Zacks Research Has Strong Forecast for HST FY2026 Earnings

Key Points

• Zacks Research raised its FY2026 EPS estimate for Host Hotels & Resorts to $2.06 from $2.04, while also lifting longer-term forecasts for FY2027 and FY2028. The update suggests a somewhat improved earnings outlook, though its FY2026 estimate still sits below the broader consensus of $2.13 per share.
• Recent results beat expectations, with Host Hotels & Resorts reporting Q1 EPS of $0.67 versus $0.36 expected and revenue of $1.65 billion versus $1.59 billion estimated. The company also said FY2026 guidance is in the range of $2.10 to $2.16 per share.
• Analyst sentiment remains generally positive, with several firms lifting price targets and MarketBeat showing a consensus rating of “Moderate Buy” and an average target price of $22.00. The stock was trading near its 12-month high, and the company also announced a $0.20 quarterly dividend.

Host Hotels & Resorts, Inc. (NASDAQ:HST - Free Report) - Equities research analysts at Zacks Research raised their FY2026 earnings estimates for Host Hotels & Resorts in a research report issued on Wednesday, May 27th. Zacks Research analyst Team now forecasts that the company will post earnings of $2.06 per share for the year, up from their prior estimate 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.

Other equities analysts also recently issued research reports about the stock. Citigroup lifted their price objective on shares of Host Hotels & Resorts from $22.00 to $24.00 and gave the stock a "buy" rating in a report on Tuesday, May 12th. Barclays lifted their price objective on shares of Host Hotels & Resorts from $19.00 to $20.00 and gave the stock an "equal weight" rating in a report on Tuesday, April 7th. JPMorgan Chase & Co. lifted their price objective on shares of Host Hotels & Resorts from $21.00 to $22.00 and gave the stock a "neutral" rating in a report on Tuesday, April 21st. Truist Financial lifted their price objective on shares of Host Hotels & Resorts from $23.00 to $24.00 and gave the stock a "buy" rating in a report on Tuesday. Finally, LADENBURG THALM/SH SH began coverage on shares of Host Hotels & Resorts in a report on Thursday, March 26th. They issued a "buy" rating and a $23.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $22.00.

Host Hotels & Resorts Stock Performance

Host Hotels & Resorts stock opened at $23.48 on Thursday. The company has a market cap of $16.08 billion, a PE ratio of 15.97, a P/E/G ratio of 2.62 and a beta of 1.10. The company has a fifty day moving average price of $20.65 and a two-hundred day moving average price of $19.30. The company has a debt-to-equity ratio of 0.74, a current ratio of 7.91 and a quick ratio of 7.91. Host Hotels & Resorts has a 12 month low of $15.07 and a 12 month high of $23.54.

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

Host Hotels & Resorts Announces Dividend

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

Insider Activity

In other news, EVP Nathan S. Tyrrell sold 58,579 shares of the business's stock in a transaction on Friday, May 8th. The shares were sold at an average price of $22.00, for a total transaction of $1,288,738.00. Following the completion of the transaction, the executive vice president owned 697,658 shares of the company's stock, valued at approximately $15,348,476. The trade was a 7.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Company insiders own 1.50% of the company's stock.

Hedge Funds Weigh In On Host Hotels & Resorts

Several hedge funds and other institutional investors have recently modified their holdings of the company. Empowered Funds LLC boosted its holdings in shares of Host Hotels & Resorts by 2.7% during the fourth quarter. Empowered Funds LLC now owns 20,218 shares of the company's stock valued at $358,000 after acquiring an additional 537 shares during the period. Envestnet Portfolio Solutions Inc. boosted 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 boosted 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. lifted its holdings in Host Hotels & Resorts by 64.7% in the first quarter. SJS Investment Consulting Inc. now owns 1,632 shares of the company's stock worth $31,000 after purchasing an additional 641 shares during the period. Finally, Wealthfront Advisers LLC lifted its holdings in Host Hotels & Resorts by 2.2% in the fourth quarter. Wealthfront Advisers LLC now owns 29,829 shares of the company's stock worth $529,000 after purchasing an additional 654 shares during the period. Institutional investors and hedge funds own 98.52% of the company's stock.

More Host Hotels & Resorts News

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.

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