Hyatt Hotels (NYSE:H) Posts Quarterly Earnings Results, Beats Expectations By $0.87 EPS

Hyatt Hotels (NYSE:H) posted its quarterly earnings data on Thursday. The company reported $1.33 earnings per share for the quarter, beating the consensus estimate of $0.46 by $0.87, FiscalAI reports. Hyatt Hotels had a positive return on equity of 3.22% and a negative net margin of 1.27%.During the same period in the prior year, the company earned $0.42 earnings per share.

Here are the key takeaways from Hyatt Hotels’ conference call:

• Hyatt reported Q4 system-wide RevPAR up 4%, driven by luxury and leisure demand, and World of Hyatt membership reached 63 million (up 19%), with loyalty members accounting for nearly half of occupied room nights.
• Development momentum accelerated — net rooms growth of 7.3% in 2025 and a record pipeline of ~148,000 rooms, led by new brands (Unscripted, Hyatt Studios, Hyatt Select) and strong U.S. signings, including many in new markets.
• Hyatt completed the Playa sale (~$2 billion) and says it is fully transformed to an asset-light model, targeting ~90% asset-light earnings in 2026 with guidance for strong fee, EBITDA, and free-cash-flow growth and $325–$375M in shareholder returns.
• Near-term headwinds include softer U.S. business-transient demand (pressure on select-service), distribution-segment weakness (≈$10M headwind), and lingering impact from Hurricane Melissa/Jamaica hotel closures with insurance timing and amounts uncertain.
• Hyatt is investing in AI/automation (agentic platforms with multiple LLMs) that management says has raised group-sales productivity ~20%, improved booking conversion and revenue per booking, and is expected to drive efficiency and revenue gains.

Hyatt Hotels Stock Performance

H traded up $2.26 during trading hours on Thursday, hitting $170.89. The company’s stock had a trading volume of 1,111,661 shares, compared to its average volume of 826,241. The company has a 50-day simple moving average of $162.75 and a 200 day simple moving average of $151.80. The company has a current ratio of 0.69, a quick ratio of 0.68 and a debt-to-equity ratio of 1.47. The firm has a market capitalization of $16.23 billion, a PE ratio of -184.35, a PEG ratio of 2.13 and a beta of 1.27. Hyatt Hotels has a fifty-two week low of $102.43 and a fifty-two week high of $180.53.

Wall Street Analysts Forecast Growth

H has been the topic of a number of recent analyst reports. Barclays dropped their price target on shares of Hyatt Hotels from $200.00 to $198.00 and set an “overweight” rating on the stock in a research report on Friday, January 16th. Truist Financial upped their target price on Hyatt Hotels from $159.00 to $168.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Hyatt Hotels in a research report on Monday, December 29th. Sanford C. Bernstein restated an “outperform” rating and issued a $188.00 price objective on shares of Hyatt Hotels in a report on Friday, January 2nd. Finally, Mizuho lifted their target price on Hyatt Hotels from $203.00 to $223.00 and gave the stock an “outperform” rating in a report on Tuesday, January 13th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $172.13.

Key Stories Impacting Hyatt Hotels

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

• Positive Sentiment: Q4 earnings beat — Hyatt reported adjusted EPS of $1.33, well above consensus, showing big year-over-year improvement and driving confidence in near-term profitability. Hyatt Hotels (H) Q4 Earnings Surpass Estimates
• Positive Sentiment: RevPAR and segment strength — Comparable system-wide RevPAR grew ~4% in Q4, led by Luxury and Upper-Upscale; Hyatt’s high-end brands continue to outpace the portfolio and support margin recovery potential. Hyatt’s Luxury Hotels Lead the Way in Q4 Growth
• Positive Sentiment: Growth pipeline & new openings — Hyatt highlighted openings (e.g., Alila Mayakoba) and an active development pipeline, supporting future fee and franchise revenue growth. New resort openings broaden geographic exposure and luxury inventory. Introducing Alila Mayakoba
• Neutral Sentiment: Revenue slightly below estimates — Reported revenue of ~$1.789B was marginally under consensus, creating mixed reactions despite the EPS beat; analysts are parsing whether fee mix and non-operating items explain the gap. Hyatt Q4 Earnings Beat, Revenues Lag Estimates, Stock Down
• Negative Sentiment: Profitability metrics mixed — The company still shows a negative net margin (and a low ROE), and some investors are focused on margin normalization timing and leverage (debt-to-equity ~1.47), which could cap near-term multiple expansion. Hyatt Q4 Press Release / Slide Deck

Insider Activity

In other Hyatt Hotels news, insider David Udell sold 4,300 shares of Hyatt Hotels stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $166.00, for a total value of $713,800.00. Following the sale, the insider directly owned 13,746 shares in the company, valued at approximately $2,281,836. The trade was a 23.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Javier Aguila sold 9,548 shares of Hyatt Hotels stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $165.87, for a total value of $1,583,726.76. Following the transaction, the insider owned 2,684 shares of the company’s stock, valued at $445,195.08. The trade was a 78.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 23.70% of the company’s stock.

Institutional Investors Weigh In On Hyatt Hotels

Several hedge funds have recently made changes to their positions in H. Steward Partners Investment Advisory LLC increased its holdings in shares of Hyatt Hotels by 18.6% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 459 shares of the company’s stock worth $74,000 after purchasing an additional 72 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its position in shares of Hyatt Hotels by 3.5% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,318 shares of the company’s stock worth $372,000 after purchasing an additional 79 shares in the last quarter. Siemens Fonds Invest GmbH boosted its stake in Hyatt Hotels by 23.5% during the third quarter. Siemens Fonds Invest GmbH now owns 593 shares of the company’s stock valued at $84,000 after buying an additional 113 shares during the last quarter. O Shaughnessy Asset Management LLC grew its holdings in shares of Hyatt Hotels by 2.3% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 6,266 shares of the company’s stock valued at $1,005,000 after purchasing an additional 139 shares in the last quarter. Finally, Johnson Financial Group Inc. raised its stake in Hyatt Hotels by 450.0% during the third quarter. Johnson Financial Group Inc. now owns 176 shares of the company’s stock valued at $25,000 after purchasing an additional 144 shares in the last quarter. 73.54% of the stock is currently owned by institutional investors.

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.