Mitsubishi UFJ Trust & Banking Corp decreased its holdings in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 97,586 shares of the company’s stock after selling 2,002 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Hilton Worldwide were worth $28,032,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. raised its stake in Hilton Worldwide by 0.6% during the third quarter. Vanguard Group Inc. now owns 25,463,196 shares of the company’s stock worth $6,606,172,000 after acquiring an additional 151,984 shares during the period. JPMorgan Chase & Co. boosted its holdings in shares of Hilton Worldwide by 12.6% during the third quarter. JPMorgan Chase & Co. now owns 10,100,718 shares of the company’s stock valued at $2,620,531,000 after acquiring an additional 1,132,880 shares during the period. Franklin Resources Inc. boosted its holdings in shares of Hilton Worldwide by 10.4% during the third quarter. Franklin Resources Inc. now owns 6,010,313 shares of the company’s stock valued at $1,559,316,000 after acquiring an additional 567,651 shares during the period. Jennison Associates LLC boosted its holdings in shares of Hilton Worldwide by 2.6% during the third quarter. Jennison Associates LLC now owns 4,750,891 shares of the company’s stock valued at $1,232,571,000 after acquiring an additional 119,172 shares during the period. Finally, Massachusetts Financial Services Co. MA lifted its holdings in Hilton Worldwide by 9.9% in the third quarter. Massachusetts Financial Services Co. MA now owns 4,067,494 shares of the company’s stock worth $1,055,271,000 after purchasing an additional 366,987 shares during the period. Institutional investors and hedge funds own 95.90% of the company’s stock.
Key Hilton Worldwide News
Here are the key news stories impacting Hilton Worldwide this week:
- Positive Sentiment: Q1 beat on adjusted EPS and company raised full?year RevPAR and EBITDA outlooks — signs of resilient travel demand and stronger margins. BusinessWire: Hilton Reports First Quarter Results
- Positive Sentiment: Big analyst shops raised price targets and kept buy/overweight calls (notable raises: HSBC to $387, Bank of America to $375, Goldman to $360, Barclays to $365), which supports upside sentiment and likely lifted intraday buying interest before today’s pullback. MarketScreener: HSBC Adjusts PT MarketScreener: BofA Raises PT MarketScreener: Goldman Raises PT
- Positive Sentiment: Capital returns: Q1 share buybacks (~$860M) and a new quarterly dividend support shareholder cash returns and underscore management confidence. MarketBeat: Q1 Results & Capital Return
- Neutral Sentiment: CEO commentary that the U.S. is shifting from a “K?shaped” to a more inclusive “C?shaped” demand pattern — positive if sustained but still uncertain for near?term revenue mix. Business Insider: CEO Sees C?shaped Economy
- Negative Sentiment: Guidance disappointment: Hilton’s Q2 and FY 2026 EPS ranges came in below consensus (company set FY 2026 at $8.28–$8.40 vs. ~$9.05 consensus), which is a primary driver of the stock’s weakness as investors re?price near?term earnings risk. MarketBeat: Q1 Results & Guidance
- Negative Sentiment: Geopolitical and valuation risks: Management flagged Middle East impacts on RevPAR and investors remain wary of Hilton’s premium valuation and $12.5B debt load—factors that amplify downside if travel momentum softens. Reuters: Hilton Raises Forecast, Flags Middle East Impact
Hilton Worldwide Trading Down 2.7%
Hilton Worldwide (NYSE:HLT – Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $2.01 earnings per share for the quarter, beating analysts’ consensus estimates of $1.94 by $0.07. The company had revenue of $1.20 billion during the quarter, compared to the consensus estimate of $2.94 billion. Hilton Worldwide had a net margin of 12.10% and a negative return on equity of 40.24%. Hilton Worldwide’s revenue was up 9.0% on a year-over-year basis. During the same period in the prior year, the company earned $1.72 EPS. Hilton Worldwide has set its FY 2026 guidance at 8.280-8.400 EPS and its Q2 2026 guidance at 2.180-2.240 EPS. As a group, research analysts predict that Hilton Worldwide Holdings Inc. will post 9.08 earnings per share for the current year.
Hilton Worldwide Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd will be issued a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a yield of 0.2%. The ex-dividend date is Friday, May 22nd. Hilton Worldwide’s payout ratio is presently 9.80%.
Wall Street Analysts Forecast Growth
Several equities research analysts recently weighed in on HLT shares. Jefferies Financial Group reaffirmed a “buy” rating and issued a $339.00 price objective on shares of Hilton Worldwide in a report on Wednesday, February 11th. Morgan Stanley upped their price objective on shares of Hilton Worldwide from $303.00 to $318.00 and gave the stock an “overweight” rating in a report on Friday, April 10th. Robert W. Baird upped their price objective on shares of Hilton Worldwide from $285.00 to $305.00 and gave the stock an “outperform” rating in a report on Monday, February 2nd. TD Cowen upped their price objective on shares of Hilton Worldwide from $350.00 to $390.00 and gave the stock a “buy” rating in a report on Wednesday, April 22nd. Finally, The Goldman Sachs Group upped their price target on shares of Hilton Worldwide from $354.00 to $360.00 and gave the company a “buy” rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat, Hilton Worldwide currently has a consensus rating of “Moderate Buy” and a consensus target price of $348.09.
View Our Latest Report on Hilton Worldwide
Insider Transactions at Hilton Worldwide
In other Hilton Worldwide news, insider Christopher J. Nassetta sold 114,289 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $317.47, for a total transaction of $36,283,328.83. Following the sale, the insider owned 36,445 shares in the company, valued at approximately $11,570,194.15. The trade was a 75.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 2.70% of the company’s stock.
About Hilton Worldwide
Hilton Worldwide Holdings Inc is a global hospitality company that develops, owns, manages and franchises a broad portfolio of hotels and resorts. Its business spans full-service luxury and lifestyle properties, select- and focused-service hotels, and extended-stay accommodations. The company generates revenue through management and franchise fees, owned and leased real estate, and guest services, and supports customer retention and direct bookings through its Hilton Honors guest loyalty program.
Hilton’s brand portfolio includes internationally recognized names across the lodging spectrum, from luxury and upper-upscale brands to midscale and extended-stay offerings.
Further Reading
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