# H World Group Limited (HTHT)

> Source: Nexqual · https://nexqual.com/HTHT · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, H World Group Limited (HTHT), nexqual.com/HTHT" · informational, not investment advice.

**Price:** USD 46.31 (+1.18% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 45.77 · day 44.76–46.67 · 52w 37.6–56.64 · market cap $14.6B · NMS

## Key facts
- 3 of 80 tracked superinvestors hold HTHT (13F, Q2 2026): 1 new, 0 added, 2 reduced, 0 unchanged.
- Analysts: Buy (mean 1.83 on a 1–5 scale) (18 analysts), mean target USD 61.85 (range 56.6–66.3).
- Total return with dividends: 1Y +25.2% vs S&P 500 +14.9%; 5Y +11.6% vs S&P 500 +80.3%.
- Next earnings: 2026-11-17, EPS estimate USD 5.6, revenue estimate $7.31B.

## Superinvestors (SEC 13F-HR, Q2 2026)
3 of 80 tracked investors hold HTHT. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Robert Vinall | RV Capital GmbH | 5.59% | $21.4M | Reduced -8.1% |
| Mason Hawkins | Southeastern Asset Management | 0.45% | $8.6M | Reduced -11.1% |
| Sarah Ketterer | Causeway Capital Management | 0.26% | $23.8M | New position |

## Analysts
Consensus Buy (mean 1.83 on a 1–5 scale), 18 analysts; mean target USD 61.85 (low 56.6, high 66.3).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +25.2% | +11.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +25.3% | +2.2% |
| Volatility (annualized) | 32.0% | 46.0% |
| Max drawdown | -26.8% (Feb 2026→Jul 2026) | -44.4% (Oct 2021→May 2022) |

## Peers (Lodging)
H (Hyatt Hotels Corporation) USD 176.96 -0.92% · IHG (Intercontinental Hotels Group) USD 167.78 -1.81% · WH (Wyndham Hotels & Resorts, Inc.) USD 75.07 -4.20% · CHH (Choice Hotels International, In) USD 111.98 -1.48% · ATAT (Atour Lifestyle Holdings Limite) USD 32.58 -1.75% · HLT (Hilton Worldwide Holdings Inc.) USD 358.07 -1.15%

## More
Full page: https://nexqual.com/HTHT · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in HTHT's own 20-F filed 2026-04-24 (https://www.sec.gov/Archives/edgar/data/1483994/000110465926048058/htht-20251231x20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Accor | "In addition to the hotel brands owned by us, we entered into a strategic alliance with Accor S.A., or Accor, in January 2016, and are developing certain Accor hotel brands in the PRC, Taiwan and Mongolia under our brand …" |
| Partner | Microsoft (MSFT) | "Transaction with AZURE Hospitality Fund I Limited Partnership ("Azure")" |
| Competitor | Airbnb (ABNB) | "We also face competition from Airbnb and service apartments." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $5.60 | $6.11 | -8.5% | $7.31B | 2 |
| Next quarter (ends 2026-12-31) | $3.91 | $3.33 | +17.5% | $6.55B | 2 |
| Current fiscal year (ends 2026-12-31) | $18.46 | $18.69 | -1.2% | $27.15B | 7 |
| Next fiscal year (ends 2027-12-31) | $21.26 | $21.63 | -1.7% | $28.81B | 7 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-17): ±9.9%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 43.8% | ±9.9% |
| 2026-12-18 | 56 | 39.5% | ±12.4% |
| 2027-01-15 | 84 | 41.6% | ±15.8% |
| 2027-03-19 | 147 | 36.9% | ±18.6% |
| 2027-06-17 | 237 | 37.9% | ±24.2% |