$H

Lalvani Amar (See Remarks) sold 1,364 shares of Hyatt Hotels Corp (H) at $163.06 ($0.22M total) on 2026-09-14.

Lalvani Amar (See Remarks) sold (to issuer) 3,530 shares of Hyatt Hotels Corp (H) at $163.06 ($0.58M total) on 2026-09-14.

Analysts Lizzie Dove (Goldman Sachs) and Simeon Siegel (Guggenheim) maintained Buy and Hold ratings on Hyatt Hotels (H) and Gap Inc (GAP), respectively. Hyatt's price target is $197 (Goldman) and $203 (Wolfe), while Gap's is $27.67 (consensus). Both stocks have Moderate Buy consensus ratings.

Hyatt Hotels is ending its partnership with American Airlines and forming a new alliance with Delta Air Lines. The collaboration will allow eligible members to earn both World of Hyatt points and Delta miles on qualifying travel. The change will take effect after the current earning year, with specific details to be announced later. Hyatt and American Airlines cited careful consideration for the decision.

Delta Air Lines (DAL) and Hyatt (H) are linking their loyalty programs, with elite members earning rewards in both. Delta's loyalty revenue rose 19% to $1.34B in Q2, while Hyatt's gross fees increased 7.8% to $324M. Financial details and earnings impact remain undisclosed.

Delta Air Lines and Hyatt have formed a long-term loyalty partnership, allowing elite members to earn rewards across both programs, particularly for Caribbean trips. The 'Dual Earn' benefit will enable Delta Medallion and World of Hyatt elite members to earn miles and points on qualifying spending and fares, respectively. The partnership is notable due to the extensive flight network of Delta and the growing resort portfolio of Hyatt in the Caribbean. Details on earning rates and eligibility rul

Hyatt has signed a franchise agreement with CL Capital for the Oxford Witney Hotel, set to join the JdV by Hyatt brand by late 2026. The 130-room hotel, operated by InnPractice, will be located in Witney, near Oxford, and feature local-inspired interiors and amenities. Hyatt sees this as a strategic entry into the UK market.

Target Hospitality (TH) reported Q2 revenue of $85.46M, up 38.7% YoY, beating estimates. Hilton Grand Vacations (HGV) reported $1.36B revenue, up 7.3% YoY, missing estimates. Marriott (MAR) reported $7.07B revenue, up 4.8% YoY, lagging expectations. Carnival (CCL) reported $6.66B revenue, up 5.3% YoY, meeting expectations. TH stock is up 11.3%, while HGV, MAR, and CCL stocks are down 18%, 10.6%, and 15.3% respectively since reporting.

Hyatt Hotels Corporation (H) filed a shelf registration statement, allowing it to offer securities including Class A common stock, preferred stock, debt securities, and more. Specific details, such as amounts, prices, and terms, will be disclosed in future prospectus supplements. The filing outlines Hyatt's business structure, share classes, and debt covenant protections.

Morgan Stanley said lodging stocks lagged the broader market despite strong Q2 results and higher 2026 guidance, with valuations now reflecting more reasonable RevPAR growth assumptions. It highlighted Hilton (HLT), Marriott (MAR), Hyatt (H), Travel + Leisure (TNL) and Wyndham, citing RevPAR, unit growth, and fee or cash flow outlooks. Examples include Hilton’s raised RevPAR outlook and Hyatt’s $1.12 EPS.