Hilton Worldwide Holdings Inc.

Business description

Hilton Worldwide Holdings is a major global hotel operating company with a system of 9,044 properties and 1,351,351 rooms. The U.S. represents 63% of its total system, spanning 6,211 properties and 851,582 rooms, with outsized exposure to domestic urban markets.

Key financials

• Price: $343.00 (06/25/2026)
• 12-Mo Target: $358.00
• Market Cap: $79.02B
• Rating: Hold (CFRA)
• 2026 RevPAR Guidance: 2%-3% (Management)
• 2026 EPS Estimate: $9.19 (CFRA)

Competitive moat

Hilton commands a robust global scale and extensive loyalty program. Its concentrated exposure to strengthening domestic RevPAR trends and strong international pipelines provides resilient growth tailwinds.

Recent developments

• World Cup Pricing Tailwinds: Hilton is a key beneficiary of World Cup-related pricing tailwinds due to its high density in U.S. urban host markets. STR data shows host markets experienced 9.4% ADR growth month-to-date in June 2026 compared to 3.3% in non-host markets.
• Guidance Upside: Strengthening domestic trends suggest potential upside to management's 2026 RevPAR growth guidance of 2%-3%, though CFRA notes this is largely priced into the stock.

Investment risks / red flags

• Valuation Premium: Shares trade at a premium to their three-year average forward multiple (39x 2026E EPS vs 30x historical), limiting potential upside at current levels.
• Geopolitical Risks: Geopolitical tensions in the Middle East present headwinds for international performance.

H-Score signals

• TBI multi factor score: 46

Theme exposure

• [[U.S. Hotels World Cup Boost]]
• [[Travel and Leisure]]

Related

• [[Consumer Discretionary]]
• [[Marriott International Inc.]]
• [[Hyatt Hotels Corporation]]