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H: Global Expansion And Buybacks Are Expected To Support Steady Future Performance

H: Expanding Luxury Openings And Buybacks Will Drive Hospitality Leadership

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AnalystConsensusTarget
Not Invested
Published 22 Aug 2024

Update shared on 11 Dec 2025

Fair value Increased 0.26%
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Analysts have nudged up their price target on Hyatt Hotels by approximately 0.3 percent to about $168 per share, citing a slightly higher long term fair value and modestly improved forward earnings multiple assumptions, despite a marginally higher discount rate.

What's in the News

  • Hyatt and Parks Hospitality Holdings opened Hyatt Place Cancun Airport, the first Hyatt Place in Quintana Roo and sixth in Mexico, with a 24/7 airport shuttle, on site parking, and nearly 1,500 square feet of flexible event space. Three additional PHH affiliated developments are slated through 2028 (company announcement).
  • The company completed a $30 million share repurchase tranche in 3Q 2025, buying back 211,799 shares, and has now retired 24.27 percent of its shares, or more than $2.76 billion, under the long running buyback program launched in October 2018 (buyback update).
  • Hyatt issued 2025 guidance calling for net income attributable to the company of $70 million to $86 million and comparable system wide RevPAR growth of 2 percent to 2.5 percent versus 2024 (corporate guidance).
  • The Unbound Collection by Hyatt expanded in Panama with the opening of Elysium Spa & Wellness House at Hotel La Compania del Valle, a 22,000 square foot wellness focused retreat positioned as a high end, nature connected escape two hours from Panama City (company announcement).
  • Hyatt highlighted continued global expansion of the Park Hyatt brand, including upcoming openings such as Park Hyatt Los Cabos at Cabo del Sol, Park Hyatt Cancun, Park Hyatt Mexico City, and Park Hyatt Vancouver following a major redesign (brand development update).

Valuation Changes

  • Fair Value has risen slightly, increasing from $167.14 to $167.57 per share. This reflects a modest uplift in long term intrinsic value estimates.
  • Discount Rate has increased slightly from 9.27 percent to 9.43 percent, implying a marginally higher required return applied to future cash flows.
  • Revenue Growth assumptions are effectively unchanged and remain at about 37.79 percent over the forecast period.
  • Net Profit Margin expectations are stable and hold near 6.89 percent with only an immaterial downward adjustment.
  • Future P/E has risen slightly from 33.0x to 33.2x. This suggests a modestly higher valuation multiple on projected earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.