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HH

Hyatt Hotels Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 109% YoYCatalyst pendingConsistent chatter on X (219/wk), no spike
$H·$15B·Travel Lodging·Consumer Cyclical
$169.13+0.1%YTD+1.3%1Y+17.3%
Price updated 4h ago·X counts updated 5d ago
HH
$HHyatt Hotels Corporation
$169.13+0.13%219 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $H on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

219X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $H's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 81% of tracked names.

Neutral sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-13

The $H tape is dominated by HUNNID, a new Robinhood Chain launch with 100 equal Founder slots and now live on DexScreener, plus scattered non-financial 'don't give a $h!t' shorthand usage. No coherent directional sentiment on Hyatt or any single asset emerges from the tape.

Read what X is saying about $H

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $H — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

A smaller-cap luxury hotel chain whose EPS beats keep showing up without the stock cooperating.

Hyatt is the Chicago-based global hotel company that has quietly been reshaping its mix around luxury and lifestyle brands rather than defending a budget-centric footprint. The macro backdrop — resilient high-end travel, soft budget — is pointed in the right direction.

  • The P&L is improving even if the price action isn't: last quarter revenue grew sharply to $1.74B with EPS beats of 23% and 12% on the last two prints — the swing was partly M&A-driven, but the earnings beats say management is converting the mix shift into real P&L.
  • The brand plays matter more than the headline: a growing essentials portfolio plus the first-ever Chief Creative Officer appointment show management treating brand positioning as a competitive moat, not an afterthought.

At 34% of its 52-week range with a Street consensus target around $197, the setup is quietly interesting into Oct 29 earnings. A third consecutive double-digit EPS surprise plus a reaffirmed FY revenue outlook is the catch-up trigger; a soft business-transient or Asia-Pacific comp is where the stock keeps drifting.

What to watch: Oct 29 Q3 earnings — RevPAR trajectory, luxury segment comps, net-unit growth, and FY27 guide. A double-digit EPS surprise plus luxury comp strength is the trigger; soft business-transient demand is the invalidation.

On the calendar: 2026-10-29 — Q3 earnings

event ahead 30dluxury mix

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Marriott confirmed RevPAR acceleration beyond the World Cup lift in Q2, with demand breadth across brands, geographies, room rates, and occupancy — organic demand, not event-driven.

What this means for $H

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

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-7.9%YTD
-3.2%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, Oct 29·consensus EPS $0.74

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 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.1B$7.0B – $7.3B$3.57$3.07 – $4.5715
FY27$7.7B$7.3B – $8.4B$4.86$4.12 – $6.4715
FY28$8.2B$7.6B – $9.0B$5.91$4.72 – $6.9813
FY29$8.9B$8.5B – $9.5B$7.77$7.36 – $8.4711
FY30$9.4B$9.0B – $10.1B$10.42$9.88 – $11.356

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.1.3×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.48%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.+1.5%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.-0.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 90.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β1.405-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

SellSep 14Amar LalvaniSee Remarks1.4K sh$222KSellAug 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 2Jspv P.g. TrustSee Remarks18.2K sh—SellJun 2Trust - EciSee Remarks12.8K sh—SellJun 2Djps P.g. TrustSee Remarks30.0K sh—SellJun 2David UdellSee Remarks2.1K sh$392K
1–10 of 23
+ 36 other (23 awards · 5 inkinds · 4 exempts · 4 returns) 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

S-3ASRAuto-shelf registrationAug 28S-3ASR
AI summary

Hyatt Hotels Corporation, a Delaware corporation headquartered in Chicago, filed an automatic shelf registration statement (S-3ASR) on August 28, 2026. As a well-known seasoned issuer (WKSI), Hyatt's shelf registration becomes automatically effective upon filing. The S-3ASR enables Hyatt to conduct future delayed or continuous offerings of unspecified securities and provides a flexible capital markets financing mechanism.

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.

+ 8 other (5 13Gs · 2 10-Qs · 1 earnings 8-K) in window

Recent news

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

Contrasting Hyatt Hotels (NYSE:H) and GEN Restaurant Group (NASDAQ:GENK)defenseworld.net·11d agoHyatt Elevates the Everyday Stay with Growing Essentials Portfoliobusinesswire.com·17d agoHyatt Names Amar Lalvani Its First Chief Creative Officerbusinesswire.com·17d agoHyatt Hotels Corporation (NYSE:H) Stock Has Consensus Target Price of $197.80defenseworld.net·21d agoHyatt Announces Timing of Third Quarter 2026 Earnings Release and Investor Conference Callbusinesswire.com·29d 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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