Host Hotels & Resorts, Inc. (HST) AI Stock Analysis

Host Hotels & Resorts, Inc. is a prominent lodging real estate investment trust (REIT) and a major owner of luxury and upper-upscale hotels. Its portfolio features 74 properties across the United States and five internationally, representing approximately 46,100 rooms. The company also holds non-controlling interests in six domestic and one international joint venture. Host Hotels & Resorts partners with established hospitality brands including Marriott, Ritz-Carlton, Westin, Sheraton, W, St. Regis, The Luxury Collection, Hyatt, Fairmont, Hilton, Swissôtel, ibis, and Novotel, in addition to several independent brands, serving both leisure and business travelers globally.

Between FY2021 and FY2025, annual revenue expanded from $2.89B to $6.11B, registering a 5-year revenue CAGR of 30.4%. Net income rose from -$11.0M in FY2021 to $765.0M in FY2025, with EPS climbing from $0.09 to $1.53. In FY2025, revenue increased 7.6%, while gross margin was 2.6% and operating margin stood at 13.6%. For the trailing twelve months ended June 30, 2026, revenue totaled $6.23B with a net profit margin of 16.5% and EPS of $1.48. In the quarter ended June 30, 2026, revenue increased 3.6% year-over-year and quarterly earnings grew 8.4%.

As of June 30, 2026, Host Hotels & Resorts held $1.95B in cash and short-term investments against $5.64B in total debt, resulting in net debt of $3.69B. Shareholders' equity was $6.39B, with total assets of $13.25B. The company closed the period with a current ratio of 2.77 and a debt-to-equity ratio of 0.88. In FY2025, operating cash flow reached $1.50B and free cash flow was $858.0M. Capital allocation in FY2025 included $644.0M in capital expenditures, $623.0M in dividends paid, and $205.0M directed toward share buybacks.

HST trades at a trailing P/E of 16.2x and a forward P/E of 22.2x, below the median of its S&P 500 Real Estate peers of 30.6x and 30.4x, respectively. Its enterprise value of $18.87B corresponds to an EV/EBITDA of 8.9x, compared to 17.6x for the peer group median. Price-to-sales stands at 2.7x, relative to the peer median of 7.1x. Over the past 12 months, HST gained 59.8%, outperforming the S&P 500 return of 16.8%, and over five years it matched the benchmark with an 83.0% return.

Host Hotels & Resorts pays a quarterly dividend with an annualized forward rate of $0.80 per share, delivering a dividend yield of 3.34%. Its payout ratio is 75.6%, and the company has paid dividends for 5 consecutive years. Over the past five years, the dividend grew at an annualized rate of 36.6%. The most recent ex-dividend date was September 30, 2026.

Wall Street analyst ratings comprise 11 Strong Buys, 1 Buy, and 9 Holds, with 0 Sell or Strong Sell recommendations. The mean price target is $25.54, implying an upside of 6.6% above the last close of $23.97. For FY2026, analysts estimate EPS of $1.37 on revenue of $6.16B. For FY2027, 6 analysts forecast EPS of $1.05 and revenue of $6.17B. The company beat EPS estimates in all 4 of the last four quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of Host Hotels & Resorts, Inc. (HST). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: HST income statement, HST balance sheet, HST key metrics, HST analyst forecast, HST chart. See the HST stock overview for the latest quote and news.