Hilton Worldwide Holdings IncNYSE: HLT
Consumer Discretionary · Hotels, Resorts & Cruise Lines
$317.85
-1.92%
Vol: 1.1M
Research Digest
Friday, May 1, 2026
Hilton Q1 beats but lowers FY2026 EPS guidance to $8.79-$8.91 citing Middle East headwinds.
Hilton Worldwide Q1 2026 adjusted EPS $2.01 (beat consensus $1.97) on 3.6% RevPAR growth and $383M net income. Shares declined as FY2026 adjusted EPS guidance $8.79-$8.91 fell below consensus $9.05 due to Middle East headwinds. Achieved 3.6% RevPAR growth with record Q1 openings and second-highest development momentum. FY net unit growth guidance remains 6-7% supported by 527,000-room pipeline and 20% increase in construction starts. Q2 guidance shows $2.13-$2.19 GAAP EPS vs $2.38 estimate. BofA $375 PT.
Previous Market Intelligence
13 daysApr 30Hilton reports Q1 2026 earnings beat with 3.6% RevPAR growth and raises full-year EPS guidance; warns of Middle East headwinds for Q2.Mixed▶
Hilton Worldwide Holdings reported robust Q1 2026 earnings on April 29, 2026, with diluted adjusted EPS of $2.01 and a 3.6% increase in system-wide RevPAR, showcasing strong demand. The company raised full-year 2026 adjusted EPS guidance to $8.79-$8.91 from $8.65-$8.77 and approved 26,200 new rooms for development, bringing the pipeline to 527,000 rooms. However, shares slid on a revenue miss and cautious Q2 guidance citing Middle East geopolitical headwinds. Management anticipates productivity gains from AI integration and expects approximately $3.5 billion in shareholder returns through buybacks and dividends in 2026.
Apr 16Hilton launching AI travel planner; Q1 2026 earnings April 28 expected $1.94 EPSPositive▶
Hilton Worldwide scheduled to report Q1 2026 earnings April 28 before market open, with EPS expected $1.94 (up 12.8% YoY). Company introduced AI travel planner to boost engagement and bookings. FY2026 EPS guidance $9.05 (+11.6% YoY), with 2027 target $10.54 (+16.5%). Strong international demand and robust development pipeline support growth. CONGRESS ASSET MANAGEMENT CO opened new $107.2M HLT position. 15 analysts rate Buy; median 12-month target $317.50.
Apr 15Hilton reports Q1 2026 earnings April 28 with Wells Fargo and Goldman Sachs raising price targets.Positive▶
Hilton will report Q1 2026 earnings on April 28 with analysts expecting EPS of $1.94 (+12.8% YoY). Wells Fargo raised price target to $376 with Overweight rating; Goldman Sachs raised PT to $357 with Buy rating. FY2026 guidance: EPS of $8.49-$8.61. Company launched AI travel planner and signed exclusive franchise agreement with YOTEL. 15 analysts average PT of $309.27.
Apr 14Hilton raises Q1 and FY 2026 EPS guidance; Goldman Sachs increases price target to $357 with Buy rating.Positive▶
Hilton will announce Q1 2026 earnings on April 28. FY 2026 EPS guidance 8.49-8.61 with Q1 guidance 1.91-1.97. Goldman Sachs increased target to $357 (Buy) on April 6. Hilton launched AI travel planner. Macquarie raised target to $296. Strong performance across 8,400+ properties in 24 brands.
Apr 13Morgan Stanley raises HLT price target to $318; Q1 earnings set April 28 with AI travel planner launch supporting bookings.Positive▶
Hilton received analyst support with Morgan Stanley raising its price target 4.95% to $318. Q1 earnings will be reported April 28. The company is leveraging AI travel planner innovation. 2026 guidance projects RevPAR growth of 1-2%, adjusted EBITDA $4.0-4.04B, and plans to return $3.5B to shareholders. Net unit growth guidance of 6-7%. Stock trades at $317.20.
Apr 10Hilton Q1 2026 earnings scheduled April 28; company outperforms rivals on 11 of 15 key metrics with AI travel planner launch.Positive▶
Hilton will report Q1 2026 financial results April 28, 2026 before market open. Company outperforms competitors on 11 of 15 key metrics including revenue, profitability, and analyst recommendations. Announced exclusive agreement with YOTEL and launched AI-driven travel planner. Stock trading at $322.51, up 4.98% in past 24 hours with monthly gain of 7.86%.
Apr 9Hilton reports strong growth with AI travel planner launch; Goldman Sachs raises price targetPositive▶
Hilton Worldwide Holdings reported Q4 earnings and guidance that exceeded analyst forecasts, adding nearly 800 hotels and 100,000 rooms globally in 2025. The company launched an AI-powered travel planner to enhance customer engagement and announced an exclusive agreement with YOTEL. Goldman Sachs raised its PT to $357 (from $356) with a Buy rating. Despite an 8.7% decline since earnings, travel demand remains strong supporting Hilton's fee-based franchise model and RevPAR growth.
Apr 8Hilton Worldwide Gains from Analyst Upgrades and AI StrategyPositive▶
Goldman Sachs maintained PT $357; UBS raised PT to $360 with Buy rating. Fulton Breakefield purchased 24,480 shares ($7M); NewEdge boosted position 25.6%. Company launched AI travel planner and signed exclusive YOTEL agreement. Consensus: 13 Buy, 1 Sell ratings with $327.41 target. Q1 guidance 1.910-1.970 EPS; FY2026 8.490-8.610.
Apr 7Hilton exceeds Q4 guidance on record revenue with AI planner launch driving engagement despite 8.7% post-earnings declineMixed▶
Hilton Worldwide delivered Q4 with revenue 3.3% above analyst expectations and beat EBITDA guidance for next quarter. The company launched AI-powered Hilton AI Planner to enhance customer engagement and announced exclusive YOTEL expansion agreement for lifestyle segment growth. Despite strong fundamentals, stock declined 8.7% since earnings release. Upcoming Q1 2026 earnings report scheduled for April 28 will test investor confidence. Analyst consensus remains Moderate Buy with average price target of $326.18.
Apr 6Hilton sets Q1 2026 earnings for April 28 amid modest RevPAR growth outlookNeutral▶
Hilton Worldwide will report Q1 2026 earnings on April 28 with guidance for 1-2% system-wide RevPAR growth (currency-neutral). Net income estimated at $1.98-2.01B for 2026, Adjusted EBITDA $4.0-4.04B. Company highlighted strong 2025 with 6.7% net unit growth and 161% five-year TSR, returning $3.3B via buybacks and dividends. March 2026 announcements include exclusive YOTEL expansion agreement and Hilton AI Planner launch. Annual shareholder meeting May 14 will vote on director elections, auditor ratification, and executive compensation. Stock down 8.7% since last earnings, trading at $311 with consensus rating Buy and target $326.18.
Apr 3Hilton schedules Q1 2026 earnings release for April 28; launching AI travel planner amid mixed market sentiment.Mixed▶
Hilton Worldwide Holdings will release Q1 2026 earnings on April 28, with guidance of $1.91-$1.97 EPS and full-year 2026 of $8.49-$8.61 EPS. Q4 results showed EPS of $2.08 (beat $2.02 consensus) and revenue up 10.9% YoY. Hilton is innovating with an AI travel planner. Analyst consensus is Buy with $328.28 target.
Apr 2Hilton will report Q1 2026 earnings April 28; company launches AI travel planner and expands record development pipeline with 510,000 rooms in progress.Positive▶
Hilton Worldwide Holdings Inc. will report first quarter 2026 financial results before market open on Tuesday, April 28, 2026. The company is innovating with the launch of an AI travel planner aimed at enhancing customer engagement and bookings. Hilton's development pipeline includes a record 510,000 rooms in progress, with strategic focus on emerging markets including Asia-Pacific, Africa, and India. The company has introduced industry-leading technology enhancements such as Digital Key Share, automated complimentary room upgrades, and the ability to book confirmed connecting rooms. Hilton has set FY 2026 guidance at $8.490-$8.610 EPS and Q1 2026 guidance at $1.910-$1.970 EPS. According to analyst sentiment, 13 analysts recommend buying the stock with an overall Buy rating and a 12-month stock price target of $326.18.
Apr 1Hilton Q1 2026 earnings scheduled for April 28; company launches AI travel planner and YOTEL exclusive agreement.Positive▶
Hilton announced Q1 2026 earnings release scheduled for April 28 before market open. Recent Q4 results beat analyst expectations with revenue 3.3% above forecasts. Hilton opened 221 hotels in the quarter with a record 510,000 rooms in development pipeline. Analyst consensus is Buy with PT of $328.28.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| BKNGBOOKING | $169.91 | +0.92% | -4.4% | 13.7x | — | $130.5B |
| MARMARRIOTT | $354.99 | -1.85% | +7.0% | 27.7x | 1.10 | $95.8B |
| ABNBAIRBNB | $141.78 | +1.01% | +10.7% | 24.3x | 1.16 | $83.4B |
| HLTHILTON | $317.85 | -1.92% | +5.6% | 31.1x | 1.11 | $73.8B |
| RCLROYAL | $265.67 | +0.72% | -4.3% | 13.3x | 1.94 | $71.4B |
| CCLCARNIVAL | $26.66 | +0.55% | +2.1% | 10.2x | 2.48 | $36.7B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.