Hilton Tops Expectations, Sees Improving Demand
Photo Credit: Hilton Arcadia Los Angeles Double Room hilton worldwide Hilton
Skift Take
Hilton's Q4 beat expectations with $757M in buybacks as the Mauna Kea Beach Hotel unveiled its $180M+ renovation in Hawaii Island. Plus, more hotel deal and development news.
Th DJIA was down 67 points, the Nasdaq was down 36, the S&P 500 was down less than half a point, and the 10-year treasury yield was up .03 to 4.17%. The lodging stocks were quite volatile today. MAR had a $12.73 spread between the lows of the day and the new all-time high it hit. HLT traded up to a new high, as did HST, PEB, DRH, and XHR.
President’s Day Weekend Schedule - There will be no Daily Lodging Report on Thursday, February 12th, and Monday, February 16th. There will be one issue on Sunday, February 15th, covering the period.
Hilton’s fourth-quarter 2025 results may not have been as explosive as Marriott’s, but they were still really darn good, with a solid beat and a raise for 2026. It cited improving demand patterns in the release, which goes a long way to getting confidence back that the lodging business has not gone completely stale. In the fourth quarter, HLT bought back $757 million worth of shares, $3.2 bill
