Host Hotels & Resorts, Inc. (HST)

Over the past six months, Host Hotels & Resorts' stock has experienced fluctuations, with a share price of $16.49 as of October 20, 2025, reflecting a 6.47% decline from October 21, 2024. The company advised holders to reject a mini-tender offer from MacKenzie Capital Management, LP, announced its third-quarter dividend, and scheduled its third-quarter 2025 earnings call for November 6, 2025. An analysis from June 17, 2025, noted short-term revenue pressures but highlighted promising property acquisitions and aggressive share buybacks, along with diminishing competition from Airbnb and a cooling international tariff environment. The stock's performance showed a -1.55% change as of October 26, 2025.

Demand for Host Hotels & Resorts' products and services is subject to seasonality, influenced by travel demand, economic cycles, and the nature of its urban and resort destinations. Demand is typically higher during peak leisure and business travel periods, such as holidays, summer months, and major conferences or events, and may soften during off-peak seasons or economic downturns. Localized events like natural disasters can also significantly affect demand in specific regions.

Host Hotels & Resorts, Inc. is a publicly owned real estate investment trust (REIT) focused on owning and operating luxury and upper-upscale hotel properties. The company operates within the Financial sector, specifically in the Hotel/Lodging REIT industry, acquiring, redeveloping, and managing high-quality hotels under renowned brands like Marriott and Four Seasons in key urban and resort locations.

The company's portfolio includes 80 hotels with 42,900 rooms across 21 top U.S. markets, with operations extending to Brazil and Canada. Recent acquisitions have expanded its presence into new markets, including properties like the New York Marriott Marquis, 1 Hotel Nashville, Embassy Suites by Hilton Nashville Downtown, 1 Hotel Central Park, and The Ritz-Carlton O'ahu, Turtle Bay.

Host Hotels & Resorts has maintained a strong brand reputation, particularly in sustainability, and is recognized as a global industry leader. The validation of its updated 2030 Climate Target and an "Advanced" NZ-2 rating in Moody's Net Zero Assessment contributed to its positive image. The company actively engages in community initiatives, with employees participating in events with the C&O Canal Trust and the Greater DC Diaper Bank, and supporting local animal welfare, underscoring its commitment to corporate responsibility.

Host Hotels & Resorts (HST) has a mixed ownership structure, with institutional investors holding approximately 63.43% of the stock, individual insiders owning about 0.66%, and public companies and individual investors accounting for 35.91%. 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. As of June 30, 2025, Vanguard Group Inc. held over 110 million shares, Cohen & Steers, Inc. held over 79 million shares, and BlackRock, Inc. held nearly 70 million shares.