HST Host Hotels & Resorts

company

SEC Filings & Insider Trading Activity 2026

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

What are the latest HST SEC filings in 2026?

Host Hotels & Resorts (HST) has filed a 10-K annual report on February 25, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did HST file its most recent 10-K annual report?

Host Hotels & Resorts (HST) filed its most recent 10-K annual report on February 25, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view HST 10-Q quarterly reports?

Host Hotels & Resorts (HST)'s most recent 10-Q quarterly report was filed on May 8, 2026. SignalX displays every HST 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has HST filed recently?

Host Hotels & Resorts (HST)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find HST insider trading activity (Form 4)?

SignalX aggregates every HST Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does HST file with the SEC?

Host Hotels & Resorts (HST) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new HST filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Host Hotels & Resorts (HST).

What is HST's SEC CIK number?

Host Hotels & Resorts (HST)'s SEC CIK (Central Index Key) number is 1070750. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1070750 to look up all HST filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find HST return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Host Hotels & Resorts (HST) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.