Zacks Research Has Strong Forecast for HST FY2026 Earnings

Host Hotels & Resorts, Inc. (NASDAQ:HST) – Equities research analysts at Zacks Research increased their FY2026 earnings estimates for Host Hotels & Resorts in a research report issued to clients and investors on Wednesday, May 27th. Zacks Research analyst Team now anticipates that the company will earn $2.06 per share for the year, up from their previous forecast of $2.04. The consensus estimate for Host Hotels & Resorts’ current full-year earnings is $2.13 per share. Zacks Research also issued estimates for Host Hotels & Resorts’ Q1 2027 earnings at $0.63 EPS, Q2 2027 earnings at $0.59 EPS, Q3 2027 earnings at $0.36 EPS, FY2027 earnings at $2.07 EPS, Q1 2028 earnings at $0.64 EPS and FY2028 earnings at $2.10 EPS.

Several other brokerages have also recently commented on HST. Wells Fargo & Company boosted their price target on shares of Host Hotels & Resorts from $20.00 to $23.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Barclays boosted their price target on shares of Host Hotels & Resorts from $19.00 to $20.00 and gave the stock an “equal weight” rating in a research report on Tuesday, April 7th. Cantor Fitzgerald boosted their price target on shares of Host Hotels & Resorts from $21.00 to $23.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 13th. Stifel Nicolaus set a $23.00 price target on shares of Host Hotels & Resorts in a research report on Thursday, May 7th. Finally, Citigroup boosted their price target on shares of Host Hotels & Resorts from $22.00 to $24.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $22.00.

Host Hotels & Resorts Stock Performance

HST stock opened at $23.48 on Thursday. The company has a market capitalization of $16.08 billion, a P/E ratio of 15.97, a PEG ratio of 2.62 and a beta of 1.10. The company has a 50-day simple moving average of $20.65 and a 200 day simple moving average of $19.30. Host Hotels & Resorts has a fifty-two week low of $15.07 and a fifty-two week high of $23.54. The company has a quick ratio of 7.91, a current ratio of 7.91 and a debt-to-equity ratio of 0.74.

Host Hotels & Resorts (NASDAQ:HST) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $0.67 earnings per share for the quarter, topping the consensus estimate of $0.36 by $0.31. The business had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.59 billion. Host Hotels & Resorts had a net margin of 16.40% and a return on equity of 15.15%. The company’s quarterly revenue was up 3.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.64 earnings per share. Host Hotels & Resorts has set its FY 2026 guidance at 2.100-2.16 EPS.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in HST. Empowered Funds LLC increased its position in shares of Host Hotels & Resorts by 2.7% in the fourth quarter. Empowered Funds LLC now owns 20,218 shares of the company’s stock worth $358,000 after acquiring an additional 537 shares in the last quarter. Envestnet Portfolio Solutions Inc. raised its holdings in shares of Host Hotels & Resorts by 1.8% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 33,581 shares of the company’s stock valued at $595,000 after acquiring an additional 607 shares during the period. Huntington National Bank raised its holdings in shares of Host Hotels & Resorts by 12.3% during the fourth quarter. Huntington National Bank now owns 5,560 shares of the company’s stock valued at $99,000 after acquiring an additional 609 shares during the period. SJS Investment Consulting Inc. raised its holdings in shares of Host Hotels & Resorts by 64.7% during the first quarter. SJS Investment Consulting Inc. now owns 1,632 shares of the company’s stock valued at $31,000 after acquiring an additional 641 shares during the period. Finally, Wealthfront Advisers LLC raised its holdings in shares of Host Hotels & Resorts by 2.2% during the fourth quarter. Wealthfront Advisers LLC now owns 29,829 shares of the company’s stock valued at $529,000 after acquiring an additional 654 shares during the period. 98.52% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Host Hotels & Resorts news, EVP Nathan S. Tyrrell sold 15,569 shares of the business’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $23.00, for a total value of $358,087.00. Following the sale, the executive vice president directly owned 682,089 shares in the company, valued at approximately $15,688,047. The trade was a 2.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 1.50% of the company’s stock.

Host Hotels & Resorts Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th will be given a $0.20 dividend. The ex-dividend date is Tuesday, June 30th. This represents a $0.80 annualized dividend and a yield of 3.4%. Host Hotels & Resorts’s payout ratio is 54.42%.

Key Headlines Impacting Host Hotels & Resorts

Here are the key news stories impacting Host Hotels & Resorts this week:

• Positive Sentiment: Zacks Research raised earnings estimates across several periods, including FY2026 to $2.06 per share, FY2027 to $2.07, and FY2028 to $2.10, signaling improving outlook for Host Hotels & Resorts’ operating performance. Host Hotels & Resorts stock page
• Positive Sentiment: Truist Financial recently lifted its price target on HST from $23 to $24 and kept a buy rating, reinforcing the bullish sentiment around the stock. Truist price target update
• Positive Sentiment: The company’s latest quarterly results were strong, with EPS of $0.67 versus expectations of $0.36 and revenue of $1.65 billion topping estimates, which continues to support investor confidence in HST. Host Hotels & Resorts earnings report
• Neutral Sentiment: EVP Nathan Tyrrell sold 15,569 shares at $23.00, a disclosed transaction that may slightly weigh on sentiment, but the sale was relatively small versus his remaining holdings. Nathan Tyrrell insider sale
• Neutral Sentiment: Host Hotels & Resorts also announced a $0.20 quarterly dividend, which supports the income story for the REIT but is largely in line with expectations. Dividend announcement

About Host Hotels & Resorts

Host Hotels & Resorts, Inc is a real estate investment trust (REIT) focused on owning and managing premium lodging properties. The company’s portfolio predominantly comprises luxury and upper-upscale hotels and resorts operated under leading global brands. Through strategic acquisitions, dispositions and capital investments, Host Hotels & Resorts seeks to enhance long-term value by aligning property-level operating performance with broader market trends in hospitality demand.

The company’s holdings span major urban, resort and conference destinations across North America, Europe and the Asia-Pacific region.