Massachusetts Financial Services Co. MA Raises Stake in Hyatt Hotels Corporation $H

Massachusetts Financial Services Co. MA raised its position in Hyatt Hotels Corporation (NYSE:H) by 24.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,765,785 shares of the company’s stock after purchasing an additional 545,003 shares during the period. Massachusetts Financial Services Co. MA’s holdings in Hyatt Hotels were worth $392,548,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of H. Bank of America Corp DE increased its holdings in Hyatt Hotels by 84.5% in the second quarter. Bank of America Corp DE now owns 1,228,396 shares of the company’s stock valued at $171,545,000 after buying an additional 562,611 shares during the last quarter. GRS Advisors LLC acquired a new position in shares of Hyatt Hotels during the 2nd quarter worth about $74,264,000. Mane Global Capital Management LP purchased a new position in shares of Hyatt Hotels in the 2nd quarter valued at about $47,007,000. Par Capital Management Inc. raised its position in shares of Hyatt Hotels by 551.8% during the 2nd quarter. Par Capital Management Inc. now owns 371,261 shares of the company’s stock worth $51,847,000 after acquiring an additional 314,300 shares in the last quarter. Finally, Hudson Bay Capital Management LP lifted its stake in Hyatt Hotels by 9,263.4% during the second quarter. Hudson Bay Capital Management LP now owns 199,535 shares of the company’s stock worth $27,865,000 after purchasing an additional 197,404 shares during the last quarter. 73.54% of the stock is owned by hedge funds and other institutional investors.

Hyatt Hotels Trading Down 1.1%

Shares of Hyatt Hotels stock opened at $167.86 on Monday. The company has a debt-to-equity ratio of 1.47, a quick ratio of 0.68 and a current ratio of 0.69. The company has a market capitalization of $15.94 billion, a P/E ratio of -180.49, a PEG ratio of 1.88 and a beta of 1.29. Hyatt Hotels Corporation has a 1 year low of $102.43 and a 1 year high of $174.58. The company’s fifty day moving average is $161.42 and its two-hundred day moving average is $150.13.

Hyatt Hotels (NYSE:H) last announced its earnings results on Thursday, November 6th. The company reported ($0.30) EPS for the quarter, missing analysts’ consensus estimates of $0.49 by ($0.79). Hyatt Hotels had a negative net margin of 1.27% and a positive return on equity of 3.22%. The business had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.82 billion. During the same period in the previous year, the company posted $0.94 earnings per share. Hyatt Hotels’s quarterly revenue was up 9.6% on a year-over-year basis. Analysts forecast that Hyatt Hotels Corporation will post 3.05 earnings per share for the current year.

Hyatt Hotels Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 8th. Shareholders of record on Monday, November 24th were paid a $0.15 dividend. This represents a $0.60 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, November 24th. Hyatt Hotels’s dividend payout ratio (DPR) is -64.52%.

Key Headlines Impacting Hyatt Hotels

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

• Positive Sentiment: Morgan Stanley raised its price target to $194 and reiterated an “overweight” stance, signaling meaningful upside vs. current levels. This upgrade supports the bullish case that Hyatt’s longer-term growth and margin recovery could re-rate the shares. Article Title
• Positive Sentiment: The Goldman Sachs team started coverage with a “buy” and a $198 price target, adding another influential buy-side voice that may drive renewed interest from institutional investors. Article Title
• Positive Sentiment: Mizuho published a bullish forecast for Hyatt, reinforcing a narrative of price appreciation among some brokerage firms and contributing to demand for the shares. Article Title
• Positive Sentiment: Brand and loyalty initiatives: Hyatt is expanding its consumer-facing push — new leadership, brands and markets highlighted in Forbes — and inked a World of Hyatt sponsorship/loyalty tie-up with the new Audi Revolut F1 team, which could boost global loyalty engagement and premium customer acquisition over time. Article Title Audi F1 Sponsorship Hyatt F1 Loyalty Deal
• Neutral Sentiment: Barclays trimmed its target slightly (from $200 to $198) but kept an “overweight” rating — a modest revision that keeps consensus sentiment positive but is not a major directional change. Article Title
• Negative Sentiment: Operational/earnings pressure remains: Hyatt’s most recent quarterly release showed a sizable EPS miss (reported loss vs. expectations) and revenue below Street estimates, which keeps near-term sentiment cautious and helps explain the share price pullback despite upbeat analyst notes. (Company earnings release, Nov. 6).

Insider Activity

In other Hyatt Hotels news, insider David Udell sold 4,300 shares of the company’s stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $166.00, for a total transaction of $713,800.00. Following the completion of the transaction, the insider owned 13,746 shares in the company, valued at approximately $2,281,836. This represents a 23.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Javier Aguila sold 9,548 shares of the firm’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $165.87, for a total transaction of $1,583,726.76. Following the completion of the sale, the insider owned 2,684 shares of the company’s stock, valued at $445,195.08. This trade represents a 78.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 33,383 shares of company stock valued at $5,321,682. Company insiders own 23.70% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have commented on the stock. Wells Fargo & Company began coverage on shares of Hyatt Hotels in a research note on Tuesday, November 18th. They issued an “equal weight” rating and a $154.00 price target on the stock. JPMorgan Chase & Co. began coverage on shares of Hyatt Hotels in a research report on Monday, November 24th. They issued an “overweight” rating and a $178.00 target price on the stock. The Goldman Sachs Group began coverage on shares of Hyatt Hotels in a research report on Wednesday, January 14th. They issued a “buy” rating and a $198.00 price target for the company. Stifel Nicolaus upped their price objective on shares of Hyatt Hotels from $158.00 to $164.00 and gave the company a “hold” rating in a research note on Wednesday, December 31st. Finally, Truist Financial lifted 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. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $171.13.

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.