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

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here. The Fund delivered strong results in the fourth quarter, appreciating 12.34% (Institutional Shares) compared to the Russell 2500 Growth Index’s (the Benchmark) 0.33 % return. The Fund returned 22.26% in 2025 compared to 10.31% return for the index. The firm highlighted its continued faith in its portfolio companies in the letter. As of December 31, 2025, the Fund’s top 10 positions hold 60.1% of net assets. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, Baron Focused Growth Fund highlighted stocks such as Hyatt Hotels Corporation (NYSE:H). Hyatt Hotels Corporation (NYSE:H) is a hospitality company and a contributor to the Fund’s performance in the quarter. On February 4, 2026, Hyatt Hotels Corporation (NYSE:H) stock closed at $161.15 per share. Hyatt Hotels Corporation (NYSE:H) delivered a -4.71% return in the past month, and its shares are down 3.12% over the past twelve months. Hyatt Hotels Corporation (NYSE:H) has a market capitalization of $15.387 billion.

Baron Focused Growth Fund stated the following regarding Hyatt Hotels Corporation (NYSE:H) in its fourth quarter 2025 investor letter:

“Shares of Hyatt Hotels Corporation (NYSE:H) increased 13.1% and added 60 bps to performance in the fourth quarter as the company reported strong RevPAR and unit growth rates despite concerns about a deterioration in the macro economy. In addition, the company also came to an agreement with Chase to extend its credit card agreement with stronger economics for Hyatt given the increase in the company’s World of Hyatt membership. Finally, the company continues to sell its owned hotels at accretive rates and is using the proceeds to buy back the company’s stock. Hyatt continues to have an investment grade balance sheet with 90% of the business coming through fees, yet trades at a discount to peers despite similar growth and mix of business. We believe this discount should narrow over time as investors see the continued growth and resilience of its business model.”

Hyatt Hotels Corporation (NYSE:H) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 39 hedge fund portfolios held Hyatt Hotels Corporation (NYSE:H) at the end of the third quarter, compared to 45 in the previous quarter. While we acknowledge the risk and potential of Hyatt Hotels Corporation (NYSE:H) 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 Hyatt Hotels Corporation (NYSE:H) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In addition, please check out our hedge fund investor letters Q4 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.