Host Hotels & Resorts, Inc.

(NASDAQ Global Select)
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Bullish +65

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

AI-generated analysis

πŸ“ˆ Host Hotels & Resorts received a 'Moderate Buy' consensus rating from 17 analysts with an average 1-year target price of $23.75.

πŸ’° The company reported Q1 EPS of $0.67, significantly beating the $0.36 estimate, and revenue of $1.65 billion up 3.2% year over year.

πŸ“… Management provided FY2026 EPS guidance between $2.10 and $2.16 per share.

πŸ’΅ A quarterly dividend of $0.20 was announced, payable July 15, with an annualized yield of approximately 3.2%.

πŸ“Š The stock recently opened at $24.89, trading near its 12-month high of $24.90.

🏦 Goldman Sachs increased holdings by 24.3%, while NewEdge Advisors lifted their position by 80.5% in the first quarter.

πŸ“‰ EVP Nathan S. Tyrrell sold 58,579 shares at an average price of $22.00 on May 8th.

🏨 The portfolio consists of luxury and upper-upscale hotels operated under leading global brands across multiple regions.

πŸ” Stifel Nicolaus set a target price of $26.25, while Ladenburg Thalm raised their target to $28.00 with a 'buy' rating.

βš–οΈ Cantor Fitzgerald and UBS Group maintained 'neutral' ratings despite raising their respective target prices.

Bullish Signals
  • Host Hotels & Resorts beat earnings expectations significantly, reporting $0.67 EPS versus the $0.36 consensus estimate.
  • Revenue grew 3.2% year over year to reach $1.65 billion, surpassing analyst estimates of $1.59 billion.
  • The company has a strong dividend yield of approximately 3.2%, with an annualized payout of $0.80 per share.
  • Management issued optimistic full-year 2026 EPS guidance ranging from $2.10 to $2.16.
  • Institutional confidence is high, with 98.52% of the stock owned by hedge funds and other institutional investors.
  • Major institutions like Goldman Sachs increased their holdings by 24.3%, signaling continued interest in the stock.
  • The stock has traded near its 12-month high, recently opening at $24.89 against a low of $15.07.
Risk Factors
  • An executive vice president sold 58,579 shares worth over $1.2 million, representing a 7.75% decrease in their personal ownership.
  • Some analysts maintain 'neutral' or 'hold' ratings, including Cantor Fitzgerald and UBS Group, suggesting caution.
  • The stock is trading near its 12-month high of $24.90, which could limit immediate upside potential if the market corrects.
Full 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 which exceeded expectations and rose 3.2% year over year. Management has issued full-year 2026 EPS guidance ranging from $2.10 to $2.16. Additionally, Host Hotels announced a quarterly dividend of $0.20 per share payable on July 15, which annualizes to $0.80 and offers a yield of approximately 3.2%. The stock has traded near its 12-month high, recently opening at $24.89. Recent analyst activity includes Stifel Nicolaus setting a $26.25 target price, Ladenburg Thalm raising their target to $28.00 with a 'buy' rating, and Citigroup increasing their target to $24.00. Institutional ownership remains high at 98.52%, with notable increases in holdings from Goldman Sachs Group Inc., NewEdge Advisors LLC, and EverSource Wealth Advisors LLC during the first and second quarters. The company operates as a real estate investment trust focused on premium lodging properties across North America, Europe, and Asia-Pacific. Financial metrics show a market cap of $17.05 billion, a P/E ratio of 16.93, and a debt-to-equity ratio of 0.74. Despite the positive consensus, some analysts maintain 'neutral' or 'hold' ratings, and an executive vice president recently sold shares.