Stifel Raises Hyatt Hotels' Target Price to $164: Key Drivers

Based on the information I have gathered, Stifel raised Hyatt Hotels’ target price from $158 to $164 mainly due to the following drivers:

: According to a report from TipRanks, Stifel adjusted Hyatt’s earnings per share (EPS) estimates for 2025, 2026, and 2027, which is the core reason for the target price increase [1]. A more precise profit outlook provides a basis for the valuation upgrade.

: Hyatt completed the sale of a $2 billion real estate portfolio, strengthening its asset-light model [2][3]. The company also expanded its footprint in Asia by establishing joint ventures with state-owned enterprises, enhancing its global layout [4]. At the same time, the expansion of the loyalty program and net growth in room count are also key points favored by analysts [1].

: Although facing challenges such as moderate RevPAR growth and restructuring costs, Hyatt’s operating metrics and market performance (a 23% increase in stock price from the start of 2024 to the end of 2025) indicate a steady recovery of its business, supporting a bullish outlook [5].

: Hyatt’s current market capitalization is approximately $15.2 billion, and its stock price is $160.27 [6]. The consensus target price among analysts is $168, indicating that the market still has high expectations for the company’s future [7]. Hyatt’s revenue in the third quarter of 2025 was $883 million, reflecting solid business performance [7].

: Stifel’s target price increase is mainly based on more accurate profit forecasts, the advancement of the asset-light model, expansion in the Asian market, and the long-term growth potential brought by the loyalty program. Despite short-term challenges, these strategic initiatives and improvements in the industry environment support Hyatt’s bullish outlook.

[1] TipRanks Report (2025): Hyatt Executives Cash In: Massive Stock Sales Unveiled!
[2] Gurufocus News (2025): Hyatt (H) Completes $2 Billion Sale of Real Estate Portfolio
[3] Seeking Alpha News (2025): Hyatt Hotels closes on a $2B real estate sale as it stays committed to an asset-light model
[4] Seeking Alpha News (2025): Hyatt to expand Asian footprint through partnerships with Chinese state-owned entities
[5] Jinling API Data: Hyatt Hotels Stock Performance 2024-2025
[6] Jinling API Data: Hyatt Hotels Real-Time Quote
[7] Jinling API Data: Hyatt Hotels Company Overview
[8] Wallstreetzen Data: Hyatt Hotels Earnings Forecast 2025-2027