Hyatt Hotels Corporation Class A (H)

Hyatt's Q3 2025 earnings report showed an EPS miss of -$0.30 and revenue of $1.50 billion, below expectations, but the stock rose due to strategic optimism. The Q4 2025 results are expected to be released on February 12, 2026. Insider Javier Aguila sold 9,548 shares, and CEO Mark Hoplamazian disposed of 6,900 shares. Hyatt acquired Standard International and sold the real estate portfolio from Playa Hotels & Resorts while retaining long-term management agreements. The stock has seen a +17.09% change over the past six months, with a 52-week range between $102.43 and $174.58.

Demand for Hyatt's services follows seasonal patterns influenced by leisure and business travel. Travel demand has remained robust, particularly from upper-income clients. Hyatt executives projected stronger business transient demand after Labor Day in 2025, but group demand in Q4 2024 was impacted by the shift of Jewish holidays and the U.S. election. International inbound travel continues to be a growth driver in the Asia Pacific region, excluding Greater China. The hotel industry experiences peak and off-peak seasons, and external factors like Hurricane Milton impacted booking volumes in Q4 2024.

Hyatt Hotels Corporation is a global hospitality company managing, franchising, licensing, owning, and leasing properties. It operates in the consumer discretionary sector, specifically the lodging and hotels & motels industry. Hyatt provides accommodation and hospitality services through full-service hotels, select-service hotels, resorts, and other properties. The company's brands are organized into the Timeless Collection, Boundless Collection, Independent Collection, and Inclusive Collection. Hyatt also operates the World of Hyatt® loyalty program, ALG Vacations®, Mr & Mrs Smith™, Unlimited Vacation Club®, Amstar DMC destination management services, and Trisept Solutions® technology services.

As of June 30, 2024, Hyatt's portfolio included over 1,350 hotels and all-inclusive properties across 78 countries on six continents. The United States has 685 locations across 47 states, with California, Texas, and Florida accounting for 33% of Hyatt's U.S. presence.

Hyatt was recognized as one of the "100 Best Companies to Work For" for the 12th consecutive year. In early 2025, Hyatt announced a strategic brand realignment into five portfolios: Luxury, Lifestyle, Inclusive, Classics, and Essentials. Hyatt has been expanding its luxury and lifestyle brand footprint globally, with new leadership appointments and planned openings for 2026. Hyatt unveiled "Unscripted by Hyatt," a new brand within its Essentials portfolio, and acquired Standard International in October 2024.

Hyatt Hotels Corp. has a diverse ownership structure, including institutional and individual investors. Key institutional shareholders include Bamco Inc /ny, Principal Financial Group Inc, BlackRock, Inc., Vanguard Group Inc, BPTRX - Baron Partners Fund, Wellington Management Group Llp, Massachusetts Financial Services Co /ma, PMBMX - MidCap Fund (f/k/a MidCap Blend Fund) R-3, Morgan Stanley, and Bank Of Nova Scotia. The Pritzker family holds a significant stake, owning 76.89% of the equities, with Thomas Pritzker holding 1,515,667 shares.