Host Hotels & Resorts, Inc. (HST)

Host Hotels & Resorts, Inc. (HST) stock experienced a decline of 6.19% over the last six months and 8.14% year-to-date as of July 22, 2025, but gained 10.3% in the quarter-to-date period. In Q4 2024, comparable hotel Total RevPAR increased by 3.3% and comparable hotel RevPAR increased 3.0%. Full-year 2024 comparable hotel Total RevPAR increased 2.1% and comparable hotel RevPAR increased 0.9%. GAAP net income for full-year 2024 was $707 million, a 6.0% decrease compared to 2023, while Adjusted EBITDAre for 2024 was $1,656 million, a 1.7% increase over 2023. In Q1 2025, comparable hotel RevPAR grew by 7.0% and comparable hotel Total RevPAR increased 5.8%. Net income for Q1 2025 was $251 million, and Adjusted EBITDAre was $514 million, up 5.1% year-over-year. The company declared a quarterly cash dividend of $0.20 per share and analyst ratings have varied, with changes from JP Morgan, Jefferies, Morgan Stanley, and Compass Point. Natural disasters, such as the Maui wildfires and hurricanes in Florida, impacted results.

Host Hotels & Resorts, Inc. operates within the hospitality sector, which has a cyclical business model influenced by global travel and tourism trends. Demand exhibits seasonality, influenced by group business and transient travelers. External factors, such as the Maui wildfires and hurricanes in Florida, have negatively affected RevPAR and operating profit margins. The U.S. hotel market has shown recovery in tourism demand, with growth in revenue per room driven by increases in both occupancy and average revenue per room, particularly in luxury, upper premium, and premium classes. The company anticipates mid-single digit RevPAR growth in Q1 2025, with low single-digit growth for the remaining three quarters.

Host Hotels & Resorts, Inc. is a real estate investment trust (REIT) specializing in luxury and upper-upscale hotels, operating within the Real Estate sector, specifically in the REIT – Hotel & Motel industry. The company generates revenue through the ownership and operation of high-end hotel properties, providing accommodation through brands such as Marriott, Hyatt, Hilton, and others. Revenue streams include rooms, food and beverage, ancillary services, and rental income.

As of February 2025, Host Hotels & Resorts, Inc. owned 81 luxury hotels, with 76 in the United States and five internationally in Brazil and Canada, totaling approximately 43,400 rooms. The company also holds non-controlling interests in seven domestic and one international joint ventures, including minority interests in hotels in India. Its properties are strategically located in key urban and resort markets, including major gateway cities and the Sunbelt region in the U.S.

Host Hotels & Resorts, Inc. maintains a strong brand reputation as the largest lodging REIT and an S&P 500 company, focusing on luxury and upper-upscale properties. The company has received consistent recognition for its corporate responsibility and sustainability efforts, including LEED® certification for 21 properties, recognition in the Dow Jones Best-in-Class World and North America Indices, and leadership level in CDP Climate Change. Natural disasters have impacted operations, but proactive asset management and successful insurance settlements demonstrate resilience.

Host Hotels & Resorts, Inc. has a diverse ownership structure, with approximately 28.93% of the company's stock owned by Institutional Investors, 0.65% by Insiders, and 34.00% by Public Companies and Individual Investors. As of July 22, 2025, there are 1314 institutional owners holding a total of 830,855,414 shares. The largest individual shareholder is Vanguard Group Inc, owning 111.38M shares, representing 16.06% of the company. Richard E. Marriott serves as the Chairman of the Board, and James F. Risoleo is the President and CEO.