Host Hotels & Resorts, IncNasdaq: HST
Real Estate · Hotel & Resort REITs
$25.11
+12.03%
Vol: 660K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 20Host Hotels Q1 2026 beat with $0.67 EPS, raised RevPAR guidance, and authorized a $0.92 dividend including a $0.72 special distribution from Four Seasons sales.Positive▶
Host Hotels & Resorts reported Q1 2026 results on May 6, posting adjusted FFO of $0.67 per share versus the $0.42 consensus, $543 million in adjusted EBITDAre, and revenue of $1.65 billion versus an expected $1.59 billion. Comparable hotel RevPAR rose 4.4% over Q1 2025, driven by strong leisure demand and solid group bookings. The company raised its full-year 2026 RevPAR guidance to 3.0%-4.5% and set FY26 EPS guidance at $2.10-$2.16. The Board authorized a Q2 dividend of $0.92 per share - a $0.20 regular dividend plus a $0.72 special dividend distributing approximately $500 million in taxable gain from completed Four Seasons sales. On May 7, Host provided an updated investor presentation incorporating the Q1 results. Multiple analysts raised price targets following the print, highlighting balance sheet strength and luxury-tier exposure. Host owns 71 U.S. and 5 international properties totaling roughly 41,700 rooms.
May 19Host Hotels raises FY2026 RevPAR guidance to 3.0-4.5% after Q1 EPS of $0.67 beats $0.36 consensus; declares $0.92 dividend including $0.72 specialPositive▶
Host Hotels & Resorts reported Q1 2026 results on May 6 with EPS of $0.67 versus $0.36 consensus and revenue of $1.65B versus $1.59B expected. Comparable hotel RevPAR grew 4.4% and Total RevPAR grew 4.6% year-over-year. The board lifted full-year 2026 comparable hotel RevPAR guidance to 3.0%-4.5% and set FY26 EPS at $2.10-$2.16. A second-quarter cash dividend of $0.92 per share was authorized, comprising a regular $0.20 plus a $0.72 special distribution reflecting the ~$500M taxable gain from the Four Seasons asset sales (Orlando + Jackson Hole sold in February for $1.1B; St. Regis Houston sold January for $51M). Stifel reiterated a Buy and raised its target to $24 on May 6; median analyst target is $22. HST gained 1.74% post-print while peers lagged.
May 18Host Hotels reported Q1 2026 EPS of $0.67 beating $0.42 estimates, raised full-year RevPAR guidance to 3.0-4.5%, and declared a $0.92 dividend including a $0.72 special dividend tied to Four Seasons sale gains.Positive▶
Host Hotels & Resorts reported strong Q1 2026 results on May 6 with EPS of $0.67 beating $0.42 estimates and revenue of $1.65B exceeding $1.59B consensus. Comparable hotel RevPAR grew 4.4% YoY driven by strong leisure and group demand, while Total RevPAR rose 4.6%. The company raised full-year 2026 comparable hotel RevPAR guidance to 3.0-4.5%. The Board authorized a Q2 cash dividend of $0.92 per share (consisting of a $0.20 regular plus a $0.72 special dividend reflecting ~$500M taxable gain from the Four Seasons sales), payable July 15. Host completed the sale of the Four Seasons Orlando and Jackson Hole properties for $1.1B in February 2026 and the St. Regis Houston for $51M in January. Stifel Nicolaus issued a Buy rating on May 6, and Ari Klein reiterated Buy with $24 PT.
May 15Host Hotels raised 2026 RevPAR guidance to 3-4.5% and declared $0.92 dividend (incl. $0.72 special) after Q1 beat with $0.72 EPS on $1.65B revenue.Positive▶
Host Hotels & Resorts reported Q1 2026 revenue of $1.65 billion and net income of $494 million, with diluted EPS of $0.72 from continuing operations, beating consensus of $0.42. Comparable hotel RevPAR grew 4.4% and Total RevPAR rose 4.6% on strong leisure and group demand. The REIT raised 2026 comparable hotel RevPAR guidance to 3%-4.5% and total RevPAR guidance to 3.5%-5%. The board authorized a $0.92 Q2 dividend consisting of $0.20 regular and $0.72 special (from the ~$500M taxable gain on the Four Seasons sales). Management expects the World Cup to add ~60 bps to gross RevPAR. Stifel Nicolaus reiterated Buy on May 6.
May 14Host Hotels beats Q1 EPS by $0.25, raises 2026 RevPAR guide and declares special $0.72 dividend from Four Seasons salesPositive▶
Host Hotels & Resorts reported Q1 2026 results on May 6, 2026, with EPS of $0.67 versus $0.42 estimate (beat $0.25) and revenue of $1.645B versus $1.616B estimate. Comparable hotel RevPAR grew 4.4% and FFO rose 4.7%. The company raised full-year 2026 comparable RevPAR guidance to 3.0%-4.5% on continued strong leisure demand and solid group bookings. The Board authorized a Q2 dividend of $0.92 per share, comprising a $0.20 regular dividend plus a $0.72 special dividend representing distribution of roughly $500M taxable gain from Four Seasons asset sales (Orlando and Jackson Hole sold for $1.1B in February; St. Regis Houston for $51M in January). Stifel raised PT to $23 from $22 on May 7; Evercore ISI reaffirmed Hold. Risks: group booking trends, lodging supply growth.
May 13Host Hotels posted Q1 EPS of $0.72 (up 87%) with $242M gain on hotel sales, raised 2026 RevPAR guidance to 3.0%-4.5%, and announced $0.72 special dividendPositive▶
Host Hotels & Resorts reported strong Q1 2026 results on May 6, with net income jumping to roughly $501 million and diluted EPS rising to $0.72, largely reflecting a $242 million gain from the sale of three high-end hotels (Four Seasons Orlando and Jackson Hole properties for $1.1 billion, plus St. Regis Houston for $51 million). Comparable hotel Total RevPAR grew 4.6% and RevPAR grew 4.4%, exceeding expectations on strong leisure demand and solid group bookings. The company raised full-year 2026 comparable hotel RevPAR guidance to 3.0%-4.5%. Host announced a $0.20 quarterly dividend plus a $0.72 special dividend, and on May 7 provided an updated investor presentation. The stock traded at $22.27 as of May 10, near its 52-week high. Multiple analysts cited the strong balance sheet, high-end property exposure, and execution.
May 12Host Hotels CIO Nathan Tyrrell sold 58,579 shares at $22.00 on May 8, 2026, a roughly $1.3M open-market disposition.Mixed▶
Host Hotels & Resorts EVP and Chief Investment Officer Nathan S. Tyrrell completed an open-market sale of 58,579 common shares at $22.00 per share on May 8, 2026, totaling approximately $1.29M. The sale follows Q1 2026 results released May 6 showing 4.4% RevPAR growth and raised full-year guidance to 3.0%-4.5%. Bear case: an insider sale of this size from the CIO immediately after strong results and a special dividend announcement may suggest management views the post-earnings valuation as near-term full.
May 11Host Hotels declared $0.72 special dividend on May 6 and raised 2026 RevPAR guidance after $1.1B Four Seasons asset sales.Positive▶
On May 6, 2026, Host Hotels reported Q1 results with adjusted FFO of $0.67/share, revenue of $1.65B, and comparable hotel RevPAR up 4.4%. The board declared a Q2 dividend of $0.92/share, including a $0.20 regular dividend and a $0.72 special dividend reflecting distribution of the ~$500M taxable gain from the Four Seasons sales (444-room Four Seasons Resort Orlando at Walt Disney World and 125-room Four Seasons Resort Jackson Hole sold in February for $1.1B combined; St. Regis Houston sold in January for $51M). Management raised full-year 2026 comparable RevPAR guidance to 3.0-4.5% and Total RevPAR to 3.5-5.0%, with the World Cup expected to add ~60bps to gross RevPAR. An updated investor presentation was released May 7. Risk: capital recycling pace and group/leisure demand sustainability.
May 8Q1 comparable RevPAR rose 4.4%; 2026 RevPAR guidance raised to 3%-4.5% and $0.72 special dividend declaredPositive▶
Host Hotels reported Q1 2026 results with comparable hotel RevPAR growth of 4.4%, exceeding expectations. Company raised full-year 2026 comparable hotel RevPAR guidance to 3.0%-4.5% and announced a $0.20 quarterly dividend plus $0.72 special dividend (totaling $0.92 per share), representing distribution of ~$500M taxable gain from Four Seasons sales completed in Q1. The company sold Four Seasons Resort Orlando and Jackson Hole for $1.1B in February and St. Regis Houston for $51M in January.
May 7Host Hotels beats Q1 estimates with 4.4% RevPAR growth and raises 2026 guidance on luxury segment strengthPositive▶
Host reported Q1 2026 revenue of $1.645B, beating consensus of $1.616B, with comparable RevPAR +4.4% and Total RevPAR +4.6%. The company raised FY2026 RevPAR guidance to 3.0%-4.5% from prior forecast and increased FFO guidance to $2.10-$2.16. Host sold two Four Seasons resorts for $1.1B, generating $0.72 special dividend alongside $0.20 regular dividend.
May 6Host Hotels reports 5.4% Q4 RevPAR growth with Kierland acquisition complete and 2026 guidance of 2.0-3.5% growthPositive▶
Host Hotels & Resorts delivered strong Q4 2025 results with comparable hotel RevPAR growth of 5.4% over prior year and full year growth of 4.2%, reflecting increased transient demand and food/beverage improvements. The company reported 2025 revenue of $6.13B (+7.75% YoY) with earnings of $765M (+9.76% YoY). Host completed the acquisition of The Westin Kierland Resort & Spa and was named a Global Sustainability Leader on the Dow Jones Sustainability Index for the sixth consecutive year. Looking ahead, management forecasts 2026 comparable RevPAR growth of 2.0-3.5% compared to 2025. Multiple analyst price target increases were reported recently, including Evercore ISI raising to $23 from $20 on April 27 and JPMorgan to $22 from $21 on April 21.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| VICIVICI | $28.53 | +0.04% | +0.1% | 9.7x | 0.70 | $30.7B |
| HSTHOST | $25.11 | +12.03% | +2.5% | 22.4x | 1.12 | $15.5B |
| WELLWELLTOWER | $215.00 | -0.47% | +1.6% | 64.9x | 0.82 | $152.5B |
| PLDPROLOGIS | $149.50 | +3.37% | +1.6% | 42.6x | 1.35 | $134.8B |
| EQIXEQUINIX | $1,076.27 | -0.20% | +1.5% | 56.1x | 1.00 | $106.4B |
| AMTAMERICAN | $187.06 | +1.78% | +3.7% | 26.6x | 0.90 | $85.6B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.