Hilton Worldwide Holdings Inc
HLT - Insider Information
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+ FollowMarket Cap$79.47B
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Earnings Call Q3 2026
October 27, 2026 - AI Summary
Q3 results strong; RevPAR outperformed and demand holding up
- System-wide RevPAR +5.8% YoY with rate and occupancy both ahead of expectations.
- Drivers called out: business transient +83.3% YoY RevPAR (US strength; manufacturing/technology/workforce lodging each >10%), leisure transient +1.6% (normalizing after summer), and group RevPAR +8.2% (sequentially stronger demand, rate gains, social events/company meetings).
- Adjusted EBITDA: $1.058B (+8.4% YoY), exceeding high end of guidance; but impacted by major ownership portfolio renovations, Middle East conflict, and timeshare license fee/timing effects.
Regional outlook: mostly positive, but Middle East remains a notable drag
- US Q3 RevPAR +7% YoY (World Cup + business/group demand strength). Full-year US RevPAR expected mid-single digits.
- Americas ex-US Q3 RevPAR +6.3%; full-year mid-single digits.
- Europe Q3 RevPAR +6.5%; full-year mid-single digits.
- Middle East & Africa Q3 RevPAR -5.6% YoY; management now expects full-year decline low double-digits because conflict pressures will continue through Q4 and create tough comps.
- APAC ex-China Q3 RevPAR +7.3%, while China Q3 RevPAR -5.4% due to weaker leisure sentiment and spillover to business/group; full-year APAC low single digits, with China down low single digits.
2026 guidance & outlook: solid growth, but decelerating in Q4 vs Q3 (calendar/elections)
- Q4 system-wide RevPAR expected +3% to +3.5% (slower than Q3; explained as election and primarily calendar shifts).
- Full-year 2026 RevPAR forecast +4% to +4.5% (driven by continued business strength, especially US).
- Full-year financial targets:
- Adjusted EBITDA: $4.06B to $4.08B
- Diluted EPS (adjusted for special items): $9.07 to $9.13
- Management emphasized demand is improving on a cleansed/run-rate basis: global run rate discussed moving to roughly ~3.5% and US ~4% in the second-half outlook (directional confidence for 2027 as well).
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$188.91
49.8% downside
Current Fair Value
49.8% downsideOvervalued by 49.8% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $79.47 Billion |
|---|---|
| Enterprise Value | $94.62 Billion |
| Annual dividend | $0.60 |
| Dividend yield | 0.17% |
| Earnings per Share | $6.18 |
| Beta | 1.11 |
| Outstanding Shares | 224,000,000 |
Return
| Return on Equity | -26.97% |
|---|---|
| Return on Assets | 10.04% |
| Return on Invested Capital | 25.67% |
Valuation & Multiples
| P/E Ratio | 47.73 |
|---|---|
| PEG | 172.82 |
| Price to Sales | 6.72 |
| Price to Book Ratio | -13.45 |
| Enterprise Value to Revenue | 7.46 |
| Enterprise Value to EBIT | 31.11 |
| Enterprise Value to Net Income | 55 |
| Total Debt to Enterprise | 0.17 |
| Debt to Equity | -2.57 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 28, 2026
EPS Estimate
$2.35
Consensus analyst estimateRevenue Estimate
$3.37 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 10, 2027
EPS Estimate
$2.43
Consensus analyst estimateRevenue Estimate
$3.35 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 52.90% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 1,000▼ 99.94% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.97%▼ 91.95% |
|---|---|
| Total Invested | $2.09B▼ 97.06% |
| Investors Holding | 429▼ 917.00% |
About Hilton Worldwide Holdings Inc
169,000 employees
CEO: Christopher Nassetta
Hilton Worldwide Holdings Inc., formerly Hilton Hotels Corporation, is an American multinational hospitality company that manages and franchises a broad portfolio of hotels and resorts. Founded by Conrad Hilton in May 1919, the corporati...