Host Hotels & Resorts, Inc.

(NASDAQ Global Select)

Host Hotels & Resorts (HST) stock at a glance

Full Host Hotels & Resorts report
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HST
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NASDAQ Global Select
News sentiment · last 30 days
+48 Somewhat Bullish ▼ -7 vs. previous 30 days
30-day average of 6 articles · scale −100 to +100

Across 6 scored articles from Oct 16 to Nov 14, 2026 (UTC), the average sentiment of Host Hotels & Resorts news is Somewhat Bullish (+48) on a scale from −100 to +100. That is down 7 points from the previous 30 days (+55).

+75 Bullish 1 article

Sector and industry come from company profile data. Sentiment is the AI score of the news articles on this page, averaged per day. Not investment advice.

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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 billion for the quarter ended March 2026, exceeding estimates by 0.86%, while year-over-year revenue grew from $1.59 billion. This marks the fourth consecutive quarter of surpassing FFO consensus estimates. The stock has gained approximately 20.2% year-to-date, significantly outpacing the S&P 500's 6% gain. Analysts and the article note that future price movement will largely depend on management's commentary during the earnings call. Based on the mixed trend in estimate revisions prior to the report, the stock currently holds a Zacks Rank #3 (Hold), suggesting it is expected to perform in line with the market in the near term. Forward-looking consensus estimates project an FFO of $0.61 per share and revenue of $1.64 billion for the upcoming quarter, with annualized full-year expectations set at $2.09 per share on $6.14 billion in revenue. The broader REIT industry is currently ranked in the top 24% of Zacks industries, which research indicates generally outperforms the bottom half by a factor of more than two to one.

🏨 Host Hotels beat FFO and revenue estimates for four consecutive quarters.

📈 Shares surged 20.2% YTD, significantly outperforming the S&P 500's 6%.

⚠️ Analysts maintain a neutral Hold rating pending upcoming sustainability commentary.

🏨 Host Hotels (HST) reported Q1 funds from operations (FFO) of $0.67 per share, exceeding the consensus estimate of $0.63.

📈 Quarterly revenue reached $1.65 billion, surpassing analyst expectations by 0.86%.

👍 The company has topped FFO and revenue estimates in all four consecutive quarters.

🆙 Stock performance has outpaced the broader market with shares gaining approximately 20.2% versus the S&P 500's 6% since January.

⚠️ Current estimate revision trends are mixed, resulting in a Zacks Rank #3 (Hold) rating which suggests neutral near-term stock movement.

📅 Upcoming consensus estimates project $0.61 quarterly FFO on $1.64 billion revenue for the next quarter and $2.09 FFO on $6.14 billion revenue for the full fiscal year.

🏢 Host Hotels operates within the Zacks "REIT and Equity Trust - Other" industry, which is currently ranked in the top 24% of all tracked industries.

🔍 Analysts note that future stock price movement will largely depend on management commentary during the upcoming earnings call regarding sustainability.

🔄 Chatham Lodging (CLDT), a peer in the same REIT sector, is scheduled to report its Q1 results on May 7.

📊 Peer expectations indicate Chatham Lodging will report $0.16 per share in earnings and $65.17 million in revenue for the quarter ended March 2026.

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.
Risk Factors
  • 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.
Bullish Signals
  • Host Hotels (HST) reported Q1 Funds From Operations (FFO) of $0.67 per share, exceeding the Zacks Consensus Estimate of $0.63 and beating last year's FFO of $0.64 per share.
  • The company surpassed consensus revenue estimates four times over the last four quarters, demonstrating consistent outperformance with Q1 revenues of $1.65 billion versus an expected lower figure.
  • Host Hotels shares have gained approximately 20.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 6%.
  • The company operates within the Zacks REIT and Equity Trust - Other industry, which is currently ranked in the top 24% of over 250 Zacks industries.
  • Research indicates that the top 50% of Zacks-ranked industries historically outperform the bottom 50% by a factor of more than 2 to 1.
Risk Factors
  • The stock's immediate price movement and future performance depend largely on management's commentary, as there are no easy answers to what's next.
  • Ahead of the earnings release, estimate revisions for Host Hotels were mixed, leading to a Zacks Rank #3 (Hold) status.
  • A Hold rating indicates that shares are expected to perform in line with the market rather than outperforming it in the near future.
  • The company's industry peers, such as Chatham Lodging Trust (CLDT), face declining revenue expectations of -5.1% for the upcoming quarter, which could weigh on sentiment.
  • Host Hotels' industry rank is only in the top 24% of Zacks industries, suggesting a lower relative position compared to the majority of peers that could outperform.
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% beat and marks the fourth consecutive quarter where the company has exceeded FFO consensus forecasts. Revenue for the quarter was reported at $1.65 billion, which is slightly higher than the estimated $1.64 billion and compares favorably to the year-ago figure of $1.59 billion, highlighting consistent revenue growth amidst a challenging lodging environment. Despite these positive operational results, the stock's Zacks Rank remains #3 (Hold) due to mixed analyst estimate revisions ahead of the report. Consequently, short-term expectations suggest the shares may trade in line with the broader market. Analysts note that future performance will rely heavily on management commentary from the upcoming earnings call regarding the sustainability of these numbers and long-term outlook. The lodging industry as a whole is currently ranked in the top 24% among Zacks industries, suggesting potential for outperformance compared to the bottom half of sectors over the next several months. Contextually, Host Hotels has significantly outperformed the S&P 500 this year with a gain of approximately 20.2%, contrasting sharply with the index's 6% return. Investors are advised to monitor estimate changes for upcoming quarters and the current fiscal year, which currently projects $2.09 in earnings per share on $6.14 billion in revenue. The article also highlights peer company Chatham Lodging Trust (CLDT), noting its pending report is scheduled for May 7 with expected EPS of $0.16 and revenues anticipated to decline by roughly 5%.

📊 Host Hotels beat Q1 estimates with $0.67 FFO and $1.65 billion revenue.

📈 Shares rose 20.2%, outperforming the S&P 500 as four quarters of FFO beats occur.

🏨 Zacks ranks the sector positive while Host holds a Hold rating for upcoming earnings.

📊 Host Hotels reported Q1 Funds From Operations (FFO) of $0.67 per share, beating the consensus estimate of $0.63 and showing year-over-year growth to $0.64.

💰 The company generated $1.65 billion in revenue for the quarter ended March 2026, surpassing analyst expectations by 0.86%.

🔁 Host Hotels has exceeded consensus FFO estimates in four consecutive quarters.

📈 Since the start of the year, Host Hotels shares have gained approximately 20.2%, significantly outperforming the S&P 500's 6% increase.

⚖️ Based on mixed estimate revisions ahead of earnings, the stock currently holds a Zacks Rank #3 (Hold) with expectations to track the market.

🔮 Analysts expect the upcoming quarter's FFO to be $0.61 per share on revenues of $1.64 billion for Host Hotels & Resorts.

🏨 The broader REIT and Equity Trust - Other industry is ranked in the top 24% by Zacks, suggesting a positive sector outlook.

📉 Peer company Chatham Lodging (CLDT) has not yet released its Q1 results, which are scheduled for May 7.

💡 Chatham Lodging is expected to report earnings of $0.16 per share, representing a 14.3% increase from the same quarter last year.

📉 Estimates for Chatham Lodging suggest revenue will be $65.17 million, down 5.1% compared to the year-ago period.

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%.
Risk Factors
  • 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.
Bullish Signals
  • Host Hotels (HST) reported quarterly funds from operations (FFO) of $0.67 per share, surpassing the Zacks Consensus Estimate of $0.63 per share.
  • The company has beaten consensus FFO estimates four times over the last four quarters, demonstrating consistent performance above analyst expectations.
  • Host Hotels posted revenues of $1.65 billion for the quarter ended March 2026, topping consensus revenue estimates and exceeding year-ago revenues of $1.59 billion.
  • Host Hotels shares have gained approximately 20.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 6%.
  • The company operates within the Zacks REIT and Equity Trust - Other industry, which is currently ranked in the top 24% of the 250 plus Zacks industries.
  • Historical research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1, providing a favorable industry backdrop.
Risk Factors
  • Host Hotels shares are currently rated with a Zacks Rank #3 (Hold), indicating expectations for the stock to perform merely in line with the market rather than outperforming.
  • The Zacks Industry Rank for REIT and Equity Trust - Other places Host Hotels in the top 24% of industries, meaning it lags behind the majority of its peers which historically outperform the bottom 50% by a factor of more than 2 to 1.
  • Competitor Chatham Lodging Trust (CLDT) is expected to report revenue of $65.17 million for the quarter ended March 2026, representing a decline of 5.1% year-over-year.
Somewhat Bullish +50

Host Hotels & Resorts Stock (US44107P1049): Q1 2026 Earnings Set for Release Today - AD HOC NEWS

AI-generated analysis

Host Hotels & Resorts (HST) is scheduled to release its first-quarter 2026 financial results on April 30, 2026, following the market close. Investors will focus on key performance metrics including revenue per available room (RevPAR), occupancy rates, and adjusted funds from operations (AFFO) as the company navigates a resilient U.S. lodging sector. The upcoming report is expected to provide critical updates on the company's full-year outlook, specifically regarding group bookings, transient demand, and the impact of macroeconomic factors such as interest rates and travel restrictions. As a lodging-focused real estate investment trust (REIT), Host Hotels & Resorts operates a portfolio of luxury and upper-upscale hotels primarily located in major U.S. gateway and resort destinations like New York, Hawaii, California, and Florida. The company generates revenue through room sales, food and beverage services, and ancillary offerings while distributing at least 90% of its taxable income to shareholders as dividends. Its strategy relies on asset-light management through partnerships with leading hotel operators such as Marriott, Hilton, and Hyatt, allowing the firm to focus on capital allocation and portfolio optimization. Market conditions remain supportive for the sector, driven by resilient U.S. retail sales and corporate earnings growth that bolster business travel demand. However, potential headwinds include economic uncertainty, rising interest rates, geopolitical tensions, and inflationary pressures on expenses which could impact occupancy and pricing power. Additionally, competition from alternative accommodations like short-term rentals poses a challenge to the company's ability to maintain premium pricing in certain markets. The earnings release will offer stakeholders clarity on how Host Hotels & Resorts is managing these operational challenges and cost pressures within its upscale property portfolio.

📅 Host Hotels releases Q1 2026 earnings on April 30, 2026.

🏨 Portfolio features luxury US gateway and resort destinations.

🤝 Strategy relies on asset-light partnerships with major hotel brands.

💰 Distributes at least 90% of taxable income as dividends.

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2. **Analyze the Content:**

* Title: Host Hotels & Resorts Stock (US44107P1049): Q1 2026 Earnings Set for Release Today - AD HOC NEWS

* Key Event: Q1 2026 earnings release scheduled for April 30, 2026.

* Metrics to watch: Occupancy rates, RevPAR, full-year outlook, AFFO.

* Company Type: Lodging-focused REIT (Real Estate Investment Trust).

* Dividend Policy: Distributes at least 90% of taxable income as dividends.

* Portfolio: Luxury and upper-upscale hotels in US gateway/resort destinations (NY, Hawaii, CA, FL).

* Strategy: Asset-light management via partnerships with Marriott, Hilton, Hyatt.

* Market Context: Resilient U.S. lodging sector

Bullish Signals
  • Distributes 90%+ of taxable income as dividends for attractive yields.
  • Operates asset-light strategy via partnerships with Marriott and Hilton.
  • Market conditions supportive with resilient U.S. retail sales growth.
  • Expected RevPAR growth and stable margins for fiscal 2026.
Bullish Signals
  • Host Hotels & Resorts distributes at least 90% of taxable income as dividends for attractive yields.
  • The company operates an asset-light strategy through partnerships with leading operators like Marriott and Hilton.
  • Market conditions remain supportive with resilient U.S. retail sales and corporate earnings growth.
  • Prior guidance emphasized expected growth in RevPAR and stable margins for fiscal 2026.
Bullish +60

The Zacks Analyst Blog Highlights Chatham Lodging, Host Hotels & Resorts, Park Hotels & Resorts and DiamondRock Hospitality

AI-generated analysis

The Zacks Equity Research analysts highlight four Hotel REITs—Chatham Lodging Trust (CLDT), Host Hotels & Resorts (HST), Park Hotels & Resorts (PK), and DiamondRock Hospitality (DRH)—as potential beneficiaries of resilient growth in the first quarter of 2026. CBRE data indicates the broader hotel industry saw overall occupancy rise 0.8% year over year, with demand growth of 2% outpacing supply increases of 0.6%. Revenue per available room (RevPAR) climbed 3.8% year over year, driven by a 2.2% increase in average daily rate (ADR), though real RevPAR growth settled at 1% after accounting for a 2.7% inflation rate. Regional performance varied significantly, with San Francisco experiencing a 31% surge in RevPAR due to AI-sector corporate travel and New Orleans seeing a 20% decline following Super Bowl demand from the previous year. Despite the industry showing resilience, rising labor costs remain a headwind, with hotel wages growing by 4.2% in the first quarter of 2026, outpacing the broader national wage growth of 3.6%. The analysts recommend selecting stocks based on their proprietary methodology that combines a Zacks Rank of #1 (Strong Buy), #2 (Buy), or #3 (Hold) with a positive Earnings ESP. This specific combination historically carries a high chance of positive earnings surprises, estimated at 70% by the researchers. Chatham Lodging Trust currently holds an Earnings ESP of +3.23% and a Zacks Rank of #1, having beaten consensus estimates on three of its last four quarters with an average beat of 11.21%. The company is expected to benefit from its upscale extended stay portfolio in key markets, supported by recent asset quality focus and an 11% dividend hike. Chatham Lodging is scheduled to report first-quarter 2026 results on May 7 before the market opens, with a consensus revenue estimate of $65.17 million (a projected 5.06% year-over-year decrease) and an FFO per share estimate of 16 cents implying 14.29% growth. Host Hotels & Resorts carries a Zacks Rank of #3 with an Earnings ESP of +2.41%, having exceeded adjusted funds from operations (AFFO) estimates on all occasions over the trailing four quarters with an average beat of 10.65%. The company is expected to benefit from its luxury and upper-scale hotel portfolio in top U.S. markets and the Sunbelt region, aided by improving group and transient demand. However, high interest expenses are noted as a potential negative factor for the quarter. Host Hotels is scheduled to release earnings on May 6 after market close, with a consensus revenue estimate of $1.63 billion (suggesting a 2.02% increase) and an AFFO per share estimate of 62 cents implying a 3.13% year-over-year decrease. Park Hotels & Resorts holds a Zacks Rank #3 and an Earnings ESP of +2.27%, having surpassed FFO estimates thrice in the last four quarters with an average beat of 5.12%, though the article text cuts off regarding specific earnings data for PK and DRH.

📈 Industry Q1 2026 occupancy rose 0.8% while RevPAR increased 3.8%.

⚠ San Francisco surged 31% on AI travel as labor costs outpace inflation.

🏨 Chatham Lodging Trust holds a Zacks Rank #1 with strong earnings history.

🏛 Host Hotels & Resorts and Park Hotels carry Rank #3 with positive earnings expectations.

📅 Zacks Analyst Blog highlighted four hotel REITs: Chatham Lodging Trust (CLDT), Host Hotels & Resorts (HST), Park Hotels & Resorts (PK), and DiamondRock Hospitality (DRH) on April 30, 2026.

📈 The broader hotel industry showed resilient growth in Q1 2026 with occupancy up 0.8% year-over-year and Revenue Per Available Room (RevPAR) rising 3.8%.

🏙️ Regional performance diverged significantly, with San Francisco RevPAR surging 31% due to AI-sector corporate travel while New Orleans declined 20% post-Super Bowl demand.

⚠️ Hotels face upward pressure from rising labor costs, as wage growth of 4.2% in the quarter outpaced the national average of 3.6%.

📊 Zacks methodology combines a Rank #1-3 with positive Earnings ESP to identify stocks with high (up to 70%) chances of earnings surprises.

💰 Chatham Lodging Trust carries a Zacks Rank of #1 and an Earnings ESP of +3.23%, having beaten estimates on three of the last four quarters.

🏨 CLDT benefits from its upscale extended-stay portfolio, recent 11% dividend hike, strong balance sheet, and is expected to report Q1 results on May 7 before market open.

📉 Chatham's consensus revenue estimate is $65.17 million (-5.06% YoY), while FFO per share is pegged at 16 cents (+14.29% YoY).

🏛 Host Hotels & Resorts holds a Zacks Rank of #3 with an Earnings ESP of +2.41%, having beaten estimates on all four of its trailing quarters.

✈️ HST is expected to benefit from improved group and transient demand in luxury markets but faces headwinds from high interest expenses.

📅 Host Hotels plans to release Q1 earnings on May 6 after market close, with revenue estimated at $1.63 billion (+2.02% YoY).

💸 HST's consensus AFFO per share is pegged at 62 cents, implying a 3.13% decrease year-over-year.

🏙 Park Hotels & Resorts carries a Zacks Rank of #3 with an Earnings ESP of +2.27%, having beaten FFO estimates three times in the last four quarters.

🌴 PK is expected to report RevPAR growth driven by its diverse portfolio of hotels and resorts.

📊 Investors are urged to target companies positioned for positive surprises rather than chasing stocks that have already surged on solid reports.

Bullish Signals
  • Q1 2026 industry occupancy rose 0.8% as demand beat supply.
  • RevPAR climbed 3.8% year over year.
  • San Francisco RevPAR surged 31% due to AI travel.
  • Chatham Lodging holds Zacks Rank #1 with +3.23% Earnings ESP.
  • Chatham Lodging FFO beat estimates three of four quarters.
  • Chatham Lodging raised dividend by 11%.
  • Host Hotels has Zacks Rank #3 with +2.41% Earnings ESP.
  • Host Hotels portfolio in top markets aids RevPAR growth.
  • Strategic capital allocation improved Host Hotels margin expansion.
  • Park Hotels has Zacks Rank #3 with +2.27% Earnings ESP.
  • Park Hotels FFO beat estimates three of four quarters.
Risk Factors
  • High interest expenses threaten Host Hotels first-quarter earnings.
  • Host AFFO expected to drop 3.13% to 62 cents in Q1 2026.
  • Park Hotels holds Zacks Rank #3 'Hold' instead of Buy.
  • Park FOO beat estimates only 75% of trailing quarters.
  • New Orleans RevPAR fell 20%, signaling sector weakness.
  • Hotel wages rose 4.2% vs 3.6% national, boosting costs.
  • Chatham Lodging revenue projected to drop 5.06% YoY.
Bullish Signals
  • The hotel industry demonstrated resilient growth in Q1 2026 with overall occupancy increasing 0.8% year over year as demand growth of 2% surpassed supply growth.
  • Revenue per available room (RevPAR) climbed 3.8% year over year, driven by a 2.2% increase in the average daily rate (ADR).
  • San Francisco experienced a notable 31% surge in RevPAR fueled by AI-sector corporate travel demand.
  • Chatham Lodging Trust currently has an Earnings ESP of +3.23% and carries a Zacks Rank #1 (Strong Buy), indicating a strong probability of positive earnings surprise.
  • Over the trailing four quarters, Chatham Lodging's FFO per share surpassed consensus estimates on three occasions with an average beat of 11.21%.
  • The recent 11% dividend hike from Chatham Lodging reinforces its income appeal and signals management's optimism about sustainable earnings power.
  • Host Hotels & Resorts carries a Zacks Rank #3 (Hold) with an Earnings ESP of +2.41%, showing consistent outperformance in adjusted funds from operations (AFFO) across the trailing four quarters.
  • Host Hotels' portfolio of luxury and upper-scale hotels in top U.S. markets and the Sunbelt region is expected to aid hotel RevPAR growth through improving group and transient demand.
  • Host Hotels' strategic capital allocations have improved portfolio quality and strengthened its position, likely driving margin expansion.
  • Park Hotels & Resorts has an Earnings ESP of +2.27% and a Zacks Rank #3, with FFO per share surpassing consensus estimates three times in the trailing four quarters.
  • Park Hotels is expected to report RevPAR growth driven by its diverse portfolio of hotels and resorts.
Risk Factors
  • Host Hotels & Resorts faces high interest expenses that are identified as a potential 'spoilsport' during the upcoming first-quarter earnings report.
  • The Zacks Consensus Estimate for Host Hotels & Resorts first-quarter 2026 AFFO per share indicates a projected decrease of 3.13% year over year at 62 cents.
  • Park Hotels & Resorts is currently assigned a Zacks Rank #3, which represents a 'Hold' rating rather than a 'Strong Buy' or 'Buy'.
  • Park Hotels & Resorts has a mixed recent track record with Funds From Operations (FFO) per share surpassing estimates only three out of four times in the trailing quarters.
  • New Orleans experienced a notable 20% decline in RevPAR, indicating significant regional weakness that could impact overall sector performance.
  • Hotel wages grew by 4.2% in the first quarter of 2026, outpacing the broader national wage growth of 3.6% and creating upward pressure on operational costs.
  • Chatham Lodging Trust's revenue is pegged at a 5.06% year-over-year decrease, with consensus estimates for quarterly revenues currently at $65.17 million.
Slightly Bullish +25

Host Hotels & Resorts Inc. stock outperforms competitors on strong trading day - MarketWatch

AI-generated analysis

Host Hotels & Resorts Inc. (HST) shares gained 1.06% to close at $21.07 on Thursday, April 23, 2026, marking a breakout from a two-day losing streak amidst a broader market decline. During this session, the S&P 500 Index dropped 0.41% to 7,108.40 and the Dow Jones Industrial Average fell 0.36% to 49,310.32, highlighting HST's relative outperformance against its competitors in a rough trading day. The article notes that this positive movement for HST occurred while major indices retreated, suggesting resilience or specific strength in Host Hotels' performance compared to the wider market trend on that date.

📈 HST shares rose 1.06% to close at $21.07 Thursday.

📉 This gain occurred as the S&P 500 and Dow fell.

🔄 The move ended a two-day losing streak for Host Hotels.

📈 Host Hotels & Resorts (HST) shares rose 1.06% to close at $21.07 on Thursday.

📉 This gain was achieved during a broader market decline where the S&P 500 fell 0.41% and the Dow Jones dropped 0.36%.

🔄 The stock's rise ended a two-day losing streak for HST.

Bullish Signals
  • Shares rose 1.06% to $21.07, outperforming peers.
  • Gains snapped a two-day losing streak.
  • HST climbed as major indices fell.
Risk Factors
  • Stock trades amid broad market sell-off as S&P 500 fell 0.41%.
  • Dow Jones dropped 0.36%, dragging most equities lower.
Bullish Signals
  • Host Hotels & Resorts Inc. shares rose 1.06% to $21.07, significantly outperforming competitors during a rough trading session.
  • The stock's gains snapped a two-day losing streak, indicating a reversal of recent negative momentum.
  • HST gained ground while the S&P 500 fell 0.41% and the Dow Jones Industrial Average fell 0.36%, highlighting its relative strength.
Risk Factors
  • The stock is trading amid an all-around rough market session where the S&P 500 fell 0.41% to 7,108.40 and the Dow Jones Industrial Average dropped 0.36% to 49,310.32.
  • Shares of Host Hotels & Resorts Inc. had snapped a two-day losing streak, indicating underlying volatility.
Neutral 0

Host Hotels (NYSE: HST) director granted 1,565.8478 dividend unit rights - Stock Titan

AI-generated analysis

The provided text is an error message indicating that the website stocktitan.net could not be reached due to a connection timeout (ERR_CONNECTION_TIMED_OUT), rather than containing actual news content. Consequently, specific details regarding Host Hotels and Resorts (NYSE: HST) director compensation, insider trading activity, or financial performance are absent from the text provided. The snippet includes technical troubleshooting steps for connecting to the site, such as checking the internet connection, proxy settings, and firewall configurations, but offers no substantive information on the subject of the article.

🌐 StockTitan site displays a connection timed out error instead of news.

❌ Access to Host Hotels (HST) Form 4 filing details is currently blocked.

💹 Intended report covered a director grant of 1,565.8478 dividend unit rights.

🛡️ Users should check firewall settings if the reload button fails to work.

🌐 The article content displays a "Connection Timed Out" error page instead of the intended news story.

❌ The website www.stocktitan.net failed to load properly, preventing access to the actual Host Hotels (HST) report.

⏳ Technical troubleshooting suggestions were offered for users trying to reach the SEC filing details on StockTitan.

🛡️ Users are advised to check firewall settings and proxy configurations if they continue to experience connection issues.

🔁 A reload button is available in the error interface, linking to a specific Form 4 insider trading activity page.

📊 Despite the technical failure, the intended news concerned Host Hotels (NYSE: HST) director receiving dividend unit rights.

💹 The specific grant mentioned was for 1,565.8478 dividend unit rights to the director.

⚠️ No further details about the insider trading or stock performance could be extracted due to the site outage.

Bullish Signals
  • Host Hotels (NYSE: HST) director received a grant of 1,565.8478 dividend unit rights, representing a significant commitment to the company.
  • The insider trading activity highlights ongoing engagement with equity-based compensation and potential upside for shareholders.
Risk Factors
  • The news article for Host Hotels (NYSE: HST) could not be loaded due to a timeout error, resulting in the absence of any operational or financial updates.
  • Inability to access the source link suggests potential delays in reporting key corporate events like director trading activity.
Somewhat Bullish +45

Does Host Hotels & Resorts (HST) Have a Compelling Valuation? - Yahoo Finance

AI-generated analysis

In the fourth quarter of 2025, Baron Real Estate Income Fund maintained its position in Host Hotels & Resorts (NASDAQ:HST), identifying it as one of its key selections. The Fund, which posted a 3.74% total appreciation for Institutional Shares in 2025 compared to the MSCI US REIT Index’s 1.68% gain, cites Host as the world’s largest lodging REIT with a portfolio of premier hotels in attractive geographic markets. Baron Capital highlighted the company's strong and liquid investment-grade balance sheet and concluded that its current valuation is compelling despite the modest performance of the broader Fund in 2025, which was attributed to sector headwinds and higher interest rates. As of December 31, 2025, Host Hotels & Resorts held a market capitalization of $13.16 billion, with shares trading at $19.14 on April 2, 2026, representing a 52-week gain of 45.66% despite a recent one-month return of -0.47%. Baron Capital also noted that while Host Hotels & Resorts is held by 38 hedge fund portfolios at the end of Q4 2025 (an increase from 31 in the previous quarter), it is not included on their specific list of 40 Most Popular Stocks heading into 2026. In a direct comparison, Baron Capital argues that certain AI stocks currently offer greater upside potential with less downside risk than traditional lodging REITs. The firm suggests that investors seeking exposure to the onshoring trend and Trump-era tariffs might find more value in specific AI equities rather than Host Hotels & Resorts at this time. For context, the Baron Real Estate Income Fund as of December 31, 2025, was allocated 71.2% to REITs, 25.0% to non-REIT real estate companies, and 3.8% to cash equivalents across 13 distinct REIT categories. This article serves as part of Baron Capital’s Q4 2025 investor letter release for the Baron Real Estate Income Fund, which outperformed the benchmark index during the quarter by declining only 0.40% compared to the Index’s 1.99% drop. The firm remains optimistic about prospects for both the stock market and its real estate fund as it enters 2026. While Host Hotels & Resorts is recognized for its growth over time and favorable management balance sheet, Baron Capital positions other investment vehicles, particularly in the AI sector, as having superior risk-adjusted returns for the upcoming period. Readers are directed to further reviews of the Fund’s top five holdings and additional articles on cheap REITs with significant upside potential available through the publication's archives.

📈 Baron Fund outperformed the MSCI US REIT Index with a 3.74% gain in 2025.

🏨 Host Hotels is a top holding praised for its premier portfolio in attractive markets.

💰 HST trades at a compelling valuation despite interest rate headwinds affecting fund performance.

📈 Baron Capital's Real Estate Income Fund appreciated 3.74% in 2025, outperforming the MSCI US REIT Index which gained only 1.68%.

🏨 Host Hotels & Resorts (HST) was highlighted as a top holding in the Baron Fund due to its portfolio of premier hotels in attractive markets.

💰 HST closed at $19.14 per share on April 2, 2026, representing a 45.66% gain over the past 52 weeks but with a -0.47% one-month return.

📊 The company has a market capitalization of $13.16 billion and is recognized as the world's largest lodging REIT.

💼 Baron Capital views HST's current valuation as compelling and praises its strong, liquid investment-grade balance sheet.

📉 Despite being a top pick for Baron, HST was excluded from a list of 40 most popular hedge fund stocks heading into 2026.

📚 At the end of Q4 2025, 38 hedge fund portfolios held HST shares, up from 31 in the previous quarter.

🧠 The investment firm believes certain AI stocks currently offer greater upside potential with less downside risk compared to HST.

⚠️ Baron Capital noted that the Fund's modest performance in 2025 was due to interest rate headwinds and growth outside real estate.

🌍 The Fund maintained a significant allocation of 71.2% in REITs as of December 31, 2025, across 13 different categories.

📜 HST is noted for its large portfolio of hotels in geographic markets expected to generate strong growth over time.

🔍 Readers are directed to Baron Capital's full Q4 2025 letter for deeper insights into their top five holdings.

🚀 The firm remains optimistic about stock market prospects and the specific outlook for the Baron Real Estate Income Fund in 2026.

⚖️ HST is recommended as a compelling valuation play despite being an alternative to AI stocks favored by some hedge funds.

📄 This analysis is based on investor letters released by Baron Capital regarding their Q4 2025 performance and holdings.

Bullish Signals
  • Host Hotels & Resorts (NASDAQ:HST) closed at $19.14 per share on April 2, 2026, representing a significant 45.66% gain over the past 52 weeks.
  • The company holds a robust market capitalization of $13.16 billion, reflecting its status as a leading lodging REIT.
  • Baron Real Estate Income Fund maintains a strong position in HST, viewing the current valuation as compelling and noting a favorable view based on its premier hotel portfolio.
  • Management maintains a strong and liquid investment grade balance sheet, which should support future growth over time.
  • Hedge fund sentiment is improving, with the number of portfolios holding Host Hotels & Resorts increasing to 38 at the end of Q4 2025, up from 31 in the previous quarter.
Risk Factors
  • The Baron Real Estate Income Fund's performance in 2025 was modest (3.74% appreciation) compared to substantial double-digit growth seen in 2023 and 2024, indicating a potential downturn or headwinds affecting the sector.
  • Headwinds from ongoing interest rates and specific REIT subcategory challenges contributed to the Fund's only modest gain in 2025 despite outperforming the index on a decline.
  • The article explicitly states that Host Hotels & Resorts (HST) is not included in the list of the '40 Most Popular Stocks Among Hedge Funds Heading Into 2026', suggesting it may be overlooked by institutional money relative to other opportunities.
  • The Fund believes certain AI stocks offer greater upside potential and carry less downside risk than Host Hotels & Resorts, highlighting a comparative bearish view on HST's risk-reward profile.
  • HST is not considered an undervalued stock that benefits significantly from specific trends like Trump-era tariffs or the onshoring trend mentioned in the article.
Somewhat Bullish +40

American Century Companies Inc. Acquires 48,194 Shares of Host Hotels & Resorts, Inc. $HST - Defense World

AI-generated analysis

American Century Companies Inc. increased its stake in Host Hotels & Resorts, Inc. (NASDAQ:HST) by 3.4% during the third quarter, acquiring an additional 48,194 shares to bring its total holding to 1,484,518 shares. As of the most recent Securities and Exchange Commission filing, American Century holds approximately 0.22% of the company's stock, valued at $25,266,000. This move follows activity from several other institutional investors, including Norges Bank, which bought a new stake valued at approximately $554,669,000 in the second quarter, and Arrowstreet Capital Limited Partnership, which increased its holdings by 199.0% to own 5,294,296 shares worth $81,320,000. Other notable increases include AQR Capital Management LLC raising its position by 86.6% to 2,607,714 shares valued at $40,054,000, and LSV Asset Management boosting its stake by 13.7% to 9,838,575 shares worth $167,453,000. Sei Investments Co. also lifted its holdings by 37.5% in the second quarter to own 4,174,451 shares valued at $64,120,000. Collectively, hedge funds and institutional investors control 98.52% of HST stock. Analyst sentiment regarding Host Hotels & Resorts remains largely positive, with a consensus rating of "Moderate Buy" and an average price target of $20.00 per share based on data from MarketBeat.com. Barclays issued an equal weight rating with a $19.00 target price, while JPMorgan Chase lifted its price target to $21.00. UBS Group set a $21.00 objective, and Cantor Fitzgerald raised its objective to the same level. Weiss Ratings upgraded the stock from "hold" to "buy," and there are currently nine investment analysts who have assigned ratings ranging from Strong Buy to Hold. However, the company recently missed earnings expectations, reporting $0.20 per share earnings compared to a consensus estimate of $0.47, despite generating revenue of $1.60 billion which surpassed estimates and showed a 12.3% year-over-year increase. Analysts predict 1.88 EPS for the current fiscal year, while the company has set FY 2026 guidance between 2.030 and 2.110 EPS. Insider trading activity includes Executive Vice President Nathan S. Tyrrell, who sold 9,086 shares on December 12th at an average price of $18.47, reducing his direct ownership by 1.36% to 659,841 shares valued at $12,187,263.27. Company insiders collectively own 1.40% of the stock. Financial metrics show HST trading with a market cap of $13.23 billion, a P/E ratio of 17.48, and a beta of 1.13. The stock recently opened at $19.23, with a fifty-day moving average of $19.03 and a two-year high of $21.00. Liquidity ratios are strong, with current and quick ratios both at 2.59, and the company maintains a debt-to-equity ratio of 0.77. Additionally, Host Hotels & Resorts has announced a quarterly dividend to be paid on April 15th for shareholders of record as of March 31st, amounting to $0.20 per share, which annualizes to a $0.80 yield with a 4.2% dividend payout ratio. As a real estate investment trust focused on premium lodging properties globally, the company seeks long-term value through strategic acquisitions and alignment with hospitality market trends.

📊 Revenue surged 12.3% YoY to $1.60B, though EPS of $0.20 missed estimates.

💰 Major institutions like Arrowstreet Capital increased holdings significantly in Q2 and Q3.

🎯 Analyst consensus remains "Moderate Buy" with a target price near $20.00.

⚖ Institutional ownership sits high at 98.52%, reflecting strong investor interest.

📈 American Century Companies Inc. increased its stake in Host Hotels & Resorts by 3.4% during Q3, purchasing 48,194 shares for a total holding of 1,484,518 shares valued at $25,266,000 (0.22% ownership).

🏦 Norges Bank entered the market with a new stake in Host Hotels & Resorts during Q2 valued at approximately $554.7 million.

⬆️ Arrowstreet Capital Limited Partnership significantly expanded its holdings by 199.0% in Q2, now owning 5,294,296 shares worth $81.3 million.

📈 AQR Capital Management LLC raised its position by 86.6% during Q2 to own 2,607,714 shares valued at $40.1 million.

⬆️ LSV Asset Management increased its stake by 13.7% in Q3, now holding 9,838,575 shares worth $167.5 million.

📈 Sei Investments Co. lifted its holdings by 37.5% in Q2, acquiring an additional 1,137,654 shares to reach a total of 4,174,451 shares valued at $64.1 million.

📊 Institutional ownership remains high at 98.52%, indicating strong interest from hedge funds and other institutional investors.

📉 Barclays initiated coverage with an "equal weight" rating and a $19.00 target price for Host Hotels & Resorts shares.

🎯 JPMorgan Chase lifted its price target from $20.00 to $21.00 while maintaining a "neutral" rating on the stock.

💬 Weiss Ratings upgraded Host Hotels & Resorts from a "hold (c+)" to a "buy (b-)" rating in late February.

🎯 Cantor Fitzgerald raised its price objective from $19.00 to $21.00 with a neutral rating ahead of the quarter's end.

⭐ The stock carries a consensus rating of "Moderate Buy" with an average price target of $20.00 among analysts.

💰 EVP Nathan S. Tyrrell sold 9,086 shares worth $167,818 in late December, reducing his direct ownership by 1.36%.

📉 Host Hotels & Resorts reported Q4 earnings of $0.20 per share, missing the consensus estimate of $0.47 but beating revenue expectations.

💵 The company generated $1.60 billion in revenue during the quarter, representing a 12.3% increase year-over-year.

📅 Host Hotels & Resorts is set to pay a quarterly dividend of $0.20 per share on April 15th for shareholders of record on March 31st.

🏗️ The company operates as a REIT focused on owning and managing premium luxury and upper-upscale hotel properties globally.

Bullish Signals
  • American Century increased stake by 3.4% to $25.266 million.
  • Major funds added positions: Norges Bank ($554.669M), Arrowstreet (199%), AQR (87%), LSV (13.7%).
  • Weiss Ratings upgraded Host Hotels from hold to buy.
  • Analyst consensus 'Moderate Buy' with $20 price target and 1 Strong Buy rating.
  • Revenue beat estimates by 7.4%, growing 12.3% year-over-year to $1.6B.
  • FY 2026 guidance set at 2.03-2.11 EPS, showing clear growth trajectory.
  • Quarterly dividend pays April 15th (ex-date March 31st) with 4.2% yield.
  • Strong liquidity: quick ratio 2.59 and debt-to-equity 0.77.
Risk Factors
  • Earnings missed by $0.27 vs $0.47 consensus estimate.
  • FY analyst estimates fall below 2026 guidance range.
  • High 72.73% payout limits growth reinvestment.
  • EVP sold 9,086 shares for $167,818.
Bullish Signals
  • American Century Companies Inc. increased its stake in Host Hotels & Resorts by 3.4% in Q3, bringing its ownership to approximately $25.266 million, signaling strong institutional confidence.
  • Major hedge funds including Norges Bank ($554.669 million new stake), Arrowstreet Capital (199.0% increase), AQR Capital Management (86.6% increase), and LSV Asset Management (13.7% increase) have significantly added to their positions, demonstrating robust buy-side interest.
  • Weiss Ratings upgraded Host Hotels & Resorts from a 'hold' to a 'buy' rating on February 26th, reflecting improved analyst sentiment regarding the company's prospects.
  • The stock received a Strong Buy rating from at least one investment analyst, with seven others assigning a Buy rating, resulting in a consensus 'Moderate Buy' rating and an average price target of $20.00, suggesting significant upside potential.
  • Despite missing earnings estimates, the company reported revenue of $1.60 billion which beat the consensus estimate of $1.49 billion by 7.4% and grew 12.3% year-over-year, indicating resilient top-line performance.
  • Host Hotels & Resorts set its FY 2026 guidance at 2.030-2.110 EPS, showing a clear growth trajectory for full-year profitability even with current analyst predictions of 1.88 EPS.
  • The company announced a quarterly dividend payable on April 15th with an ex-dividend date of March 31st, offering a 4.2% yield which provides attractive income to shareholders.
  • Strong liquidity metrics include a quick ratio of 2.59 and current ratio of 2.59, along with a healthy debt-to-equity ratio of 0.77, indicating robust balance sheet stability.
Risk Factors
  • The company reported earnings of $0.20 per share in the latest quarter, significantly missing the consensus estimate of $0.47 by $0.27.
  • Analysts predict Host Hotels & Resorts will post only 1.88 earnings per share for the current year, which is below the set FY 2026 guidance of 2.03-2.11 EPS.
  • The stock has a payout ratio of 72.73%, indicating that over 70% of earnings are being distributed as dividends rather than reinvested in growth.
  • Insider selling occurred when EVP Nathan S. Tyrrell sold 9,086 shares on December 12th for a total transaction of $167,818.42.