Host Hotels & Resorts, Inc.

NasdaqGS:HST 주식 리포트

시가총액: US$16.4b

Host Hotels & Resorts 배당 및 자사주 매입

배당 기준 점검 4/6

Host Hotels & Resorts 수익으로 충분히 충당되는 현재 수익률 3.97% 보유한 배당금 지급 회사입니다.

핵심 정보

4.0%

배당 수익률

1.1%

자사주 매입 수익률

총 주주 수익률5.1%
미래 배당 수익률4.2%
배당 성장률-3.1%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향46%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 • Jul 02

HST: Strong RevPAR Trends Are Expected To Support Higher Future P/E

Host Hotels & Resorts' analyst price target has shifted higher to $28.00 from $25.52, reflecting analysts' updated views around stronger than expected RevPAR trends, refreshed lodging REIT models following recent earnings and conference updates, and generally low expectations that leave room for potential upside, even as World Cup related demand remains uncertain. Analyst Commentary Recent Street research around Host Hotels & Resorts highlights a cluster of upward price target revisions, with bullish analysts pointing to RevPAR trends, refreshed lodging REIT models and low starting expectations as key supports for their views on the stock.
분석 기사 • Jun 20

Host Hotels & Resorts (HST) Stock Could Be 9.3% Overvalued After World Cup Boost

Host Hotels & Resorts (HST) is back in focus after management raised 2026 guidance, citing expected transient demand from the 2026 FIFA World Cup and the direct involvement of key properties hosting national football teams. See our latest analysis for Host Hotels & Resorts. Those World Cup tailwinds and earlier first quarter beats have coincided with strong share price momentum for Host Hotels & Resorts, with a 30 day share price return of 11.60%, a 90 day share price return of 34.46%, and a...
내러티브 업데이트 • Jun 18

HST: Strong RevPAR Trends Will Test Sustainability Of Recent Stock Highs

Analysts have lifted their average price targets on Host Hotels & Resorts stock into a roughly $23 to $28 range, generally citing stronger than expected RevPAR trends, updated lodging REIT models after Q1 results, and low expectations around World Cup demand. Analyst Commentary Recent research on Host Hotels & Resorts centers on stronger than expected RevPAR trends, updated lodging REIT models after Q1 results, and generally muted expectations for World Cup related demand.
내러티브 업데이트 • Jun 04

HST: Cautious View As Strong Q1 And World Cup Hype Test Valuation

Narrative Update Overview The analyst price target for Host Hotels & Resorts increases from $20 to $21, supported by research that cites stronger year-to-date operating performance, updated post-Q1 models, and generally higher targets across the lodging REIT peer group. Analyst Commentary Recent research on Host Hotels & Resorts points to a more cautious backdrop across lodging REITs, even as price targets for the stock are adjusted upward.
내러티브 업데이트 • May 19

HST: Strong Lodging Demand And 2026 Outlook Will Support Cautious Upside

Host Hotels & Resorts' fair value estimate edges up from $22.25 to $22.88 as analysts lift price targets across the sector, citing stronger Q1 lodging demand and RevPAR trends while still flagging macro and geopolitical risks. Analyst Commentary Street research on Host Hotels & Resorts has been active, with multiple firms adjusting price targets following recent earnings and broader lodging sector updates.
Seeking Alpha • May 08

Host Hotels & Resorts: A High-Quality REIT Caught In A Macro Storm

Summary Host Hotels & Resorts reported a strong start to 2026, beating Q1 earnings estimates and raising its full-year guidance for adjusted funds from operations. HST maintains a solid financial position with high liquidity and zero debt maturities in 2026 following successful asset sales. Geopolitical risks and administrative backlogs from the recent record-breaking partial government shutdown could pressure the travel industry despite the expected boost from the World Cup. Valuation remains attractive as the current share price still sits below the estimated intrinsic value, indicating a solid margin of safety. Read the full article on Seeking Alpha
내러티브 업데이트 • May 02

HST: Balance Sheet And Dividends Will Support Cautious Upside From Higher Earnings Expectations

The analyst price target for Host Hotels & Resorts increases from $20.17 to $22.25, with analysts attributing the change to updated earnings estimates, slightly higher projected profit margins and a modestly higher future P/E assumption. Analyst Commentary Recent research coverage shows a cluster of upward price target revisions for Host Hotels & Resorts, with several firms updating their views following the latest earnings release and sector commentary.
내러티브 업데이트 • Apr 17

HST: Balanced View Weighs Luxury Resilience Against Execution And Macro Risks

Host Hotels & Resorts' analyst fair value estimate has been updated from $18.00 to $20.00. This reflects a series of recent price target increases from firms such as UBS, Morgan Stanley, Citi and others, as analysts factor in revised earnings estimates and a generally more constructive view on hotel REIT fundamentals.
내러티브 업데이트 • Apr 03

HST: Balance Sheet Strength Will Support Higher Future P/E Rerating

The analyst price target for Host Hotels & Resorts moves slightly higher, reflecting modestly adjusted fair value assumptions alongside Street research that emphasizes cautious optimism on hotel REIT fundamentals and balance sheet quality. Analyst Commentary Recent research on Host Hotels & Resorts points to a cluster of upward price target revisions, with several bullish analysts highlighting the company’s balance sheet position, exposure to higher-end properties, and execution coming out of the latest earnings update.
내러티브 업데이트 • Mar 19

HST: Positive Catalyst Watch Will Support Higher P/E Rerating

Analysts have lifted the blended price target for Host Hotels & Resorts to $25.34 from $23.62, citing recent target increases across firms. These updates reflect slightly lower assumed revenue growth, higher profit margins, and a modestly higher future P/E multiple.
내러티브 업데이트 • Mar 05

HST: Cautious View Sees Luxury Portfolio Outperformance Failing To Justify Current Pricing

Analysts have raised the Host Hotels & Resorts fair value estimate to $18.00 per share from $15.86. This change reflects a series of recent price target increases across the Street as they cite updated earnings work, cautious optimism on hotel REITs, and relatively better expectations for higher quality hotel portfolios.
내러티브 업데이트 • Feb 19

HST: Balance Sheet And Dividends Will Support Future Catalyst-Driven Upside Potential

Analysts have nudged their price targets on Host Hotels & Resorts higher, reflected in our updated fair value estimate moving from $19.96 to $20.17, as they cite revised sector outlooks, modestly adjusted discount rates and profitability assumptions, and a slightly higher future P/E multiple. Analyst Commentary Recent Street research on Host Hotels & Resorts reflects a mix of optimism and caution, with several firms adjusting price targets and ratings as they reassess hotel REITs and the company's role within the group.
내러티브 업데이트 • Feb 05

HST: Positive Catalyst Watch And Special Dividend Will Support Bullish Repricing

Narrative Update Analysts have nudged their fair value estimate for Host Hotels & Resorts to about US$23.62 from roughly US$22.96, reflecting updated views on profitability, discount rates, and P/E assumptions, alongside a series of recent price target increases and a new Positive Catalyst Watch designation. Analyst Commentary Recent research on Host Hotels & Resorts has leaned more positive, with several bullish analysts adjusting their views and price targets.
내러티브 업데이트 • Jan 22

HST: Balance Sheet Strength And Dividends Will Support Measured Medium Term Returns

Analysts have nudged their price targets for Host Hotels & Resorts higher, with our fair value estimate moving from US$19.75 to about US$19.96. This change is supported by Street research pointing to refined expectations around revenue growth, profit margins and a slightly higher future P/E assumption.
내러티브 업데이트 • Jan 07

HST: Balance Sheet Strength And RevPAR Outlook Will Support Measured Returns

Narrative Update Analysts have slightly adjusted their price target on Host Hotels & Resorts to about US$19.75 from roughly US$19.79. This reflects updated views on cash flow assumptions and valuation multiples following recent coverage that highlights the company’s defined business strategy and balance sheet quality within the hotel REIT sector.
내러티브 업데이트 • Dec 19

HST: Stronger Revpar And Ebitda Will Support A Bullish Repricing

Analysts have raised their fair value estimate for Host Hotels and Resorts to approximately $22.96 from $21.50, citing stronger than expected Q2 RevPAR and EBITDA performance and an upward revision to 2025 guidance that supports a higher future earnings multiple, despite slightly lower long term growth and margin assumptions. Analyst Commentary Bullish analysts highlight that the recent upside surprise in Q2 RevPAR and EBITDA reinforces confidence in Host Hotels and Resorts' ability to execute in a still-normalizing travel and lodging environment.
내러티브 업데이트 • Dec 05

HST: Strong Q2 Revpar And Ebitda Will Drive Bullish Momentum

Analysts nudged their fair value estimate for Host Hotels & Resorts higher, from about $19.54 to $19.79. They cited stronger than expected Q2 RevPAR and EBITDA performance, along with raised 2025 guidance that supports slightly faster revenue growth, a richer future multiple, and only a modestly higher discount rate despite somewhat lower profit margin assumptions.
내러티브 업데이트 • Nov 20

HST: Raised Guidance And Q2 Outperformance Will Support Bullish Momentum Into 2025

Analysts have increased their price target for Host Hotels & Resorts from $18.86 to $19.54 per share, citing stronger than expected revenue growth, higher profit margins, and raised company guidance following robust recent results. Analyst Commentary Recent Street research has provided further detail on the drivers behind the revised price target for Host Hotels & Resorts, focusing on both positive developments and potential concerns.
내러티브 업데이트 • Nov 06

HST: Second-Quarter Performance Will Drive Improved Outlook Into 2025

Analysts have increased their price target for Host Hotels & Resorts by $0.06 to $18.86, citing stronger than expected second-quarter performance and improved 2025 guidance as key factors for the adjustment. Analyst Commentary Recent updates from market experts highlight both the opportunities and risks associated with Host Hotels & Resorts following its strong second-quarter results and raised 2025 guidance.
내러티브 업데이트 • Oct 23

Analyst Commentary Highlights Upgraded Price Target for Host Hotels and Improved 2025 Outlook

Analysts have raised their price target for Host Hotels & Resorts to $18.81 from $18.56, citing stronger-than-expected Q2 performance and improved fiscal 2025 guidance as key drivers of this positive outlook. Analyst Commentary Following recent results and updated guidance from Host Hotels & Resorts, analysts have weighed both the company's strengths and areas of caution, influencing their current outlook.
내러티브 업데이트 • Sep 04

Experiential Travel Will Reposition Premium Resorts

With both the future P/E ratio and consensus revenue growth forecasts for Host Hotels & Resorts essentially unchanged, analysts have maintained their fair value estimate, keeping the price target steady at $18.56. What's in the News Repurchased 6,746,094 shares for $104.97 million in Q2 2025, completing 69,099,174 shares buyback (9.65% of shares) under the 2017 program.
Seeking Alpha • Mar 21

Host Hotels & Resorts: Deeply Undervalued Despite Recession Risks

Summary Host Hotels & Resorts is trading at a significant discount to its intrinsic value, offering a compelling investment opportunity despite its capital-intensive business model. The company has a solid balance sheet, investment-grade ratings, and a well-covered dividend yield of roughly 6%. Recession risks are mitigated by geographic diversification, a focus on affluent customers, and a share price that appears to be already partially discounting an economic downturn. Long-term growth potential exists through share repurchases, acquisitions, and operational improvements, while there appears to be a valuation margin of safety. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

Host Hotels & Resorts: The Discount To Peers Is Unwarranted

Summary Host Hotels' stock is undervalued, with potential for a rebound as weather impacts ease and margin expansion is expected in 2025. Q3'24 results were strong, with revenue growth and strategic share buybacks, despite challenges from Maui wildfires and higher wages. The company’s diversified portfolio and solid balance sheet provide flexibility for acquisitions and buybacks, enhancing shareholder value. Host Hotels is a 'buy' due to its compelling valuation, resilient performance, and promising outlook for revenue and margin improvements. Read the full article on Seeking Alpha
Seeking Alpha • Oct 27

Host Hotels & Resorts: An Undervalued REIT With Growth Potential

Summary Host Hotels & Resorts is significantly undervalued, trading at a single-digit FFO multiple, offering a 4.55% dividend yield, and potential for double-digit total returns. Despite its capital-intensive model and economic sensitivity, Host Hotels benefits from high-end properties, geographic diversification, and a strong balance sheet. Recent acquisitions, including The Ritz-Carlton O'ahu, demonstrate management's ability to add value through strategic purchases and renovations, enhancing long-term growth potential. While risks include economic downturns and competition, Host Hotels' diversified portfolio and conservative financial strategy position it well for future stability and growth. Read the full article on Seeking Alpha
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새로운 내러티브 • Aug 22

Calculated Acquisitions And Marketing Efforts Promise Robust Revenue Growth And Enhanced Portfolio Quality

Strategic acquisitions and ROI-focused projects are set to significantly enhance portfolio quality and drive EBITDA growth, impacting future earnings positively.
Seeking Alpha • Apr 22

Host Hotels & Resorts: Probably The Best House In A Bad Neighborhood

Summary Despite the generally unattractive nature of the travel industry, particularly affected by economic cycles and competition, Host Hotels & Resorts is probably one of the best lodging REITs. Host Hotels has demonstrated resilience with healthy profit margins, a strategic buyback program, and significant returns on sustainability investments, outperforming many of its peers even in challenging conditions. Looking ahead, Host Hotels expects continued revenue growth per available room but faces potential pressures on margins due to rising costs. The company also faces competition from alternative accommodation providers. Read the full article on Seeking Alpha
Seeking Alpha • Mar 08

Host Hotels & Resorts: Should You Lodge In This 3.8% Yielding Hotel REIT?

Summary Host Hotels & Resorts is currently paying out a 3.8% dividend yield and declared a special dividend of $0.25 per share during its fourth quarter. The REIT is set to grow fiscal 2024 FFO by 6 cents over 2023 at the midpoint of its guidance range. Healthy dividend coverage has opened up the possibility of another special dividend in 2024 with the REIT currently swapping hands for 10.6x, the midpoint of its 2024 FFO guidance range. Read the full article on Seeking Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: HST 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.

배당금 증가: HST 의 배당금 지급은 지난 10 년 동안 증가했습니다.

배당 수익률 vs 시장

Host Hotels & Resorts 배당 수익률 vs 시장
HST의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (HST)4.0%
시장 하위 25% (US)1.3%
시장 상위 25% (US)4.0%
업계 평균 (Hotel and Resort REITs)4.0%
분석가 예측 (HST) (최대 3년)4.2%

주목할만한 배당금: HST 의 배당금( 3.97% )은 US 시장에서 배당금 지급자의 하위 25%( 1.32% )보다 높습니다.

고배당: HST 의 배당금( 3.97% )은 US 시장에서 배당금 지급자의 상위 25%( 4.02% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 45.9% )로 HST 의 배당금 지급은 수익으로 충분히 충당됩니다.

주주 현금 배당

현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 42.6% )로 HST 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.

높은 배당을 제공하는 우량 기업 찾기

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/17 21:45
종가2026/07/17 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Host Hotels & Resorts, Inc.는 44명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jacob KilsteinArgus Research Company
Michael BellisarioBaird
Felicia Kantor HendrixBarclays