Hilton Worldwide Holdings Inc logo

Hilton Worldwide Holdings IncNYSE: HLT

Consumer Discretionary · Hotels, Resorts & Cruise Lines

$348.93

-0.11%

Vol: 1.4M

Research Digest

Friday, June 19, 2026

Neutral

No significant overnight updates

No material news in the last 48 hours.

Price 50d 200d

Previous Market Intelligence

13 days
Jun 18No significant overnight updatesNeutral

No material news in the last 48 hours.

Jun 17No significant overnight updatesNeutral

No material news in the last 48 hours.

Jun 16No significant overnight updatesNeutral

No material news in the last 48 hours.

Jun 15No significant overnight updatesNeutral

No material news in the last 48 hours.

Jun 14No significant overnight updatesNeutral

No material news in the last 48 hours.

May 21No significant overnight updatesNeutral

No material news in the last 48 hours. Most recent corporate news included the May 7 Senior Notes pricing announcement and a May 4 investor presentation reaffirming 2%-3% 2026 RevPAR growth and $3.5B in planned shareholder returns.

May 20Hilton shareholders approved an amended 2017 Omnibus Incentive Plan at the May 14 annual meeting, days after the company priced $1 billion of 5.500% senior unsecured notes due 2031 for refinancing.Positive

At Hilton's annual meeting on May 14, 2026, shareholders approved an amended and restated 2017 Omnibus Incentive Plan that adds 846,000 shares for issuance and extends the plan's term ten years to May 14, 2036. On May 11, Hilton Domestic Operating Company issued $1 billion of 5.500% senior unsecured notes due September 15, 2031, using net proceeds to repay $450M under its senior secured revolving credit facility, with the balance for general corporate purposes. The company also disclosed a leadership reshuffle on May 5: Christopher W. Silcock will retire in early 2027, Laura Fuentes is being elevated to Chief Brand Officer, Chris Wilroy joins the Executive Committee, and Hilton launched an external search for a new CTO. Shares trade near $316 on May 18, up 17.9% over six months. Q1 revenue grew 9% YoY to $2.9B, and full-year EPS guidance was raised to $8.28-$8.40.

May 19Hilton issued $1B of 5.500% senior notes due 2031 on May 11 to repay $450M of revolver borrowings, days after announcing executive succession with President Chris Silcock retiring in Q1 2027.Mixed

On May 11, 2026, Hilton's operating subsidiary issued $1B of 5.500% senior unsecured notes due September 2031, using proceeds to repay $450M drawn on the senior secured revolver and the balance for general corporate purposes, extending the debt-maturity profile. Six days earlier on May 5, Hilton announced President of Global Brands & Commercial Services Christopher W. Silcock will retire in Q1 2027, with Laura Fuentes named incoming Chief Brand Officer, Chris Wilroy joining the Executive Committee, and a CTO search opening. The company also published a May 2026 investor presentation reinforcing prior Q1 EPS of $2.01 (beat) and EBITDA of $901M on 3.6% systemwide RevPAR growth. Morgan Stanley raised its price target to $319, citing travel recovery and the US tax-refund/AI/onshoring demand tailwind. Bear case: shares trade at 34.5x forward P/E (~$315.85), Middle East softness drags the 3% of system exposed to that region, and any RevPAR slowdown or capex/M&A surprise could compress the premium multiple quickly.

May 18Hilton priced a $1B senior notes offering on May 11 and outlined executive succession with President Christopher Silcock set to retire Q1 2027.Mixed

On May 11, 2026 Hilton Domestic Operating Company priced $1B of 5.500% senior unsecured notes due September 15, 2031, using net proceeds to repay $450M under its senior secured revolver with the balance for general corporate purposes. Hilton announced President of Global Brands & Commercial Services Christopher W. Silcock will retire in Q1 2027; Laura Fuentes will become Chief Brand Officer and Chris Wilroy joins the Executive Committee, with an external CTO search underway. Q1 2026 results showed adjusted EPS of $2.01 versus $1.96 consensus, revenue of $2.94B (slightly below $2.95B est), EBITDA of $901M (beating consensus by 1%), and systemwide RevPAR growth of 3.6%. US demand (~75% of sales) is strong on tax refund tailwinds and AI/onshoring investment, partially offset by Middle East softness (~3% of business). Macquarie raised PT to $320 (Neutral); Truist Securities raised PT to $312; Morgan Stanley raised PT to $319. Shares traded at $316.17 on May 15, up 36% over 12 months.

May 15Hilton issued $1 billion in 5.500% senior unsecured notes due 2031 as Chris Silcock plans Q1 2027 retirement and Laura Fuentes becomes Chief Brand Officer.Mixed

Hilton Worldwide's financing arm issued $1 billion of 5.500% senior unsecured notes due Sept. 15, 2031 on May 11, with proceeds earmarked to repay $450M under the revolver and for general corporate purposes. The company announced executive transitions: President of Global Brands & Commercial Services Christopher Silcock will retire in Q1 2027; Laura Fuentes (current CHRO and Head of Supply Management) will assume the Chief Brand Officer role; CCO Chris Wilroy joins the Executive Committee; and Hilton is searching externally for a new CTO. Q1 EBITDA of $901M beat consensus by 1% on 3.6% RevPAR growth. Average analyst rating Buy with $320.80 target. Risk: macro travel demand softness and Middle East exposure.

May 14Hilton prices $1B 5.5% senior notes due 2031 to refinance revolver and announces executive transitions as Morgan Stanley lifts price target to $319Positive

On May 11, Hilton Domestic Operating Company, a Hilton Worldwide subsidiary, priced $1.0B of 5.500% senior unsecured notes due September 15, 2031 at par, using proceeds to repay $450M under its senior secured revolver and for general corporate purposes. On May 5, Hilton disclosed leadership changes: President of Global Brands and Commercial Services Christopher Silcock plans to retire in Q1 2027, Laura Fuentes becomes Chief Brand Officer, Chris Wilroy joins the Executive Committee, and the company will hire a new CTO. Recent Q1 RevPAR was up 3.6% YoY, supporting a beat-and-raise narrative. Morgan Stanley raised its price target to $319, citing confidence in continued lodging recovery. Risk: stretched valuation around $311-$314 and geopolitical or travel-demand normalization could pressure shares in coming quarters.

May 13Hilton priced $1B of 5.50% senior notes due 2031 on May 11 to refinance revolver borrowings and outlined executive succession plans.Positive

On May 11, Hilton subsidiary issued $1B of 5.50% senior unsecured notes due Sept 15, 2031, using $450M to repay revolver borrowings with the rest for general corporate purposes. Q1 EPS of $2.01 beat the $1.96-$1.98 consensus on EBITDA of $901M (+1% vs estimates) with system-wide RevPAR +3.6%; revenue of $2.94B narrowly missed. FY26 EPS guidance set at $8.28-$8.40. Christopher Silcock (President, Global Brands & Commercial Services) plans to retire in Q1 2027; Laura Fuentes becomes Chief Brand Officer and Chris Wilroy joins the Executive Committee. Morgan Stanley raised its target to $319 from $318.

May 12Hilton priced $1B 5.500% senior notes due 2031 closing May 11, with proceeds repaying $450M of revolver and funding general corporate purposes.Positive

Hilton priced $1B aggregate principal of 5.500% senior notes due 2031, with consummation anticipated on May 11. Net proceeds will repay $450M of borrowings under the senior secured revolving credit facility, with the remainder for general corporate purposes. On May 5, Hilton announced executive leadership changes: President of Global Brands & Commercial Services Christopher W. Silcock plans to retire in Q1 2027; Laura Fuentes becomes Chief Brand Officer; Chris Wilroy joins the Executive Committee; and a new CTO will be hired. Q1 2026 EPS came in at $2.01, beating $1.98 consensus by $0.03. FY 2026 guidance is $8.28–$8.40 EPS with Q2 guidance of $2.18–$2.24.

Sector Peers

CompanyPriceDay1MFwd P/EBetaMkt Cap
BKNGBOOKING$171.73+0.06%+9.4%14.0x1.09$133.1B
MARMARRIOTT$396.18+0.40%+7.2%30.3x1.10$104.5B
ABNBAIRBNB$142.43+1.34%+5.1%23.5x1.16$84.5B
RCLROYAL$312.64+3.71%+23.1%15.6x1.78$83.8B
HLTHILTON$348.93-0.11%+7.7%33.5x1.05$79.4B
CCLCARNIVAL$30.92+3.38%+18.6%11.8x2.33$42.8B

Key Fundamentals

Market Cap$79.4B
P/E (TTM)53.3
Forward P/E33.5
Beta1.05
Div Yield17.00%
Prev Close$349.30

RSI (14-Day)

77Overbought
0305070100

52-Week Range

$243.53$348.93$358.00
From High-2.5%
From Low+43.3%

Moving Averages

50d SMA
$317.46+9.9%
200d SMA
$290.59+20.1%

Price above both MAs — bullish structure.

Historical Returns

1W
+7.7%
1M
+4.6%
3M
+10.5%
6M
+30.4%
1Y
+38.0%
YTD
+19.1%

Volume

Today1.4M
20d Avg1.3M
Ratio1.07x