Billionaire Nicholas J. Pritzker’s 8 Stocks with Huge Upside Potential

6. Hyatt Hotels Corporation (NYSE:H)

Number of Hedge Fund Holders as of Q4: 35

Tao Capital’s Equity Stake: $10.99 Million

Upside Potential as of May 8: 16.31%

Hyatt Hotels Corporation (NYSE:H), headquartered in Chicago, Illinois, is a global hospitality company known for managing and franchising luxury hotels, resorts, and vacation properties. As of the first quarter of 2025, Hyatt has continued to strengthen its market position with notable financial achievements and strategic moves.

For Q1 2025, Hyatt Hotels Corporation (NYSE:H) reported net income attributable to the corporation of $20 million, while adjusted net income stood at $46 million. Diluted earnings per share (EPS) came in at $0.19, with adjusted diluted EPS of $0.46, reflecting the company’s ability to generate positive earnings despite fluctuating economic conditions. Demonstrating shareholder commitment, Hyatt repurchased approximately 1.1 million shares of Class A common stock, amounting to $149 million.

Operationally, Hyatt witnessed a comparable system-wide hotels revenue per available room (RevPAR) increase of 5.7% compared to Q1 2024, signaling a steady recovery in guest demand and stronger pricing power. Additionally, Hyatt Hotels Corporation (NYSE:H) achieved net rooms growth of 10.5%, underlining its ongoing expansion in both domestic and international markets. These metrics reflect the successful implementation of Hyatt’s strategic growth initiatives, bolstering its position as a leader in the luxury hospitality segment.

The company’s increasing appeal among institutional investors is evident, as hedge fund interest rose significantly by the end of Q4 2024. A total of 35 hedge funds held stakes in Hyatt, compared to 22 in the previous quarter, with combined holdings valued at $577 million, according to Insider Monkey’s database. Notably, Hyatt Hotels Corporation (NYSE:H) forms 7.66% of Pritzker’s highly concentrated portfolio, highlighting its perceived long-term value and growth potential.

With a price target of $144.92 and an upside potential of 17.01%, Hyatt Hotels Corporation (NYSE:H) is among billionaire Nicholas J. Pritzker’s stock picks with huge upside potential, supported by its consistent earnings growth, shareholder-friendly strategies, and expanding global presence.

Nightview Capital stated the following regarding Hyatt Hotels Corporation (NYSE:H) in its Q4 2024 investor letter:

“Travel and entertainment are transforming as consumers prioritize experiences over material goods. This isn’t a return to pre pandemic norms—it’s a reinvention of how we connect, explore, and enjoy life. Travelers seek uniqueness and personalization, while entertainment blends digital and physical realms to create new experiences. The companies leading this evolution are redefining tradition through innovation, delivering unforgettable moments to a new generation. These businesses are not just adapting—they’re shaping the future of the experience economy.

Hyatt Hotels Corporation (NYSE:H): Core Opportunity: Hyatt’s transition to an asset-light model makes it well positioned for flexibility and stable, long-term growth. By selling properties at premium multiples and reinvesting in brand acquisitions, Hyatt is increasing its global footprint and strengthening its portfolio.

Competitive Advantage:

Loyalty Leadership: The World of Hyatt program has grown to 46 million members, a 22% YoY increase in 2024, with 30% more members per hotel than competitors.

Luxury Focus: Expanding soft brands allows Hyatt to maintain each hotel’s unique identity while benefiting from its extensive distribution network…” (Click here to read the full text)