Generation Investment Management Reduces $13M in H World Group Limited ($HTHT)

Generation Investment Management has cut its holdings in H World Group Limited (NasdaqGS: HTHT) by 282,652 shares, according to its latest 13F filing with the SEC. This reduction represents a 20.9% decrease in its position, leaving the firm with 1,072,779 shares valued at approximately $47.9 million as of the reporting period.

What Changed in Generation Investment Management's H World Group Position

Generation Investment Management reduced its stake in H World Group from 1,355,431 shares to 1,072,779 shares, a decrease of 20.9%. The value of this position is now approximately $47.9 million. This move reflects a significant reduction in the firm's investment in the company.

Other Institutional Activity in H World Group

Several other institutional investors have also adjusted their positions in H World Group. Capital International Investors increased its holdings by 3,866,143 shares, ending with 12,200,747 shares valued at about $613.6 million. JPMorgan Chase & Co added 1,046,824 shares, bringing its total to 11,616,661 shares worth around $567.7 million. In contrast, BlackRock, Inc. slightly reduced its stake by 158,700 shares, holding 9,325,406 shares valued at $468.9 million. Schroder Investment Management Group significantly cut its position by 3,623,577 shares, now holding 9,101,227 shares worth $457.7 million. Invesco Ltd. also reduced its stake by 1,640,042 shares, leaving it with 8,765,296 shares valued at $440.8 million.

H World Group Stock Snapshot

Shares of H World Group (NasdaqGS: HTHT) are trading around $44.66. The company has a market capitalization of approximately $13.73 billion and a P/E ratio of 19.17. Its 52-week trading range is between $30.41 and $56.64. The stock's 50-day moving average is $48.67, and the 200-day moving average is $46.33. H World Group has a beta of 0.098, indicating relatively low volatility compared to the broader market.

Recent Earnings

H World Group reported revenue of $25.91 billion, reflecting a growth of 11.1%. The company achieved a net margin of 19.31% and a return on equity of 46.36%. Earnings per share were $2.33. The next earnings report is expected on August 20, 2026.

Dividend

H World Group offers an annual dividend rate of $2.11, yielding 4.72%. The dividend payout ratio stands at 81.13%.

Insider Buying and Selling at H World Group Limited

Recent insider activity at H World Group includes several transactions. On June 2, 2026, CEO Jin Hui sold 960,380 shares at an average price of $44.37. On May 31, 2026, Jin Hui and Ji Qi both reported transactions involving 2,514,160 and 1,005,670 shares, respectively. Zheng Jie also sold 307,850 shares on May 15, 2026.

Analysts Set New Price Targets

Analysts have shown interest in H World Group, with Benchmark maintaining a 'buy' rating and a $60 price target on March 19, 2026. Macquarie also maintained a 'buy' rating with a target of $62 on March 18, 2026. UBS upgraded the stock to 'buy' with a target price of $62.4 on March 9, 2026. The consensus among analysts is a 'strong buy' with a mean target price of $60.06.

About H World Group

H World Group Limited, headquartered in Shanghai, China, develops and operates a variety of hotels under multiple brands, including HanTing Hotel and Ibis Hotel, across the People's Republic of China. The company, led by CEO Mr. Hui Jin, employs over 26,000 people. Founded in 2005, it has grown to become a significant player in the lodging industry.

Bottom Line

Generation Investment Management's recent reduction in its stake in H World Group is a notable move in the institutional landscape. Investors closely follow such filings to gauge institutional sentiment, although it's essential to remember that 13F filings are backward-looking and may not reflect current positions. H World Group remains an interesting company with its diverse hotel operations and ongoing analyst interest.