HST

In the past six months, Host Hotels & Resorts' stock increased by 23%, outperforming the industry's 5.7% rise, and by 31.52% over the last 12 months. Key events include strong Q1 2026 earnings with 7.0% comparable hotel RevPAR growth driven by higher rates, improved leisure transient trends in Maui, and strong group demand. Q2 2026 earnings showed robust financial performance with adjusted EBITDA RE up 5.8% to $525 million and adjusted FFO per share up 8.6% to $0.63, with comparable RevPAR increasing by 7% due to luxury resort demand, Maui recovery, and World Cup-related rate strength, leading management to raise its full-year 2026 RevPAR growth guidance to 4.75%-5.25%. The company also announced its third-quarter 2026 dividend on September 15, 2026. Insider selling activity totaled $5.8 million over the last twelve months and $2.8 million in the last 90 days. Broader market trends, including elevated Treasury yields and Federal Reserve tightening risks, have pressured rate-sensitive REITs, though solid hotel fundamentals have supported lodging REIT sentiment.