Citable filing context
HST's research view summarizes recent SEC filing context, starting with earnings from Aug 5, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 5, 2026 | earnings | Host Hotels & Resorts reported Q2 2026 net income of $241 million and raised full-year 2026 guidance. |
| May 28, 2026 | material_agreement | Host Hotels & Resorts amended its distribution agreement to extend the expiration date for selling up to $600 million in stock. |
| May 22, 2026 | other | Host Hotels & Resorts announced results of its May 20, 2026 annual meeting, electing nine directors and ratifying KPMG LLP. |
| Aug 5, 2026 | Guidance: adjusted_ebitda_re | 1820.00 to 1840.00 |
| Aug 5, 2026 | Guidance: comparable_hotel_revpar_growth | 4.75 to 5.25 |
| Aug 5, 2026 | Guidance: comparable_hotel_total_revpar_growth | 4.75 to 5.25 |
| Aug 7, 2026 | mda_quarterly | Host Hotels & Resorts (HST) reported strong operational performance for the first half of 2026, driven by robust transient leisure demand and group business. Comparable hotel RevPAR increased 5.7% year-to-date, bolstered by special events like the FIFA World Cup and the completion of major renovation projects. Total revenues reached $3.285 billion, a 3.3% increase over the prior year, despite the impact of several asset dispositions, including the St. Regis Houston and the Four Seasons Resort Orlando. The company maintains a strong liquidity position with $1.953 billion in cash and $1.5 billion available under its credit facility. Management continues to execute a capital-intensive strategy, investing in transformational programs at properties managed by Hyatt and Marriott to enhance long-term competitiveness. While the company remains optimistic about travel demand from high-income households, it notes potential macroeconomic headwinds, including inflationary pressures and geopolitical uncertainty. Consequently, full-year 2026 comparable hotel RevPAR growth is projected between 4.75% and 5.25%. Host continues to prioritize a balanced capital structure, utilizing proceeds from recent asset sales to fund a $0.72 per share special dividend and ongoing share repurchases, while maintaining conservative leverage ratios well within its credit facility covenants. |
| May 8, 2026 | mda_quarterly | Host Hotels & Resorts reported first-quarter 2026 total revenues of $1.645 billion, a 3.2% increase year-over-year, driven by strong leisure transient demand and higher average room rates. Comparable hotel RevPAR grew 4.4%, with significant Total RevPAR gains in San Francisco/San Jose (21.4%) due to the Super Bowl, and strong performance in Miami and Jacksonville. These gains were offset by declines in New Orleans and Washington, D.C. resulting from renovation disruptions and difficult prior-year comparisons. Net income rose to $501 million, bolstered by a $242 million gain from the $1.1 billion sale of the Four Seasons Resort Orlando and Four Seasons Resort and Residences Jackson Hole, alongside the $51 million sale of The St. Regis Houston. The company is executing transformational capital programs with Hyatt and Marriott to enhance long-term competitiveness. Full-year 2026 comparable RevPAR growth is projected between 3.0% and 4.5%. Key risks include geopolitical instability in the Middle East, "higher-for-longer" interest rates, and projected 5% wage inflation. To distribute taxable gains from asset sales, the board authorized a $0.72 special dividend for the second quarter. Liquidity remains strong with $1.7 billion in cash and equivalents. |
Source: SEC EDGAR filing text and events; period Aug 5, 2026; filed Aug 5, 2026.
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