Host Hotels & Resorts (NASDAQ:HST) Given New $21.00 Price Target at JPMorgan Chase & Co.

Host Hotels & Resorts (NASDAQ:HST) had its target price increased by JPMorgan Chase & Co. from $20.00 to $21.00 in a report released on Friday,Benzinga reports. JPMorgan Chase & Co. currently has a neutral rating on the stock.

A number of other equities research analysts have also issued reports on HST. Compass Point upgraded shares of Host Hotels & Resorts from a “neutral” rating to a “buy” rating and upped their target price for the company from $18.00 to $22.00 in a research note on Friday, November 7th. Barclays assumed coverage on Host Hotels & Resorts in a research note on Tuesday, January 6th. They set an “equal weight” rating and a $19.00 price objective on the stock. Robert W. Baird set a $20.00 target price on Host Hotels & Resorts in a report on Monday, January 12th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Host Hotels & Resorts in a report on Monday, December 29th. Finally, Morgan Stanley set a $18.00 price objective on Host Hotels & Resorts in a research note on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $19.62.

Host Hotels & Resorts Stock Performance

Host Hotels & Resorts stock opened at $20.40 on Friday. Host Hotels & Resorts has a 52 week low of $12.22 and a 52 week high of $21.00. The company has a current ratio of 2.59, a quick ratio of 2.90 and a debt-to-equity ratio of 0.77. The stock has a market cap of $14.03 billion, a P/E ratio of 18.55, a price-to-earnings-growth ratio of 2.33 and a beta of 1.17. The stock has a 50 day moving average of $18.78 and a 200-day moving average of $17.57.

Host Hotels & Resorts (NASDAQ:HST) last issued its quarterly earnings results on Wednesday, February 18th. The company reported $0.20 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.27). Host Hotels & Resorts had a return on equity of 11.54% and a net margin of 12.51%.The company had revenue of $1.60 billion during the quarter, compared to the consensus estimate of $1.49 billion. During the same quarter last year, the firm posted $0.44 EPS. The firm’s quarterly revenue was up 12.3% on a year-over-year basis. Host Hotels & Resorts has set its FY 2026 guidance at 2.030-2.110 EPS. On average, analysts expect that Host Hotels & Resorts will post 1.88 EPS for the current fiscal year.

Host Hotels & Resorts Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be given a dividend of $0.20 per share. The ex-dividend date is Tuesday, March 31st. This represents a $0.80 dividend on an annualized basis and a yield of 3.9%. Host Hotels & Resorts’s payout ratio is currently 76.19%.

Insider Buying and Selling

In other Host Hotels & Resorts news, EVP Nathan S. Tyrrell sold 11,954 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $18.15, for a total value of $216,965.10. Following the sale, the executive vice president directly owned 668,927 shares of the company’s stock, valued at $12,141,025.05. This trade represents a 1.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 1.40% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Host Hotels & Resorts

Institutional investors have recently modified their holdings of the company. Vanguard Group Inc. lifted its position in Host Hotels & Resorts by 0.4% in the 4th quarter. Vanguard Group Inc. now owns 108,128,327 shares of the company’s stock valued at $1,917,115,000 after purchasing an additional 383,490 shares during the last quarter. Norges Bank acquired a new stake in shares of Host Hotels & Resorts in the second quarter valued at approximately $554,669,000. Geode Capital Management LLC raised its holdings in shares of Host Hotels & Resorts by 2.6% during the second quarter. Geode Capital Management LLC now owns 25,055,737 shares of the company’s stock valued at $398,425,000 after buying an additional 636,983 shares during the last quarter. Invesco Ltd. boosted its position in shares of Host Hotels & Resorts by 9.7% during the third quarter. Invesco Ltd. now owns 25,021,481 shares of the company’s stock worth $425,866,000 after buying an additional 2,217,322 shares during the period. Finally, Deutsche Bank AG boosted its position in shares of Host Hotels & Resorts by 36.8% during the fourth quarter. Deutsche Bank AG now owns 12,710,787 shares of the company’s stock worth $225,362,000 after buying an additional 3,420,840 shares during the period. Institutional investors own 98.52% of the company’s stock.

Key Host Hotels & Resorts News

Here are the key news stories impacting Host Hotels & Resorts this week:

• Positive Sentiment: Sold two Four Seasons resorts for $1.1B, generating an ~11% unlevered IRR and a 14.9x EBITDA multiple; management says proceeds bolster the balance sheet and will support dividends, buybacks and reinvestment. Read More.
• Positive Sentiment: Q4 revenue and FFO metrics beat estimates (revenues $1.60B, Adj. FFO/FFO up year-over-year) and RevPAR rose — evidence of continued leisure demand and pricing power, which supports the REIT’s operating outlook. Read More.
• Positive Sentiment: Management issued FY‑2026 guidance (EPS $2.03–$2.11; comparable Total RevPAR growth 2.5–4.0%) and an updated investor presentation that highlights planned capital allocation (capital expenditures, transformational programs) and potential capital returns — a catalyst for investors focused on yield and buybacks. Read More.
• Positive Sentiment: Board authorized a regular quarterly dividend of $0.20 (announced Feb. 18) and Host still has sizable repurchase capacity (management noted ~$480M remaining), reinforcing shareholder-return optionality. Read More.
• Positive Sentiment: J.P. Morgan raised its price target from $20.00 to $21.00 (neutral rating) — a small analyst upgrade that can support sentiment around the shares. Read More.
• Neutral Sentiment: Company provided an updated investor presentation and supplemental Q4 materials for deeper detail on markets, capex and the condo development adjacent to the Orlando Four Seasons — useful for modeling but not an immediate earnings surprise. Read More.
• Neutral Sentiment: Short-interest update in feeds appears erroneous (reported as 0 shares); no clear short squeeze signal — treat that data with caution.
• Negative Sentiment: Q4 GAAP EPS missed consensus ($0.20 vs. ~$0.47 expected), which explains some investor caution despite the revenue/FFO beat; an EPS miss can weigh on near‑term sentiment. Read More.
• Negative Sentiment: Margins showed pressure (comparable hotel EBITDA and operating profit margin trends), and management’s 2026 RevPAR growth guide is modest vs. 2025 — investors may view that as a signal of slower top‑line leverage going forward. Read More.

Host Hotels & Resorts Company Profile

Host Hotels & Resorts, Inc is a real estate investment trust (REIT) focused on owning and managing premium lodging properties. The company’s portfolio predominantly comprises luxury and upper-upscale hotels and resorts operated under leading global brands. Through strategic acquisitions, dispositions and capital investments, Host Hotels & Resorts seeks to enhance long-term value by aligning property-level operating performance with broader market trends in hospitality demand.

The company’s holdings span major urban, resort and conference destinations across North America, Europe and the Asia-Pacific region.