2% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 8,869 shares of the company’s stock worth $1,422,000 after acquiring an additional 6,877 shares during the last quarter. Accredited Investors Inc. acquired a new position in Hyatt Hotels in the 4th quarter valued at approximately $1,146,000. Finally, Northwestern Mutual Wealth Management Co. increased its position in Hyatt Hotels by 8,321.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 188,551 shares of the company’s stock valued at $30,228,000 after acquiring an additional 186,312 shares during the period. Institutional investors own 73.54% of the company’s stock.

Hyatt Hotels News Summary

Here are the key news stories impacting Hyatt Hotels this week:

• Positive Sentiment: Hyatt reported second-quarter adjusted earnings of $1.12 per share on approximately $1.83 billion in revenue, surpassing consensus estimates of $0.91 and $1.82 billion, respectively. Comparable system-wide hotel RevPAR increased 5.9%, supported by fee growth and strong U.S. performance. Hyatt Reports Second Quarter 2026 Results
• Positive Sentiment: JPMorgan retained an overweight rating and set a $209 price target, while Barclays also maintained an overweight rating with a $201 target. Although both firms reduced their targets, they still imply meaningful upside from recent trading levels. Analyst Price Target Updates
• Positive Sentiment: Hyatt continues expanding its global lodging platform, including the debut of the Hyatt Place brand in Vithalapur, Gujarat, India. The company is also emphasizing all-inclusive resorts as a long-term growth opportunity. Hyatt Debuts Hyatt Place in Gujarat
• Neutral Sentiment: Management maintained its full-year adjusted EBITDA outlook of $1.155 billion to $1.205 billion. Keeping guidance unchanged provides stability, but investors had expected the strong quarter and U.S. results to support an increase. Hyatt Q2 Earnings and Outlook
• Negative Sentiment: Comparable all-inclusive resort Net Package RevPAR fell 1.2%. Softer resort demand, weaker airlift, slower Mexico bookings, Middle East-related disruption and hurricane-related closures in Jamaica are weighing on the outlook. Hyatt All-Inclusive RevPAR Decline
• Negative Sentiment: Investors were also concerned that some planned hotel openings may be delayed into early 2027, tempering Hyatt’s room-growth outlook and near-term expansion expectations. Hyatt Delayed Openings and Room Growth
• Negative Sentiment: Recent disclosed insider activity showed selling without reported purchases, adding a modest additional cautionary signal for investors.

Hyatt Hotels Stock Down 1.6%

Hyatt Hotels stock opened at $173.84 on Friday. The company has a market capitalization of $16.37 billion, a PE ratio of 212.00 and a beta of 1.32. Hyatt Hotels Corporation has a 12-month low of $133.51 and a 12-month high of $206.86. The firm’s fifty day moving average is $190.42 and its 200 day moving average is $170.63. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 1.03.

Hyatt Hotels (NYSE:H) last released its quarterly earnings data on Thursday, July 30th. The company reported $1.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.91 by $0.21. The company had revenue of $1.83 billion for the quarter, compared to analysts’ expectations of $1.82 billion. Hyatt Hotels had a net margin of 1.10% and a return on equity of 7.24%. The business’s revenue was up 1.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.68 EPS. As a group, sell-side analysts predict that Hyatt Hotels Corporation will post 3.55 EPS for the current fiscal year.

Hyatt Hotels Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 27th will be paid a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Thursday, August 27th. Hyatt Hotels’s payout ratio is -171.43%.

Insider Buying and Selling at Hyatt Hotels

In other Hyatt Hotels news, Director Susan D. Kronick sold 1,119 shares of the business’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $174.51, for a total transaction of $195,276.69. Following the completion of the sale, the director directly owned 31,225 shares of the company’s stock, valued at approximately $5,449,074.75. The trade was a 3.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Cary D. Mcmillan sold 1,119 shares of the stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $174.96, for a total value of $195,780.24. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 23,224 shares of company stock worth $4,173,605. Company insiders own 23.60% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on H shares. Robert W. Baird lifted their price target on shares of Hyatt Hotels from $183.00 to $185.00 and gave the stock a “neutral” rating in a report on Monday, June 1st. Stifel Nicolaus set a $182.00 price objective on Hyatt Hotels in a report on Friday, May 29th. Mizuho lifted their target price on Hyatt Hotels from $219.00 to $221.00 and gave the stock an “outperform” rating in a report on Friday, May 29th. JPMorgan Chase & Co. reduced their price target on Hyatt Hotels from $215.00 to $209.00 and set an “overweight” rating on the stock in a research report on Friday. Finally, Susquehanna decreased their price target on Hyatt Hotels from $185.00 to $180.00 and set a “neutral” rating for the company in a research note on Monday, May 4th. Nine investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $196.50.

About Hyatt Hotels

Hyatt Hotels Corporation (NYSE: H) is a global hospitality company that develops, owns, manages and franchises luxury and business hotels, resorts and vacation properties. Its portfolio spans a range of price points and styles under brands such as Park Hyatt, Grand Hyatt, Andaz, Hyatt Regency, Hyatt Centric, Hyatt Place, Hyatt House, Thompson Hotels, Alila and Destination by Hyatt. In addition to accommodations, the company provides meeting and event spaces, food and beverage outlets, spa and wellness centers, and a variety of guest services designed to cater to both leisure and business travelers.

Hyatt’s business model combines property ownership, management contracts and third-party franchising.