Host Hotels & Resorts, IncNasdaq: HST
Real Estate · Hotel & Resort REITs
$25.01
+1.56%
Vol: 6.1M
Research Digest
Friday, June 19, 2026
Host Hotels announces Q2 2026 earnings call for August 6 — the latest news from June 18 — following a Q1 beat with EPS of $0.72 and raised RevPAR guidance.
Host Hotels & Resorts (HST) announced on June 18, 2026 that it will report Q2 2026 financial results on August 5 after market close, with the earnings call on August 6. This follows a strong Q1 2026 that beat forecasts with EPS of $0.72 versus the $0.35 estimate and revenue of $1.65 billion versus the $1.61 billion consensus. Comparable hotel RevPAR grew 4.4% and Total RevPAR grew 4.6% in Q1. The company raised its full-year 2026 comparable hotel RevPAR guidance to 3.0%–4.5% growth and declared a $0.20 quarterly dividend. Host Hotels was also named winner of Nareit's 2026 Leader in the Light Award for Operations in March. A $0.92 annualized dividend is scheduled for July 15, 2026.
Previous Market Intelligence
13 daysJun 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 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.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| VICIVICI | $26.32 | -3.36% | — | 9.3x | 0.68 | $29.9B |
| HSTHOST | $25.01 | +1.56% | — | 23.3x | 1.12 | $16.2B |
| WELLWELLTOWER | $206.76 | +0.10% | — | 70.3x | 0.76 | $166.6B |
| PLDPROLOGIS | $140.80 | -0.10% | — | 41.1x | 1.34 | $133.0B |
| EQIXEQUINIX | $1,092.30 | +0.35% | — | 52.1x | 0.97 | $98.8B |
| SPGSIMON | $211.57 | +0.81% | — | 33.5x | 1.33 | $85.9B |
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Price above both MAs — bullish structure.