With a market cap of $11.5 billion, Host Hotels & Resorts, Inc. (HST) is the largest lodging real estate investment trust (REIT) and a leading owner of luxury and upper-upscale hotels, with a portfolio of 81 properties totaling approximately 43,400 rooms across the U.S. and internationally. HST partners with premier global brands and is focused on delivering superior long-term, risk-adjusted returns through disciplined capital allocation and active asset management.
The Bethesda, Maryland-based company is expected to release its fiscal Q2 2025 earnings results after the market closes on Wednesday, Jul. 30. Ahead of this event, analysts project the company to report an adjusted FFO of $0.51 per share, a 10.5% decrease from $0.57 per share in the year-ago quarter. However, it has surpassed or met Wall Street's bottom-line estimates in the last four quarterly reports.
For fiscal 2025, analysts forecast the lodging REIT to report an AFFO of $1.91 per share, down 3.1% from $1.97 per share in fiscal 2024. Nevertheless, AFFO is expected to grow 1.1% year-over-year to $1.93 per share in fiscal 2026.
Shares of Host Hotels & Resorts have dipped 8.4% over the past 52 weeks, lagging behind the broader S&P 500 Index's ($SPX) 11.9% gain and the Real Estate Select Sector SPDR Fund's (XLRE) 3.9% rise over the same time frame.
Shares of Host Hotels & Resorts rose 2.9% following its Q1 2025 earnings release on Apr. 30. The company reported a 4.9% year-over-year increase in AFFO per share, reaching $0.64 and surpassing consensus estimates. Total revenues came in at $1.6 billion, exceeding expectations, while comparable hotel RevPAR grew 7%. In addition, HST raised its full-year AFFO per share guidance to a range of $1.88 to $1.97, above both its previous forecast and analyst projections.
Analysts' consensus view on Host Hotels & Resorts stock is cautiously optimistic, with a "Moderate Buy" rating overall. Among 17 analysts covering the stock, nine suggest a "Strong Buy," one gives a "Moderate Buy," and seven recommend a "Hold." As of writing, the stock is trading below the average analyst price target of $17.80.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
