Host Hotels & Resorts, Inc. (HST)

Host Hotels & Resorts' stock has experienced volatility in the past six months. As of June 27, 2025, the stock price was $15.76, representing a decline of 12.35% over the past year. Over the past three months, HST stock gained 7.4%, outperforming the Nuveen Short-Term REIT ETF. However, on a year-to-date basis, HST stock has plunged 10% and 14% over the past 52 weeks. Q1 2025 earnings release saw stock prices gain 2.9% after reporting comparable hotel RevPAR growth of 7.0%. The company reported a 3.3% comparable hotel Total RevPAR growth over Q4 2023 and 2.1% for the full year 2024. Host Hotels & Resorts announced a special dividend on common stock and a regular quarterly cash dividend. The company declared a $0.20 quarterly dividend with a 5.1% yield and filed for a $2 billion debt offering. JPMorgan initiated coverage with a neutral rating, while Stifel analysts maintained a Buy rating on the stock.

The demand for Host Hotels & Resorts' products and services is influenced by seasonality in the hospitality industry. General trends indicate that the population prioritizes travel experiences, with leisure and family travel contributing significantly to demand. Thanksgiving and festive seasons saw strong RevPAR growth, while Q1 2025 showed improvements led by group banquet and catering business. The company anticipates mid-single-digit RevPAR growth in Q1 2025 and low single-digit growth for the remaining quarters. Strong group demand and improving leisure transient trends have been noted, while weak transient demand in major US cities has presented headwinds. The company's portfolio is split between urban and resort markets, each experiencing different demand patterns.

Host Hotels & Resorts, Inc. is an American real estate investment trust (REIT) that specializes in investing in and owning luxury and upper-upscale hotels. As an S&P 500 company, it is recognized as the largest lodging REIT in the United States. The company operates within the real estate sector, specifically in the REIT – Hotel & Motel industry. Host Hotels & Resorts owns properties and conducts operations through Host Hotels & Resorts LP. The company's portfolio primarily consists of full-service hotels that cater to transient, group, and contract business segments. These hotels operate under well-known premium brands.

Host Hotels & Resorts has an expansive geographic footprint, with 76 properties in the United States and five internationally, totaling approximately 43,400 rooms as of March 2025. As of December 31, 2023, the company owned 77 upscale hotels with approximately 42,000 rooms across the United States, Brazil, and Canada. As of February 2025, the portfolio comprised 81 luxury hotels, with 76 in the U.S. and five in Brazil and Canada, and it also indirectly owns hotels in India through a joint venture. The company's properties are predominantly located in urban and resort markets, with 62% in urban markets and 38% in resort markets. Host also holds non-controlling interests in seven domestic and one international joint ventures.

Host Hotels & Resorts maintains a strong brand reputation as the largest lodging REIT and one of the largest owners of luxury and upper-upscale hotels. Its portfolio includes properties operating under highly recognized premium brands. Hurricane impacts in Florida in 2024 affected multiple properties, including The Don CeSar, which experienced significant damage. The recovery in Maui has been a factor in the company's performance, with leisure transient demand improving. Host Hotels & Resorts has been actively acquiring properties, enhancing its reputation and market position.

Host Hotels & Resorts is primarily owned by institutional shareholders, who hold approximately 98.81% to 101.78% of the company's stock. Insiders own about 1.19% to 1.23%, and retail investors hold a smaller percentage, around 0.00% to 13.81%. The largest institutional owners include Vanguard Group Inc., BlackRock, Inc., Cohen & Steers Inc., State Street Corp, and JPMorgan Chase & Co.