Host Hotels & Resorts (NASDAQ:HST) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Host Hotels & Resorts (NASDAQ:HST) had its target price upped by investment analysts at JPMorgan Chase & Co. from $20.00 to $21.00 in a research note issued on Friday,Benzinga reports. The firm currently has a “neutral” rating on the stock. JPMorgan Chase & Co.‘s price target would suggest a potential upside of 2.94% from the stock’s previous close.

Several other brokerages also recently weighed in on HST. Morgan Stanley set a $18.00 target price on Host Hotels & Resorts in a research note on Friday, January 16th. Robert W. Baird set a $20.00 price target on Host Hotels & Resorts in a report on Monday, January 12th. Weiss Ratings restated a “hold (c+)” rating on shares of Host Hotels & Resorts in a report on Monday, December 29th. Truist Financial raised Host Hotels & Resorts from a “hold” rating to a “buy” rating and set a $21.00 target price on the stock in a research report on Friday, January 9th. Finally, Stifel Nicolaus set a $22.00 price target on shares of Host Hotels & Resorts in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, Host Hotels & Resorts presently has an average rating of “Moderate Buy” and a consensus price target of $19.62.

Host Hotels & Resorts Stock Up 1.6%

NASDAQ HST opened at $20.40 on Friday. The company has a quick ratio of 2.90, a current ratio of 2.59 and a debt-to-equity ratio of 0.77. Host Hotels & Resorts has a fifty-two week low of $12.22 and a fifty-two week high of $21.00. The business has a 50 day moving average price of $18.78 and a two-hundred day moving average price of $17.59. The stock has a market cap of $14.03 billion, a PE ratio of 18.55, a P/E/G ratio of 2.37 and a beta of 1.17.

Host Hotels & Resorts (NASDAQ:HST) last posted its earnings results on Wednesday, February 18th. The company reported $0.20 EPS for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.27). The firm had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.49 billion. Host Hotels & Resorts had a return on equity of 11.54% and a net margin of 12.51%.The company’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period in the previous year, the firm posted $0.44 earnings per share. Host Hotels & Resorts has set its FY 2026 guidance at 2.030-2.110 EPS. As a group, sell-side analysts predict that Host Hotels & Resorts will post 1.88 EPS for the current fiscal year.

Insider Transactions at Host Hotels & Resorts

In other Host Hotels & Resorts news, EVP Nathan S. Tyrrell sold 11,954 shares of Host Hotels & Resorts stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $18.15, for a total value of $216,965.10. Following the completion of the transaction, the executive vice president owned 668,927 shares of the company’s stock, valued at $12,141,025.05. The trade was a 1.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. 1.40% of the stock is owned by company insiders.

Institutional Trading of Host Hotels & Resorts

Hedge funds have recently made changes to their positions in the stock. Caprock Group LLC acquired a new stake in shares of Host Hotels & Resorts in the third quarter valued at approximately $1,234,000. AlphaQuest LLC boosted its position in shares of Host Hotels & Resorts by 150.4% during the third quarter. AlphaQuest LLC now owns 185,573 shares of the company’s stock worth $3,158,000 after buying an additional 111,452 shares during the period. Frank Rimerman Advisors LLC bought a new position in Host Hotels & Resorts in the 2nd quarter worth approximately $707,000. Rakuten Investment Management Inc. acquired a new stake in Host Hotels & Resorts in the 3rd quarter valued at approximately $474,000. Finally, Stevens Capital Management LP bought a new stake in Host Hotels & Resorts during the 2nd quarter valued at $164,000. Institutional investors own 98.52% of the company’s stock.

Trending Headlines about Host Hotels & Resorts

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

• Positive Sentiment: Sold two Four Seasons resorts for $1.1B, generating an ~11% unlevered IRR and a 14.9x EBITDA multiple; management says proceeds bolster the balance sheet and will support dividends, buybacks and reinvestment. Read More.
• Positive Sentiment: Q4 revenue and FFO metrics beat estimates (revenues $1.60B, Adj. FFO/FFO up year-over-year) and RevPAR rose — evidence of continued leisure demand and pricing power, which supports the REIT’s operating outlook. Read More.
• Positive Sentiment: Management issued FY‑2026 guidance (EPS $2.03–$2.11; comparable Total RevPAR growth 2.5–4.0%) and an updated investor presentation that highlights planned capital allocation (capital expenditures, transformational programs) and potential capital returns — a catalyst for investors focused on yield and buybacks. Read More.
• Positive Sentiment: Board authorized a regular quarterly dividend of $0.20 (announced Feb. 18) and Host still has sizable repurchase capacity (management noted ~$480M remaining), reinforcing shareholder-return optionality. Read More.
• Positive Sentiment: J.P. Morgan raised its price target from $20.00 to $21.00 (neutral rating) — a small analyst upgrade that can support sentiment around the shares. Read More.
• Neutral Sentiment: Company provided an updated investor presentation and supplemental Q4 materials for deeper detail on markets, capex and the condo development adjacent to the Orlando Four Seasons — useful for modeling but not an immediate earnings surprise. Read More.
• Neutral Sentiment: Short-interest update in feeds appears erroneous (reported as 0 shares); no clear short squeeze signal — treat that data with caution.
• Negative Sentiment: Q4 GAAP EPS missed consensus ($0.20 vs. ~$0.47 expected), which explains some investor caution despite the revenue/FFO beat; an EPS miss can weigh on near‑term sentiment. Read More.
• Negative Sentiment: Margins showed pressure (comparable hotel EBITDA and operating profit margin trends), and management’s 2026 RevPAR growth guide is modest vs. 2025 — investors may view that as a signal of slower top‑line leverage going forward. Read More.

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.