Camrose Capital Investment Partners LLP Raises Holdings in Hilton Worldwide Holdings Inc. $HLT

Camrose Capital Investment Partners LLP grew its holdings in Hilton Worldwide Holdings Inc. (NYSE:HLT) by 11.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 198,472 shares of the company’s stock after purchasing an additional 20,023 shares during the quarter. Hilton Worldwide comprises about 11.9% of Camrose Capital Investment Partners LLP’s portfolio, making the stock its 3rd biggest position. Camrose Capital Investment Partners LLP owned approximately 0.09% of Hilton Worldwide worth $51,492,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Clearstead Trust LLC bought a new position in Hilton Worldwide during the second quarter worth $30,000. Sagard Holdings Management Inc. acquired a new position in shares of Hilton Worldwide during the second quarter valued at about $30,000. Bank of Jackson Hole Trust boosted its position in shares of Hilton Worldwide by 132.7% during the 2nd quarter. Bank of Jackson Hole Trust now owns 128 shares of the company’s stock worth $34,000 after purchasing an additional 73 shares in the last quarter. Atlantic Edge Private Wealth Management LLC grew its stake in shares of Hilton Worldwide by 52.9% in the 3rd quarter. Atlantic Edge Private Wealth Management LLC now owns 130 shares of the company’s stock valued at $34,000 after buying an additional 45 shares during the period. Finally, Ameritas Advisory Services LLC increased its position in Hilton Worldwide by 110.6% in the 3rd quarter. Ameritas Advisory Services LLC now owns 139 shares of the company’s stock valued at $36,000 after buying an additional 73 shares in the last quarter. Institutional investors and hedge funds own 95.90% of the company’s stock.

Insider Activity at Hilton Worldwide

In related news, insider Christopher J. Nassetta sold 114,289 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $317.47, for a total value of $36,283,328.83. Following the transaction, the insider directly owned 36,445 shares of the company’s stock, valued at approximately $11,570,194.15. The trade was a 75.82% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 2.60% of the stock is owned by insiders.

Key Stories Impacting Hilton Worldwide

Here are the key news stories impacting Hilton Worldwide this week:

• Positive Sentiment: Analysts raised price targets — Sanford C. Bernstein moved its price target higher to $322, and another published note lifted a target to $360, providing near-term upside signals for HLT. Bernstein adjusts price target on Hilton Worldwide to $322 Hilton Worldwide Price Target Raised to $360
• Positive Sentiment: Industry commentary highlights structural growth drivers — Zacks notes that Hilton (with Marriott and Hyatt) is benefiting from loyalty, memberships and conversions even as industry headwinds persist, supporting confidence in franchise/loyalty-led revenue resilience. 3 Hotel Stocks to Watch for Now as Industry Headwinds Persist
• Positive Sentiment: Short interest fell meaningfully in February (down ~13% vs. Jan), reducing potential near-term selling pressure and making short‑squeeze risk lower; this technical change can support the share rally.
• Neutral Sentiment: Mixed near-term estimate moves from Zacks Research — Zacks bumped some near-quarter estimates (e.g., Q1 2026 up slightly, and Q2/Q3 2027 raised), which partially offsets cuts elsewhere; these incremental estimate tweaks create mixed signals on earnings momentum.
• Negative Sentiment: Zacks Research cut several quarterly and FY2026 EPS forecasts (FY2026 down to $8.77 from $9.04; cuts to Q3 & Q4 2026 and Q1 2027 among others), which could cap near-term upside and pressure valuation multiples if trends persist.
• Negative Sentiment: Valuation concern — a Seeking Alpha piece argues Hilton’s valuation has extended beyond fundamentals at its one‑year high, highlighting potential downside risk if growth or margin improvements slow. Hilton Worldwide Holdings: Valuation Has Already Overstayed At Its One-Year High

Wall Street Analyst Weigh In

Several research analysts have issued reports on HLT shares. Truist Financial increased their price target on Hilton Worldwide from $253.00 to $307.00 and gave the stock a “hold” rating in a report on Thursday, February 12th. BMO Capital Markets lifted their price target on shares of Hilton Worldwide from $320.00 to $325.00 and gave the company a “market perform” rating in a research report on Tuesday, February 17th. Morgan Stanley upped their price objective on shares of Hilton Worldwide from $289.00 to $306.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Argus lifted their price objective on shares of Hilton Worldwide from $350.00 to $380.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Finally, Rothschild & Co Redburn boosted their target price on shares of Hilton Worldwide from $255.00 to $320.00 and gave the stock a “neutral” rating in a research report on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, Hilton Worldwide currently has a consensus rating of “Moderate Buy” and a consensus price target of $326.32.

Hilton Worldwide Stock Performance

Shares of HLT stock opened at $317.64 on Friday. The company has a market capitalization of $72.83 billion, a price-to-earnings ratio of 51.90, a PEG ratio of 2.73 and a beta of 1.13. Hilton Worldwide Holdings Inc. has a 52-week low of $196.04 and a 52-week high of $333.86. The company has a 50-day simple moving average of $302.34 and a two-hundred day simple moving average of $281.33.

Hilton Worldwide (NYSE:HLT) last posted its earnings results on Wednesday, February 11th. The company reported $2.08 EPS for the quarter, topping the consensus estimate of $2.02 by $0.06. The firm had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $2.99 billion. Hilton Worldwide had a net margin of 12.10% and a negative return on equity of 40.24%. The company’s quarterly revenue was up 10.9% compared to the same quarter last year. During the same quarter last year, the firm earned $1.76 EPS. Hilton Worldwide has set its FY 2026 guidance at 8.490-8.610 EPS and its Q1 2026 guidance at 1.910-1.970 EPS. On average, sell-side analysts forecast that Hilton Worldwide Holdings Inc. will post 7.89 EPS for the current fiscal year.

Hilton Worldwide Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, February 27th will be given a dividend of $0.15 per share. The ex-dividend date of this dividend is Friday, February 27th. This represents a $0.60 annualized dividend and a dividend yield of 0.2%. Hilton Worldwide’s dividend payout ratio (DPR) is currently 9.80%.

Hilton Worldwide Profile

Hilton Worldwide Holdings Inc is a global hospitality company that develops, owns, manages and franchises a broad portfolio of hotels and resorts. Its business spans full-service luxury and lifestyle properties, select- and focused-service hotels, and extended-stay accommodations. The company generates revenue through management and franchise fees, owned and leased real estate, and guest services, and supports customer retention and direct bookings through its Hilton Honors guest loyalty program.

Hilton’s brand portfolio includes internationally recognized names across the lodging spectrum, from luxury and upper-upscale brands to midscale and extended-stay offerings.