ClearBridge Investments Highlights Hilton Worldwide Holdings' Long-Term Growth Potential

ClearBridge Investments, a midcap growth strategy, highlighted Hilton Worldwide Holdings Inc. (HLT) as a potential long-term compounder. HLT is a hospitality company with a robust pipeline, high-margin fees, and a history of returning capital to shareholders. The firm believes HLT's scale, brand strength, and resilient business model position it for solid long-term growth. HLT's shares have gained 26.99% over the past year and closed at $276.40 per share on August 27, 2025.

Hilton Worldwide Holdings Inc. (HLT), a leading hospitality company, has been recognized by ClearBridge Investments as a potential long-term compounder. With a robust pipeline, high-margin fees, and a history of returning capital to shareholders, HLT presents a compelling investment case. The firm's scale, brand strength, and resilient business model position it for solid long-term growth.

In its latest earnings report, HLT reported earnings of $2.20 per share, exceeding analyst estimates, and total revenue of $3.14 billion for the quarter, a 6.3% year-over-year increase [1]. Analysts have upgraded HLT's stock ratings, with Jefferies Financial Group raising its target price to $296 and giving it a "buy" rating, reflecting strong investor confidence [1].

Long Pond Capital LP, an institutional investor, bought a new stake in HLT during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The investor bought 355,961 shares of the company's stock, valued at approximately $80,999,000 [1]. This acquisition makes HLT the fifth largest position in Long Pond Capital LP's investment portfolio, accounting for approximately 5.3% of its total holdings [1].

Hedge funds have also shown interest in HLT, with several funds increasing their positions in the company's stock. Fiduciary Trust Co, Summit Financial LLC, Apollon Wealth Management LLC, First Bank & Trust, and CoreCap Advisors LLC all increased their stakes in HLT during the first and fourth quarters of 2025 [1]. This collective institutional interest highlights the company's appeal to investors.

ClearBridge Investments' positive outlook on HLT is supported by the company's strong financial performance and the resilience of its business model. HLT's shares have gained 26.99% over the past year and closed at $276.40 per share on August 27, 2025 [1]. The company's robust pipeline, high-margin fees, and history of returning capital to shareholders position it for solid long-term growth.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-long-pond-capital-lp-takes-position-in-hilton-worldwide-holdings-inc-hlt-2025-08-25/