Host Hotels & Resorts, Inc. (HST) Stock Price & Analysis
Host Hotels & Resorts, Inc. (HST) closed at USD 24.87 on Thursday, October 22, 2026, down 0.88% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 25.09; the Oct 22, 2026 session ranged USD 24.59–25.29 on volume of 9,424,392 shares. Market capitalization is $17.28B, with a 52-week range of USD 15.61–25.71 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:07 UTC.
Also available as compact Markdown for AI agents: nexqual.com/HST.md
Key facts (HST)
- Last four reported quarters (through Jun 30, 2026): revenue $6.22B, net income $1.03B (16.5% margin), free cash flow $1.33B (SEC filings).
- Valuation: P/E 16.8x (avg 17.5x at the last 3 fiscal year-ends).
- Insider open-market sales, last ~7 months: 5 Form 4 filings, $4.5M; 4 not under a Rule 10b5-1 plan ($4.4M); 1 by opportunistic insiders (0 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.33 on a 1–5 scale) (21 analysts), mean target USD 25.64 (range 23–29).
- Total return with dividends: 1Y +61.4% vs S&P 500 +14.9%; 5Y +88.6% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 0.09, revenue estimate $1.36B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (HST)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.89B | $4.91B | $5.31B | $5.68B | $6.11B | $6.22B |
| Operating income | -$250M | $775M | $827M | $875M | $855M | $905M |
| Net income | -$11.0M | $633M | $740M | $697M | $765M | $1.03B |
| EPS (diluted) | -$0.02 | $0.88 | $1.04 | $0.99 | $1.10 | — |
| Free cash flow | -$1.0M | $1.11B | $1.25B | $1.24B | $1.23B | $1.33B |
| Operating margin | -8.7% | 15.8% | 15.6% | 15.4% | 14.0% | 14.6% |
| Net margin | -0.4% | 12.9% | 13.9% | 12.3% | 12.5% | 16.5% |
| Revenue growth | +78.4% | +69.8% | +8.2% | +7.0% | +7.6% | — |
| Cash + short-term investments | $807M | $667M | $1.14B | $554M | $768M | — |
| Total debt | $436M | $758M | $746M | $896M | $1.27B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (HST)
P/E 16.8x · P/S 2.8x · P/FCF 13.0x · P/B 2.7x · FCF yield 7.70% · Earnings yield 5.94% · Dividend yield (paid, TTM) 3.77% · Buyback yield (TTM) 0.43%
P/E at fiscal year-ends: Dec 2025 16.1x, Dec 2024 17.7x, Dec 2023 18.8x.
Insider sales (SEC Form 4, open-market, last ~7 months) (HST)
1 of 5 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-21 | Lentz Michael E | EVP, Development, D&C | 56,757 | $1.3M | 17.1% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-19 | Tyrrell Nathan S | EVP, Ch. Investment Officer | 63,882 | $1.5M | 9.4% | No | Too little history (no open-market trades in 2024) |
| 2026-05-26 | Tyrrell Nathan S | EVP, Ch. Investment Officer | 15,569 | $358K | 2.2% | No | Too little history (no open-market trades in 2024) |
| 2026-05-26 | Rakowich Walter C | Director | 3,408 | $78K | 4.3% | Yes (adopted August 26, 2024) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-05-08 | Tyrrell Nathan S | EVP, Ch. Investment Officer | 58,579 | $1.3M | 7.7% | No | Too little history (no open-market trades in 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (HST)
Consensus Buy (mean 2.33 on a 1–5 scale), 21 analysts; mean target USD 25.64 (low 23, high 29).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | Barclays | Target raised | Equal-Weight | $24 → $25 |
| 2026-10-12 | Morgan Stanley | Target raised | Equal-Weight | $22 → $24 |
| 2026-09-10 | Truist Securities | Target raised | Buy | $24 → $27 |
| 2026-08-11 | Cantor Fitzgerald | Target raised | Neutral | $23 → $24 |
| 2026-07-28 | Evercore ISI Group | Target raised | In-Line | $24 → $25 |
| 2026-07-23 | Wells Fargo | Target raised | Overweight | $25 → $26 |
| 2026-07-21 | JP Morgan | Target raised | Neutral | $22 → $25 |
| 2026-07-21 | Barclays | Target raised | Equal-Weight | $23 → $24 |
Total return (dividends reinvested) (HST)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +61.4% | +88.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +61.7% | +13.5% |
| Volatility (annualized) | 24.7% | 29.3% |
| Max drawdown | -15.3% (Jul 2026→Sep 2026) | -33.2% (Feb 2024→Mar 2025) |
HST revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Hotel | $1.59B | 96.8% | +0.1% |
| — Rooms (part of Hotel) | $954.0M | 58.2% | +0.5% |
| — Food and beverage (part of Hotel) | $484.0M | 29.5% | +1.3% |
| — Other (part of Hotel) | $149.0M | 9.1% | -6.3% |
| Condominium sales | $53.0M | 3.2% | — |
| Total revenue | $1.64B | 100% | — |
HST revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Domestic | $1.61B | 98.2% | +3.4% |
| Canada | $22.0M | 1.3% | +0.0% |
| Brazil | $8.0M | 0.5% | +14.3% |
| Total revenue | $1.64B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
HST suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | MARRIOTT VACATIONS WORLDWIDE Corp (VAC) | “We own a 67% interest in a joint venture with an affiliate of HV Global Group, a subsidiary of Marriott Vacations Worldwide Corporation, that owns a 131-unit vacation ownership development in Maui, Hawaii adjacent to our Hyatt Regency Maui Resort & Spa.” |
| Partner | Noble Investment Group | “We have made investments in joint ventures, such as our 2022 joint venture with Noble Investment Group, LLC, and are exploring further investment or development opportunities.” |
| Partner | Walt Disney (DIS) | “In addition, subsequent to year end, we sold the Four Seasons Resort Orlando at Walt Disney World® Resort and the Four Seasons Resort and Residences Jackson Hole to BDT & MSD Partners for a sales price of $1.1 billion.” |
Quoted from the company's 10-K filed Feb 25, 2026.
HST company outlook (results filed Aug 5, 2026)
- “As a result, we are increasing our 2026 comparable hotel Total RevPAR and RevPAR growth guidance ranges to 4.75% to 5”
Quoted word-for-word from the SEC 8-K results press release.
HST analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.09 | $0.08 | +13.1% | $1.36B | 5 |
| Next quarter (ends Dec 2026) | $0.22 | $0.23 | -4.8% | $1.51B | 5 |
| Current fiscal year (ends Dec 2026) | $1.38 | $1.36 | +1.3% | $6.16B | 5 |
| Next fiscal year (ends Dec 2027) | $1.05 | $1.02 | +3.1% | $6.17B | 6 |
HST options: expected move
Options price a move of about ±6.9% (±$1.73) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±3.4% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 30.7% | ±6.9% |
| Dec 18, 2026 | 56 | 31.1% | ±9.9% |
| Jan 15, 2027 | 84 | 29.0% | ±11.5% |
| Apr 16, 2027 | 175 | 34.5% | ±19.0% |
30-day implied volatility 28.3% vs 19.4% realized over the last 30 trading days. Put/call ratio (volume) 5.63. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:07 UTC)
| Price | USD 24.87 |
|---|---|
| Change | ▼ 0.88% (down) |
| Previous Close | USD 25.09 |
| Open | USD 25.01 |
| Day Range | USD 24.59 – 25.29 |
| 52-Week Range | USD 15.61 – 25.71 |
| Volume | 9,424,392 shares |
| Market Cap | $17.28B |
| Exchange | NMS |
Technical Analysis (HST)
Nexqual's technical model rates HST "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 10:07 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 75.93 (overbought) |
| vs SMA50 | Above (USD 22.68) |
| MACD | 0.59 (positive) |
Analyst Ratings (HST)
Wall Street analysts rate HST "Buy" based on 21 analysts, with a mean price target of USD 25.64 (range USD 23–29), per Nexqual as of October 23, 2026 at 10:07 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 21 |
| Mean Target | USD 25.64 |
| High Target | USD 29 |
| Low Target | USD 23 |
| Buy / Hold / Sell | 13 / 8 / 0 |
Earnings (HST)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.09 |
| Revenue Estimate | $1.36B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.35 vs est 0.34 ▲ beat |
| 2026-03-31 | USD 0.72 vs est 0.33 ▲ beat |
| 2025-12-31 | USD 0.2 vs est 0.19 ▲ beat |
| 2025-09-30 | USD 0.23 vs est 0.04 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:07 UTC.
Financials & Fundamentals (HST)
| Total Revenue | $6.23B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +3.60% |
| Gross Margin | +29.20% |
| Operating Margin | +18.21% |
| Profit Margin | +16.47% |
| ROE | +15.56% |
| Debt / Equity | 0.85 |
| Current Ratio | 1.67 |
| Total Cash | $1.95B |
| Total Debt | $5.65B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $1.33B (21.4% of revenue) |
Source: Nexqual, October 23, 2026 at 10:07 UTC.
Financial Health Score (HST)
Nexqual rates Host Hotels & Resorts, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 10:07 UTC.
| Growth | Solid — Revenue +8% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 29%, operating 18% (last 12 months) |
| Balance Sheet | Mixed — $768M cash and investments vs $1.27B debt (Dec 2025, SEC) |
| Cash Flow | Strong — FCF $1.33B (last 4 quarters to Jun 2026, SEC), 21% margin |
| Efficiency | Solid — ROE 16%, ROA 4.3% |
Ownership (HST)
| Insider Ownership | +1.47% |
|---|---|
| Institutional Ownership | +105.86% |
| Shares Outstanding | 685.12M |
| Float | 674.22M |
| Short % of Float | +8.05% |
Source: Nexqual, October 23, 2026 at 10:07 UTC.
Leadership (HST)
Host Hotels & Resorts, Inc. is led by James F. Risoleo, President, CEO & Director, per Nexqual as of October 23, 2026 at 10:07 UTC.
| President, CEO & Director | James F. Risoleo |
|---|---|
| Executive VP & CFO | Sourav Ghosh |
| Executive Vice President of Development, Design & Construction | Michael E. Lentz |
| Senior Vice President of Investor Relations | Jaime N. Marcus |
| Senior Vice President of Asset Management | Michael Rock |
Major Backers & Investors (HST)
Notable institutional backers of Host Hotels & Resorts, Inc. include Cohen & Steers Inc., JPMorgan, AQR Capital Management, LLC, according to Nexqual as of October 23, 2026 at 10:07 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Cohen & Steers Inc. | 6.36% |
| JPMorgan | 2.53% |
| AQR Capital Management, LLC | 1.89% |
| Invesco | 1.89% |
| Arrowstreet Capital, Limited Partnership | 1.82% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 14.73% |
| BlackRock | 12.54% |
| State Street | 5.95% |
| Geode Capital | 3.06% |
Source: Nexqual, October 23, 2026 at 10:07 UTC.
From Host Hotels & Resorts, Inc.'s Latest SEC 10-K Filing (filed 2026-02-25)
Key Strengths & Strategy (as disclosed to the SEC)
- Target markets with diverse demand generators, high barriers to entry, favorable supply and demand dynamics and attractive long-term projected RevPAR growth; •Strong scale and integrated platform - Utilize our scale to create value through enterprise analytics, asset management and capital investment initiatives, while aiding external growth by leveraging scale as a competitive advantage to acquire assets befitting our strategy.
- We are the largest publicly traded lodging REIT, with a geographically diverse portfolio of luxury and upper-upscale hotels.
- Allocate and recycle capital to seek returns that exceed our cost of capital and actively return capital to stockholders; •Investment grade balance sheet - Maintain a strong and flexible capital structure that allows us to execute our strategy throughout all phases of the lodging cycle; and •Employer of choice and responsible corporate citizen - Align our organizational structure with our business objectives to be an employer of choice and a responsible corporate citizen.
- Our goal is to maintain a flexible capital structure that allows us to execute our strategy throughout the lodging cycle.
Partnerships
- Many of our hotels managed by independent managers are affiliated with the Marriott or Hilton brand through the use of a license or franchise agreement.
- We have a 25% interest in a joint venture with RECO Hotels JV Private Limited, an affiliate of the Government of Singapore Investment Corporation Pte Ltd.
Legal & Regulatory Risks (Item 1A, quoted)
- We may be deemed to be a joint employer with our third-party hotel managers under certain new laws, rules and regulations.
- Our hotels have an ongoing need for renovations and potentially significant capital expenditures in order to remain competitive in the marketplace, to maintain brand standards or to comply with applicable laws or regulations. The timing and costs of such renovations or improvements may result in reduced operating performance during construction and may not improve the return on these investments.
- Compliance with the Americans with Disabilities Act and other government regulations can be costly.
- Litigation judgments or settlements could have a significant adverse effect on our financial condition.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| RHP | Ryman Hospitality Properties, I | USD 131.26 | ▲ 0.74% |
| APLE | Apple Hospitality REIT, Inc. | USD 18.16 | ▲ 0.06% |
| PK | Park Hotels & Resorts Inc. | USD 16.66 | ▼ 1.94% |
| DRH | Diamondrock Hospitality Company | USD 13.89 | ▼ 0.39% |
| PEB | Pebblebrook Hotel Trust | USD 20.67 | ▼ 2.04% |
| SHO | Sunstone Hotel Investors, Inc. | USD 12.6 | ▼ 0.08% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:07 UTC. This page is informational and not investment advice.
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