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HH

Hyatt Hotels Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 109% YoYStreet coverage with positive forward estimatesConsistent chatter on X (2.3K/wk), no spike
$H·$17B·Travel Lodging·Consumer Cyclical
$166.97-3.1%YTD+8.0%1Y+16.8%
Mentions · last 7 days
2026-08-21: 213 posts2026-08-22: 137 posts2,312+6%
Price updated 2h ago·X counts updated 9d ago
HH
$HHyatt Hotels Corporation
$166.97-3.07%2.3k posts+6%
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 numbersStalledAI verdict · as of 2026-08-30

The move has stalled — likely just drifts unless something new shows up.

Steady lodging compounder in a quiet tape — the story is fine, the trigger just isn't there.

Hyatt is a lodging franchisor with a global footprint that expanded again this week with its first Guyana property. The equity has been a slow-and-steady real-business story with no live catalyst — the year-to-date move is roughly flat, TTM is a modest +18%, and no near-term event is moving the tape.

  • The revenue picture is seasonally choppy but healthy: quarterly revenue ran $1.81B, $883M (a seasonal soft print), $1.80B, and $1.74B across the last four quarters, with gross margin varying from 10% to 39% across those quarters — the annualized run rate maps cleanly onto the ~$7.2B analyst full-year model.
  • Full-year earnings power is real: analysts see $3.59 EPS for the year, and Hyatt trades near $172 for roughly 48x that — a rich absolute multiple, defensible only because the franchisor model carries much higher through-cycle earnings capacity as it converts owned hotels to fee-based agreements.
  • Insider signal leans mild-negative: a director's 1,700-share sale is small on its own, but combined with rising ownership-form filings and no material insider buying, the message reads as neutral-to-cautious in a business already trading richly on GF-Value screens.

A Nov 5 print that shows fee revenue accelerating and asset-light conversions ticking up is what wakes the tape up; a soft RevPAR quarter with no offsetting conversion pipeline commentary is what keeps the stock stalled and turns the rich multiple into a slow drift lower.

What to watch: The Nov 5 print — global RevPAR, fee-revenue growth, and asset-light conversion pipeline. A soft RevPAR with no offsetting fee acceleration is what keeps the tape stalled and the multiple exposed.

On the calendar: 2026-11-05 — Q3 earnings

ticker conflict crypto token

X sentiment

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

Neutral sentiment11 posts analyzed · as of 2026-08-30

The feed is entirely off-topic for Hyatt Hotels — most posts track a crypto token also called $H (an $18.87M weekly unlock scheduled for Aug 25 is the anchor, listed alongside $XPL, $HUMA, $GRVT and $SOSO), and the rest is unrelated Edtwt/scene-kid chatter and vague memecoin "to the moon" spam. As a signal on the actual hotel equity, the conversation is absent.

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

International leisure travel demand is outperforming domestic; RevPAR is holding but corporate travel bookings are more cautious. AI-driven pricing optimization is the technology differentiator for platform players.

What this means for $H

Partial — REIT cash flows tied to occupancy, rent growth, and cap rate environment; Hyatt Hotels Corporation functions as an international hospitality firm, managin.

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-1.5%YTD
+1.4%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
Q2 2026Jul 30, 2026$1.12$0.91+22.7%
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%
Next earningsThu, Nov 5·consensus EPS $0.76

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 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.2B$7.0B – $7.4B$3.59$3.19 – $4.0210
FY27$7.7B$7.3B – $8.2B$4.89$3.87 – $6.4313
FY28$8.2B$7.6B – $9.0B$5.98$5.18 – $7.0512
FY29$8.9B$8.6B – $9.4B$8.03$7.60 – $8.5511
FY30$9.6B$9.2B – $10.1B$11.20$10.59 – $11.926

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.0.4×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.52%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.-7.0%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.+1.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 90.5M 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.β1.355-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.

Insider activity

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

Recent transactions

SellAug 17Susan D KronickDirector1.7K sh$306KSellAug 3Joan BottariniSee Remarks1.8K sh$311KSellJun 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 2Jspv P.g. TrustSee Remarks18.2K sh—SellJun 2Trust - EciSee Remarks12.8K sh—SellJun 2David UdellSee Remarks2.1K sh$392KSellJun 2Tspv P.g. TrustSee Remarks32.0K sh—
1–10 of 24
+ 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
Free, forever. No credit card.

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
+ 11 other (6 13Gs · 2 10-Qs · 1 earnings 8-K · 1 ARS) in window

Recent news

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

Hyatt Hotels Director Susan Kronick Sells 1,700 Sharesfool.com·8d agoHyatt Adds First Affiliated Hotel in Guyana with Atlantic Suites Hotelbusinesswire.com·18d agoHyatt Hotels Corporation $H Shares Sold by Cetera Investment Advisersdefenseworld.net·19d agoIs Hyatt Hotels Corp (H) Overvalued After 3.1% Rally? GF Value Says Overvaluedgurufocus.com·26d agoIs Hyatt Stock Worth Buying as Growth Clashes With a Rich Valuation?zacks.com·26d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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