Host Hotels & Resorts
NASDAQ: HST
Stock price
23 USD
(+0%) TODAY
Financial Performance
5Y price score: 59
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 65.3%
US$ Per
Share
By default your notes are visible only to you.
15.6
52-week range
25.7
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
6.3 %
Dividend Yield TTM
7.3 %
Market cap $
$ 15,752
Price / Earnings TTM
15.6
Price / Book TTM
2.5
PEG TTM
2.5
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
41.7 %
63.1 %
65.3 %
Free cash flow per share growth
30.8 %
208.3 %
86.6 %
Earnings per share growth
6.3 %
204.8 %
48.6 %
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Aug 6, 2026)
1) Strong Financial Performance - Adjusted EBITDAre reached $525 million, up 5.8% YoY. - Adjusted FFO per share increased by 8.6% to 63¢. - Comparable hotel RevPAR improved 7% YoY, with total RevPAR up 5.9%. - The World Cup contributed approximately 160 basis points to RevPAR growth in Q2.
2) Operational Highlights and Business Mix - Transient revenue rose 7%, the strongest growth in 7 quarters, driven by higher rates and stable demand. - Group room revenue increased 7%, with 3.8 million definite group room nights booked for 2026. - Food and beverage revenue grew 6%, reflecting strong demand from affluent consumers. - Maui properties are expected to contribute approximately $120 million in EBITDA for 2026.
3) Capital Allocation and Strategic Initiatives - Completed the sale of Sheraton Parsippany for $12 million, part of a strategy to divest lower growth assets. - Paid a quarterly dividend of $0.20 and a special dividend of $0.72, totaling $500 million in distributions from asset sales. - Continued execution of transformational capital programs, with Hyatt renovations nearly 90% complete and Marriott renovations at 37%.
4) Guidance and Market Outlook - Raised full-year 2026 comparable hotel total RevPAR guidance to 4.75% - 5.25% growth over 2025. - Expect stable business transient demand and modest improvements in group booking trends. - Anticipate comparable hotel EBITDA margins to improve by 40-50 basis points YoY. - July RevPAR expected to increase approximately 10% YoY, with strong holiday revenue pacing.
5) Challenges and Future Considerations - The impact of higher incentive management fees (IMF) on flow-through to EBITDA was noted, with expectations for normalization in the second half. - The company is monitoring potential pushback on rates as the second half approaches, although strong demand trends are expected to continue. - Further details on group pricing and stabilization in Maui were not fully addressed, leaving some uncertainty in future performance metrics.
Bottom line: Host Hotels and Resorts demonstrated robust financial growth in Q2 2026, driven by strong demand across various segments and strategic capital allocation. The company is well-positioned for continued performance improvement, although it faces challenges related to rate normalization and management fees. Shareholders can expect ongoing value creation through disciplined investments and returns.
Annual Reports, Presentations And IR Contacts
Go to the websiteHost Hotels & Resorts — Financial Overview, Stock Price, Market Cap
Host Hotels & Resorts is a company. Founded in 1993. As of August 26, 2026, the company's market capitalization is $15752217000 with a current stock price of $23.00.
