HST
Host Hotels & Resorts, Inc.Evidence as of 2026-09-03Overview · Host Hotels & Resorts, Inc.
Host Hotels & Resorts, Inc. is an S&P 500 company and is the largest lodging real estate investment trust and one of the largest owners of luxury and upper-upscale hotels. The Company currently owns 73 properties in the United States and five properties internationally totaling approximately 42,200 rooms. The Company also holds non-controlling interests in seven domestic and one international joint ventures. Guided b…
Management team
- Mr. Sourav Ghosh · Executive VP & CFOFind on LinkedIn
- Ms. Deanne Brand · Senior VP of Strategy & Analytics and TreasurerFind on LinkedIn
- Michael Rock · Senior Vice President of Asset ManagementFind on LinkedIn
- Jeffrey S. Clark · Senior Vice President of Global Tax & Risk ManagementFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.0 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The surviving evidence paints a mixed operational picture. Revenue was $ 1,594,000,000 in fiscal Q1 2025 and $ 1,586,000,000 in fiscal Q2 2025, fell to $ 1,331,000,000 in Q3 2025, then recovered to $ 1,645,000,000 in Q1 2026 (fiscal quarter ended 2026-05-06) and $ 1,640,000,000 in Q2 2026 (fiscal quarter ended 2026-08-05). Net income moved from $ 248,000,000 in fiscal Q1 2025 to $ 221,000,000 in Q2 2025 and $ 161,000,000 in Q3 2025, rose to $ 494,000,000 in Q1 2026, and was $ 237,000,000 in Q2 2026.
Computed operating margins by quarter were 17.9% (fiscal Q1 2025), 17.5% (fiscal Q2 2025), 7.6% (Q3 2025), 19.4% (Q1 2026), and 17.9% (Q2 2026). Shares outstanding and diluted share counts declined modestly over the period, with point-in-time shares falling from 693,714,423 on 2025-04-30 to 685,124,399 as of 2026-08-05 and weighted-average diluted shares moving from 698,300,000 in fiscal Q1 2025 to 687,000,000 in fiscal Q2 2026. Valuation and market metrics show trailing‑12‑month P/FCF of 14.85, P/E of 13.65, EV/EBITDA of 8.2, a trailing dividend yield of 4.30% (92nd percentile), a golden_cross with price +7.3% above the 200‑day SMA but -6.3% below the 50‑day, modestly elevated volatility, and insider open‑market sales totaling $ 2.8M over the prior 180 days.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue was 1,594,000,000 for the quarter 2025-01-01 to 2025-03-31 (fiscal Q1 2025).
XBRL companyfacts · 0001070750-25-000097Revenue was 1,586,000,000 for the quarter 2025-04-01 to 2025-06-30 (fiscal Q2 2025) and fell to 1,331,000,000 for the quarter 2025-07-01 to 2025-09-30 (fiscal Q3 2025), then recovered to 1,645,000,000 for the quarter 2026-01-01 to 2026-03-31 (fiscal Q1 2026) and was 1,640,000,000 for the quarter 2026-04-01 to 2026-06-30 (fiscal Q2 2026).
XBRL companyfacts · 0001070750-25-000139Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Two Form 4 insider transaction filings for Host Hotels & Resorts, Inc. are present in the provided evidence: the 4 filed 21 August 2026 filed 2026-08-21 and the 4 filed 25 August 2026 filed 2026-08-25.
4 filed 2026-08-21Both filings in the evidence are labeled Form 4 and show a parse_status of "skipped" in the provided metadata.
4 filed 2026-08-25Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Dividend yield (trailing twelve months) is +4.30%, which ranks in the 92th percentile of the 547-stock research universe on 2026-09-02.
Moneyta signal set · 2026-09-02Momentum over the 12-month minus 1-month window (momentum_12_1) is +69.1% and ranks in the 88th percentile of the 547-stock research universe on 2026-09-02.
Moneyta signal set · 2026-09-02weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, the security had a weight of 0.02% in the IVV ETF.
ETF constituents · market dataTwo Form 4 filings were recorded: the 4 filed 21 August 2026 filed 2026-08-21 and the 4 filed 25 August 2026 filed 2026-08-25.
Form 4 × 2 (90d window not enforced here)Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Two syndicated/value-oriented pieces titled “Is Host Hotels & Resorts (HST) a Great Value Stock Right Now?” were published on 1 September 2026 by Zacks and republished on Yahoo Finance, focusing coverage on valuation and rank-based stock screening.
News · finance.yahoo.com · 2026-09-01Additional valuation/comparison coverage appears in pieces that compare Host Hotels & Resorts to peers or alternatives, including a comparison article published 1 September 2026 and a separate HST vs. AMT value comparison published 25 August 2026.
News · thelincolnianonline.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Insiders reported aggregate open-market sales of "$2.8M" and no purchases ("$0") in the 180-day window, with net shares reported as "-120639".
Form 4 · TYRRELL NATHAN S (EVP, Ch. Investment Officer) · $0 code G · 2026-08-21LENTZ MICHAEL E (EVP, Development, D&C) reported selling "$1.3M" for "56757" shares on 2026-08-21.
Form 4 · LENTZ MICHAEL E (EVP, Development, D&C) · $1.3M sold · 2026-08-21Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The implied free cash flow (FCF) growth rate that today's price would justify, under the stated discount and terminal assumptions, is 1.95%.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-free-cash-flow (P/FCF) based on trailing‑12‑month FCF is 14.85, and trailing‑12‑month FCF per share is $1.4891.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence set shows a clear recovery in top-line and profitability metrics after a mid‑2025 trough: quarterly revenue returned to ~1.64B in both Q1 and Q2 2026 and net income and operating margin expanded (operating margin back to ~19.4% in Q1 2026 and ~17.9% in Q2 2026). Capital return and share-count trends are visible — point-in-time shares outstanding and diluted weighted shares declined and the company reported repurchases in multiple quarters — which supports higher per‑share cash metrics. Market signals show a high trailing dividend yield (4.3%), strong 12‑month momentum ranking, a golden‑cross technical state, and lower beta (0.70) indicating reduced market sensitivity. Valuation multiples in the evidence (P/FCF ~14.9, EV/EBITDA 8.2, P/E ~13.7) alongside TTM FCF of ~$1.02B and operating cash flow of ~$1.32B indicate the price embeds modest FCF growth assumptions, which together with improving margins and share reduction support a favorable read. The bear points citing insider sales, short-term volatility, and press coverage are weaker in this set: aggregate insider sales reported are small in dollar terms, filings metadata show “skipped” parsing which limits interpretation, and the company’s lower beta and multi-quarter operational recovery mitigate the weight of short-term price swings.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.33
34 surviving claims rest on 16 distinct sources; the heaviest analyst carries 21% of them, and 97% of what the desk raised survived the debate.
The read rests on a moderate set of distinct sources but shows noticeable dependence on a single analyst’s contributions and very high survival through internal debate. That combination means the package is coherent but somewhat brittle: a single new, authoritative document or corrected parse could remove a disproportionate share of claims, and analyst-specific interpretations should be treated as less robust than claims confirmed across multiple independent filings.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
13 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.0 to the score
2 documents
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.5 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
2 filings
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−0.6 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on HST Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.