Host Hotels & Resorts Inc (HST)
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Host Hotels & Resorts owns 76 luxury and upper-upscale hotels with roughly 41,700 rooms — and employs just 162 people itself. In our in-house stock scanner, the stock lights up 13 filters in the momentum run of July 17, 2026, and earnings per share doubled in the latest quarter. We read the annual reports (10-K) for 2024 and 2025 and the recent quarterly reports (10-Q): a $1.1 billion price tag for two Four Seasons resorts, a profit jump that is half made of that sale, a REIT metric called FFO growing just 4.8 percent — and 64 percent of the hotels in the hands of a single operator. Not investment advice — just a reminder that a gust is not a climate.
Appears in These Scanners
This stock currently matches 18 of our scanner strategies — each hit links to the scanner.
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. Scanners marked in red are red-flag signals (risk/short scanners) — appearing there is not a seal of approval. View all scanners
Basics
Performance
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
Quality & Screener
AI Rating
Uses AIHost Hotels & Resorts erklärt in den Geschäftsberichten (10-K) für 2025 und 2024 wörtlich, dass der Konzern und seine Drittmanager „weiterhin KI einführen“ — allerdings ohne konkrete Anwendungsfälle und ausschließlich im Kontext neuer Sicherheitsrisiken; KI ist keine Umsatzquelle, und die Erwähnung generativer KI-Suche als Wettbewerbskanal bleibt eine Randnotiz im Vertriebsrisiko-Abschnitt.
View the full file — quotes, sources, reviewed filings
„Further, we and third parties, including our third-party managers, continue to adopt AI, which poses new security challenges. The introduction of AI, particularly generative AI, may also result in new or expanded risks and liabilities, including due to enhanced governmental or regulatory scrutiny, litigation, copyright infringement, compliance issues, ethical concerns, security risks relating to private and/or confidential information, as well as other factors that could adversely affect our business, reputation, and financial results."
Darüber hinaus führen wir und Dritte, einschließlich unserer Drittmanager, weiterhin KI ein, was neue Sicherheitsherausforderungen mit sich bringt. Die Einführung von KI, insbesondere generativer KI, kann zudem zu neuen oder erweiterten Risiken und Haftungen führen — unter anderem durch verstärkte behördliche oder regulatorische Kontrolle, Rechtsstreitigkeiten, Urheberrechtsverletzungen, Compliance-Fragen, ethische Bedenken, Sicherheitsrisiken in Bezug auf private und/oder vertrauliche Informationen sowie weitere Faktoren, die sich nachteilig auf unser Geschäft, unseren Ruf und unsere Finanzergebnisse auswirken könnten.
„Further, we and third parties, including our third-party managers, continue to adopt AI, which poses new security challenges. The introduction of AI, particularly generative AI, may also result in new or expanded risks"
Darüber hinaus führen wir und Dritte, einschließlich unserer Drittmanager, weiterhin KI ein, was neue Sicherheitsherausforderungen mit sich bringt. Die Einführung von KI, insbesondere generativer KI, kann zudem zu neuen oder erweiterten Risiken führen
„Search engines (including generative AI search) and peer-to-peer inventory sources also provide online travel services that compete with our hotels."
Auch Suchmaschinen (einschließlich generativer KI-Suche) und Peer-to-Peer-Angebotsquellen bieten Online-Reisedienste an, die mit unseren Hotels konkurrieren.
Filings Reviewed: 10-Q 2026-05-08 · 10-Q 2025-11-07 · 10-Q 2025-08-01 · 10-Q 2025-05-02 · 10-K 2026-02-25 · 10-K 2025-02-26
Rated on July 17, 2026 · How the Rating Is Built
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 0.15 | -17.40 | 1,428 | 7.90 | 7.60 | 331 | 158 |
| 2025: Q1 | 0.36 | -6.50 | 1,594 | 8.40 | 15.60 | 305 | 159 |
| 2025: Q2 | 0.32 | -5.90 | 1,586 | 8.20 | 13.90 | 444 | 292 |
| 2025: Q3 | 0.23 | 99.70 | 1,331 | 0.90 | 12.10 | 218 | 62 |
| 2025: Q4 | 0.19 | 26.30 | 1,603 | 12.30 | 8.40 | 539 | 349 |
| 2026: Q1 | 0.71 | 100.50 | 1,645 | 3.20 | 30.00 | 342 | 220 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Assessment: Opportunities & Risks
The largest publicly traded lodging REIT in the U.S.: 76 luxury and upper-upscale hotels with roughly 41,700 rooms in hard-to-copy locations (Hawaii, Manhattan, California, Florida), continuously modernized, with capital access and scale advantages (annual report 10-K for 2025).
Four consecutive growth years: revenue 2025 up 7.6 percent to $6,114 million, comparable RevPAR up 3.8 percent, Q1 2026 up 4.4 percent with improved margin; management outlook for 2026: RevPAR up 3.0 to 4.5 percent (10-Q as of 03/31/2026).
The 105.7 percent EPS jump in Q1 2026 is, per the quarterly report, "primarily due to gains on the sale of assets" — a $242 million one-off from three hotel sales (≈ $0.35 per share); Adjusted FFO per share grew just 4.7 percent, and analyst consensus sees EPS falling back next year (data as of July 17, 2026).
About 64 percent of hotels (by 2025 revenues) hang on Marriott, 65 percent of hotel revenues on seven markets; a documented series of disasters (Maui wildfires 2023, Florida hurricanes 2022/2024) with Maui impact expected through 2026 — Host employs no hotel staff and does not hold the operating levers itself (10-K for 2025, Item 1A).
$5.1 billion of debt (12/31/2025) against $1,703 million of cash after the sales (03/31/2026), leverage under three times Adjusted EBITDAre, Altman Z around 5.4 — solid; but the 90 percent payout requirement prevents crisis buffers, and the dividend ($0.95 for 2025 incl. special dividend) remains as cyclical as the business.
13 momentum hits, stage-2 trend, RS 82, just about 2 percent below the all-time high — at about 12 times NAREIT FFO and a dividend yield of roughly 3.8 percent (data as of July 17, 2026): no longer a bargain, not a bubble; the seemingly moderate P/E of about 17 is distorted by the gains on sale.
Host Hotels is a disciplined luxury landlord with real but unspectacular growth: 3 to 5 percent RevPAR, about $2 of FFO per share, $0.95 in dividends — the climate. The doubling headline of the first quarter of 2026, by contrast, is a gust made of $242 million in gains on sale that will not repeat. Whoever buys the stock near its all-time high buys a payout vehicle with a Marriott concentration, seven weather regions and leases one night long — at 12 times FFO. Not investment advice.
- HST made the research list via the momentum/stage-2 run of our in-house stock scanner on July 17, 2026 (13 hits, incl. Stan Weinstein stage 2, near 52-week high, EPS acceleration) — not a Reddit hype find.
- Scanner metrics (P/E, Piotroski, Altman Z, fundamental grade) use trailing twelve-month figures; the Q1 2026 gain on sale is baked in and optically lowers the P/E — the REIT-appropriate reading (FFO/AFFO) is in the article.
- Price and valuation figures dated July 17, 2026 (about $25, about $17.5 billion market value); analyses are evergreen, daily prices are not a buy argument.
About the Company
Host Hotels & Resorts, Inc., im Folgenden „wir", „Host Inc." genannt.
| Employees | 162 |
|---|---|
| Headquarters | Bethesda, MD |
| Website | hosthotels.com |
| IPO Date | 6. Apr 1983 |
| Next Earnings | 5. Aug 2026 |
Management
| Name | Title | Birth Year |
|---|---|---|
| James F. Risoleo | President, CEO & Director | 1956 |
| Sourav Ghosh | Executive VP & CFO | 1977 |
| Nathan S. Tyrrell | Executive VP & Chief Investment Officer | 1973 |
| Julie P. Aslaksen J.D. | Executive VP, General Counsel & Secretary | 1975 |
| Michael E. Lentz | Executive Vice President of Development, Design & Construction | 1964 |
| Jaime N. Marcus | Senior Vice President of Investor Relations | – |
| Michael Rock | Senior Vice President of Asset Management | – |
| Deanne Brand | Senior VP of Strategy & Analytics and Treasurer | – |
| Padmanabh Yardi | Senior Vice President of Information Technology | – |
| Raj Contractor | Senior Vice President of Investments | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Chart
Interactive price chart (TradingView).
Data as of: July 20, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.