Update shared on15 Oct 2025
Fair value Increased 0.91%Hilton Worldwide Holdings’ analyst price target has been raised slightly from $273.50 to $276.00. Analysts highlight ongoing confidence in the company’s long-term prospects, despite near-term challenges in U.S. RevPAR.
Analyst Commentary
Recent analyst updates reflect a mix of optimism and caution regarding Hilton Worldwide Holdings’ future performance. Their commentary highlights both positive catalysts for the company and areas of potential risk, informing shifts in price targets and market ratings.
Bullish Takeaways
- Bullish analysts are increasing their price targets for Hilton. This signals rising confidence in the company's long-term execution and sector positioning.
- Despite short-term pressures, the long-term outlook for the lodging sector is viewed as robust. This supports expectations for future growth and value creation.
- Analysts see Hilton as well positioned to benefit from improved industry fundamentals once headwinds in RevPAR subside.
- Consistent upward revisions to valuation targets underscore expectations of resilient business performance and the potential for sustained shareholder returns.
Bearish Takeaways
- Bearish analysts highlight recent disappointments in U.S. RevPAR growth, which can weigh on near-term earnings visibility for Hilton and sector peers.
- The persistence of soft U.S. RevPAR trends into 2025 raises caution around the pace of future top-line recovery.
- Maintaining only a "Market Perform" rating, despite price target increases, reflects reservations about the company’s ability to outpace sector performance in the immediate term.
What's in the News
- Hilton launches Outset Collection, its 25th brand, targeting the boutique and lifestyle hotel segment. The company reports over 60 hotels in development at launch and plans for growth in the U.S. and Canada (Key Developments).
- The George at Columbia, Tapestry Collection by Hilton, opens in Harlem. The property offers 139 guest rooms, local-inspired design, and amenities designed to honor the area's heritage and attract both locals and visitors (Key Developments).
- Hilton Jacksonville at Mayo Clinic, an eight-story 252-room hotel, opens as the first full-service Hilton in Jacksonville in nearly two decades. The hotel features modern design and extensive amenities for leisure and wellness travelers (Key Developments).
- Between April and June 2025, Hilton repurchased approximately 3.2 million shares for $755.62 million as part of its ongoing share buyback program (Key Developments).
- Hilton issues earnings guidance projecting net income between $453 million and $467 million for Q3 2025, and between $1,640 million and $1,682 million for full year 2025. Diluted EPS guidance ranges from $1.89 to $1.95 for the quarter and $6.82 to $6.99 for the year (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from $273.50 to $276.00 per share.
- Discount Rate has decreased modestly from 8.88% to 8.81%, reflecting a slight reduction in projected risk.
- Revenue Growth expectations are virtually unchanged, moving from 45.36% to 45.38%.
- Net Profit Margin has edged down marginally from 16.62% to 16.61%.
- Future P/E has increased slightly from 30.23x to 30.45x. This indicates a modest expansion in valuation multiples.
Disclaimer
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