HSTHOST HOTELS & RESORTS, INC.(HST)Stock Analysis

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SEC EDGAR: CIK 1070750HST stock profile & AI dashboard →

13F Pro Quality Score

72.6/100

Rank #221 of 2,879 stocksTOP 10%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

55.0/100

Profitability

86.2/100

Balance Sheet

83.4/100

Earnings Quality

59.8/100

Free Cash Flow

79.3/100

Institutional Flow

17.7/100

Revenue Scale

81.2/100

Dilution Risk

77.7/100

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.

Fun facts about HOST HOTELS & RESORTS, INC.

Quirks, history, and lore behind HST — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    A real estate investment trust (REIT) · large-cap · listed on Nasdaq · headquartered in Maryland.
  • 2
    The Numbers
    It owns roughly 75–80 premium hotels totaling tens of thousands of rooms, with annual revenues in the range of $5–6 billion — making it one of the largest lodging REITs in the world.
  • 3
    The History
    Spun off in the late 1990s from a major hospitality conglomerate, it was structured as a REIT so it could own the real estate without operating the hotels directly.
  • 4
    The Secret
    It doesn't run a single front desk — it owns the buildings and leases them to operators, letting brands like Marriott and Hyatt do the actual hospitality work.
  • 5
    The Lore
    Its portfolio skews toward luxury and upper-upscale properties in major gateway cities — think big convention-center hotels — making it unusually sensitive to business travel cycles.
  • 6
    The Giveaway
    The landlord behind the lobby: this REIT owns iconic full-service hotels under the Marriott, Westin, and Ritz-Carlton flags but collects rent, not room-service tips — traded as HST.
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What's Driving HST's Business? Latest 10-Q Breakdown

28/28 datapoints verified

AI-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

Rooms$943M+0.5% 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.

Food and beverage$517M+2.8% YoY

Comparable hotel F&B increased 4.9%, driven by outlet revenue growth from ROI projects and strong banquet/AV revenues from group business.

Other revenues$159M+3.9% YoY

Comparable hotel other revenues increased 5.7%, primarily from growth in golf, spa and ancillary revenues.

Condominium sales$26MNew in Q1 2026

Revenue from sale of four condominium units adjacent to Four Seasons Resort Orlando at Walt Disney World Resort.

Largest Expense Items

Rooms expenses$224M-0.4% YoY

Comparable hotels increased 2.9%, driven by overall wage rate increases.

Food and beverage expenses$327M+1.2% YoY

Comparable hotels increased 3.7%, but F&B costs as percentage of revenues declined ~1% YoY due to productivity improvements.

Other departmental and support expenses$373M+2.5% YoY

Comparable hotels increased 5.9%, primarily from higher wage expense.

Depreciation and amortization$190M-3.1% YoY

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% YoY
$5.68BFY 2024
FY20 $1.62BFY21 $2.89BFY23 $5.31BFY24 $5.68B

Net Income

-5.8% YoY
$697.0MFY 2024
FY20 $-732.0MFY21 $-11.0MFY23 $740.0MFY24 $697.0M

Operating Income

+5.8% YoY
$875.0MFY 2024
FY20 $-953.0MFY21 $-250.0MFY23 $827.0MFY24 $875.0M

EPS (Diluted)

-4.8% YoY
$0.99FY 2024
FY20 $-1.04FY21 $-0.02FY23 $1.04FY24 $0.99

Total Assets

+6.6% YoY
$13.05BFY 2024
FY20 $12.89BFY21 $12.35BFY23 $12.24BFY24 $13.05B

Total Debt

+20.1% YoY
$896.0MFY 2024
FY20 $442.0MFY21 $436.0MFY23 $746.0MFY24 $896.0M

Op. Cash Flow

+4.0% YoY
$1.50BFY 2024
FY20 $-307.0MFY21 $292.0MFY23 $1.44BFY24 $1.50B

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Available Research

13F Pro tracks comprehensive data for HOST HOTELS & RESORTS, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of HST

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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.