Matthew 25 Management Acquires 373,500 Shares of Park Hotels for $4.22 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 22 2025
0mins
Source: Fool
- Share Acquisition: Matthew 25 Management disclosed a purchase of 373,500 shares of Park Hotels & Resorts for approximately $4.22 million during the quarter ended September 30, increasing its total holdings to 475,000 shares with a market value of $5.26 million, indicating confidence in the company's potential.
- Market Performance: As of Monday, Park Hotels shares were priced at $10.80, reflecting a 27% decline over the past year, significantly underperforming the S&P 500's 16% gain, which suggests market caution regarding its future outlook.
- Financial Condition: In the third quarter, Park Hotels reported adjusted EBITDA of $130 million, down from the previous year, although management anticipates a 12% increase in fourth-quarter group revenue, indicating potential recovery.
- Liquidity Enhancement: The company expanded its revolver to $1 billion and secured up to $800 million in delayed-draw term loans, raising total liquidity to approximately $2.1 billion, providing a buffer against market fluctuations.
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Analyst Views on PK
Wall Street analysts forecast PK stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PK is 11.93 USD with a low forecast of 10.50 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
2 Buy
5 Hold
0 Sell
Moderate Buy
Current: 10.900
Low
10.50
Averages
11.93
High
14.00
Current: 10.900
Low
10.50
Averages
11.93
High
14.00
About PK
Park Hotels & Resorts Inc. is a lodging real estate investment trust (REIT). The Company has a diverse portfolio of hotels and resorts with significant underlying real estate value. It has interests in 36 hotels, consisting of premium-branded hotels and resorts with approximately 23,055 rooms, of which over 87% are luxury and upper upscale and are located in prime United States markets and its territories. Its high-quality portfolio includes hotels mostly in major urban and convention areas, such as New York City, Washington, D.C., Chicago, Boston, New Orleans and Denver; and premier resorts in key leisure destinations, including Hawaii, Orlando, Key West and Miami Beach; as well as hotels in select airport and suburban locations. Its brands include Hilton Hotels & Resorts, DoubleTree by Hilton, Signia by Hilton, Marriott, Hyatt Regency, Embassy Suites by Hilton, Marriott Tribute Portfolio, Curio - A Collection by Hilton, Waldorf Astoria Hotels & Resorts, JW Marriott, 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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