Host Hotels & Resorts stock showed no change on the day despite several analyst adjustments and Q4 2025 earnings results. Jefferies raised its price target to $20 from $19 while maintaining a Hold rating. BMO Capital increased its price target to $23 from $21 while maintaining an Outperform rating. JP Morgan raised its price target to $21 while maintaining a Neutral rating. The company reported full-year 2025 adjusted EBITDAre of $1,757 million, a 4.6% increase over 2024, and adjusted FFO per share of $2.07, up 3.5% year over year. Host achieved comparable hotel total RevPAR growth of 4.2% for 2025. The company sold the Four Seasons Resort Orlando and Four Seasons Resort Jackson Hole for a combined $1.1 billion and returned approximately $860 million to shareholders through repurchases and dividends in 2025.
Read full analysisHost Hotels & Resorts stock showed no change on the day despite several analyst adjustments and Q4 2025 earnings results. Jefferies raised its price target to $20 from $19 while maintaining a Hold rating. BMO Capital increased its price target to $23 from $21 while maintaining an Outperform rating. JP Morgan raised its price target to $21 while maintaining a Neutral rating. The company reported full-year 2025 adjusted EBITDAre of $1,757 million, a 4.6% increase over 2024, and adjusted FFO per share of $2.07, up 3.5% year over year. Host achieved comparable hotel total RevPAR growth of 4.2% for 2025. The company sold the Four Seasons Resort Orlando and Four Seasons Resort Jackson Hole for a combined $1.1 billion and returned approximately $860 million to shareholders through repurchases and dividends in 2025.
Host Hotels & Resorts is one of the largest lodging REITs in the U.S., owning premium hotels in the luxury and upper-upscale segments across the United States, Brazil, and Canada. The company generates revenue primarily through room rates, food and beverage, and resort amenities like golf and spa. Its modest 2026 guidance of just 1% EBITDAre growth and declining hotel margins are drawing scrutiny despite a Q4 earnings beat and recent $1.1 billion in asset sales.