Zacks Research Has Optimistic Outlook of HST Q2 Earnings

Host Hotels & Resorts, Inc. (NASDAQ:HST) – Research analysts at Zacks Research lifted their Q2 2026 earnings estimates for shares of Host Hotels & Resorts in a research report issued on Wednesday, March 11th. Zacks Research analyst Team now anticipates that the company will post earnings of $0.61 per share for the quarter, up from their previous estimate of $0.53. The consensus estimate for Host Hotels & Resorts’ current full-year earnings is $1.88 per share. Zacks Research also issued estimates for Host Hotels & Resorts’ Q3 2026 earnings at $0.34 EPS, Q4 2026 earnings at $0.47 EPS, FY2026 earnings at $2.00 EPS, Q1 2027 earnings at $0.60 EPS, Q3 2027 earnings at $0.34 EPS, Q4 2027 earnings at $0.49 EPS, FY2027 earnings at $1.97 EPS and FY2028 earnings at $2.01 EPS.

Host Hotels & Resorts (NASDAQ:HST) last issued its quarterly earnings results on Wednesday, February 18th. The company reported $0.20 EPS for the quarter, missing the consensus estimate of $0.47 by ($0.27). The company had revenue of $1.60 billion for the quarter, compared to the consensus estimate of $1.49 billion. Host Hotels & Resorts had a return on equity of 11.54% and a net margin of 12.51%.The business’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period in the previous year, the business posted $0.44 EPS. Host Hotels & Resorts has set its FY 2026 guidance at 2.030-2.110 EPS.

A number of other equities research analysts also recently weighed in on the company. Stifel Nicolaus set a $22.00 price target on Host Hotels & Resorts in a report on Thursday, February 19th. Robert W. Baird set a $20.00 price objective on shares of Host Hotels & Resorts in a report on Monday, January 12th. Cantor Fitzgerald boosted their target price on shares of Host Hotels & Resorts from $19.00 to $21.00 and gave the company a “neutral” rating in a research note on Tuesday, March 3rd. UBS Group set a $21.00 price objective on shares of Host Hotels & Resorts in a research note on Friday, January 9th. Finally, Citigroup raised their target price on shares of Host Hotels & Resorts from $19.00 to $22.00 and gave the stock a “buy” rating in a report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $20.00.

Host Hotels & Resorts Trading Down 2.6%

NASDAQ:HST opened at $18.69 on Thursday. The company has a quick ratio of 2.59, a current ratio of 2.59 and a debt-to-equity ratio of 0.77. The business’s 50 day moving average is $19.12 and its two-hundred day moving average is $17.94. Host Hotels & Resorts has a 52 week low of $12.22 and a 52 week high of $21.00. The company has a market cap of $12.85 billion, a PE ratio of 16.99, a P/E/G ratio of 2.23 and a beta of 1.13.

Host Hotels & Resorts Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be issued a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a dividend yield of 4.3%. The ex-dividend date of this dividend is Tuesday, March 31st. Host Hotels & Resorts’s dividend payout ratio (DPR) is 72.73%.

Institutional Trading of Host Hotels & Resorts

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Norges Bank bought a new position in shares of Host Hotels & Resorts in the second quarter valued at approximately $554,669,000. Caisse de depot et placement du Quebec raised its stake in shares of Host Hotels & Resorts by 475.8% in the 3rd quarter. Caisse de depot et placement du Quebec now owns 7,061,055 shares of the company’s stock worth $120,179,000 after buying an additional 5,834,750 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Host Hotels & Resorts by 96.3% in the third quarter. Arrowstreet Capital Limited Partnership now owns 10,390,395 shares of the company’s stock valued at $176,845,000 after buying an additional 5,096,099 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Host Hotels & Resorts by 508.0% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 5,631,541 shares of the company’s stock valued at $95,849,000 after buying an additional 4,705,282 shares in the last quarter. Finally, Barclays PLC boosted its stake in Host Hotels & Resorts by 204.0% during the fourth quarter. Barclays PLC now owns 5,943,106 shares of the company’s stock valued at $105,371,000 after buying an additional 3,988,127 shares in the last quarter. 98.52% of the stock is currently owned by institutional investors.

Key Host Hotels & Resorts News

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

• Positive Sentiment: Zacks sharply raised its Q2 2026 EPS estimate to $0.61 (from $0.53), signaling better near‑term operating expectations for the seasonal quarter. MarketBeat HST
• Positive Sentiment: Zacks lifted FY2026 EPS to $2.00 (from $1.88), which is a notable upward revision to full‑year earnings expectations coming after company guidance and the latest quarter. MarketBeat HST
• Positive Sentiment: Zacks also nudged FY2027 higher to $1.97 (from $1.95) and set FY2028 at $2.01, reflecting constructive medium‑term outlook improvements. MarketBeat HST
• Positive Sentiment: Several quarterly forecasts were increased (Q4 2026 to $0.47 from $0.44; Q1 2027 to $0.60; Q4 2027 to $0.49), suggesting Zacks sees improving cadence across quarters. MarketBeat HST
• Neutral Sentiment: Zacks trimmed its Q3 2027 estimate slightly to $0.34 from $0.35 — a very small revision that is unlikely to materially change the earnings trajectory. MarketBeat HST
• Negative Sentiment: Despite Zacks’ raises, the street consensus and investor caution remain influenced by Host’s recent quarterly EPS miss (reported in February) and the company’s own FY2026 guidance range; Zacks’ FY2026 estimate ($2.00) still sits below the company guidance band, which may keep upside capped until execution is proven. MarketBeat HST

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.