Pulling SEC filings + quote and writing the call…
Hyatt Hotels Corp
Next earnings Aug 5, 2026 · consensus $0.93 EPS, $1.84B rev
Last earnings +5.4% on 2026-04-30
Asset-light hotel franchise still growing rooms, but a swing to a net loss and rising leverage cap the upside at $202.
Sources: SEC EDGAR (CIK 0001468174, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 8:42:21 PM.
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Hyatt is transitioning to an asset-light, fee-driven model, and the FY2025 numbers show both the promise and the bumps. Revenue grew 6.8% to $7.10B and the portfolio reached 1,528 properties (372,763 rooms), the bulk of it 682 managed and 700 franchised — exactly the capital-light mix management touts as delivering 'higher overall returns on invested capital' because owners, not Hyatt, fund the buildings. But net income swung to a -$52.0M loss (EPS -$0.55) from a $1.30B profit in FY2024, operating cash flow fell 40.1% to $379M, and cash dropped 22.2% to $787M. The prior-year $1.30B was clearly inflated by gains/dispositions; the FY2025 loss looks like the other side of that lumpiness rather than evidence the fee engine has stalled.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.03B | $5.89B | $6.67B | $6.65B | $7.10B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | -$222M | $455M | $220M | $1.30B | -$52.0M |
| Diluted EPS | -$2.13 | $4.09 | $2.05 | $12.65 | -$0.55 |
| Net margin | -7.3% | 7.7% | 3.3% | 19.5% | -0.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1075 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 8 sales
| 2026-06-22 | HOPLAMAZIAN MARK SAMUEL See Remarks | Sell | 16.9K @ $195.96 | $3.30M |
| 2026-06-22 | HOPLAMAZIAN MARK SAMUEL See Remarks | Sell | 30.5K @ $196.80 | $6.00M |
| 2026-06-22 | HOPLAMAZIAN MARK SAMUEL See Remarks | Sell | 33.4K @ $197.82 | $6.60M |
| 2026-06-22 | HOPLAMAZIAN MARK SAMUEL See Remarks | Sell | 4.11K @ $198.65 | $816K |
| 2026-06-18 | HOPLAMAZIAN MARK SAMUEL See Remarks | Sell | 18.2K @ $202.45 | $3.69M |
| 2026-06-18 | HOPLAMAZIAN MARK SAMUEL See Remarks | Sell | 4.76K @ $203.31 | $968K |
| 2026-06-18 | HOPLAMAZIAN MARK SAMUEL See Remarks | Sell | 11.8K @ $204.50 | $2.41M |
| 2026-06-18 | HOPLAMAZIAN MARK SAMUEL See Remarks | Sell | 408.00 @ $205.23 | $83.7K |
| 2026-06-15 | O'NEILL HEIDI Director | Award | 125.00 | |
| 2026-06-15 | Travis Tracey Thomas Director | Award | 125.00 |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.