Michele Allen steps down as investors reassess the company’s long-term value outlook.
Parsippany, New Jersey, 11 November 2025 – Wyndham Hotels & Resorts (NYSE: WH) has announced that Michele Allen, the company’s Chief Financial Officer and Head of Strategy, is stepping down to pursue a new role outside the hotel industry. Kurt Albert, previously serving as Treasurer, will act as interim CFO while the company evaluates its next leadership move.
The leadership change comes during a difficult year for Wyndham. The company’s share price has fallen 26.1% year-to-date, and its one-year total shareholder return is down 21.7%. While Wyndham has continued to expand internationally and enhance its loyalty programs, market confidence has softened, leading many investors to wait for clearer signs of recovery.
However, longer-term performance tells a different story. Over the past five years, the company has delivered a total shareholder return of 47%, showing resilience and stability within the broader hospitality sector.
Is Wyndham Still Undervalued?
Some market analysts believe the stock may currently be undervalued. One widely followed valuation narrative places Wyndham’s fair value at approximately $105.80 per share, compared to its recent closing price of $73.73. This suggests that the company could offer meaningful upside if business conditions and market sentiment improve.
Part of this value argument comes from Wyndham’s asset-light business model. Unlike some hotel companies, Wyndham does not own the majority of its properties. Instead, it earns revenue through franchise and management fees. This model allows the company to maintain stronger cash reserves, support shareholder returns through dividends and buybacks, and pursue acquisitions such as its earlier purchase of La Quinta.
Still, investors must consider potential risks. Slowing global travel demand, interest rate pressures, or higher debt servicing costs could affect profitability and stall the positive valuation outlook.
A Moment for Investor Reflection
With the CFO transition underway and the stock trading below estimated fair value, investors now face a decision: Is this an opportunity to enter at a discount, or a sign to wait for more clarity?
Those building their own view of Wyndham’s future may want to examine long-term forecasts and financial indicators rather than focusing solely on short-term earnings swings.
