Savoir Faire Capital Management L.P. Sells 14,749 Shares of Wyndham Hotels & Resorts $WH

Savoir Faire Capital Management L.P. trimmed its holdings in shares of Wyndham Hotels & Resorts (NYSE:WH) by 21.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 55,136 shares of the company’s stock after selling 14,749 shares during the period. Wyndham Hotels & Resorts makes up approximately 2.0% of Savoir Faire Capital Management L.P.’s holdings, making the stock its 21st largest position. Savoir Faire Capital Management L.P.’s holdings in Wyndham Hotels & Resorts were worth $4,166,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the stock. Champlain Investment Partners LLC grew its stake in shares of Wyndham Hotels & Resorts by 352.8% in the 3rd quarter. Champlain Investment Partners LLC now owns 2,212,717 shares of the company’s stock worth $176,796,000 after buying an additional 1,724,091 shares during the last quarter. Capital International Investors raised its stake in Wyndham Hotels & Resorts by 77.1% during the third quarter. Capital International Investors now owns 1,755,465 shares of the company’s stock valued at $140,262,000 after buying an additional 764,312 shares during the last quarter. Thrivent Financial for Lutherans boosted its holdings in Wyndham Hotels & Resorts by 9.3% in the third quarter. Thrivent Financial for Lutherans now owns 1,657,402 shares of the company’s stock worth $132,427,000 after acquiring an additional 140,978 shares in the last quarter. JPMorgan Chase & Co. boosted its holdings in Wyndham Hotels & Resorts by 3.0% in the third quarter. JPMorgan Chase & Co. now owns 1,585,935 shares of the company’s stock worth $126,716,000 after acquiring an additional 46,459 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in shares of Wyndham Hotels & Resorts by 2.5% in the third quarter. Dimensional Fund Advisors LP now owns 1,324,698 shares of the company’s stock worth $105,849,000 after acquiring an additional 31,785 shares during the last quarter. 93.46% of the stock is owned by institutional investors.

Wyndham Hotels & Resorts Trading Down 3.4%

Shares of NYSE:WH opened at $81.24 on Friday. The company has a debt-to-equity ratio of 5.37, a current ratio of 0.86 and a quick ratio of 0.86. Wyndham Hotels & Resorts has a 1 year low of $69.21 and a 1 year high of $92.68. The company has a market cap of $6.10 billion, a P/E ratio of 32.62, a PEG ratio of 2.15 and a beta of 0.69. The stock’s fifty day moving average price is $81.77 and its 200-day moving average price is $77.97.

Wyndham Hotels & Resorts (NYSE:WH) last released its quarterly earnings data on Wednesday, April 29th. The company reported $0.96 EPS for the quarter, topping the consensus estimate of $0.85 by $0.11. Wyndham Hotels & Resorts had a return on equity of 66.44% and a net margin of 13.40%.The company had revenue of $327.00 million during the quarter, compared to the consensus estimate of $321.97 million. During the same period last year, the company earned $0.86 EPS. Wyndham Hotels & Resorts’s revenue for the quarter was up 3.5% on a year-over-year basis. Wyndham Hotels & Resorts has set its FY 2026 guidance at 4.620-4.800 EPS. Sell-side analysts expect that Wyndham Hotels & Resorts will post 4.84 earnings per share for the current year.

Wyndham Hotels & Resorts Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 30th. Stockholders of record on Friday, March 20th were paid a $0.43 dividend. This is a boost from Wyndham Hotels & Resorts’s previous quarterly dividend of $0.41. This represents a $1.72 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date was Friday, March 20th. Wyndham Hotels & Resorts’s dividend payout ratio (DPR) is presently 69.64%.

Insider Activity at Wyndham Hotels & Resorts

In related news, insider Scott R. Strickland sold 6,500 shares of the stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $80.36, for a total transaction of $522,340.00. Following the transaction, the insider owned 43,639 shares in the company, valued at $3,506,830.04. This represents a 12.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Paul F. Cash sold 19,800 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $76.09, for a total transaction of $1,506,582.00. Following the completion of the sale, the general counsel owned 27,912 shares in the company, valued at $2,123,824.08. This represents a 41.50% decrease in their position. The SEC filing for this sale provides additional information. 2.33% of the stock is owned by insiders.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Susquehanna raised their price target on Wyndham Hotels & Resorts from $80.00 to $95.00 and gave the company a “neutral” rating in a report on Thursday, April 23rd. Morgan Stanley upped their price target on shares of Wyndham Hotels & Resorts from $85.00 to $87.00 and gave the stock an “overweight” rating in a research note on Friday, April 10th. Mizuho raised their price objective on shares of Wyndham Hotels & Resorts from $97.00 to $108.00 and gave the company an “outperform” rating in a research note on Friday, February 20th. Barclays lifted their target price on shares of Wyndham Hotels & Resorts from $98.00 to $104.00 and gave the stock an “overweight” rating in a report on Thursday, April 16th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $100.00 target price on shares of Wyndham Hotels & Resorts in a research note on Friday, February 20th. Eight research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, Wyndham Hotels & Resorts has a consensus rating of “Moderate Buy” and a consensus price target of $96.09.

Key Wyndham Hotels & Resorts News

Here are the key news stories impacting Wyndham Hotels & Resorts this week:

• Positive Sentiment: Q1 results beat: WYND reported $0.96 EPS vs. ~$0.85 consensus and revenue of $327M vs. ~$319.6M, driven by modest year-over-year revenue growth and solid margins — an immediate earnings beat that supports fundamentals. Zacks: Wyndham Tops Q1 Estimates
• Positive Sentiment: Development pipeline and system growth: Company expanded system size ~4% and reported a record pipeline of ~2,200 hotels, which supports future fee-based revenue and long‑term growth prospects. PR Newswire: Q1 Results & Pipeline
• Positive Sentiment: Strong profitability metrics: The quarter showed healthy net margin and a high return on equity, underscoring efficient capital-light franchising economics. Zacks: Key Metrics Analysis
• Neutral Sentiment: Full materials and management commentary available: The company posted its slide deck and the earnings‑call transcript for more detail on demand, margins and pipeline execution (useful for modeling but not headline-moving on its own). Slide Deck Earnings Call Transcript
• Negative Sentiment: FY2026 EPS guidance came in at $4.62–$4.80, slightly below the Street consensus (~$4.84), tempering upside despite the beat — the guidance delta is the likely headline reason for near‑term share weakness. PR Newswire: Guidance
• Negative Sentiment: Capital structure risk: The company shows elevated leverage (high debt-to-equity), which raises sensitivity to slower demand or margin pressure and may concern risk‑averse investors. MarketBeat: Financials

Wyndham Hotels & Resorts Profile

Wyndham Hotels & Resorts, Inc (NYSE: WH) is a leading global hospitality company specializing in hotel franchising and management. Established in 2018 through the spin-off of Wyndham Hotel Group from Wyndham Worldwide, the company focuses on the development, marketing and distribution of hotel brands designed to meet the needs of business and leisure travelers. Its core business model centers on franchising agreements, enabling third-party hotel owners to operate under the Wyndham portfolio while accessing the company’s centralized services and support.

The company’s brand portfolio spans economy, midscale and upper-midscale segments, featuring well-known names such as Wyndham, Ramada, Days Inn, Super 8, Microtel Inn & Suites, and La Quinta by Wyndham.