Hyatt Hotels Corporation (H) Rose 13.1% Amid Macro Economic Uncertainty

3 hours ago 3

Soumya Eswaran

Thu, February 5, 2026 astatine 8:31 AM CST 3 min read

Baron Funds, an concern absorption company, released its fourth-quarter capitalist missive for the “Baron Focused Growth Fund”. A transcript of the missive tin beryllium downloaded here. The Fund delivered beardown results successful the 4th quarter, appreciating 12.34% (Institutional Shares) compared to the Russell 2500 Growth Index’s (the Benchmark) 0.33 % return. The Fund returned 22.26% successful 2025 compared to 10.31% instrumentality for the index. The steadfast highlighted its continued religion successful its portfolio companies successful the letter. As of December 31, 2025, the Fund’s apical 10 positions clasp 60.1% of nett assets. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Baron Focused Growth Fund highlighted stocks specified arsenic Hyatt Hotels Corporation (NYSE:H). Hyatt Hotels Corporation (NYSE:H) is simply a hospitality institution and a contributor to the Fund’s show successful the quarter. On February 4, 2026, Hyatt Hotels Corporation (NYSE:H) banal closed astatine $161.15 per share. Hyatt Hotels Corporation (NYSE:H) delivered a -4.71% instrumentality successful the past month, and its shares are down 3.12% implicit the past 12 months. Hyatt Hotels Corporation (NYSE:H) has a marketplace capitalization of $15.387 billion.

Baron Focused Growth Fund stated the pursuing regarding Hyatt Hotels Corporation (NYSE:H) successful its 4th fourth 2025 capitalist letter:

"Shares of Hyatt Hotels Corporation (NYSE:H) accrued 13.1% and added 60 bps to show successful the 4th fourth arsenic the institution reported beardown RevPAR and portion maturation rates contempt concerns astir a deterioration successful the macro economy. In addition, the institution besides came to an statement with Chase to widen its recognition paper statement with stronger economics for Hyatt fixed the summation successful the company’s World of Hyatt membership. Finally, the institution continues to merchantability its owned hotels astatine accretive rates and is utilizing the proceeds to bargain backmost the company’s stock. Hyatt continues to person an concern people equilibrium expanse with 90% of the concern coming done fees, yet trades astatine a discount to peers contempt akin maturation and premix of business. We judge this discount should constrictive implicit clip arsenic investors spot the continued maturation and resilience of its concern model."

Hyatt Hotels Corporation (NYSE:H) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 39 hedge money portfolios held Hyatt Hotels Corporation (NYSE:H) astatine the extremity of the 3rd quarter, compared to 45 successful the erstwhile quarter. While we admit the imaginable of Hyatt Hotels Corporation (NYSE:H) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.