H World Group Ltd
In the published model solve dated 2026-Q2, anchored at $43.16, H World Group Ltd (HTHT) is priced for -3.3% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• H World is China's largest hotel operator, running brands like Hanting and Ji and increasingly franchising rather than owning, with its asset-light management-and-service revenue growing about 20% year over year at a quarterly operating margin above 60% [Source: Q1 FY2026 results, May 2026]. • The biggest risk is the China demand and competitive backdrop: revenue per available room is guided only flat to slightly positive in 2026, and the company competes for franchise agreements on terms set
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261 institutional managers reported holding HTHT in 13F filings for the quarter ended 2026-03-31. Together they hold about 41% of the company; the top 10 hold 22%. 49 opened new positions that quarter. Held by BlackRock, Invesco, FMR (Fidelity), among others. On the short side, 11.4M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
HTHT has cut its share count 1.4% over the past five years, spending $642.00M on repurchases. It pays a dividend, and has for 2 years running. Cash returned over the past three years: $1.62B in dividends and $547.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at HTHT over the trailing three years. Absence is a fact about the company, not a signal. 7 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.