Wyndham Hotels' Q4 adjusted profit beats estimates

Overview

• Hotel franchiser's Q4 adjusted EPS beat analyst expectations

• Adjusted net income for Q4 beat analyst estimates

• Company increased quarterly dividend by 5%, beginning in Q1 2026

Outlook

• Wyndham projects 2026 room growth of 4.0% to 4.5%

• Company expects 2026 adjusted EBITDA of $730 mln to $745 mln

• Wyndham forecasts 2026 adjusted EPS of $4.62 to $4.80

Result Drivers

• ROOM GROWTH - Wyndham's system-wide rooms grew 4% in 2025, supported by awarding a record 870 development contracts globally

• ADJUSTED EBITDA GROWTH - Adjusted EBITDA increased 3% for 2025, driven by higher ancillary revenues and cost containment measures

• REVPAR DECLINE - Global RevPAR decreased 3% in 2025, with U.S. pressures and a 9% decline in China affecting results

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the hotels, motels & cruise lines peer group is "buy"

• Wall Street's median 12-month price target for Wyndham Hotels & Resorts Inc is $95.00, about 18.3% above its February 17 closing price of $80.33

• The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nPn66GSk0a

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