HST at a glance
Host Hotels & Resorts (HST, SEC CIK 1070750) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as August 25, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Host Hotels & Resorts (HST) reported revenue of $6.1 billion (up 7.6% from FY2024) and net income of $765.0 million. Diluted EPS was $1.10.
- As of June 30, 2026, 38 institutional investment managers tracked by SignalX reported holding Host Hotels & Resorts (HST) shares worth $9.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by LENTZ MICHAEL E on August 21, 2026 of 56,757 shares at $23.26 per share.
- In the last 90 days, HST insiders reported 0 open-market purchases ($0) and 3 open-market sales ($2.8M) on Form 4, a net sale of $2.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $6.1B
- +7.6% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$2.8M
- 13F holders
- 38 funds
- $9.8B · +1 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Total revenues $6,114M, up $430M or 7.6% YoY; driven by strong transient demand, F&B growth, and $99M condominium sales
- GAAP operating profit margin 14.0% vs 15.4%; comparable hotel EBITDA margin 28.9% vs 29.3%; both pressured by ~5% wage inflation and $86M decline in insurance settlement gains
- Best market: Atlanta Total RevPAR +16.2%; Worst: Austin Total RevPAR -17.2% driven by convention center closure and renovation disruption
- Operating cash flow $1,510M; capex $644M; share repurchases $205M (13.1M shares at avg $15.68); dividends $0.95/share including $0.15 special dividend; debt $5.1B at 4.8% weighted avg rate
- 2026 comparable RevPAR guidance +2.0% to +3.5%; key risks include inbound travel decline, tariff sentiment, elevated inflation, and above-average supply growth in select markets
Risk Factors
- Marriott concentration risk: ~64% of 2025 hotel revenues managed/franchised by Marriott; prior $52M FTC/state AG settlement for 2014–2018 data breach, ongoing litigation
- Total debt $5.1B as of Dec 31, 2025; REIT rules require distributing ≥90% of taxable income, forcing reliance on external capital markets for growth and debt repayment
- Geographic revenue concentration: top markets (NY, DC, San Diego, SF, Phoenix, Florida, Hawaii) represent ~65% of 2025 revenues; Maui wildfire demand impact expected to persist into 2026
- U.S. immigration policy and travel imbalance risk: elevated outbound vs. declining inbound international travel threatening luxury/upper-upscale segment demand
- NYC collective bargaining agreements for three hotels (NY Marriott Marquis, NY Marriott Downtown, 1 Hotel Central Park) expire June 2026, risking operational disruption and higher labor costs
Business Overview
- Largest publicly traded lodging REIT; 76 luxury/upper-upscale hotels (~41,700 rooms), ~62.9% of revenues from Marriott-branded properties
- Asia/Pacific exit completed in 2025: JV sold its 36% share in two India joint ventures, ending Host's Asia investment
- Noble JV restructured Dec 2025: 2026 put/call rights replaced with 2030 exercise window; new 10% commitment to Noble Fund VI added
- 162 corporate employees with avg tenure ~14 years; voluntary turnover only 4% in 2025; 19 hotels (~27% of rooms) under collective bargaining agreements
- Condominium sales adjacent to Four Seasons Resort Orlando represented 2% of total 2025 revenues: notable non-traditional REIT income stream
AI summary of the HST 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $1.640B, up 3.4% YoY from $1.586B
- GAAP operating margin 17.9% vs 17.5%; comparable hotel EBITDA margin 31.9% vs 31.3%
- Best market Austin, Total RevPAR up 53.4%; worst New Orleans, down 5.6%
- Year-to-date capital spending $243M, including $103M ROI and $140M renewal projects
- Full-year comparable RevPAR guidance 4.75%-5.25%; macroeconomic and geopolitical uncertainty remain headwinds
Risk Factors
- No material changes to 10-K risk factors as of June 30, 2026
- Regulatory and compliance risks carried forward from December 31, 2025 disclosures
- Hotel operating and competitive risks remain unchanged from the 10-K
- $405 million remaining under authorized share-repurchase program
- No director or officer adopted, modified, or terminated Rule 10b5-1 arrangements during the period
AI summary of the HST 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release and supplemental financial information furnished as Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 revenue $1.64B, up 3.4%; net income $241M, up 7.1%, and Adjusted FFO $0.63 per share, up 8.6%
- Comparable RevPAR rose 7.0% to $251.53, while Total RevPAR increased 5.9% to $417.58
Item 1.01: Entry into a Material Definitive Agreement
- $600 million at-the-market equity offering capacity remains available; no shares sold to date
- Agreement expiration extended beyond May 31, 2026 until $600 million sold or termination
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected to one-year terms expiring at the 2027 annual meeting
- Gordon H. Smith received the lowest support, with 547,699,726 votes for and 47,968,752 against
AI summaries of HST 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HST
Don't miss the next HST filing
- Alerts as it files. A push when HST files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut HST, by share count.
- Ask anything. An AI agent that reads every HST filing and answers with sources.
HST alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| LENTZ MICHAEL E | Sell | Aug 21, 2026 | 56,757 | $23.26 |
| TYRRELL NATHAN S | G | Aug 21, 2026 | 4,300 | - |
| TYRRELL NATHAN S | Sell | Aug 19, 2026 | 33,882 | $23.25 |
| TYRRELL NATHAN S | Sell | Aug 19, 2026 | 30,000 | $23.00 |
| BAGLIVO MARY | A | Jul 15, 2026 | 3,713.489 | - |
| Smith Gordon H | A | Jul 15, 2026 | 6,651.561 | - |
| LAING DIANA | A | Jul 15, 2026 | 1,901.283 | - |
| Preusse Mary Hogan | A | Jul 15, 2026 | 4,133.262 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $5.3B | $5.7B | $6.1B |
| Operating Income | $827.0M | $875.0M | $855.0M |
| Net Income | $740.0M | $697.0M | $765.0M |
| Op. Margin | 15.6% | 15.4% | 14.0% |
| Net Margin | 13.9% | 12.3% | 12.5% |
| Balance Sheet | |||
| Total Assets | $12.2B | $13.0B | $13.0B |
| Equity | $6.6B | $6.6B | $6.6B |
| ROE | 11.2% | 10.5% | 11.7% |
| Per Share | |||
| EPS | - | $0.99 | $1.10 |
| Cash Flow | |||
| Operating CF | $1.4B | $1.5B | $1.5B |
Source: XBRL data in Host Hotels & Resorts (HST)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HST share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 38 | $9.76B |
| Q1 2026 | 37 | $7.75B |
| Q4 2025 | 31 | $7.55B |
| Q3 2025 | 33 | $8.37B |
| Q2 2025 | 33 | $7.01B |
| Q1 2025 | 32 | $5.10B |
| Q4 2024 | 27 | $4.91B |
| Q3 2024 | 26 | $2.81B |
- BlackRock+10.88M (+14%)
- Ameriprise Financial+3.99M (+101%)
- AQR Capital Management+3.55M (+36%)
- Goldman Sachs Group+3.24M (+42%)
- FMR LLC (Fidelity)+1.71M (+213%)
- COHEN & STEERS, INC.−10.30M (-19%)
- JPMorgan Chase & Co−6.36M (-26%)
- Invesco Ltd−3.85M (-22%)
- Franklin Resources−2.23M (-59%)
- Renaissance Technologies LLC−664.4K (-73%)
- OLD NATIONAL BANCORP /IN/+233.0K
- WESTWOOD HOLDINGS GROUP INC+12.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 257 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HST filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 8-K | May 28, 2026 | - | Analysis | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 16, 2026 | - | - | - |
| 4 | Apr 16, 2026 | - | - | - |
| 4 | Apr 16, 2026 | - | - | - |
| 4 | Apr 16, 2026 | - | - | - |
| 4 | Apr 16, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
Related Real Estate companies
- AKR · ACADIA REALTY TRUSTReal Estate Investment Trusts
- ACR · ACRES Commercial Realty Corp.Real Estate Investment Trusts
- ADAM · ADAMAS TRUST, INC.Real Estate Investment Trusts
- ALX · ALEXANDERS INCReal Estate Investment Trusts
- ARE · Alexandria Real Estate EquitiesReal Estate Investment Trusts
- PINE · Alpine Income Property Trust, Inc.Real Estate Investment Trusts
- AAT · American Assets Trust, Inc.Real Estate Investment Trusts
- AHR · American Healthcare REIT, Inc.Real Estate Investment Trusts
HST SEC filings: frequently asked questions
Are HST insiders buying or selling?
In the last 90 days, Host Hotels & Resorts (HST) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $2.8 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HST stock?
As of June 30, 2026, the largest Host Hotels & Resorts (HST) holders among the 13F filers tracked by SignalX were BlackRock ($2.1 billion), Vanguard Portfolio Management LLC ($1.4 billion), COHEN & STEERS, INC. ($1.1 billion), State Street Corp ($1.0 billion), Vanguard Capital Management LLC ($1.0 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HST's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Host Hotels & Resorts (HST) reported revenue of $6.1 billion (up 7.6% from FY2024) and net income of $765.0 million. Diluted EPS was $1.10. The figures come from the XBRL data in the 10-K.
What are the main risks in HST's latest 10-K?
In the 10-K filed February 25, 2026, Host Hotels & Resorts (HST) flagged: Marriott concentration risk: ~64% of 2025 hotel revenues managed/franchised by Marriott; prior $52M FTC/state AG settlement for 2014–2018 data breach, ongoing litigation. Total debt $5.1B as of Dec 31, 2025; REIT rules require distributing ≥90% of taxable income, forcing reliance on external capital markets for growth and debt repayment. (AI summary of the Risk Factors section.)
What did HST report in its latest 8-K?
Host Hotels & Resorts (HST) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026.
What are the latest HST SEC filings?
Host Hotels & Resorts (HST) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on August 25, 2026.
What is HST's SEC CIK number?
Host Hotels & Resorts (HST)'s SEC Central Index Key (CIK) is 1070750. EDGAR lists every HST filing under that number.
Ask anything about HST
The research agent reads HST's filings, financials, insider trades and 13F holders, then answers with sources.