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

Host Hotels & Resorts (NASDAQ:HST) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 2.150-2.180 for the period, compared to the consensus earnings per share estimate of 2.130. The company issued revenue guidance of $6.1 billion-$6.2 billion, compared to the consensus revenue estimate of $6.1 billion.

Host Hotels & Resorts Stock Performance

NASDAQ:HST traded down $1.75 during mid-day trading on Thursday, hitting $23.38. The stock had a trading volume of 18,940,801 shares, compared to its average volume of 9,001,556. Host Hotels & Resorts has a twelve month low of $15.17 and a twelve month high of $25.71. The company has a debt-to-equity ratio of 0.74, a quick ratio of 7.91 and a current ratio of 7.91. The stock has a market cap of $16.01 billion, a price-to-earnings ratio of 15.90, a PEG ratio of 2.80 and a beta of 1.10. The company’s 50 day simple moving average is $24.24 and its 200 day simple moving average is $21.52.

Host Hotels & Resorts (NASDAQ:HST) last released its quarterly earnings data on Wednesday, May 6th. The company reported $0.67 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.36 by $0.31. Host Hotels & Resorts had a return on equity of 15.15% and a net margin of 16.40%.The firm had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.59 billion. During the same quarter in the prior year, the company earned $0.64 earnings per share. The business’s revenue for the quarter was up 3.2% compared to the same quarter last year. On average, equities research analysts forecast that Host Hotels & Resorts will post 2.15 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms have commented on HST. JPMorgan Chase & Co. upped their price objective on shares of Host Hotels & Resorts from $22.00 to $25.00 and gave the company a “neutral” rating in a report on Tuesday, July 21st. Barclays lifted their target price on shares of Host Hotels & Resorts from $23.00 to $24.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 21st. LADENBURG THALM/SH SH raised their price objective on shares of Host Hotels & Resorts from $25.00 to $28.00 and gave the stock a “buy” rating in a research report on Wednesday, June 10th. Wells Fargo & Company boosted their price objective on Host Hotels & Resorts from $25.00 to $26.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Finally, Truist Financial increased their target price on Host Hotels & Resorts from $23.00 to $24.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $24.27.

Insider Transactions at Host Hotels & Resorts

In other Host Hotels & Resorts news, EVP Nathan S. Tyrrell sold 15,569 shares of the firm’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $23.00, for a total value of $358,087.00. Following the transaction, the executive vice president directly owned 682,089 shares of the company’s stock, valued at $15,688,047. This trade represents a 2.23% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.50% of the stock is owned by insiders.

More Host Hotels & Resorts News

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

• Positive Sentiment: Second-quarter funds from operations (FFO) were $0.63 per share, topping the $0.62 consensus estimate and rising from $0.58 a year earlier. Revenue increased 3.4% year over year to $1.64 billion, exceeding analysts’ $1.62 billion forecast. Host Hotels Beats Q2 FFO and Revenue Estimates
• Positive Sentiment: Operating momentum remained favorable: comparable hotel RevPAR grew 7.0%, while comparable total RevPAR increased 5.9%. Host also raised its full-year 2026 comparable RevPAR growth guidance to 4.75%-5.25%, signaling confidence in demand and pricing. Host Hotels Reports Second-Quarter 2026 Results
• Positive Sentiment: Full-year 2026 EPS guidance of $2.15-$2.18 is above the $2.13 analyst consensus, while revenue guidance of $6.1-$6.2 billion is broadly in line with expectations. Host Hotels Earnings Report
• Neutral Sentiment: Management’s earnings call provided additional context on second-quarter performance and the updated outlook, but the reported revenue and FFO beats were relatively narrow. Host Hotels Q2 2026 Earnings Call Transcript
• Negative Sentiment: Despite the positive operating indicators and higher guidance, HST shares decreased. The reaction suggests investors may have been seeking a larger earnings surprise or more aggressive outlook improvement, particularly after the stock’s strong run toward its 52-week high.

Institutional Investors Weigh In On Host Hotels & Resorts

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. NewEdge Advisors LLC boosted its stake in Host Hotels & Resorts by 80.5% in the first quarter. NewEdge Advisors LLC now owns 23,800 shares of the company’s stock valued at $338,000 after buying an additional 10,618 shares in the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of Host Hotels & Resorts by 24.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 5,209,534 shares of the company’s stock valued at $74,027,000 after purchasing an additional 1,019,345 shares in the last quarter. Empowered Funds LLC grew its holdings in shares of Host Hotels & Resorts by 6.1% during the 1st quarter. Empowered Funds LLC now owns 18,879 shares of the company’s stock valued at $268,000 after purchasing an additional 1,088 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in Host Hotels & Resorts during the 2nd quarter worth approximately $190,000. Finally, EverSource Wealth Advisors LLC increased its position in Host Hotels & Resorts by 413.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 4,718 shares of the company’s stock worth $72,000 after purchasing an additional 3,799 shares in the last quarter. 98.52% of the stock is currently owned by institutional investors.

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.