HOST HOTELS & RESORTS, INC.(HST)Stock Analysis
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Rank #221 of 2,879 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
HST Stock Analysis & AI Quality Score
AI stock analysis and institutional research for HOST HOTELS & RESORTS, INC. (HST), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores HST at 72.6/100 on a 32-signal composite quality model, placing it at rank #221 of 2,879 stocks — the top 10% of the AI-ranked universe. HST scores in the top quartile across profitability (86.2), balance sheet strength (83.4), revenue scale (81.2). Areas of concern include institutional flow (17.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), HOST HOTELS & RESORTS, INC. reports quarterly revenue of $1.6B, net income of $494.0M, free cash flow of $342.0M. Top institutional holders of HST by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. HST trades on the Nasdaq exchange and files with the SEC under CIK 1070750. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HST daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HOST HOTELS & RESORTS, INC. directly from SEC EDGAR. HOST HOTELS & RESORTS, INC.'s 13F Pro composite quality score has ranged between 8 and 78 since 2021, currently 72.6 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving HST's Business? Latest 10-Q Breakdown
✓ 28/28 datapoints verifiedAI-extracted from HOST HOTELS & RESORTS, INC.'s 10-Q filed 2026-05-08 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Host Hotels swung to $501M net income in Q1 2026 on $242M gains from asset sales, with comparable hotel RevPAR growing 4.4% YoY driven by leisure transient strength.
Biggest Revenue Drivers
Total revenue: $1,645M+3.2% YoY
Comparable hotel rooms increased 4.5%, driven by 3.9% average room rate growth from leisure transient demand and group business, offset by portfolio dispositions.
Comparable hotel F&B increased 4.9%, driven by outlet revenue growth from ROI projects and strong banquet/AV revenues from group business.
Comparable hotel other revenues increased 5.7%, primarily from growth in golf, spa and ancillary revenues.
Revenue from sale of four condominium units adjacent to Four Seasons Resort Orlando at Walt Disney World Resort.
Largest Expense Items
Comparable hotels increased 2.9%, driven by overall wage rate increases.
Comparable hotels increased 3.7%, but F&B costs as percentage of revenues declined ~1% YoY due to productivity improvements.
Comparable hotels increased 5.9%, primarily from higher wage expense.
Decline driven by property dispositions and lower asset base from sales.
Margins: Operating profit margin improved 150 basis points to 19.4%, primarily from operational improvements. Comparable hotel EBITDA margin expanded 70 basis points to 32.7% as rate increases offset 4.5% wage inflation.
Watch Items from the Filing
- Portfolio concentration: Marriott International manages significant percentage of portfolio; transformational capital program at four Marriott properties with $300M-$350M expected spend through 2029 creates execution risk.
- Significant asset sales completed: $1.1B sale of Four Seasons Orlando and Jackson Hole in February 2026, plus St. Regis Houston for $51M, generating $242M gain; proceeds being distributed as $0.72 special dividend.
- Hurricane damage recovery ongoing: Don CeSar estimated $64M property and remediation costs from Hurricanes Helene/Milton; $81M insurance proceeds received through Q1 2026 with $14M receivable remaining.
- Debt maturity approaching: $500M term loan due January 2027 with one-year extension option; total debt $5.1B at 4.8% weighted average rate; 80% fixed-rate debt; leverage ratio 2.1x (covenant max 7.25x).
- Hawaii property damage: March 2026 Kona Low rainstorm affecting Maui and Oahu; estimated $25M-$35M property costs with $20M-$30M restoration spend expected in full year 2026; insurance expected to cover excess of deductible.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$1.6B
Net Income
Q1 2026
$494.0M
Free Cash Flow
Q1 2026
$342.0M
ROIC
Q1 2026
4.7%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+7.0% YoYNet Income
-5.8% YoYOperating Income
+5.8% YoYEPS (Diluted)
-4.8% YoYTotal Assets
+6.6% YoYTotal Debt
+20.1% YoYOp. Cash Flow
+4.0% YoY| Metric | FY 2024 | FY 2023 | FY 2021 | FY 2020 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|
| Revenue | $5.68B +7.0% | $5.31B +83.8% | $2.89B +78.4% | $1.62B -69.9% | $5.39B -0.8% | $5.43B |
| Net Income | $697.0M -5.8% | $740.0M +6827.3% | $-11.0M +98.5% | $-732.0M -229.8% | $564.0M -26.0% | $762.0M |
| Operating Income | $875.0M +5.8% | $827.0M +430.8% | $-250.0M +73.8% | $-953.0M -241.0% | $676.0M -1.2% | $684.0M |
| EPS (Diluted) | $0.99 -4.8% | $1.04 +5300.0% | $-0.02 +98.1% | $-1.04 -236.8% | $0.76 -25.5% | $1.02 |
| Total Assets | $13.05B +6.6% | $12.24B -0.9% | $12.35B -4.2% | $12.89B +10.2% | $11.69B +2.5% | $11.41B |
| Total Debt | $896.0M +20.1% | $746.0M +71.1% | $436.0M -1.4% | $442.0M -70.5% | $1.50B +23.1% | $1.22B |
| Operating Cash Flow | $1.50B +4.0% | $1.44B +393.5% | $292.0M +195.1% | $-307.0M -125.0% | $1.23B -5.5% | $1.30B |
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Top Institutional Holders of HST
BlackRock, Inc.
$1.5B77,533,617 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.1B59,903,002 shVANGUARD CAPITAL MANAGEMENT LLC
$826.8M43,152,140 shSTATE STREET CORP
$821.7M42,444,994 shGEODE CAPITAL MANAGEMENT, LLC
$366.7M19,169,853 shInvesco Ltd.
$329.1M17,175,430 shBANK OF AMERICA CORP /DE/
$249.1M12,998,802 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$220.4M11,503,560 shAllianz Asset Management GmbH
$214.7M11,206,538 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$208.6M10,889,603 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.5B | 77,533,617 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 59,903,002 |
| VANGUARD CAPITAL MANAGEMENT LLC | $826.8M | 43,152,140 |
| STATE STREET CORP | $821.7M | 42,444,994 |
| GEODE CAPITAL MANAGEMENT, LLC | $366.7M | 19,169,853 |
| Invesco Ltd. | $329.1M | 17,175,430 |
| BANK OF AMERICA CORP /DE/ | $249.1M | 12,998,802 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $220.4M | 11,503,560 |
| Allianz Asset Management GmbH | $214.7M | 11,206,538 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $208.6M | 10,889,603 |
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Popular Research
Is HST a good stock to buy?
13F Pro's AI-powered analysis of HOST HOTELS & RESORTS, INC. (HST) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HST are available on the HST stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own HST?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HST. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of HOST HOTELS & RESORTS, INC.'s investment landscape.