Host Hotels & Resorts, Inc.

(NASDAQ Global Select)
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Bullish +65

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

AI-generated analysis

πŸ“ˆ Host Hotels & Resorts received a consensus 'Moderate Buy' rating from seventeen analysts with an average price target of $23.95.

πŸ“Š The company beat Q1 earnings estimates, reporting $0.67 EPS versus the expected $0.36 and revenue of $1.65 billion.

πŸ“ˆ Revenue grew 3.2% year-over-year to $1.65 billion, exceeding analyst consensus of $1.59 billion.

πŸ’° The firm reported a return on equity of 15.15% and a net margin of 16.40% for the quarter.

πŸ“… A quarterly dividend of $0.20 per share will be paid on July 15th with an annualized yield of 3.5%.

🏒 Institutional ownership stands at 98.52%, indicating strong confidence from major investors.

πŸ”Ό Waterloo Capital increased its stake by 543.6% in the fourth quarter, now holding 166,859 shares.

πŸ”Ό Cbre Investment Management grew its position by 1,195.2% in the third quarter, adding over 1.4 million shares.

πŸ“‰ EVP Nathan S. Tyrrell sold 15,569 shares for $358,087, reducing his personal ownership by 2.23%.

🌍 The company operates a portfolio of premium lodging properties across North America, Europe, and Asia-Pacific.

Bullish Signals
  • Host Hotels & Resorts beat earnings expectations significantly with $0.67 EPS versus the consensus of $0.36.
  • Revenue of $1.65 billion exceeded analyst estimates of $1.59 billion, showing strong top-line growth.
  • The company achieved a healthy return on equity of 15.15% and a net margin of 16.40%.
  • Analysts have raised price targets, with BMO Capital Markets setting a target of $27.00.
  • Institutional investors are aggressively accumulating shares, with Waterloo Capital increasing its stake by over 500%.
  • The company offers an attractive dividend yield of 3.5% with a sustainable payout ratio of 54.42%.
Risk Factors
  • EVP Nathan S. Tyrrell sold 15,569 shares for $358,087, representing a 2.23% reduction in his personal holdings.
  • UBS Group maintained a 'neutral' rating despite raising its price target to $23.00.
Full 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 targets upward but maintained neutral ratings. Stifel Nicolaus also set a $26.25 price target, reflecting continued institutional interest in the stock. The company reported strong quarterly earnings on May 6th, beating consensus estimates with $0.67 EPS compared to the expected $0.36. Revenue reached $1.65 billion, surpassing analyst expectations of $1.59 billion and growing 3.2% year-over-year. The firm achieved a return on equity of 15.15% and a net margin of 16.40%, demonstrating robust operational performance in the luxury and upper-upscale hospitality sector. Host Hotels & Resorts announced a quarterly dividend of $0.20 per share, payable on July 15th to shareholders of record as of June 30th, resulting in an annualized yield of 3.5%. Institutional ownership remains high at 98.52%, with significant activity from hedge funds like Waterloo Capital and Cbre Investment Management increasing their stakes substantially during the fourth quarter.