Host Hotels & Resorts

HST

Market cap $11.2B

U.S. equity markets tumbled in a sudden jolt of volatility as investors - already flying blind on key data - reacted to a surprise, massive tariff announcement on Chinese imports. The White House announced a 100% added tariff on all Chinese imports beginning next month - up from 30% currently - as retaliation to new export controls on rare minerals. The CBOE Volatility Index surged to the highest levels since mid-May in a sudden onset of angst following several months of relatively tranquil market conditions.

Affluent consumer spending remains robust, driven by the wealth effect and record-high asset values, supporting continued momentum in select real estate and leisure stocks. Top Strong Buy picks include HST, XHR, DRH, HHH, and MLCO, each positioned to benefit from high-end travel, real estate, and luxury experiences. HST, XHR, and DRH leverage pricing power in upscale hotels and resorts, while HHH capitalizes on master-planned community development. MLCO rides Macau's gaming recovery.

Host Hotels is likely undervalued, offering inflation protection and a 5% yield, with a focus on upper-tier lodging assets. HST's stable cash flows, lower leverage, and non-core asset sales position it well amid economic bifurcation that supports high-end travel demand. Despite rising costs, HST's valuation discount to peers like Hilton and Marriott is unjustified, with a price target of $25.30 based on a 7% cap rate and its NOI.

HST to gain from its luxury hotel portfolio, strategic capital recycling and a healthy balance sheet. Macroeconomic uncertainty and high interest expenses ail.

U.S. equity markets snapped a four-week winning streak, while benchmark interest rates rose as investors parsed a surprisingly strong slate of economic data, including a two-year high for GDP growth. The Citi Economic Surprise Index has completed a volatile round-trip this month, plunging in early September ahead of the Fed rate decision before rebounding sharply in recent weeks. The recent trend has echoed patterns during the prior Fed easing in late 2024, when mid-year weakness prompted a policy pivot that was subsequently cut short by a late-year economic rebound.

BETHESDA, Md., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Host Hotels & Resorts, Inc. (NASDAQ: HST) (the “Company”) has learned that certain affiliates of MacKenzie Capital Management, LP (“Purchaser”) made an unsolicited “mini-tender” offer for up to 100,000 operating partnership units (“OP Units”) of Host Hotels & Resorts, L.P. (“Host L.P.”) at a price of $10.55 per OP Unit less cash distributions made by Host L.P. after April 30, 2025 (the “MacKenzie Offer”). This follows multiple earlier “mini-tender” offers by the Purchaser launched between 2016 and 2023. Neither the Company nor Host L.P. are in any way associated with the MacKenzie Offer, and holders of OP Units are under no obligation to take any action with respect to the MacKenzie Offer.

Host Hotels & Resorts stock is in a buy zone. Its dividend yield outstrips the S&P 500's average yield.

The Fed has delivered an interest rate cut of 25 basis points to 4.0%-4.25%, acknowledging a softening labor market even as inflation perked up in recent months. Historical data highlights that the S&P 500 typically rises near all-time highs after interest rate cuts. This may be a good time to consider putting some fresh powder to work. Fed interest rate cuts are designed to stimulate economic activity, and the three top Quant Rated Strong Buy stocks featured here are intended to capitalize.

BETHESDA, Md., Sept. 11, 2025 (GLOBE NEWSWIRE) -- Host Hotels & Resorts, Inc. (NASDAQ: HST) (the “Company”), the nation's largest lodging real estate investment trust, today announced that its board of directors authorized a regular quarterly cash dividend of $0.20 per share. The dividend is payable on October 15, 2025, to stockholders of record as of September 30, 2025.

David Katz, Jefferies gaming, lodging and leisure analyst, joins 'The Exchange' to discuss the hospitality trade and the state of travel.