$H

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.

Hyatt Hotels (H) and RJR Investments & Holdings added Atlantic Suites Hotel in Georgetown, Guyana, as an affiliated property. Hyatt plans to integrate it into a new adjoining tower by 2028 to form Hyatt Regency Georgetown Guyana, with about US$50 million in development. The article links the deal to Hyatt’s Latin America pipeline and cites forecasts of US$8.5B revenue and US$590.4M earnings by 2029.

Baron Capital Group and related entities filed a Schedule 13G reporting beneficial ownership of 7,279,087 shares of Hyatt Hotels Corp Class A common stock, or 17.74%, as of 06/30/2026. The filing says voting and dispositive power are shared among BAMCO Inc., Baron Capital Management, and Baron Partners Fund, with no single advisory client known to exceed 5%.

Hyatt Hotels Corp said it plans to open the Grand Hyatt Victoria Falls The Kingdom in Zimbabwe in late 2027 after signing a management agreement with an Albwardy Investments affiliate. The existing Victoria Falls property will be renovated and rebranded. The hotel is expected to have 245 rooms and 1,800 sq m of meeting space, plus dining, spa and fitness.

Hyatt Hotels Corp. (NYSE: H) said Atlantic Suites Hotel in Georgetown, Guyana, has joined its portfolio as an affiliated hotel. After a roughly $50 million development, it is expected to become Hyatt Regency Georgetown Guyana in 2028 with 240 rooms and World of Hyatt loyalty access. RJR Investments is developing the tower; Hyatt Place Georgetown Guyana is also expected later.

Hyatt Hotels (H) reported Q2 2026 results on an earnings call. System-wide RevPAR rose 5.9% and U.S. RevPAR rose 6.7%. Gross fees were $324 million (+8%). Full-year RevPAR guidance was raised to 3.5% to 4.5% and adjusted EBITDA to $1.155B to $1.205B. World of Hyatt members reached 69 million (+17% YoY).

Simply Wall St reports Hyatt Hotels (H) posted Q2 2026 results, with its board approving a Q3 dividend and the company updating full-year net income guidance. The article notes progress on a multi-year share repurchase program and cites valuation metrics: last close $174.06 versus a narrative fair value of $197.78, plus P/S of 4.7x.

Hyatt said July 30 that some hotels expected to open in Q4 2026 will open in early 2027, without naming properties. In Q2 2026, comparable RevPAR rose 5.9% and gross fees rose 7.8% to $324 million. Hyatt kept full-year adjusted EBITDA guidance at $1.155B to $1.205B but cut net rooms growth to about 6%.

The U.S. Seventh Circuit vacated a Tax Court ruling in Hyatt Hotels Corp. (T.C. Memo. 2023-122) that net income from a Hyatt loyalty program fund was taxable income to Hyatt. The appeals court said the Tax Court failed to fully consider Hyatt’s claim-of-right arguments and remanded for further proceedings. No specific tax dollar amounts were provided.

Hyatt Hotels Corp. reported Q2 comparable systemwide hotel RevPAR up 5.9% year over year, led by luxury and upper-upscale brands. The company said its room pipeline rose 10% to about 154,000 rooms. Q2 net income was $110 million, adjusted net income $108 million, and adjusted diluted EPS $1.12. Hyatt kept full-year RevPAR growth guidance at 3.5% to 4.5% and net income at $250 million to $335 million.