Zacks Investment Research·12h ago
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Host Hotels & Resorts, Inc.(HST)Earnings, Financials & Key Ratios
HST•NASDAQ•REIT / Real Estate
$23.35
21.2× P/E·Price updated Jul 7, 2026
AboutHost Hotels & Resorts, Inc. is an S&P 500 company and is the largest lodging real estate investment trust and one of the largest owners of luxury and upper-upscale hotels. The Company currently owns 74 properties in the United States and five properties internationally totaling approximately 46,100 rooms. The Company also holds non-controlling interests in six domestic and one international joint ventures. Guided by a disciplined approach to capital allocation and aggressive asset management, the Company partners with premium brands such as Marriott®, Ritz-Carlton®, Westin®, Sheraton®, W®, St. Regis®, The Luxury Collection®, Hyatt®, Fairmont®, Hilton®, Swissôtel®, ibis® and Novotel®, as well as independent brands. For additional information, please visit the Company's website at www.hosthotels.com.Show more
- Revenue$6.11B+7.6%
- FFO$1.56B+6.9%
- FFO/Share2.25+8.8%
- FFO Payout39.94%-20.9%
- FFO per Share2.25+8.8%
- NOI Margin2.62%-95.1%
- FFO Margin25.52%-0.6%
- ROE11.33%+10.5%
- ROA5.86%+6.4%
HST Price & Volume
Host Hotels & Resorts, Inc. (HST) stock price & volume — 10-year historical chart
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Capital Intensity Challenges Host Hotels Margin Stability
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:High recurring capital intensity
Key Thesis Takeaways
- Host Hotels & Resorts maintains a stable balance sheet with $1.7 billion in cash as of 2026Q1, yet the firm faces persistent headwinds from high recurring capital expenditure requirements that create a significant delta between FFO and AFFO.
- While revenue growth reached 12.3% in 2025Q4, the company struggles to translate top-line expansion into consistent NOI margins, which contracted to 1.6% in the same period.
- Investors should monitor the sustainability of the dividend, currently yielding 3.6%, against the backdrop of volatile operating margins and the substantial capital intensity required to maintain its luxury asset portfolio.
Verdict Logic
while the company holds a robust $1.7 billion cash position, the high capital expenditure burden and the 3.99x FFO/NI ratio in 2025Q4 suggest that underlying cash earnings may be more constrained than headline FFO figures imply.
HST Growth Metrics
Host Hotels & Resorts, Inc. (HST) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years1.34%
5 Years30.43%
3 Years7.61%
TTM6.17%
Profit CAGR
10 Years3.21%
5 Years-
3 Years6.52%
TTM49.34%
EPS CAGR
10 Years4.04%
5 Years-
3 Years7.72%
TTM51.04%
Return on Capital
10 Years4.23%
5 Years5.39%
3 Years7.4%
Last Year6.74%
HST Recent Earnings
Host Hotels & Resorts, Inc. (HST) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$0.67+87.4%
$0.36
Rev
$1.6B+3.2%
$1.6B
Q1 2026
Feb 18, 2026Metric
Actual
Est
EPS
$0.51+165.3%
$0.19
Rev
$1.6B+7.2%
$1.5B
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.35+6.1%
$0.33
Rev
$1.3B-10.5%
$1.5B
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$0.58+13.7%
$0.51
Rev
$1.6B+20.4%
$1.3B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.67vs $0.36+87.4% | $1.6Bvs $1.6B+3.2% |
| Q1 2026 | Feb 18, 2026 | $0.51vs $0.19+165.3% | $1.6Bvs $1.5B+7.2% |
| Q4 2025 | Nov 5, 2025 | $0.35vs $0.33+6.1% | $1.3Bvs $1.5B-10.5% |
| Q3 2025 | Jul 30, 2025 | $0.58vs $0.51+13.7% | $1.6Bvs $1.3B+20.4% |
Based on last 12 quarters of dataView full earnings history →
Latest HST News
Recent stock market news and headlines for Host Hotels & Resorts, Inc. (HST)
Fool - Investing News·19h ago
iShares Russell 2000 Value vs. Morningstar Small Cap: Which ETF Suits Your Portfolio Best?IWN delivered a 37.4% one-year return but carries higher fees, while ISCV offers a 0.06% expense ratio and stronger dividend yield of 1.9%.
Zacks Investment Research·4 days ago
Here's Why Host Hotels (HST) is a Strong Value StockWondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Zacks Investment Research·Jun 30, 2026
Why Host Hotels (HST) is a Top Momentum Stock for the Long-TermWhether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
GlobeNewsWire·Jun 22, 2026
Low-rise new home sales in GTA beat 10-year average for second consecutive month thanks to HST rebateToronto, June 22, 2026 (GLOBE NEWSWIRE) -- New home buyers in the Greater Toronto Area (GTA) continue to respond positively to the enhanced HST rebate program as low-rise new home sales outperformed its 10-year average for a second consecutive month in May, the Building Industry and Land Development Association (BILD) said today. The HST rebate program remains a historic buying opportunity for those looking to purchase a new home. However, in May the need for clarity on how rebates are administered contributed to some potential buyers delaying purchasing decisions.
Peers Comparison
Key metrics vs top competitors for Host Hotels & Resorts, Inc. (HST)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $23.35 | $16.05B | 21.23 | 7.57% | 12.51% | 11.33% | 3.85% | |
| $14.16 | $2.85B | -9.97 | -2.23% | -8.49% | -6.71% | — | |
| $127.27 | $8.03B | 33.76 | 10.15% | 9.93% | 23.77% | — | |
| $11.19 | $2.08B | 264.54 | 6% | 3.84% | 1.94% | — | |
| $11.75 | $2.39B | 26.70 | -0.83% | 9.26% | 6.85% | — | |
| $18.39 | $2.08B | -20.43 | 1.53% | -4.17% | -2.4% | — |
Compare HST vs Peers
Host Hotels & Resorts, Inc. (HST) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
HST SEC Filings & Documents
Host Hotels & Resorts, Inc. (HST) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 6, 2026·SEC
Material company update
Feb 18, 2026·SEC
Material company update
Nov 26, 2025·SEC
10-K Annual Reports
310-Q Quarterly Reports
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HST Frequently Asked Questions
Host Hotels & Resorts, Inc. (HST) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Host Hotels & Resorts, Inc.'s revenue?
Host Hotels & Resorts, Inc. (HST) reported $6.17B in revenue for fiscal year 2025. This represents a 217% increase from $1.94B in 1996.
How fast is Host Hotels & Resorts, Inc. growing?
Host Hotels & Resorts, Inc. (HST) grew revenue by 7.6% over the past year. This is steady growth.
Is HST profitable?
Yes, Host Hotels & Resorts, Inc. (HST) is profitable, generating $1.01B in net income for fiscal year 2025 (12.5% net margin).
Dividend & Returns
Does HST pay dividends?
Yes, Host Hotels & Resorts, Inc. (HST) pays a dividend with a yield of 3.85%. This makes it attractive for income-focused investors.
What is HST's return on equity?
Host Hotels & Resorts, Inc. (HST) has a return on equity (ROE) of 11.3%. This is reasonable for most industries.
Industry Metrics
What is Host Hotels & Resorts, Inc.'s FFO?
Host Hotels & Resorts, Inc. (HST) generated Funds From Operations (FFO) of $1.80B in the trailing twelve months. FFO is the primary profitability metric for REITs.
Is HST a good dividend stock?
Host Hotels & Resorts, Inc. (HST) offers a 3.85% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.