Host Hotels & Resorts, Inc. (HST)

In the past six months, Host Hotels & Resorts' stock has been impacted by several key events. The company reported its Q3 2025 earnings, beating consensus estimates, which led to an upgrade in comparable hotel RevPAR growth guidance. Moody's improved the company's credit rating to Baa2. Analyst ratings have seen adjustments, with Truist Financial and Compass Point upgrading Host Hotels & Resorts. Insider trading activity included EVP Nathan S. Tyrrell selling shares. The stock's closing price on December 31, 2025, was down 3.06% from the previous day, but it was up 1.03% over the past 30 days and 1.20% over the past 12 months as of that date. As of January 6, 2026, the share price was $18.26, representing a 7.10% increase over the price on January 7, 2025.

The demand for Host Hotels & Resorts' products and services is sensitive to economic conditions. Hotels have a high beta, and their occupancy and rates quickly reflect changes in the economy. While there isn't a strong seasonal trend observed historically for occupancy rates, Q4 numbers are generally expected to be sequentially better. Consumer bifurcation favors upper-upscale and luxury properties, with resort properties showing strong RevPAR growth. Leisure transient demand, particularly at resorts, has shown pickup and rate growth. Factors like wage growth and macroeconomic uncertainty can create margin pressures. The company's guidance for 2025 assumed a continued recovery in Maui and steady demand trends in Q4, with no improvement in the international demand imbalance.

Host Hotels & Resorts, Inc. (HST) is a real estate investment trust (REIT) that specializes in owning and managing luxury and upper-upscale hotels. It operates within the Real Estate sector, specifically in the Hotel and Resort REITs industry. Host Hotels & Resorts is the largest lodging REIT and one of the largest owners of such properties, with a portfolio primarily consisting of hotel ownership under premium brand names. The company also holds non-controlling interests in various domestic and international joint ventures.

As of December 31, 2024, Host Hotels & Resorts owned 81 upscale hotels, totaling approximately 43,400 rooms, across the United States, Brazil, and Canada. Its properties are located in the U.S., Brazil, Canada, and Mexico. The company's portfolio spans 76 properties in the United States and five internationally, totaling approximately 43,400 rooms, and it also holds non-controlling interests in seven domestic and one international joint ventures.

Host Hotels & Resorts has demonstrated a strong commitment to corporate responsibility, which positively impacts its brand reputation. The company published its 2025 Corporate Responsibility Report, highlighting progress towards its 2030 environmental and social targets. Key achievements include securing sustainable financing, implementing sustainability projects, and maintaining LEED-certified properties. Additionally, the company has invested in hurricane-resistant infrastructure, supported charities, and maintained a high employee engagement rate with investment in workforce development. No specific negative events affecting Host Hotels & Resorts' reputation in the past year were found.

Host Hotels & Resorts, Inc. has a diverse ownership structure. Institutional investors hold a significant portion of the company's stock. Major institutional owners include Vanguard Group Inc., Cohen & Steers, Inc., BlackRock, Inc., State Street Corp, Jpmorgan Chase & Co, Invesco Ltd., and Geode Capital Management, Llc. Vanguard Group Inc. held 107,744,837 shares as of September 30, 2025. Overall, institutional ownership is approximately 99.37% according to one source, and around 63.68% or 30.70% according to others, with insiders owning about 0.65% and public companies and individual investors holding the remainder.