H World Group (HTHT) slides 4% as investors digest Q1 results and softer same-hotel metrics

H World Group Limited (HTHT) is down 4.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The drop looks most tied to investors continuing to digest H World’s first-quarter 2026 update, where profitability and key “same-hotel” demand metrics were softer even as total revenue grew. This could also reflect post-earnings repositioning after the stock’s recent run and expectations around the company’s asset-light transition.

Details:

H World reported Q1 2026 revenue of RMB 6.0 billion, up 11.1% year over year, supported by hotel network expansion and improving blended RevPAR.

Net income attributable to H World fell 8.6% year over year to RMB 817 million, despite higher operating income and margin improvement.

For hotels in China operating at least 18 months, same-hotel RevPAR declined 2.3% year over year, with occupancy down even as same-hotel ADR increased.

The company highlighted continued portfolio reshaping (including exiting leased-and-owned hotels), which can create quarter-to-quarter noise in revenue mix and earnings.

Sources:

H World Group Investor Relations, Citi Depositary Receipts, Stock Analysis

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$HTHT Insider Trading Activity

$HTHT insiders have traded $HTHT stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $HTHT stock by insiders over the last 6 months:

THENG FONG HEE sold 31,640 shares for an estimated $1,612,364

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$HTHT Hedge Fund Activity

We have seen 177 institutional investors add shares of $HTHT stock to their portfolio, and 97 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL INTERNATIONAL INVESTORS added 3,866,143 shares (+46.4%) to their portfolio in Q1 2026, for an estimated $194,428,331
SCHRODER INVESTMENT MANAGEMENT GROUP removed 3,623,577 shares (-28.5%) from their portfolio in Q1 2026, for an estimated $182,229,687
FMR LLC added 3,032,198 shares (+97.6%) to their portfolio in Q1 2026, for an estimated $152,489,237
INVESCO LTD. removed 2,623,233 shares (-20.1%) from their portfolio in Q4 2025, for an estimated $123,423,112
CAPITOLIS LIQUID GLOBAL MARKETS LLC removed 2,228,400 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $104,846,220
CAPITOLIS LIQUID GLOBAL MARKETS LLC removed 2,228,400 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $104,846,220
NUVEEN, LLC removed 2,131,479 shares (-85.9%) from their portfolio in Q1 2026, for an estimated $107,192,078

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$HTHT Analyst Ratings

Wall Street analysts have issued reports on $HTHT in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Macquarie issued a "Outperform" rating on 03/18/2026

To track analyst ratings and price targets for $HTHT, check out Quiver Quantitative's $HTHT forecast page.

$HTHT Price Targets

Multiple analysts have issued price targets for $HTHT recently. We have seen 3 analysts offer price targets for $HTHT in the last 6 months, with a median target of $62.0.

Here are some recent targets:

Fawne Jiang from Benchmark set a target price of $60.0 on 03/19/2026
Sunny Chow from Macquarie set a target price of $62.0 on 03/18/2026
Xin Chen from UBS set a target price of $62.4 on 03/09/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.