Hyatt Hotels Reports Q4 2023 Financial Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy H?
Source: Benzinga
- Sales Miss Expectations: Hyatt Hotels reported Q4 sales of $1.789 billion, slightly below the Street's expectation of $1.802 billion, indicating potential challenges in market positioning and future strategic adjustments.
- Adjusted EBITDA Growth: The adjusted EBITDA reached $292 million, up 14.6% year-over-year, and even excluding 2024 asset sales, it still showed a 3.8% increase, reflecting ongoing improvements in cost management and operational efficiency.
- Significant RevPAR Increase: The company's comparable system-wide hotel revenue per available room (RevPAR) rose 4.0% year-over-year, while the all-inclusive resorts' Net Package RevPAR increased by 8.3%, demonstrating strong recovery in high-end market demand and enhancing brand competitiveness.
- Optimistic Future Outlook: Hyatt expects 2026 comparable system-wide hotel RevPAR to grow between 1.0% and 3.0%, with net room growth projected at 6.0% to 7.0%, alongside an adjusted EBITDA outlook of $1.155 billion to $1.205 billion, reflecting confidence in future growth prospects.
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Analyst Views on H
Wall Street analysts forecast H stock price to rise
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 169.070
Low
154.00
Averages
177.92
High
203.00
Current: 169.070
Low
154.00
Averages
177.92
High
203.00
About H
Hyatt Hotels Corporation is a global hospitality company. Its portfolio of properties consists of full-service hotels and resorts, select service hotels, all-inclusive resorts, and other properties. Its offering includes brands in the Luxury Portfolio, including Park Hyatt, Alila, Miraval, Impression by Secrets, and The Unbound Collection by Hyatt; the Lifestyle Portfolio, including Andaz, Thompson Hotels, The Standard, Dream Hotels, The StandardX, Breathless Resorts & Spas, JdV by Hyatt, Bunkhouse Hotels, and Me and All Hotels; the Inclusive Collection, including Zoetry Wellness & Spa Resorts, Hyatt Ziva, Hyatt Zilara, Secrets Resorts & Spas, Dreams Resorts & Spas, Hyatt Vivid Hotels & Resorts, Sunscape Resorts & Spas, Alua Hotels & Resorts, and Bahia Principe Hotels & Resorts; the Classics Portfolio, including Grand Hyatt, Hyatt Regency, Destination by Hyatt, Hyatt Centric, Hyatt Vacation Club, and Hyatt; and the Essentials Portfolio, including Caption by Hyatt, UrCove, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Meeting Facilities: The hotel features 34,500 square feet of flexible meeting space accommodating up to 1,000 guests, enhancing its appeal as a destination for large events and intimate gatherings alike.
- Golf Experience: With two championship golf courses on-site, Seaview Hotel draws golf enthusiasts year after year, providing beautiful natural surroundings and high-quality course facilities, further solidifying its position in the leisure travel market.
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- Facilities and Services: Seaview features 296 guest rooms and 16 suites, offering 34,500 square feet of flexible meeting and event space capable of accommodating large events for up to 1,000 guests, catering to the needs of modern leisure travelers and meeting planners.
- Golf Experience: The hotel boasts two championship golf courses that attract guests year after year, with the Bay Course and Pines Course providing stunning coastal and pine forest views, enhancing the resort's appeal and customer loyalty.
- History and Culture: Established in 1914, Seaview has welcomed generations of guests, and its unique history and culture are inseparable from the Jersey Shore; becoming part of the Hyatt brand allows it to continue serving loyal guests and the surrounding community.
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See More
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- Development and Growth: Hyatt achieved a net rooms growth of 7.3% in 2025, marking industry-leading growth for the ninth consecutive year, with signings in Greater China growing by over 50%, reflecting strong market demand and future development potential in the region.
- Financial Performance and Outlook: Q4 gross fees rose approximately 5% year-over-year to $307 million, with guidance for 2026 system-wide RevPAR growth between 1% to 3%, and adjusted EBITDA expected to increase by 13% to 18%, demonstrating strong fee growth and a commitment to capital returns.
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- Dividend Yield: The forward yield of 0.34% reflects the company's shareholder return strategy in the current economic environment, aiming to attract long-term investors and bolster market confidence amid competitive pressures.
- Shareholder Record Dates: The dividend is payable on March 12, with a record date of March 2 and an ex-dividend date also set for March 2, ensuring shareholders receive timely returns and reinforcing investor trust in the company's financial management.
- Future Outlook: While Hyatt Hotels sees robust demand in the luxury segment, the disappointing FY26 RevPAR outlook suggests that the company may need to adjust its strategies to sustain growth in the face of market challenges.
See More
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