Host Hotels & Resorts

HST

Market cap $13.5B

Host Hotels & Resorts remains a Buy, supported by strong financials, prudent management, and premium quality as an industry leader. HST delivered solid Q4 and 2025 results, beat FFO and revenue estimates, and provided solid 2026 guidance amid ongoing asset sales. Yield is ~6.1%, including special dividends and buybacks, with a sustainable ~77% payout ratio and a robust balance sheet.

Host Hotels & Resorts, Inc. (HST) Q4 2025 Earnings Call Transcript

HST tops Q4 AFFO and revenue estimates as RevPAR climbs on higher room rates and strong transient leisure demand.

While the top- and bottom-line numbers for Host Hotels (HST) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Host Hotels (HST) came out with quarterly funds from operations (FFO) of $0.51 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to FFO of $0.44 per share a year ago.

BETHESDA, Md., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Host Hotels & Resorts, Inc. (NASDAQ: HST) (the "Company"), the nation's largest lodging real estate investment trust, today announced it has sold the 444-room Four Seasons Resort Orlando at Walt Disney World® Resort in Orlando, Florida and the 125-room Four Seasons Resort and Residences Jackson Hole in Teton Village, Wyoming, for a sale price of $1.1 billion.

HST's Q4 earnings are likely to have benefited from its group business and strategic capital allocations. However, high interest expenses remain a concern.

Evaluate the expected performance of Host Hotels (HST) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

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