Host Hotels & Resorts (NASDAQ:HST) Issues FY 2026 Earnings Guidance

Host Hotels & Resorts (NASDAQ:HST) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 2.030-2.110 for the period, compared to the consensus earnings per share estimate of 1.360. The company issued revenue guidance of $6.0 billion-$6.1 billion, compared to the consensus revenue estimate of $6.1 billion.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the stock. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Host Hotels & Resorts in a report on Tuesday, January 13th. Barclays assumed coverage on shares of Host Hotels & Resorts in a research report on Tuesday, January 6th. They set an “equal weight” rating and a $19.00 price target for the company. Morgan Stanley set a $18.00 price target on shares of Host Hotels & Resorts in a research note on Friday, January 16th. Stifel Nicolaus set a $22.00 price objective on shares of Host Hotels & Resorts in a research report on Thursday. Finally, UBS Group set a $21.00 target price on shares of Host Hotels & Resorts in a report on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $19.54.

Host Hotels & Resorts Stock Down 0.9%

Host Hotels & Resorts stock opened at $20.07 on Friday. The firm has a market capitalization of $13.80 billion, a P/E ratio of 18.25, a P/E/G ratio of 2.38 and a beta of 1.17. The company has a current ratio of 2.90, a quick ratio of 2.90 and a debt-to-equity ratio of 0.76. Host Hotels & Resorts has a twelve month low of $12.22 and a twelve month high of $21.00. The stock’s fifty day simple moving average is $18.74 and its 200-day simple moving average is $17.54.

Host Hotels & Resorts (NASDAQ:HST) last released its earnings results on Wednesday, February 18th. The company reported $0.20 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.27). Host Hotels & Resorts had a net margin of 12.51% and a return on equity of 11.50%. The company had revenue of $1.60 billion during the quarter, compared to analysts’ expectations of $1.49 billion. During the same quarter last year, the business posted $0.44 earnings per share. The company’s revenue for the quarter was up 12.3% on a year-over-year basis. Host Hotels & Resorts has set its FY 2026 guidance at 2.030-2.110 EPS. As a group, equities analysts expect that Host Hotels & Resorts will post 1.88 earnings per share for the current fiscal year.

Host Hotels & Resorts Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be given a dividend of $0.20 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $0.80 dividend on an annualized basis and a dividend yield of 4.0%. Host Hotels & Resorts’s payout ratio is currently 76.19%.

Insider Buying and Selling at Host Hotels & Resorts

In related news, EVP Nathan S. Tyrrell sold 9,086 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $18.47, for a total value of $167,818.42. Following the sale, the executive vice president owned 659,841 shares of the company’s stock, valued at $12,187,263.27. This trade represents a 1.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 1.40% of the company’s stock.

Key Host Hotels & Resorts News

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

• Positive Sentiment: Sold two Four Seasons resorts for $1.1B, generating an ~11% unlevered IRR and a 14.9x EBITDA multiple; management says proceeds strengthen the balance sheet and create optionality for buybacks/dividends and reinvestment. GlobeNewswire: Sale Announcement
• Positive Sentiment: Q4 revenue and operational metrics beat: revenues grew 12.3% YoY, comparable Total RevPAR +5.4% (Q4) and full‑year RevPAR +3.8%; NAREIT FFO and Adjusted FFO also rose year-over-year—signals of continued leisure demand and rate power in luxury/upper‑upscale assets. Zacks: Q4 AFFO & Revenues Top Estimates
• Neutral Sentiment: Company set FY‑2026 EPS guidance of $2.03–$2.11 (well above Street’s earlier consensus) while giving a modest RevPAR growth range (2.5%–4.0%) — improves forward earnings visibility but relies on slower RevPAR expansion. GlobeNewswire: Full Results & Guidance
• Neutral Sentiment: Board declared a regular quarterly dividend of $0.20/share (ex-div 3/31, pay 4/15), keeping a ~4% yield — supports income investors and signals capital-return focus.
• Neutral Sentiment: Full Q4 earnings call transcript and supplemental slides are available for deeper read on channel mix, capital program spend and condo sales (useful for modeling). Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: GAAP EPS missed expectations — reported $0.20 vs. consensus ~$0.47 — which can pressure near‑term stock multiple despite revenue beat; investors are focused on the quality/timing of non‑recurring items vs. recurring cash flows. MarketBeat: Earnings Snapshot
• Negative Sentiment: Large institutional re‑weighting and insider sales noted in filings (e.g., major reductions by some asset managers reported), which can add selling pressure and raise questions about demand from big holders. QuiverQuant: Sale & Institutional Activity
• Negative Sentiment: Comparable hotel margins showed some compression (higher wages/benefit costs and lower insurance gains vs. prior year), and 2026 guidance embeds modest RevPAR growth — a potential limit on multiple expansion absent faster margin recovery. GlobeNewswire: Results & Margin Commentary

Institutional Trading of Host Hotels & Resorts

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in HST. Zions Bancorporation National Association UT lifted its holdings in shares of Host Hotels & Resorts by 89.1% in the 4th quarter. Zions Bancorporation National Association UT now owns 1,658 shares of the company’s stock valued at $29,000 after purchasing an additional 781 shares during the last quarter. CYBER HORNET ETFs LLC purchased a new position in Host Hotels & Resorts during the 2nd quarter worth approximately $29,000. MUFG Securities EMEA plc acquired a new position in Host Hotels & Resorts during the second quarter worth approximately $32,000. Wiser Advisor Group LLC acquired a new position in Host Hotels & Resorts during the third quarter worth approximately $40,000. Finally, Atlas Capital Advisors Inc. purchased a new stake in Host Hotels & Resorts in the fourth quarter valued at approximately $45,000. Institutional investors and hedge funds own 98.52% of the company’s stock.

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.