Host Hotels & Resorts, IncNasdaq: HST
Real Estate · Hotel & Resort REITs
$21.14
+0.02%
Vol: 3.4M
Research Digest
Friday, May 1, 2026
Q4 2025 FFO $0.51 (13.5% growth); acquisitions announced; 52-week high of $21.03; analyst upgrades
Host Hotels reported Q4 2025 adjusted FFO of $0.51 per share (+13.5% YoY) and full-year adjusted FFO of $2.07 (+3.5% YoY). Company announced acquisition of 1 Hotel South Beach and sales of Four Seasons Resort Orlando and Jackson Hole. UBS raised PT to $20 (Neutral); Ladenburg Thalmann initiated Buy with $23 PT; Argus reiterated Buy at $20. HST traded near 52-week high of $21.03 and above 200-day SMA. Upcoming Q1 2026 earnings call May 7, 2026. Stock benefits from strong demand growth and increased food/beverage sales. Portfolio: 71+ properties in US, 5 internationally, ~41,700 rooms.
Previous Market Intelligence
13 daysApr 30Host Hotels wins Nareit sustainability award; Evercore ISI raises price target to $23 as analyst sentiment improvesPositive▶
Host Hotels & Resorts won Nareit's 2026 Leader in the Light Award for Operations. The company sold two Four Seasons resorts for $1.1B generating 11% unlevered IRR and 14.9x EBITDA multiple. Earlier in 2026, HST set FY guidance at $2.030-$2.110 EPS. Evercore ISI raised price target to $23.00 from In-Line rating maintained. Barclays raised target to $20 from $19. Consensus price target among 13 analysts is $19.96. Q1 earnings call scheduled for May 7.
Apr 16Host Hotels named Nareit 2026 Leader in the Light Award; Morgan Stanley raised price target to $20Positive▶
Host Hotels & Resorts won Nareit 2026 Leader in the Light Award for Operations recognizing operational excellence and ESG practices on April 1. Morgan Stanley raised price target from $18 to $20 (11.11% increase) on April 11. Barclays and Wells Fargo also raised targets to $20. Management guidance strengthened analyst confidence with above-consensus 2026 EBITDA guidance and stronger transient demand. Stock up 7-day return of 5.22% and 1-year return of 55.09%.
Apr 15Host Hotels raised FY2025 RevPAR guidance; Truist upgraded PT to $23 and Barclays to $20; Q1 2026 earnings May 6.Positive▶
Host Hotels & Resorts reported FY2025 revenue of $6.13B (+7.75% YoY) with earnings of $765M (+9.76% YoY). Comparable RevPAR was up 3.8% and total RevPAR up 4.2% YoY. The company returned $859M to shareholders in 2025. Truist raised PT to $23 from $21 on March 26 (Buy); Barclays raised PT to $20 from $19 on April 7. Stock up 23% in six months.
Apr 14Host Hotels wins Nareit 2026 Leader in the Light Award; Morgan Stanley, Barclays, UBS all raise price targets to $20.Positive▶
Host Hotels named winner of Nareit's 2026 Leader in the Light Award for Operations. Morgan Stanley raised price target from $18 to $20. Barclays maintained Equal-Weight, raised target $19 to $20. UBS maintained Neutral, raised target $18 to $20. Q1 2026 earnings scheduled May 6.
Apr 13Host Hotels & Resorts wins Nareit's 2026 Leader in the Light Award while UBS raises price target to $20.Positive▶
Host Hotels & Resorts was named winner of Nareit's 2026 Leader in the Light Award for Operations on April 1. UBS analyst Robin Farley raised the company's price target from $18 to $20 on April 10 while maintaining a Neutral rating. The company continues benefiting from above-consensus EBITDA guidance for 2026.
Apr 10Host Hotels files 2026 proxy statement for May 20 annual meeting; Q1 2026 earnings expected May 6 with 4.7% FFO decline.Neutral▶
Host Hotels & Resorts closed at $19.71 on April 8, up 3.25%. The company filed its proxy statement for the 2026 Annual Meeting on May 20. In 2025, Host returned $859 million to shareholders through dividends and buybacks. Company maintains Buy consensus from 13 analysts with $19.96 price target. Q1 2026 earnings on May 6 expected to show 4.7% decline in FFO.
Apr 9HOST Hotels faces FFO headwinds with Q1 earnings report due May 6.Neutral▶
HOST Hotels announced Q1 2026 earnings on May 6 with expected FFO down 4.7% YoY. The company owns 74 properties in the U.S. and 5 internationally with ~46,100 rooms. Stock surged 47.8% over the past year with 11 analysts rating Strong Buy and 9 recommending Hold. Average analyst price target is $21.29, suggesting 11.5% upside. HOST was named a Dow Jones Sustainability World Index leader for the sixth consecutive year and reported 2025 revenue of $6.13B (+7.75% YoY).
Apr 8Host Hotels announced favorable analyst actions including Buy initiation at Ladenburg and price target increase at Truist to $23.Positive▶
Host Hotels showed strong Q4 2025 with 12.3% revenue increase and 25.7% net income growth. Company sold Four Seasons Resort Orlando and Jackson Hole properties, continuing strategic asset optimization. Received 2026 Leader in the Light Award for operations. According to 15 analysts, average Buy rating with 12-month target of $19.23, indicating minimal 0.47% upside. Upcoming Q1 2026 earnings on May 7, 2026.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Host Hotels won 2026 Nareit Leader in the Light Award; PT raises by Truist and Wells Fargo.Positive▶
Host Hotels won Nareit 2026 Leader in the Light Award for Operations recognizing sustainability efforts. Truist raised target to $23 from $21 and Wells Fargo to $20 from $19 (both March 24, 2026).
Apr 3Host Hotels wins Nareit 2026 Leader in the Light Award for operations, recognizing nearly 900 projects delivering $24M in annual savings.Positive▶
Host Hotels & Resorts received Nareit's prestigious 2026 Leader in the Light Award for Operations on April 1, 2026. The award highlights nearly 900 completed projects since 2020 delivering $24 million in annual cost savings. Dividend of $0.20 per share payable April 15, 2026.
Apr 2Host Hotels wins Nareit 2026 Leader in the Light Award; demonstrates strong performance with 28.8% share price increase over past year.Positive▶
Host Hotels & Resorts won Nareit 2026 Leader in the Light Award for Operations, recognizing its innovative sustainability approach. The company demonstrated strong financial metrics with 28.8% share price increase over the past year, Q4 results showing 12.3% revenue growth, and 2025 revenue of $6.13 billion (up 7.75% YoY). Named Global Sustainability Leader on Dow Jones Sustainability Index for the sixth consecutive year. Analyst consensus Buy with PT $19.23.
Apr 1Host Hotels announced upbeat 2026 outlook with resort asset sales generating $1.1B and $500M special dividend.Positive▶
Host Hotels completed sale of two major resort properties for $1.1B. Projects comparable hotel RevPAR growth of 2.5-4%. CEO announced plans to return $500M to shareholders via special dividend. Stock up 28.8% over past year.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| VICIVICI | $28.56 | -2.21% | +5.6% | 9.9x | 0.73 | $31.2B |
| HSTHOST | $21.14 | +0.02% | +9.9% | 21.8x | 1.13 | $14.7B |
| WELLWELLTOWER | $217.35 | +0.00% | +8.2% | 66.1x | — | $153.2B |
| PLDPROLOGIS | $141.40 | -0.43% | +7.3% | 41.8x | 1.41 | $132.4B |
| EQIXEQUINIX | $1,082.36 | -0.04% | +6.6% | 49.5x | 1.00 | $106.8B |
| AMTAMERICAN | $181.72 | -0.54% | +3.7% | 26.4x | 0.93 | $85.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.