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HH

Hyatt Hotels Corporation

$H·$18B·Travel Lodging·Consumer Cyclical
$185.45-3.0%YTD+18.9%1Y+25.5%
Mentions · last 7 days
2026-07-03: 215 posts2026-07-04: 124 posts2026-07-05: 120 posts2026-07-06: 61 posts2026-07-07: 116 posts2026-07-08: 196 posts2026-07-09: 277 posts1,118
Price updated 7m ago·X counts updated 4d ago
HH
$HHyatt Hotels Corporation
$185.45-2.98%1.1k posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $H, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-13

Catching its breath after a run — could pick back up or fade from here.

The CEO just sold $24M — Hyatt's post-Playa run is testing whether it's earned or borrowed.

Hyatt is the mid-cap hotel chain with a strong footprint in luxury-brand licensing and the recent addition of Playa Hotels & Resorts. The stock is up 26% over 12 months on the Playa acquisition and travel-recovery narrative — and CEO Mark Hoplamazian's $24M in sales on June 23 is the caution flag.

What's actually happening:

  • Revenue is scaling on the Playa integration but organic growth is unclear: Q1 revenue was $1.74B, up 109% year over year — but the base includes the Playa acquisition, so the underlying like-for-like RevPAR growth is what actually matters for the multiple, and Hyatt's Investor Day did not resolve that question cleanly.
  • The operating margin is thinner than the tape suggests: 9% operating margin last quarter — this is a franchise-and-manage business, so the reported margin reflects mix; Hyatt is genuinely lower-margin than Marriott or Hilton at scale, and that's baked in.
  • The CEO's $24M sale is the meaningful insider signal: Mark Hoplamazian sold 120,000 shares across two prints on June 23 at $196-$203 — that's real size at a real price, and it's the kind of sale that management usually only makes when they think the current multiple is generous for the business they see internally.

July 30 earnings needs comparable-hotel RevPAR growth above 3% AND fee-based-revenue growth showing continued Playa-integration lift to reset the trajectory upward; a soft RevPAR print or a widened Playa-integration cost is what would confirm the cooling extends. Post-acquisition names always take a few quarters to settle — this is that period.

What to watch: July 30 earnings — comparable-hotel RevPAR growth (needs above 3%), fee-based revenue growth on the Playa-integrated base, and any commentary on integration synergies. A soft RevPAR print or continued insider selling is what would confirm the cooling extends.

On the calendar: 2026-07-30 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment13 posts analyzed · as of 2026-07-12

Posts largely cover a crypto token $H among weekly top gainers with +39.01% and top KCEX heat-check listings, with several traders posting long setups targeting +7-15% moves. Contributors note squeezed compression zones typically resolve up on the second attempt. Some noise from unrelated 'H' abbreviations exists in the corpus.

Read the AI verdict + X sentiment for $H

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global hospitality company operating owned, managed, and franchised luxury and full-service hotels across 70+ countries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Travel Lodging sits in its cycle right now — and what that implies for $H.

Travel Lodging · Consumer Cyclical

No material change from last week — Hyatt's premium hospitality positioning and World Cup 2026 event demand are sustaining RevPAR growth above pre-pandemic levels. Leisure travel resilience and group meeting recovery continue to support premium hotel pricing power.

What this means for $H

Partial — Global hospitality company operating owned, managed, and franchised luxury and full-service hotels across 70+ countries; this segment overlaps with the World Cup 2026 event demand and premium hospitality RevPAR uplift but is not the dominant revenue driver.

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-2.4%YTD
+5.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-536.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-1.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
17.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$0.63$0.56+11.5%
Q4 2025Feb 12, 2026$1.33$0.29+358.6%
Q3 2025Nov 6, 2025$-0.30$0.46-165.6%
Q2 2025Aug 7, 2025$1.53$0.62+146.8%
Next earningsThu, Jul 30·consensus EPS $0.89

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.7B+108.7%10.1%6.1%$0.40$77.0M
Q4 FY25$1.8B+136.3%11.1%7.8%$-0.21$236.0M
Q3 FY25$883.0M+15.9%39.2%23.6%$-0.51$-89.0M
Q2 FY25$1.8B+110.0%20.7%6.4%$-0.03$-161.0M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.2B$7.0B – $7.4B$3.56$3.16 – $3.9814
FY27$7.7B$7.3B – $8.2B$4.84$3.80 – $6.3414
FY28$8.2B$8.2B – $8.2B$5.91$4.26 – $7.0012
FY29$8.9B$8.6B – $9.3B$8.12$7.75 – $8.6111
FY30$9.6B$9.3B – $10.1B$11.54$11.02 – $12.246

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.79%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+17.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 90.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 22Hoplamazian Mark SamuelSee Remarks84.8K sh$16.7MSellJun 18Hoplamazian Mark SamuelSee Remarks35.2K sh$7.2MSellJun 2Acps P.g. TrustSee Remarks27.0K sh—SellJun 2Djps P.g. TrustSee Remarks30.0K sh—SellJun 2Tspv P.g. TrustSee Remarks32.0K sh—SellJun 2Jspv P.g. TrustSee Remarks18.2K sh—SellJun 2Trust - EciSee Remarks12.8K sh—SellJun 2David UdellSee Remarks2.1K sh$392KSellMay 29Peter SearsSee Remarks10.2K sh$1.9MSellMay 29Mark R VondrasekSee Remarks8.2K sh$1.5M
1–10 of 22
+ 34 other (20 awards · 5 inkinds · 3 exempts · 3 returns · 3 conversions) in window

See when $H insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 63
AI summary

Adam K. Rohman, Head of Americas at Hyatt Hotels Corporation (H), filed a Form 3 as a new reporting officer (effective July 1, 2026) disclosing direct ownership of 1,381.653 shares of Class A Common Stock plus RSU awards covering 337, 557, 921, and 2,279 shares vesting in annual installments through 2030. Routine administrative Form 3 for a newly-reporting officer.

8-KPress release / Reg FDMay 288-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Hyatt Hotels Corporation hosted an Investor Day on May 28, 2026, with presentations from senior management beginning at 8:30 a.m. CST, accessible via live webcast and archived on the company's IR website. The company also disclosed other events (Item 8.01), with a press release and presentation materials furnished as exhibits. This is a planned investor relations event — Investor Day presentations from hotel companies often include asset management strategies, fee-based business growth plans, and capital allocation updates.

8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Hyatt Hotels Corporation director Paul D. Ballew retired from the Board on May 20, 2026, along with all committee memberships, with his retirement not attributable to any disagreement with the company. Hyatt also held its annual meeting and the voting results are reported (Item 5.07). This is a routine director retirement combined with annual meeting results — no material governance changes are implied beyond the vacancy created by Ballew's departure.

S-3ASRAuto-shelf registrationMay 14S-3ASR
AI summary

Hyatt Hotels Corporation filed an automatic shelf registration statement (S-3ASR) for up to 8,385,560 shares of Class A common stock, par value $0.01 per share, which may be offered for sale from time to time by identified selling stockholders. This is a resale shelf for existing shareholders — no new primary shares are being issued by Hyatt — so the filing enables insiders or institutional holders to liquidate over time but does not directly dilute the company's existing shareholders.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Hyatt Hotels (H) reported Q1 2026 financial results for the quarter ended March 31, 2026, announced April 30, 2026. Item 2.02 covers the earnings press release and Item 7.01 covers a related investor webcast disclosure. Hyatt is a global hospitality company operating luxury and full-service hotel brands including Park Hyatt, Grand Hyatt, and Andaz.

SC 13D/AActivist amendmentApr 21SC 13D/A
AI summary

A reporting person filed an amended Schedule 13D/A reporting a 1.2% beneficial ownership stake in Hyatt Hotels Corporation's Class B common stock (H), which is convertible into Class A shares on a one-for-one basis at the holder's election. The Class B shares typically carry multiple votes and are held by founding family members. This is a relatively small position and the amendment likely reflects an update in holdings.

3New insider — initial holdingsMar 313
8-KOfficer or director changeMar 278-K — Item 5.02: Officer or director change
+ 9 other (3 13Gs · 2 8-Ks · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Hyatt, HSL Properties and Desert Hospitality Management Announce Plans for Tucson's First Hyatt Regency Hotelbusinesswire.com·12d agoApogee Enterprises Reports Fiscal 2027 First Quarter Resultsgurufocus.com·17d agoHyatt Announces Timing of Second Quarter 2026 Earnings Release and Investor Conference Callbusinesswire.com·18d agoA Look at Hyatt Hotels Corp (H) After 3.8% Gain -- GF Value $161.05 vs Price $197.86gurufocus.com·32d agoHydro One Limited welcomes new President and CEO and announces election of Directorsprnewswire.com·34d ago
Voices on X · top 11 · last 7 days

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