Hilton Worldwide management check

HLT · Consumer Discretionary · Hotels, Resorts & Cruise Lines · CEO Mr. Nassetta

Filings as of

76
Management score, ranked 111th of 487Strongest: dilution. Weakest: CEO cost. See the best and worst run in Consumer Discretionary →

4 good · 3 to watch · 0 flagged, across the seven questions below.

  • Good

    Have owners done well?

    Beat its chosen peers

    $100 invested at the start of fiscal 2021 grew to $261, against $227 for the peer group the company picked itself.

  • Watch

    Does pay follow performance?

    Pay only loosely tracked returns

    Over 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.14 with shareholder return. 1 means pay moved in step; below 0, the opposite way.

  • Watch

    What does the CEO cost owners?

    1.9% of net income

    $27.7m of reported pay in fiscal 2025, against $1.5bn of net income.

  • Watch

    Do they own the stock?

    Insiders are selling

    2 insiders sold $2.4m in the last six months and none bought.

  • Good

    Are owners being diluted?

    Share count shrinking

    Diluted shares changed -5.1% a year over the last three fiscal years. Stock-based pay was 1.4% of revenue in the latest year.

  • Good

    Is leadership stable?

    5 leadership filings in 3 years

    CEO in the pay table: Mr. Nassetta. 5 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.

  • Good

    Are the books clean?

    No red flags on file

    No restatements, auditor changes or late filings since 2021.

Against the S&P 500

Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Consumer Discretionary.

CheckScoreAt or aboveSector median
Owner returns6968%70
Pay for performance5718%79
CEO cost2729%44
Skin in the game——36
Dilution100100%74
Stable leadership100100%80
Clean books100100%100

Closest peers

Others in Hotels, Resorts & Cruise Lines, by management score. Hilton Worldwide is 17th of 47 in its sector.

  1. 9RCLRoyal Caribbean Group89
  2. 18BKNGBooking Holdings86
  3. 74EXPEExpedia Group78
  4. 102MARMarriott International76
  5. 111HLTHilton Worldwide76
  6. 191ABNBAirbnb69
  7. 434CCLCarnival Corporation49
  8. 465NCLHNorwegian Cruise Line Holdings41

Pay versus performance

From the proxy statement filed April 2, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.

CEO pay by fiscal yearAs reported Actually paid
$0$39.3m$78.7m20212022202320242025
What $100 becameCompany Peer group
$10020212022202320242025$261
Fiscal yearCEOCEO payActually paidOther executives (avg)$100 becamePeersNet income
2025Mr. Nassetta$27.7m$38.0m$6.8m$261$227$1.5bn
2024—$28.0m$58.8m$6.4m$224$200$1.5bn
2023—$26.6m$56.8m$5.8m$165$151$1.2bn
2022—$23.5m$8.4m$5.4m$114$91$1.3bn
2021—$23.3m$78.7m$4.8m$140$120$407.0m

The board says pay is tied most to Adjusted EBITDA. Its other key measures: FCF Per Share, Net Unit Growth, RevPAR Index, Stock Price.

Insiders and the CEO's stake

2 insiders sold $2.4m in the last six months and none bought.

  • SoldLaura FuentesSee Remarks$2.3mSep 14, 2026
  • SoldChris CarrDirector$136kSep 14, 2026

Leadership and governance on file

Latest shareholder vote results: May 18, 2026, including the say-on-pay vote.

Where the money went

Over 2021–2025: $10.6bn returned to owners in buybacks and dividends, 182% of net income, and $870.0m of pay in stock.

Fiscal year20212022202320242025
Revenue$5.8bn$8.8bn$10.2bn$11.2bn$12.0bn
Net income$410.0m$1.3bn$1.1bn$1.5bn$1.5bn
Stock-based pay$193.0m$162.0m$169.0m$176.0m$170.0m
Buybacks$0$1.6bn$2.3bn$2.9bn$3.2bn
Dividends$0$123.0m$158.0m$150.0m$143.0m
Diluted shares281m277m264m250m238m

Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.