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Host Hotels & Resorts, Inc.NasdaqGS:HST Stock Report

Market Cap US$16.0b
Share Price
US$23.18
US$22.88
1.3% overvalued intrinsic discount
1Y50.1%
7D3.6%
1D
Portfolio Value
View

Host Hotels & Resorts, Inc.

NasdaqGS:HST Stock Report

Market Cap: US$16.0b

Host Hotels & Resorts (HST) Stock Overview

Host Hotels & Resorts, Inc., herein referred to as we, Host Inc., or the Company, is a self-managed and self-administered real estate investment trust that owns hotel property. More details

HST fundamental analysis
Snowflake Score
Valuation4/6
Future Growth0/6
Past Performance4/6
Financial Health4/6
Dividends4/6

HST Community Fair Values

Create Narrative

See what 27 others think this stock is worth. Follow their fair value or set your own to get alerts.

Host Hotels & Resorts, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Host Hotels & Resorts
Historical stock prices
Current Share PriceUS$23.18
52 Week HighUS$23.54
52 Week LowUS$15.07
Beta1.12
1 Month Change9.70%
3 Month Change18.27%
1 Year Change50.13%
3 Year Change33.14%
5 Year Change30.22%
Change since IPO742.48%

Recent News & Updates

Narrative Update May 19

HST: Strong Lodging Demand And 2026 Outlook Will Support Cautious Upside

Host Hotels & Resorts' fair value estimate edges up from $22.25 to $22.88 as analysts lift price targets across the sector, citing stronger Q1 lodging demand and RevPAR trends while still flagging macro and geopolitical risks. Analyst Commentary Street research on Host Hotels & Resorts has been active, with multiple firms adjusting price targets following recent earnings and broader lodging sector updates.
Seeking Alpha May 08

Host Hotels & Resorts: A High-Quality REIT Caught In A Macro Storm

Summary Host Hotels & Resorts reported a strong start to 2026, beating Q1 earnings estimates and raising its full-year guidance for adjusted funds from operations. HST maintains a solid financial position with high liquidity and zero debt maturities in 2026 following successful asset sales. Geopolitical risks and administrative backlogs from the recent record-breaking partial government shutdown could pressure the travel industry despite the expected boost from the World Cup. Valuation remains attractive as the current share price still sits below the estimated intrinsic value, indicating a solid margin of safety. Read the full article on Seeking Alpha

Recent updates

Narrative Update May 19

HST: Strong Lodging Demand And 2026 Outlook Will Support Cautious Upside

Host Hotels & Resorts' fair value estimate edges up from $22.25 to $22.88 as analysts lift price targets across the sector, citing stronger Q1 lodging demand and RevPAR trends while still flagging macro and geopolitical risks. Analyst Commentary Street research on Host Hotels & Resorts has been active, with multiple firms adjusting price targets following recent earnings and broader lodging sector updates.
Seeking Alpha May 08

Host Hotels & Resorts: A High-Quality REIT Caught In A Macro Storm

Summary Host Hotels & Resorts reported a strong start to 2026, beating Q1 earnings estimates and raising its full-year guidance for adjusted funds from operations. HST maintains a solid financial position with high liquidity and zero debt maturities in 2026 following successful asset sales. Geopolitical risks and administrative backlogs from the recent record-breaking partial government shutdown could pressure the travel industry despite the expected boost from the World Cup. Valuation remains attractive as the current share price still sits below the estimated intrinsic value, indicating a solid margin of safety. Read the full article on Seeking Alpha
Narrative Update May 02

HST: Balance Sheet And Dividends Will Support Cautious Upside From Higher Earnings Expectations

The analyst price target for Host Hotels & Resorts increases from $20.17 to $22.25, with analysts attributing the change to updated earnings estimates, slightly higher projected profit margins and a modestly higher future P/E assumption. Analyst Commentary Recent research coverage shows a cluster of upward price target revisions for Host Hotels & Resorts, with several firms updating their views following the latest earnings release and sector commentary.
Narrative Update Apr 17

HST: Balanced View Weighs Luxury Resilience Against Execution And Macro Risks

Host Hotels & Resorts' analyst fair value estimate has been updated from $18.00 to $20.00. This reflects a series of recent price target increases from firms such as UBS, Morgan Stanley, Citi and others, as analysts factor in revised earnings estimates and a generally more constructive view on hotel REIT fundamentals.
Narrative Update Apr 03

HST: Balance Sheet Strength Will Support Higher Future P/E Rerating

The analyst price target for Host Hotels & Resorts moves slightly higher, reflecting modestly adjusted fair value assumptions alongside Street research that emphasizes cautious optimism on hotel REIT fundamentals and balance sheet quality. Analyst Commentary Recent research on Host Hotels & Resorts points to a cluster of upward price target revisions, with several bullish analysts highlighting the company’s balance sheet position, exposure to higher-end properties, and execution coming out of the latest earnings update.
Narrative Update Mar 19

HST: Positive Catalyst Watch Will Support Higher P/E Rerating

Analysts have lifted the blended price target for Host Hotels & Resorts to $25.34 from $23.62, citing recent target increases across firms. These updates reflect slightly lower assumed revenue growth, higher profit margins, and a modestly higher future P/E multiple.
Narrative Update Mar 05

HST: Cautious View Sees Luxury Portfolio Outperformance Failing To Justify Current Pricing

Analysts have raised the Host Hotels & Resorts fair value estimate to $18.00 per share from $15.86. This change reflects a series of recent price target increases across the Street as they cite updated earnings work, cautious optimism on hotel REITs, and relatively better expectations for higher quality hotel portfolios.
Narrative Update Feb 19

HST: Balance Sheet And Dividends Will Support Future Catalyst-Driven Upside Potential

Analysts have nudged their price targets on Host Hotels & Resorts higher, reflected in our updated fair value estimate moving from $19.96 to $20.17, as they cite revised sector outlooks, modestly adjusted discount rates and profitability assumptions, and a slightly higher future P/E multiple. Analyst Commentary Recent Street research on Host Hotels & Resorts reflects a mix of optimism and caution, with several firms adjusting price targets and ratings as they reassess hotel REITs and the company's role within the group.
Narrative Update Feb 05

HST: Positive Catalyst Watch And Special Dividend Will Support Bullish Repricing

Narrative Update Analysts have nudged their fair value estimate for Host Hotels & Resorts to about US$23.62 from roughly US$22.96, reflecting updated views on profitability, discount rates, and P/E assumptions, alongside a series of recent price target increases and a new Positive Catalyst Watch designation. Analyst Commentary Recent research on Host Hotels & Resorts has leaned more positive, with several bullish analysts adjusting their views and price targets.
Narrative Update Jan 22

HST: Balance Sheet Strength And Dividends Will Support Measured Medium Term Returns

Analysts have nudged their price targets for Host Hotels & Resorts higher, with our fair value estimate moving from US$19.75 to about US$19.96. This change is supported by Street research pointing to refined expectations around revenue growth, profit margins and a slightly higher future P/E assumption.
Narrative Update Jan 07

HST: Balance Sheet Strength And RevPAR Outlook Will Support Measured Returns

Narrative Update Analysts have slightly adjusted their price target on Host Hotels & Resorts to about US$19.75 from roughly US$19.79. This reflects updated views on cash flow assumptions and valuation multiples following recent coverage that highlights the company’s defined business strategy and balance sheet quality within the hotel REIT sector.
Narrative Update Dec 19

HST: Stronger Revpar And Ebitda Will Support A Bullish Repricing

Analysts have raised their fair value estimate for Host Hotels and Resorts to approximately $22.96 from $21.50, citing stronger than expected Q2 RevPAR and EBITDA performance and an upward revision to 2025 guidance that supports a higher future earnings multiple, despite slightly lower long term growth and margin assumptions. Analyst Commentary Bullish analysts highlight that the recent upside surprise in Q2 RevPAR and EBITDA reinforces confidence in Host Hotels and Resorts' ability to execute in a still-normalizing travel and lodging environment.
Narrative Update Dec 05

HST: Strong Q2 Revpar And Ebitda Will Drive Bullish Momentum

Analysts nudged their fair value estimate for Host Hotels & Resorts higher, from about $19.54 to $19.79. They cited stronger than expected Q2 RevPAR and EBITDA performance, along with raised 2025 guidance that supports slightly faster revenue growth, a richer future multiple, and only a modestly higher discount rate despite somewhat lower profit margin assumptions.
Narrative Update Nov 20

HST: Raised Guidance And Q2 Outperformance Will Support Bullish Momentum Into 2025

Analysts have increased their price target for Host Hotels & Resorts from $18.86 to $19.54 per share, citing stronger than expected revenue growth, higher profit margins, and raised company guidance following robust recent results. Analyst Commentary Recent Street research has provided further detail on the drivers behind the revised price target for Host Hotels & Resorts, focusing on both positive developments and potential concerns.
Narrative Update Nov 06

HST: Second-Quarter Performance Will Drive Improved Outlook Into 2025

Analysts have increased their price target for Host Hotels & Resorts by $0.06 to $18.86, citing stronger than expected second-quarter performance and improved 2025 guidance as key factors for the adjustment. Analyst Commentary Recent updates from market experts highlight both the opportunities and risks associated with Host Hotels & Resorts following its strong second-quarter results and raised 2025 guidance.
Narrative Update Oct 23

Analyst Commentary Highlights Upgraded Price Target for Host Hotels and Improved 2025 Outlook

Analysts have raised their price target for Host Hotels & Resorts to $18.81 from $18.56, citing stronger-than-expected Q2 performance and improved fiscal 2025 guidance as key drivers of this positive outlook. Analyst Commentary Following recent results and updated guidance from Host Hotels & Resorts, analysts have weighed both the company's strengths and areas of caution, influencing their current outlook.
Narrative Update Sep 04

Experiential Travel Will Reposition Premium Resorts

With both the future P/E ratio and consensus revenue growth forecasts for Host Hotels & Resorts essentially unchanged, analysts have maintained their fair value estimate, keeping the price target steady at $18.56. What's in the News Repurchased 6,746,094 shares for $104.97 million in Q2 2025, completing 69,099,174 shares buyback (9.65% of shares) under the 2017 program.
Seeking Alpha Mar 21

Host Hotels & Resorts: Deeply Undervalued Despite Recession Risks

Summary Host Hotels & Resorts is trading at a significant discount to its intrinsic value, offering a compelling investment opportunity despite its capital-intensive business model. The company has a solid balance sheet, investment-grade ratings, and a well-covered dividend yield of roughly 6%. Recession risks are mitigated by geographic diversification, a focus on affluent customers, and a share price that appears to be already partially discounting an economic downturn. Long-term growth potential exists through share repurchases, acquisitions, and operational improvements, while there appears to be a valuation margin of safety. Read the full article on Seeking Alpha
Seeking Alpha Jan 10

Host Hotels & Resorts: The Discount To Peers Is Unwarranted

Summary Host Hotels' stock is undervalued, with potential for a rebound as weather impacts ease and margin expansion is expected in 2025. Q3'24 results were strong, with revenue growth and strategic share buybacks, despite challenges from Maui wildfires and higher wages. The company’s diversified portfolio and solid balance sheet provide flexibility for acquisitions and buybacks, enhancing shareholder value. Host Hotels is a 'buy' due to its compelling valuation, resilient performance, and promising outlook for revenue and margin improvements. Read the full article on Seeking Alpha
Seeking Alpha Oct 27

Host Hotels & Resorts: An Undervalued REIT With Growth Potential

Summary Host Hotels & Resorts is significantly undervalued, trading at a single-digit FFO multiple, offering a 4.55% dividend yield, and potential for double-digit total returns. Despite its capital-intensive model and economic sensitivity, Host Hotels benefits from high-end properties, geographic diversification, and a strong balance sheet. Recent acquisitions, including The Ritz-Carlton O'ahu, demonstrate management's ability to add value through strategic purchases and renovations, enhancing long-term growth potential. While risks include economic downturns and competition, Host Hotels' diversified portfolio and conservative financial strategy position it well for future stability and growth. Read the full article on Seeking Alpha
User avatar
New Narrative Aug 22

Calculated Acquisitions And Marketing Efforts Promise Robust Revenue Growth And Enhanced Portfolio Quality

Strategic acquisitions and ROI-focused projects are set to significantly enhance portfolio quality and drive EBITDA growth, impacting future earnings positively.
Seeking Alpha Apr 22

Host Hotels & Resorts: Probably The Best House In A Bad Neighborhood

Summary Despite the generally unattractive nature of the travel industry, particularly affected by economic cycles and competition, Host Hotels & Resorts is probably one of the best lodging REITs. Host Hotels has demonstrated resilience with healthy profit margins, a strategic buyback program, and significant returns on sustainability investments, outperforming many of its peers even in challenging conditions. Looking ahead, Host Hotels expects continued revenue growth per available room but faces potential pressures on margins due to rising costs. The company also faces competition from alternative accommodation providers. Read the full article on Seeking Alpha
Seeking Alpha Mar 08

Host Hotels & Resorts: Should You Lodge In This 3.8% Yielding Hotel REIT?

Summary Host Hotels & Resorts is currently paying out a 3.8% dividend yield and declared a special dividend of $0.25 per share during its fourth quarter. The REIT is set to grow fiscal 2024 FFO by 6 cents over 2023 at the midpoint of its guidance range. Healthy dividend coverage has opened up the possibility of another special dividend in 2024 with the REIT currently swapping hands for 10.6x, the midpoint of its 2024 FFO guidance range. Read the full article on Seeking Alpha

Shareholder Returns

HSTUS Hotel and Resort REITsUS Market
7D3.6%2.7%1.6%
1Y50.1%36.0%28.2%

Return vs Industry: HST exceeded the US Hotel and Resort REITs industry which returned 36% over the past year.

Return vs Market: HST exceeded the US Market which returned 28.2% over the past year.

Price Volatility

Is HST's price volatile compared to industry and market?
HST volatility
HST Average Weekly Movement3.5%
Hotel and Resort REITs Industry Average Movement4.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Stable Share Price: HST has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: HST's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1927162Jim Risoleowww.hosthotels.com

Host Hotels & Resorts, Inc., herein referred to as we, Host Inc., or the Company, is a self-managed and self-administered real estate investment trust that owns hotel property. We conduct our operations as an umbrella partnership, REIT, through an operating partnership, Host Hotels & Resorts, L.P., of which we are the sole general partner. When distinguishing between Host Inc. and Host LP, the primary difference is approximately 1% of the partnership interests in Host LP held by outside partners as of December 31, 2025, which are non-controlling interests in Host LP in our consolidated balance sheets and are included in net (income) loss attributable to non-controlling interests in our condensed consolidated statements of operations.

Host Hotels & Resorts, Inc. Fundamentals Summary

How do Host Hotels & Resorts's earnings and revenue compare to its market cap?
HST fundamental statistics
Market capUS$15.96b
Earnings (TTM)US$1.01b
Revenue (TTM)US$6.18b
15.7x
P/E Ratio
2.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
HST income statement (TTM)
RevenueUS$6.18b
Cost of RevenueUS$4.39b
Gross ProfitUS$1.79b
Other ExpensesUS$779.00m
EarningsUS$1.01b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.48
Gross Margin28.98%
Net Profit Margin16.37%
Debt/Equity Ratio72.4%

How did HST perform over the long term?

See historical performance and comparison

Dividends

4.1%
Current Dividend Yield
46%
Payout Ratio

Does HST pay a reliable dividends?

See HST dividend history and benchmarks
When do you need to buy HST by to receive an upcoming dividend?
Host Hotels & Resorts dividend dates
Ex Dividend DateJun 30 2026
Dividend Pay DateJul 15 2026
Days until Ex dividend28 days
Days until Dividend pay date43 days

Does HST pay a reliable dividends?

See HST dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/01 04:14
End of Day Share Price 2026/06/01 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Host Hotels & Resorts, Inc. is covered by 44 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jacob KilsteinArgus Research Company
Michael BellisarioBaird
Felicia Kantor HendrixBarclays