Host Hotels & Resorts, Inc.

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +75

Host Hotels & Resorts Acquires 1 Hotel Brooklyn Bridge & Renaissance ...

Acquisition AI-generated analysis

Host Hotels & Resorts (HST) announced the acquisition of two significant properties: the leasehold interest in the 1 Hotel Brooklyn Bridge for $202 million and the fee simple interest in the Renaissance Dallas at Plano Legacy West for approximately $172 million. The 1 Hotel, a...

Bullish Signals

  • Acquisitions totaling $202M and $172M drive immediate earnings accretion.
2
Bullish +65

Host Hotels & Resorts, Inc. (NASDAQ:HST) Given Consensus Rating of ...

AI-generated analysis

Host Hotels & Resorts (NASDAQ:HST) received a consensus 'Moderate Buy' rating from seventeen research firms, with an average one-year price target of $23.95. Recent analyst activity includes BMO Capital Markets raising its target to $27.00 with an 'outperform' rating, while UBS and JPMorgan Chase adjusted...

Bullish Signals

  • EPS beat expectations at $0.67 vs $0.36 consensus.
  • Revenue exceeded estimates at $1.65 billion.
  • Healthy ROE of 15.15% and net margin of 16.40%.
  • BMO Capital Markets raised price target to $27.00.
  • Waterloo Capital increased stake by over 500%.
  • Attractive 3.5% dividend yield with sustainable 54.42% payout.

Bearish Signals

  • EVP sold 15,569 shares for $358,087 (2.23% reduction).
  • UBS raised target to $23.00 with neutral rating.
3
Bullish +65

Host Hotels & Resorts (NASDAQ:HST) Stock Price Down 4.8% - Time to Sell? - MarketBeat

AI-generated analysis

Host Hotels & Resorts (NASDAQ:HST) shares declined 4.8% to approximately $23.72 on Tuesday, trading with significantly below-average volume of roughly 599,000 shares compared to a typical daily average of 8.78 million. Despite the price drop, the company recently reported better-than-expected quarterly results, posting earnings per...

Bullish Signals

  • EPS of $0.67 beat consensus of $0.36.
  • Revenue of $1.65B exceeded expectations of $1.59B.
  • Healthy balance sheet with debt-to-equity ratio of 0.74.
  • Moderate Buy rating with average price target of $23.95.
  • Ladenburg Thalm raised target to $28.00.
  • Citigroup raised target to $24.00.
  • 3.3% dividend yield with 54.42% payout ratio.
  • Glenmede Trust increased position by 822.4%.

Bearish Signals

  • Stock dropped 4.8% to $23.72, below $23.95 analyst target.
  • Volume fell 93% to 599,000 shares vs 8.78M average.
4
Bullish +65

Host Hotels & Resorts, Inc. (NASDAQ:HST) Receives Consensus Recommendation of "Moderate Buy" from Brokerages - MarketBeat

AI-generated analysis

Host Hotels & Resorts (HST) received a consensus 'Moderate Buy' rating from 17 analysts, with an average one-year target price of $23.75. The company recently reported strong quarterly results, posting $0.67 in earnings per share compared to the $0.36 estimate, and revenue of $1.65 billion...

Bullish Signals

  • Beat EPS expectations: $0.67 vs $0.36 consensus.
  • Revenue grew 3.2% YoY to $1.65 billion.
  • Strong dividend yield of approximately 3.2%.
  • Optimistic 2026 EPS guidance: $2.10 to $2.16.
  • 98.52% institutional ownership with Goldman Sachs up 24.3%.

Bearish Signals

  • Exec VP sold 58,579 shares worth over $1.2 million.
  • Cantor Fitzgerald and UBS maintain neutral or hold ratings.
  • Trading near $24.90 high limits immediate upside potential.
5
Somewhat Bullish +45

Host Hotels (HST) Just Raised Its Outlook. Can Luxury Travel Keep Delivering?

Dividend Guidance raised AI-generated analysis

Host Hotels & Resorts (HST) raised its full-year guidance following a strong second quarter, driven by robust demand in luxury travel and high-profile events like the World Cup. Comparable RevPAR climbed 7% to $251.53, with transient revenue rising 6.9% to $559 million and group room...

Bullish Signals

  • Raised full-year RevPAR guidance by 125 bps to 4.75%-5.25%.
  • Transient revenue grew 6.9% YoY to $559 million.
  • Group room revenue rose 7.4% to $332 million.
  • Invested $2.1B in renovations; stabilized properties gained 9 RevPAR points.
  • Executed $500M gain from Four Seasons sale for dividend.

Bearish Signals

  • CFO warns margin comparisons will moderate as rate growth slows and tailwinds fade.
  • Hawaii storm expected to cause $27M-$32M property damage with $2M remediation costs.
  • EBITDA guidance for Disney World condo trimmed from $20-25M to $16-20M.
6
Somewhat Bullish +45

Host Hotels & Resorts (HST) Stock May Be A Bargain As Guidance Rises

Company update Guidance raised AI-generated analysis

Host Hotels & Resorts (HST) has experienced a significant multi-year share price increase of 86.4% over the past three years, prompting investors to scrutinize whether current valuations are justified by the cash flows generated from its hotel portfolio. The market's reaction to recent operating updates...

Bullish Signals

  • Adjusted FFO per share increased, showing stronger cash generation.

Bearish Signals

  • Capex risk: $630M planned for 2026.
  • Insider selling adds caution to thesis.
7
Somewhat Bullish +45

The Zacks Analyst Blog Highlights Host Hotels & Resorts, Realty Income and Simon Property

Earnings report AI-generated analysis

Zacks Equity Research analysts highlight Host Hotels & Resorts (HST), Realty Income, and Simon Property Group as key REITs to watch ahead of their second-quarter earnings reports scheduled for August 5-10, 2026. The article notes that while the broader hotel and retail sectors showed resilient...

Bullish Signals

  • Zacks Rank #2 with +1.48% Earnings ESP suggests high surprise probability.

Bearish Signals

  • High interest expenses may spoil Q2 margins.
  • Revenue growth expected at only 2.2%.
8
Bullish +65

Vail Resorts vs Host Hotels: Which Leisure Dividend Can Weather the Next Soft Patch? - 24/7 Wall St.

Dividend AI-generated analysis

Host Hotels & Resorts (HST) demonstrated resilient financial performance in a mixed leisure market, driven by strong demand from World Cup crowds and the ongoing recovery of Maui following wildfires. The company reported a 7% increase in comparable hotel Revenue Per Available Room (RevPAR) to...

Bullish Signals

  • RevPAR rose 7% to $251.53, showing strong demand.
  • Maui RevPAR grew 14% post-wildfire recovery.
  • Leverage stands at conservative 2.2x vs peers.
  • Dividend covered by one-third of adjusted FFO.
  • Operates in 21 U.S. markets to spread risk.

Bearish Signals

  • Room rate growth may drop after World Cup crowds leave.
  • Leisure sector faces risks from potential economic downturns.
9
Somewhat Bullish +45

Host Hotels’ Dividend Can Survive a Normal Downturn, But Not a Shock

Dividend AI-generated analysis

Host Hotels & Resorts (HST) maintains a robust financial position compared to lodging peers, backed by $3 billion in liquidity and investment-grade credit. The company pays a regular quarterly dividend of $0.20 per share, utilizing approximately 37% to 38% of its Adjusted Funds from Operations...

Bullish Signals

  • Payout ratio is 37-38% of AFFO for cushion.
  • Holds $3B liquidity with investment-grade credit.
  • RevPAR rose 7% in Q2 showing strong demand.
  • Debt maturity averages 4.7 years with low leverage.

Bearish Signals

  • Slashed dividends twice, suspending payments in 2020 due to negative cash flow.
10
Bullish +55

Host Hotels & Resorts stock reports 3.4 percent revenue growth

Dividend Earnings report AI-generated analysis

Host Hotels & Resorts (HST) reported second-quarter 2026 financial results showing a 3.4% year-over-year revenue increase to USD 1.64 billion. The company also delivered earnings per share of USD 0.63, which beat the consensus estimate of USD 0.62 and exceeded the prior-year result of USD...

Bullish Signals

  • Q2/2026 EPS hit $0.63, beating consensus and prior year.
  • Revenue grew 3.4% YoY to $1.64 billion in Q2.
  • Management reaffirmed FY2026 EPS guidance of $2.15-$2.18.
11
Bullish +65

Host Hotels & Resorts Is The Hot Hotel REIT This Earnings Season

AI-generated analysis

Host Hotels & Resorts (HST) is being highlighted as a top-performing Hotel REIT during the current earnings season, driven by a streak of five consecutive earnings beats. The company benefits from strong tailwinds in the luxury hotel segment, which supports robust operating margins and resilient...

Bullish Signals

  • Five consecutive earnings beats show luxury segment momentum.
  • Robust operating margins supported by favorable high-end market conditions.
  • Conservative investment-grade balance sheet ensures financial stability and dividend coverage.
  • Renovation initiatives enhance portfolio performance and drive value creation.

Bearish Signals

  • Dividend growth lags peers, limiting total return potential.
  • Price upside capped by management return targets.
12
Bullish +65

Why Host Hotels & Resorts, Inc. (HST) Is Among the Best Hotel Stocks to Buy According to Analysts

AI-generated analysis

Host Hotels & Resorts, Inc. (NASDAQ: HST) is ranked 7th among the best hotel stocks to buy according to analysts, based on a review of hedge fund sentiment and analyst upside potential as of February 12, 2025. The company operates a portfolio of upper-upscale and...

Bullish Signals

  • RevPAR grew 3.1% year-over-year in Q3 2024.
  • Repurchased 3.5 million shares worth $57 million.
  • Operates prestigious brands like Four Seasons and Ritz-Carlton.
  • Global hospitality market valuations increased significantly 2023-2024.
  • 94% of US hotel investors plan to increase investments.
13
Bullish +65

New luxury angle on Orlando: Four Seasons’ Disney residences with Host Hotels & Resorts - AD HOC NEWS

AI-generated analysis

Host Hotels & Resorts is advancing a new luxury development, the Four Seasons Residences Orlando at Walt Disney World Resort. This project represents a strategic expansion into the branded residential asset class, targeting affluent second-home buyers and long-stay guests seeking privacy within the theme park...

Bullish Signals

  • Diversifies revenue with for-sale product line alongside traditional room income.
  • Leverages Four Seasons Orlando amenities and established brand prestige immediately.
  • Golden Oak location commands significant price premiums via controlled access.
  • Targets growing branded residence asset class with higher price premiums.
  • Blends Disney transportation and concierge touches into unique luxury ecosystem.
14
Bullish +75

Host Hotels (HST) Tops Q1 FFO and Revenue Estimates

AI-generated analysis

Host Hotels & Resorts (HST) reported strong first-quarter results, beating consensus estimates for both funds from operations (FFO) and revenue. The company posted an FFO of $0.67 per share, surpassing the Zacks Consensus Estimate of $0.63, compared to $0.64 a year ago. Revenue reached $1.65...

Bullish Signals

  • HST beat Q1 FFO and revenue consensus estimates.
  • Shares gained 20.2%, outperforming S&P 500's 6% gain.
  • HST operates in top 24% Zacks industry ranking.
  • Top 50% industries outperform bottom 50% by 2 to 1.

Bearish Signals

  • No easy answers for future stock performance.
  • Zacks Rank #3 (Hold) status before earnings.
  • Shares expected to merely match market performance.
  • Peers like CLDT face -5.1% revenue decline.
  • Host Hotels ranks only top 24% of peers.
15
Bullish +75

Host Hotels (HST) Tops Q1 FFO and Revenue Estimates

AI-generated analysis

Host Hotels & Resorts, Inc. (HST) surpassed analyst expectations for its first quarter ended March 2026, reporting Funds From Operations (FFO) of $0.67 per share against a consensus estimate of $0.63 per share. This represents a 7% positive surprise compared to the previous quarter's 8%...

Bullish Signals

  • Host Hotels (HST) FFO beat consensus with $0.67 per share.
  • Company has beaten FFO estimates four times in last four quarters.
  • Revenues reached $1.65 billion, topping estimates and year-ago levels.
  • HST shares gained 20.2%, outperforming the S&P 500's 6% rise.
  • Host Hotels operates in a Zacks industry ranked in top 24%.

Bearish Signals

  • Host Hotels shares hold Zacks Rank #3 with market-only performance.
  • Company lags peers ranked in top 24% of REIT industry.
  • Competitor CLDT revenue projected to decline 5.1% for Q1 2026.
16
Bullish +55

Host Hotels & Resorts (HST) Stock Gets Fair Value Bump After Analyst Target Increases

Analyst upgrade Market commentary AI-generated analysis

Host Hotels & Resorts (HST) is receiving renewed analyst attention following a cluster of price target increases from major firms including Evercore ISI, BofA, Truist, and Morgan Stanley. These analysts have raised their fair value estimates for the lodging REIT into the US$24 to US$27...

Bullish Signals

  • Analysts raised price targets to $24-$27 range reflecting improved earnings power.
  • BofA noted Q3 RevPAR beat and full-year estimates above consensus.
  • Deutsche Bank added HST to 'buy the dip' list for leisure stocks.
  • Cantor and Barclays raised targets citing portfolio mix and recovery.
  • Simply Wall St increased fair value to $25.82 with rising revenue.

Bearish Signals

  • Cantor/Barclays neutral due to RevPAR normalization concerns.
  • Tougher 2027 comparisons may limit investor multiples.
  • Softer transient demand risks future revenue streams.
  • Maui/Oahu weather exposure threatens RevPAR and EBITDA.
17
Bullish +65

Ladenburg Lifts PT on Host Hotels & Resorts (HST) – Here’s Why

AI-generated analysis

Ladenburg & Co. raised its price target on Host Hotels & Resorts (HST) to $28 from $25 on June 10, maintaining a Buy rating. The firm cited that the company's RevPAR growth has exceeded expectations while market expectations remain low, suggesting potential upside for Q2...

Bullish Signals

  • Ladenburg & Co. raised price target to $28.
  • BMO Capital raised price target to $27 with Outperform rating.
  • RevPAR growth exceeded analyst expectations.
  • Strong operations suggest potential upside to Q2 results.
  • RevPAR resilience demonstrates durable business model.
18
Slightly Bullish +15

Host Hotels & Resorts (HST) Stock Could Be 9.3% Overvalued After World Cup Boost - simplywall.st

AI-generated analysis

Host Hotels & Resorts (HST) has seen its stock price rise significantly, with a 30-day return of 11.60%, a 90-day return of 34.46%, and a one-year total shareholder return of 68.50%. This momentum follows management raising its 2026 guidance, driven by anticipated demand from the...

Bullish Signals

  • Management raised 2026 guidance signaling growth confidence.
  • Expected transient demand driven by 2026 FIFA World Cup.
  • Key properties host national football teams creating tailwind.
  • One-year total shareholder return of 68.50%.

Bearish Signals

  • Stock trades at premium to fair value of $22.88.
  • Business travel headwinds threaten revenue stability.
  • Extreme weather risks could disrupt operations and earnings.
  • Analyst target of $22.88 suggests current price is high.
19
Slightly Bullish +25

Is Host Hotels & Resorts (HST) Undervalued Even After Its Recent Deals?

Acquisition Company update AI-generated analysis

Host Hotels & Resorts (HST) has delivered significant share price gains over the past three years, returning 82.7%, which places pressure on its current valuation to be justified by durable future cash flows. The company is actively reshaping its portfolio with recent acquisitions of the...

Bullish Signals

  • Acquired 1 Hotel Brooklyn Bridge and Renaissance Dallas.
  • Upgraded 34 hotels with $2.1B commitment and 9-point RevPAR gain.

Bearish Signals

  • Margins pressured by rising wages and weather disruptions.
  • Insider selling flags potential concerns about outlook.
20
Somewhat Bullish +45

Is Host Hotels & Resorts (HST) Undervalued Following Fresh Analyst Support? - simplywall.st

AI-generated analysis

Host Hotels & Resorts (HST) has recently regained attention from value-oriented investors following fresh analyst support, with the stock currently trading at $22.11 against a calculated fair value of $25.12. Despite an 11.88% pullback over the past month, the company maintains strong longer-term momentum, showing...

Bullish Signals

  • Analysts view Host Hotels & Resorts as undervalued with a fair value of $25.12, suggesting the current price of $22.11 offers a discount.
  • The company demonstrates strong longer-term momentum with a 21.75% year-to-date share price return and a 39.21% one-year total shareholder return.
  • Strategic focus on upgrading premium assets has yielded substantial ROI, enhancing RevPAR index and property values to support future earnings growth.

Bearish Signals

  • The stock has faced an 11.88% pullback over the past 30 days, reflecting a shift in near-term risk sentiment.
  • Valuation risks exist if business travel remains structurally weaker than expected or if climate and weather disruptions pressure margins and cash flows.