Host Hotels & Resorts, Inc. (HST)

In the past six months, Host Hotels & Resorts' stock has experienced various movements and events. On April 30, 2025, the company reported its first-quarter 2025 results, showing comparable hotel RevPAR growth of 7.0% over the first quarter of 2024, driven by higher rates, improving leisure transient trends in Maui, and strong group demand. The company maintained its 2025 comparable hotel RevPAR growth guidance range of 0.5% to 2.5% over 2024, and announced a quarterly dividend of $0.20 per share, payable on October 15, 2025. Analyst ratings in this period have generally been "Moderate Buy" or "Hold," with an average price target of $17.88. As of October 3, 2025, the stock's share price had quietly edged higher over the last year, with a 12-month total shareholder return just above 4%. The stock's price as of September 24, 2025, was $17.36, representing a decline of 7.04% over the past year from $18.68 on September 24, 2024.

Demand for Host Hotels & Resorts' products and services is cyclical and sensitive to economic conditions, tourism trends, and seasonality. The company has observed improving leisure transient trends and strong group demand, which have aided occupancy and Revenue Per Available Room (RevPAR) growth. Host Hotels & Resorts anticipates mid-single digit RevPAR growth in the first quarter, with lower single-digit growth for the remaining three quarters of 2025. The ongoing rebound in leisure and experiential travel is driving outsized transient demand at its luxury and upper-upscale resorts, particularly in destinations like Maui and Miami.

Host Hotels & Resorts, Inc. (HST) is a real estate investment trust (REIT) that specializes in owning and managing luxury and upper-upscale hotels, operating within the Real Estate sector, specifically in the Hotel and Resort REITs industry. The company generates revenue through hotel operations, leasing properties to hotel operators, and earning income from room bookings, food and beverage sales, and event hosting. Its portfolio includes high-end hotel properties diversified across major brands and independent brands, and the company engages in strategic development and redevelopment projects.

Host Hotels & Resorts has a geographically diverse portfolio, primarily in the United States. As of December 31, 2024, the company owned 81 upscale hotels, totaling approximately 43,400 rooms, across the United States, Brazil, and Canada; as of February 2025, 76 hotels were in the US and five in Brazil and Canada. The company's properties are strategically located in key urban and resort destinations, including central business districts of major cities, and areas with proximity to airports and conference facilities. Host Hotels & Resorts has also previously held non-controlling interests in joint ventures owning hotels in Europe and Asia.

Host Hotels & Resorts emphasizes its "SIZE, SCALE AND REPUTATION" and maintains a "quality over quantity approach" by focusing on purchasing and managing hotels with high brand loyalty. In August 2025, Host Hotels & Resorts published its 2025 Corporate Responsibility Report, which likely contributes positively to its brand image and stakeholder perception. There is no specific information detailing negative events that have significantly impacted Host Hotels & Resorts' brand reputation in the past year.

Host Hotels & Resorts, Inc. has a diverse ownership structure, with approximately 88.98% of the company's stock owned by institutional investors, 0.66% held by insiders, and 10.36% accounted for by public companies and individual investors. Major institutional shareholders include Vanguard Group Inc., Cohen & Steers, Inc., BlackRock, Inc., State Street Corp, JPMorgan Chase & Co, Norges Bank, Geode Capital Management, Llc, and Invesco Ltd., with Vanguard Group Inc. owning the most shares.