Host Hotels (HST) reported earnings 30 days ago. What's next for the stock?
HST leverages advantageous locations, improved group and transient business demand, strategic capital recycling moves and solid dividend payouts.
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Host Hotels & Resorts, Inc. shifts to an "accumulate" stance after Q3 operational beat, guidance upgrade, and Moody's credit rating improvement. HST's revised guidance signals better-than-expected demand, but mixed occupancy and rate trends keep macro concerns alive. Balance sheet strength is validated by Moody's upgrade to Baa2, with strong debt metrics and interest coverage supporting the investment case.
Host Hotels & Resorts is a leading hotel REIT with strong financials, prudent management, and significant upside potential as the industry recovers. HST reported solid Q3 results, raised FY guidance, and maintained a stable balance sheet with a conservative approach to reinvestment and asset management. The stock offers a nearly 5% base dividend yield with a sustainable payout ratio, and special dividends plus buybacks enhance shareholder value while waiting for the industry's recovery.
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Host Hotels & Resorts, Inc. ( HST ) Q3 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Jaime Marcus - Senior Vice President of Investor Relations James Risoleo - President, CEO & Director Sourav Ghosh - Executive VP & CFO Conference Call Participants David Katz - Jefferies LLC, Research Division Michael Bellisario - Robert W. Baird & Co. Incorporated, Research Division Cooper Clark - Wells Fargo Securities, LLC, Research Division Chris Darling - Green Street Advisors, LLC, Research Division Aryeh Klein - BMO Capital Markets Equity Research Chris Woronka - Deutsche Bank AG, Research Division Robin Farley - UBS Investment Bank, Research Division Bennett Rose - Citigroup Inc., Research Division Duane Pfennigwerth - Evercore ISI Institutional Equities, Research Division Presentation Operator Good morning, and welcome to the Host Hotels & Resorts Third Quarter 2025 Earnings Conference Call.
HST delivers stronger-than-expected Q3 results, raises its 2025 AFFO outlook and gains a Moody's credit upgrade amid steady revenue growth.
While the top- and bottom-line numbers for Host Hotels (HST) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Host Hotels (HST) came out with quarterly funds from operations (FFO) of $0.35 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to FFO of $0.36 per share a year ago.
HST's Q3 earnings are likely to have benefited from its transient leisure business and strategic capital allocations. However, high interest expenses remain a concern.