Host Hotels & Resorts (NASDAQ:HST) Issues Earnings Results

Host Hotels & Resorts (NASDAQ:HST) released its quarterly earnings results on Wednesday. The company reported $0.20 EPS for the quarter, missing the consensus estimate of $0.47 by ($0.27), Zacks reports. Host Hotels & Resorts had a net margin of 12.43% and a return on equity of 11.11%. The business had revenue of $1.60 billion during the quarter, compared to analysts’ expectations of $1.49 billion. During the same quarter last year, the company earned $0.44 EPS. The firm’s revenue for the quarter was up 12.3% compared to the same quarter last year. Host Hotels & Resorts updated its FY 2026 guidance to 2.030-2.110 EPS.

Host Hotels & Resorts Stock Performance

Host Hotels & Resorts stock opened at $20.26 on Thursday. Host Hotels & Resorts has a 52 week low of $12.22 and a 52 week high of $20.37. The company has a current ratio of 2.90, a quick ratio of 2.90 and a debt-to-equity ratio of 0.76. The stock has a market cap of $13.93 billion, a P/E ratio of 19.30, a price-to-earnings-growth ratio of 2.35 and a beta of 1.17. The stock has a 50 day moving average of $18.70 and a 200-day moving average of $17.52.

Host Hotels & Resorts Announces Dividend

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

Insider Transactions at Host Hotels & Resorts

In related news, EVP Nathan S. Tyrrell sold 9,086 shares of the business’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $18.47, for a total value of $167,818.42. Following the completion of the sale, the executive vice president directly owned 659,841 shares of the company’s stock, valued at $12,187,263.27. The trade was a 1.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 1.40% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Host Hotels & Resorts

Hedge funds and other institutional investors have recently made changes to their positions in the business. Corient Private Wealth LLC raised its position in Host Hotels & Resorts by 24.4% in the fourth quarter. Corient Private Wealth LLC now owns 128,481 shares of the company’s stock worth $2,278,000 after acquiring an additional 25,225 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its holdings in shares of Host Hotels & Resorts by 1.8% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 653,833 shares of the company’s stock worth $11,592,000 after purchasing an additional 11,550 shares in the last quarter. Summit Global Investments acquired a new stake in Host Hotels & Resorts during the fourth quarter valued at approximately $442,000. Vident Advisory LLC boosted its holdings in Host Hotels & Resorts by 2.2% during the fourth quarter. Vident Advisory LLC now owns 111,137 shares of the company’s stock worth $1,970,000 after buying an additional 2,393 shares in the last quarter. Finally, EP Wealth Advisors LLC acquired a new position in Host Hotels & Resorts in the fourth quarter worth approximately $595,000. 98.52% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Host Hotels & Resorts

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

• Positive Sentiment: Q4 results/FFO beat — Host reported adjusted FFO/FFO metrics of $0.51 (above ~$0.47 consensus) and revenue of $1.60B (vs. ~$1.49B est.), driven by RevPAR gains and higher F&B/ancillary spend, a clear near‑term operational beat. Host Hotels & Resorts, Inc. Reports Results for 2025
• Positive Sentiment: Upbeat FY‑2026 guidance — management set EPS guidance of $2.03–$2.11 (well above Street prior consensus cited in filings), plus revenue guidance roughly flat to slightly up; the much higher EPS range is a primary catalyst for the rally. Host Hotels & Resorts press release (results & guidance)
• Positive Sentiment: Executed accretive asset monetizations — Host sold two Four Seasons resorts for $1.1B, achieving an ~11% unlevered IRR and a high disposals multiple; proceeds bolster liquidity and optionality for buybacks/dividends or reinvestment. Host Hotels & Resorts sells two luxury resorts for $1.1B
• Positive Sentiment: Dividend maintained — board declared a regular quarterly cash dividend of $0.20 (3.9% yield), supporting income investor demand. (Dividend details included in the company release.) Dividend & results in press release
• Neutral Sentiment: Moderate 2026 operating outlook — comparable Total RevPAR guidance of ~2.5%–4.0% and capex of $525–$625M imply continued leisure/upper‑upscale demand but a modest growth profile versus 2025. Guidance & outlook
• Neutral Sentiment: Balance sheet/liquidity profile — Host reports ~ $2.4B available liquidity and repurchase capacity (~$480M remaining), which gives strategic optionality but also signals management may deploy proceeds across several uses. Liquidity & capital allocation
• Negative Sentiment: Margin pressure and one‑offs — full‑year operating profit margin and comparable EBITDA margins are slightly down year‑over‑year (wage/cost pressure and lower insurance gains), which tempers the positive top‑line beat. Operating margin disclosures
• Negative Sentiment: Potential selling pressure — filings/coverage note insider sales and some large institutional reductions in recent quarters, which can create downward pressure if continued. QuiverQuant summary with insider & institutional activity

Analyst Ratings Changes

HST has been the subject of several recent analyst reports. JPMorgan Chase & Co. lifted their price target on Host Hotels & Resorts from $18.00 to $20.00 and gave the company a “neutral” rating in a report on Thursday, January 22nd. Evercore lowered shares of Host Hotels & Resorts from an “outperform” rating to an “in-line” rating and set a $20.00 price target for the company. in a research report on Tuesday, November 11th. Barclays assumed coverage on shares of Host Hotels & Resorts in a report on Tuesday, January 6th. They issued an “equal weight” rating and a $19.00 price target on the stock. Truist Financial upgraded Host Hotels & Resorts from a “hold” rating to a “buy” rating and set a $21.00 price objective for the company in a report on Friday, January 9th. Finally, Robert W. Baird set a $20.00 target price on Host Hotels & Resorts in a report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $19.27.

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.