Hilton Worldwide Holdings (HLT) Reported Robust Results Amid Slower Macro Economic Scenario

Pershing Square Holdings, an investment holding company, released its first half 2025 investor letter. A copy of the same can be downloaded here. In the first half of 2025, the company’s NAV per share increased by 15.5% and 17.7% year-to-date through August 19, 2025. The company’s share price rose by 9.9% and 16.5% during these periods, while the S&P 500 increased by 6.2% and 9.9%, respectively. The first half of 2025 was characterized by complex macroeconomic and geopolitical dynamics, contributing to broad uncertainty. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, Pershing Square Holdings highlighted stocks such as Hilton Worldwide Holdings Inc. (NYSE:HLT). Hilton Worldwide Holdings Inc. (NYSE:HLT) is a hospitality company that manages, franchises, owns, and leases hotels and resorts. The one-month return of Hilton Worldwide Holdings Inc. (NYSE:HLT) was 4.31%, and its shares gained 26.69% of their value over the last 52 weeks. On September 05, 2025, Hilton Worldwide Holdings Inc. (NYSE:HLT) stock closed at $272.30 per share, with a market capitalization of $64.043 billion.

Pershing Square Holdings stated the following regarding Hilton Worldwide Holdings Inc. (NYSE:HLT) in its second quarter 2025 investor letter:

“Hilton Worldwide Holdings Inc. (NYSE:HLT) continued to deliver strong growth during the first half of 2025 amid a relatively slower macroeconomic environment, once again demonstrating the unique advantages and durability of Hilton’s high-quality, asset-light, high margin business model. In the second quarter, Hilton delivered 15% earnings per share growth despite revenue per available room (“RevPAR”) modestly declining by 0.5%, reflecting some softness in U.S. travel trends.

While near-term domestic RevPAR trends have been tepid, management noted some encouraging signs of improvement in business transient and group bookings, which could provide upside in 2026 as RevPAR growth normalizes. Over the long term, we expect annual RevPAR growth to be close to a 2% to 3% rate.

Hilton expects full-year net unit growth solidly within its 6% to 7% target range, increasingly supported by hotel conversions, which are expected to represent approximately 40% of system growth this year. Signings and construction starts also remain robust, both up double digits year-over-year, reflecting the continued global demand for Hilton-branded properties.…” (Click here to read the full text)

Josh Brown Pitches ‘Potential Breakout’ Stock

Hilton Worldwide Holdings Inc. (NYSE:HLT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 63 hedge fund portfolios held Hilton Worldwide Holdings Inc. (NYSE:HLT) at the end of the second quarter, which was 76 in the previous quarter. While we acknowledge the risk and potential Hilton Worldwide Holdings Inc. (NYSE:HLT) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Hilton Worldwide Holdings Inc. (NYSE:HLT) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Hilton Worldwide Holdings Inc. (NYSE:HLT) and shared ClearBridge Mid Cap Growth Strategy’s views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.