FINWIRES · TerminalLIVE
FINWIRES

$H

10 stories mentioning HUpdated just now

Every FINWIRES story that references H, newest first.

Insider Trading

Hyatt Hotels Insider Sold Shares Worth $23,871,818, According to a Recent SEC Filing

Mark Samuel Hoplamazian, Director, Chairman, President and Chief Executive Officer, on June 18, 2026, sold 120,000 shares in Hyatt Hotels (H) for $23,871,818. Following the Form 4 filing with the SEC, Hoplamazian has control over a total of 356,089 Class A common shares of the company, with 356,089 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1468174/000133198326000008/xslF345X05/wk-form4_1782253285.xml

$H
Sectors

Sector Update: Consumer Stocks Mixed Late Afternoon

Consumer stocks were mixed late Thursday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) adding 0.4%.In corporate news, Walmart (WMT) investors voted against a proposal asking the retailer to report on how its use of AI is affecting worker well-being, Reuters reported, citing preliminary voting results from the shareholder meeting. The shareholder proposal was filed by United for Respect, the report said. Walmart shares were up 0.5%.General Motors (GM) has rehired more than 100 members of its Cruise unit's team 18 months after killing off the self-driving vehicle unit, The Information Electric reported, citing Rashed Haq, GM's vice president of autonomous vehicles. GM shares were up 1.9%.Costco (COST) shares rose 0.8% after the company reported net sales of $24.01 billion in May, up from $20.97 billion a year earlier.Hyatt Hotels (H) shares climbed 1.8% after HSBC upgraded the stock to buy from hold with a price target of $212 per share.

$COST$GM$H$WMT
Wire

Hyatt Hotels Shares Rise After HSBC Upgrade

Hyatt Hotels (H) shares rose 1.7% on Thursday after HSBC upgraded the stock to buy from hold with a price target of $212 per share.Trading volume stood at around 429,757 shares compared with a daily average of 825,368.Price: $189.18, Change: $+3.26, Percent Change: +1.75%

$H
Research

HSBC Upgrades Hyatt Hotels to Buy From Hold, $212 Price Target

Hyatt Hotels (H) has an average rating of overweight and mean price target of $193.32, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $188.43, Change: $+2.51, Percent Change: +1.35%

$H
Insider Trading

Hyatt Hotels Insider Sold Shares Worth $1,896,908, According to a Recent SEC Filing

Peter Sears, Executive Vice President, Group President, Americas, on May 29, 2026, sold 10,217 shares in Hyatt Hotels (H) for $1,896,908. Following the Form 4 filing with the SEC, Sears has control over a total of 6,374 Class A common shares of the company, with 6,374 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1468174/000161641826000006/xslF345X05/wk-form4_1780346359.xml

$H
Wire

Hyatt Hotels Analyst Day Reinforces Confidence in Growth, Capital Returns, Morgan Stanley Says

Hyatt Hotels' (H) analyst day boosted confidence in its long-term growth outlook, with increased buybacks helping offset concerns about room growth visibility, Morgan Stanley said in a note Monday.The bank said the event largely reinforced its positive view of the company and increased its confidence that Hyatt can sustain a premium growth profile while returning capital to shareholders at levels similar to higher-valued peers.Investors may continue to question the visibility of future room growth due to Hyatt's conversion-heavy strategy, and remain concerned about the complexity of its distribution business and the balance between buybacks and mergers and acquisitions, the firm said.The bank added that it sees upside from co-brand credit card fees as well as management's shift in tone toward repurchase as offsetting these concerns.Looking further ahead, Hyatt's long-term growth potential remains "undeniable," the firm said, adding that the company has lower market penetration than many peers, but has continued its outperformance in revenue per available room and gross operating profit per available room.Morgan Stanley raised its price target on Hyatt Hotels from $195 to $208 while keeping its overweight rating.Price: $182.23, Change: $+0.87, Percent Change: +0.48%

$H
Research

Research Alert: CFRA Downgraded Hydro One To Sell From Hold On Valuation Overextension

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 3-STARS (Hold) rating to 2-STARS (Sell), which is largely a function of too premium a valuation, too low a dividend yield, and future bottom-line growth lacking in potential for upside. We decrease our target price from CAD61 to CAD52, which is derived from a blend of our earnings multiple and DCF model. We left our 2026 and 2027 adjusted EPS figures unchanged at CAD2.34 and CAD2.53, respectively. Our 21.0x earnings multiple applied to our 2027 estimate produces CAD53, while our DCF model yields CAD51. We lower our multiple to bring it into alignment with historical norms while maintaining a premium to peers. Over the last decade, H has traded at a forward earnings multiple of 19x versus the 25x it currently trades at. On a relative basis, it trades 6.7x above the peer average of 18.1x, which is above the 10-year average of 2.5x above the peer average. Q1 saw 10% growth in revenues (6% beat versus consensus) and EPS saw an 8% gain to CAD0.65 (a CAD0.01 beat).

$H
Research

Research Alert: Hydro One: Q1 Eps Advances 8.3% On Rate Increases, Higher Demand

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Hydro One reported EPS of CAD0.65, up 8.3% from CAD0.60 in the prior year, with net income rising 9.2% to CAD391M. Total revenues increased 10.0% to CAD2,648M, while revenues net of purchased power grew 3.0% to CAD1,224M. The company secured three transmission line projects: Greenstone, Sudbury-to-Barrie, and Red Lake lines, all expected in-service in the early 2030s. COO Megan Telford was appointed as President and CEO effective June 2026. Transmission revenues advanced 4.4% to CAD664M on OEB-approved rates and higher peak demand, while distribution revenues climbed 11.9% to CAD1,970M. The company invested CAD715M in capital during the quarter, including CAD431M in transmission and CAD282M in distribution, with CAD484M in new assets placed in-service. OM&A costs declined 0.9% to CAD329M, demonstrating effective cost management. A quarterly dividend of CAD0.35 per share was declared, reflecting strong operational performance.

$H
Research

Research Alert: CFRA Lowers Opinion On Shares Of Hyatt Hotels Corporation To Hold From Buy

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $9 to $180 on a 2026 EV/EBITDA multiple of 17x (up from 15x), a premium to its 15x three-year forward average multiple. We lower our 2026 EPS estimate to $2.75 from $3.71 and raise our 2027 estimate to $4.34 from $4.26, while our 2026 adjusted EBITDA estimate of $1.18 billion is near the midpoint of management's guidance. Following Q1 results that beat estimates and included raised full-year RevPAR guidance, we downgrade shares from Buy to Hold. We believe the setup is less favorable with shares now trading at a 10% premium to their three-year average forward multiple. Our multiple reflects a discount to hotel peers given H's lower scale and higher leverage, though this is offset by H's exposure to luxury leisure travel, which is showing momentum with net package RevPAR up 7.4% in Q1 and contributing to outsized RevPAR growth. However, geopolitical disruptions affecting H's Distribution segment have lowered our 2026 EBITDA outlook. At current levels, we see balanced risk/reward.

$H
Research

Research Alert: H: Q1 Eps Beat On Luxury Strength; Maintains Full-year Ebitda Guidance

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Hyatt delivered Q1 results with adjusted EPS of $0.63 beating consensus of $0.57, led by robust management fee growth and systemwide RevPAR increasing 5.4%. Adjusted EBITDA of $266M, up 2%, modestly missing the $270M consensus estimate. The luxury segment continued to outperform with RevPAR growth of 8.5% vs. the upper upscale (+4.2%) and upscale (+2.6%) segments, demonstrating Hyatt's strategic premium positioning and resilient luxury travel demand. Management maintained 2026 EBITDA guidance of $1.155B-$1.205B, representing 13%-18% growth. International markets fueled growth with Greater China leading at 12.4% RevPAR growth, followed by Asia-Pacific ex-China (+11.3%) and Europe (+7.5%), while the U.S. delivered 3.3% growth. We believe the all-inclusive portfolio's strong momentum, with Net Package RevPAR up 7.4%, positions Hyatt well despite regional headwinds. In our view, projected capital returns of $325M-$375M demonstrate strong cash generation capabilities.

$H

Track with the FINWIRES app suite

FolioX
FolioX
Track H in your portfolio
WheelAI
WheelAI
Analyze H options with the wheel strategy
StockInsider
StockInsider
See market sentiment on H