Analyst Consensus ?
ConsensusBuy43 ratings
Bullish2455.8%
Neutral1739.5%
Bearish24.7%
Host Hotels & Resorts, Inc. · HST · FY2025 Q4 · Calendar Q1 2026
Host Hotels maintains 2026 outlook as luxury demand supports growth
Host Hotels enters 2026 with a constructive but measured setup: strong 2025 execution and luxury transient demand support the outlook, while flat EBITDA margins, labor costs, weather exposure, and renovation execution temper the case for faster growth.
Reported After market closeNASDAQReal Estate
$15.42B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.51
Consensus $0.19
EPS surprise
+165.3%
Reported versus consensus
Reported revenue
$1.60B
Consensus $1.50B
Revenue surprise
+7.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-0.9%
Event window
SPY move
-0.3%
Same window
Abnormal move
-0.7%
Stock minus SPY
Volume
1.6×
Versus trailing sessions
Subsequent drift
-4.8%
Up to 20 sessions
HSTSPY benchmark
Ask FN2 about HST FY2025 Q4
Transcript, numbers and history already loaded
Why did HST fall 0.9% after beating EPS estimates in FY2025 Q4?What changed in HST's guidance and outlook in FY2025 Q4?Give me the bull and bear case for HST after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The latest analysis adds a 2025 adjusted EBITDA result of $1.757 billion, details 2026 capital allocation and project plans, and identifies Maui as a pivotal growth driver. Management's 2026 guidance sentiment is maintained rather than raised.
Guidance delta
Management maintained its 2026 outlook: 2–4% RevPAR growth and flat EBITDA margins.
Key takeaways
- 2025 performance exceeded guidance, with adjusted EBITDA of $1.757 billion.
- Luxury transient demand, particularly in Maui, remained a key growth driver.
- Transformational capital programs with Marriott and Hyatt are expected to improve asset yields.
- Capital allocation balances renovation spending, potential acquisitions, and shareholder returns.
Management priorities
- Complete the Hyatt and second Marriott transformational capital programs.
- Advance planned Ritz-Carlton and Westin projects in 2026.
- Complete Four Seasons Orlando condo development.
- Evaluate strategic acquisitions while continuing dividends, buybacks, and other shareholder returns.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$22.51Current
$18Low
$22.16Average
$27High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Truist Securities | Buy | Buy | Maintain | Sep 10, 2026 |
| Cantor Fitzgerald | Neutral | Neutral | Maintain | Aug 11, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Jul 28, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 23, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Jul 21, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jul 21, 2026 |
| Ladenburg Thalmann | Buy | Buy | Maintain | Jun 10, 2026 |
| UBS | Neutral | Neutral | Maintain | Jun 2, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | May 12, 2026 |
| Citigroup | Buy | Buy | Maintain | May 12, 2026 |
| Compass Point | Buy | Neutral | Upgrade | Nov 7, 2025 |
| Stifel | Buy | Buy | Maintain | Jul 31, 2025 |
| Jefferies | Hold | Buy | Downgrade | Apr 9, 2025 |
| Raymond James | Outperform | Outperform | Maintain | Feb 18, 2025 |
| Oppenheimer | Outperform | Outperform | Maintain | Aug 12, 2024 |
| Baird | Neutral | Neutral | Maintain | Aug 5, 2024 |
| Wedbush | Outperform | Outperform | Maintain | May 30, 2024 |
| B of A Securities | Buy | Underperform | Upgrade | Jan 8, 2024 |
| Deutsche Bank | Buy | Buy | Maintain | Oct 25, 2022 |
| Goldman Sachs | Neutral | Sell | Upgrade | Dec 15, 2021 |
| Argus Research | Buy | Hold | Upgrade | Sep 10, 2021 |
| Capital One | Overweight | Equal Weight | Upgrade | Jun 18, 2021 |
| BMO Capital | Outperform | Market Perform | Upgrade | Oct 13, 2020 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Jul 8, 2020 |
| SunTrust Robinson Humphrey | Hold | Hold | Maintain | Apr 29, 2020 |
| BTIG | Buy | Neutral | Upgrade | Apr 24, 2020 |
| Citi | Neutral | Neutral | Maintain | Nov 19, 2019 |
| Capital One Financial | Overweight | Overweight | Maintain | Jun 25, 2019 |
| Wolfe Research | Underperform | Peer Perform | Downgrade | Mar 13, 2019 |
| Argus | Buy | Buy | Maintain | May 5, 2018 |
| Stifel Nicolaus | Buy | Buy | Maintain | May 3, 2018 |
| BTIG Research | Buy | Neutral | Upgrade | Dec 4, 2017 |
| Boenning & Scattergood | Outperform | Neutral | Upgrade | Aug 24, 2017 |
| Nomura | Neutral | Buy | Downgrade | Oct 25, 2016 |
| Credit Suisse | Neutral | Neutral | Maintain | Mar 23, 2016 |
| JMP Securities | Market Perform | Outperform | Downgrade | Jan 11, 2016 |
| Canaccord Genuity | Hold | Hold | Maintain | Jul 13, 2015 |
| Bank of America | Underperform | Buy | Downgrade | Jan 16, 2015 |
| MLV & Co. | Hold | Buy | Downgrade | Jan 15, 2015 |
| FBR Capital | Outperform | Market Perform | Upgrade | Oct 16, 2014 |
| McNicoll Lewis Vlak | Buy | Buy | Maintain | Aug 5, 2013 |
| ISI Group | Buy | Neutral | Upgrade | Jun 3, 2013 |
| Evercore Partners | Overweight | Overweight | Maintain | May 29, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $22.51. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Truist Financial | Analyst unavailable | $27 | $22.12 | +19.9% | Sep 10, 2026 |
| Wells Fargo | Analyst unavailable | $26 | $24.5 | +15.5% | Jul 23, 2026 |
| Argus Research | Marie Ferguson | $27 | $24.9 | +19.9% | Jun 17, 2026 |
| BMO Capital | Analyst unavailable | $27 | $24.78 | +19.9% | Jun 12, 2026 |
| Raymond James | Analyst unavailable | $27 | $24.62 | +19.9% | Jun 8, 2026 |
| Stifel Nicolaus | Simon Yarmak | $26.25 | $24.45 | +16.6% | Jun 4, 2026 |
| UBS | Analyst unavailable | $23 | $23.42 | +2.2% | Jun 2, 2026 |
| Barclays | Analyst unavailable | $23 | $22.98 | +2.2% | Jun 1, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $23 | $21.76 | +2.2% | May 13, 2026 |
| Stifel Nicolaus | Simon Yarmak | $23 | $21.68 | +2.2% | May 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $22 | $20.26 | -2.3% | Feb 19, 2026 |
| Morgan Stanley | Stephen Grambling | $18 | $18.47 | -20.0% | Jan 16, 2026 |
| Robert W. Baird | Analyst unavailable | $20 | $18.44 | -11.2% | Jan 12, 2026 |
| UBS | Analyst unavailable | $21 | $18.21 | -6.7% | Jan 9, 2026 |
| Barclays | Richard Hightower | $19 | $18.12 | -15.6% | Jan 6, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $19 | $17.02 | -15.6% | Oct 1, 2025 |
| UBS | Robin Farley | $18 | $17.17 | -20.0% | Sep 22, 2025 |
| Truist Financial | Analyst unavailable | $17 | $14.69 | -24.5% | Mar 21, 2025 |
| Compass Point | Analyst unavailable | $18 | $16.32 | -20.0% | Mar 10, 2025 |
| Compass Point | Floris van Dijkum | $22 | $17.99 | -2.3% | Oct 17, 2024 |
| Truist Financial | Patrick Scholes | $20 | $17.37 | -11.2% | Sep 4, 2024 |
| Morgan Stanley | Stephen Grambling | $17 | $16.58 | -24.5% | Aug 21, 2024 |
| Evercore ISI | Duane Pfennigwerth | $21 | $16.05 | -6.7% | Aug 13, 2024 |
| Truist Financial | Patrick Scholes | $23 | $17.76 | +2.2% | May 30, 2024 |
| Barclays | Anthony Powell | $24 | $17.79 | +6.6% | May 30, 2024 |
| UBS | Robin Farley | $20 | $18.59 | -11.2% | Apr 19, 2024 |
| Oppenheimer | Tyler Batory | $21 | $21.07 | -6.7% | Mar 5, 2024 |
| HSBC | Meredith Jensen | $21 | $19.64 | -6.7% | Jan 19, 2024 |
| Evercore ISI | Analyst unavailable | $23 | $15.64 | +2.2% | Jul 11, 2022 |
| Barclays | Analyst unavailable | $22 | $15.47 | -2.3% | Jul 7, 2022 |
| Raymond James | Analyst unavailable | $23 | $20.43 | +2.2% | Jun 2, 2022 |
| Truist Financial | Analyst unavailable | $21 | $19.67 | -6.7% | Jun 1, 2022 |
| Deutsche Bank | Analyst unavailable | $26 | $20.01 | +15.5% | May 6, 2022 |
| Morgan Stanley | Analyst unavailable | $23 | $19.85 | +2.2% | May 6, 2022 |
| Morgan Stanley | Analyst unavailable | $22 | $20.32 | -2.3% | May 2, 2022 |
| BTIG | James Sullivan | $19 | $17.01 | -15.6% | Jan 21, 2022 |
| Evercore ISI | Richard Hightower | $22 | $17.67 | -2.3% | Jan 18, 2022 |
| Morgan Stanley | Thomas Allen | $20 | $17.67 | -11.2% | Jan 18, 2022 |
| Goldman Sachs | Stephen Grambling | $18 | $16.04 | -20.0% | Dec 14, 2021 |
| Stifel Nicolaus | Simon Yarmak | $21 | $18.35 | -6.7% | Nov 8, 2021 |
| Argus Research | Angus Kelleher-Ferguson | $20 | $15.96 | -11.2% | Sep 10, 2021 |
| Capital One Financial | Neil Malkin | $20.5 | $17.77 | -8.9% | Jun 17, 2021 |
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Start freeCompany context
Snapshot as of publicationHost Hotels & Resorts, Inc., a distinguished member of the S&P 500 index, stands as the world's foremost lodging real estate investment trust (REIT) and a leading proprietor of luxury and upper-upscale hotel properties. The company boasts an extensive portfolio comprising roughly 46,100 rooms distributed among 74 locations across the United States and five international sites. Beyond these owned assets, it also holds non-controlling stakes in seven joint ventures—six domestically and one internationally. The firm's operational approach is characterized by a stringent capital allocation methodology and robust asset management tactics. It collaborates with a broad array of esteemed hospitality brands, including Marriott, Ritz-Carlton, Westin, Sheraton, W, St. Regis, The Luxury Collection, Hyatt, Fairmont, Hilton, Swissôtel, ibis, and Novotel, in addition to various independent hotel labels.
Historical context
All HST earningsLatest beats and misses
Who reports nextBeat on EPS
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
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- MUFY2026 Q4 · September 30, 2026+5.4% EPS+0.0% move
- CCLFY2026 Q3 · September 29, 2026+5.9% EPS+13.4% move
- COSTFY2026 Q4 · September 24, 2026+3.2% EPS+2.9% move
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-02T01:56:03.373898+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-02T01:56:03.370214+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-02. For educational purposes only; not investment advice.