HOST酒店及度假村(HST)

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Host Hotels Stock Rises 10.3% Quarter to Date: Will the Trend Last?
ZACKS· 2025-06-24 01:20
Key Takeaways HST shares rose 10.3% quarter to date, outperforming the industry's decline of 0.6%. Group and business travel demand are driving occupancy and RevPAR at HST's well-located U.S. properties. HST has $2.2B in liquidity and is the only lodging REIT with investment-grade credit ratings.Shares of Host Hotels & Resorts Inc. (HST) have gained 10.3% in the quarter-to-date period against the industry’s decline of 0.6%.The Bethesda, MD-based lodging real estate investment trust (REIT) owns a portfolio ...
Host Hotels & Resorts: Quality Play That Deserves A Second Look
Seeking Alpha· 2025-06-18 01:09
Host Hotels and Resorts公司表现 - 过去10年回报率低迷 主要受COVID-19疫情业务中断影响 [1] - 面临Airbnb等替代住宿平台的竞争压力 [1] 作者背景 - 纽约大学斯特恩商学院学生 拥有7年公开股票投资经验 [1] - 投资领域聚焦消费 discretionary、工业和科技行业 偏好低至中增长潜力且具备稳定/可重复商业模式的公司 [1] - 曾担任风险投资侦察员 筛选医疗健康领域初创企业 并参与财富管理和私募股权投资分析 [1]
Is the Options Market Predicting a Spike in Host Hotels & Resorts Stock?
ZACKS· 2025-06-13 21:36
Investors in Host Hotels & Resorts, Inc. (HST) need to pay close attention to the stock based on moves in the options market lately. That is because the Jul 18, 2025 $05.00 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It ...
Host Hotels & Resorts Announces Second Quarter 2025 Earnings Call to be Held on July 31, 2025
Globenewswire· 2025-06-13 20:30
BETHESDA, Md., June 13, 2025 (GLOBE NEWSWIRE) -- Host Hotels & Resorts, Inc. (NASDAQ: HST) (the “Company”), the nation’s largest lodging real estate investment trust, will report second quarter 2025 financial results on Wednesday, July 30, 2025, after the market close. The Company will hold a conference call to discuss its second quarter 2025 results and business outlook on Thursday, July 31, 2025, at 11:00 a.m. ET. Conference call access information is as follows: Conference Call: USA/Canada Toll Free Numb ...
Host Hotels & Resorts: Fortress Balance Sheet, 5% Yield Make This A Buy
Seeking Alpha· 2025-05-30 23:17
My aim is to build a financial portfolio which will enable me to become financially independent. While I have a keen interest in the financial markets, and am constantly seeking to learn more about various sectors, this means I tend to gravitate towards dividend stocks as they will provide me with a steady stream of income to achieve my goal of becoming financially independent.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate ...
Host Hotels & Resorts(HST) - 2025 FY - Earnings Call Transcript
2025-05-15 00:30
Host Hotels & Resorts (HST) FY 2025 Annual General Meeting May 14, 2025 11:30 AM ET Speaker0 Hello and welcome to the Annual Meeting of Stockholders of Host Hotels and Resorts. Please note that today's meeting is being recorded. Stockholders who have registered for today's meeting may submit a question or comment at any time by clicking on the message icon. Please note that your registered name will be announced with your question. Out of consideration for others, please limit yourself to one question or co ...
Host Hotels & Resorts(HST) - 2025 Q1 - Earnings Call Presentation
2025-05-10 05:19
业绩总结 - 2024年调整后的EBITDAre较2019年增长16%,而其他全服务酒店REIT的平均增长为-30%[26] - 2024年每股NAREIT FFO较2019年增长28%,其他全服务酒店REIT的平均增长为-13%[26] - 2024年总股东回报率在2018年12月31日至2024年12月31日间为8%,其他全服务酒店REIT的平均为-17%[26] - 2025年第一季度调整后的EBITDAre为5.14亿美元,比2024年第一季度增长5.1%[40] - 2025年第一季度可比酒店EBITDA利润率为31.8%,比2024年第一季度提高30个基点[40] 用户数据 - 截至2025年3月31日,公司的净杠杆率为2.8倍,提供了在波动环境中的灵活性[40] - 截至2025年3月31日,总可用流动性为22亿美元,包括约2.64亿美元的FF&E储备和15亿美元的信用额度可用[40] - 2025年确定的团体房间夜数为360万,较2024年第四季度增长12%[86] - 2025年,城市会议的团体房间夜预定增长超过9%,总团体收入增速为3.3%[94] 未来展望 - 2025年可比酒店总RevPAR预计为366美元至374美元,较2024年增长0.7%至2.7%,中位数为370美元,增长1.7%[43] - 2025年可比酒店EBITDA预计为15.93亿美元至16.61亿美元,较2024年下降5.2%至1.1%,中位数为16.27亿美元,下降3.2%[43] - 2025年全年净收入预测为5.12亿美元至5.81亿美元,运营利润率为12.2%至13.1%[44] - 预计到2024年,入住率将增加约4个百分点,接近2019年与2024年之间的入住率差距的一半[143] 新产品和新技术研发 - 预计在未来的气候风险项目中,将投资1500万至2000万美元用于增强韧性措施[133] - 公司在2019年至2023年间的可持续融资总额约为50亿美元,其中245亿美元为绿色债券的发行总额[149] - 自2016年以来,近2.5亿美元用于气候韧性投资,包括抗飓风窗户和门的安装[160] 市场扩张和并购 - 计划进行15亿美元的净收购,EBITDA倍数为14倍,预计在2-3年内稳定这些资产,EBITDA倍数为12倍[143] - 未来EBITDA增长的潜在贡献包括:净收购5500万美元,ROI资本支出2500万美元,合计潜在贡献为2.2亿美元[139] 负面信息 - 2024年净杠杆率为2.7倍,较2019年的1.6倍有所上升[37] - 2025年可比酒店EBITDA利润率预计将较2024年下降130个基点,主要受工资和福利费用通胀影响[97] - 2025年运营利润率中点预测为12.6%,较2024年下降280个基点[99] 其他新策略和有价值的信息 - 公司董事会中89%的成员具有可持续性或企业责任经验,确保ESG事务的高层监督[174] - 公司在道琼斯可持续发展指数中被评为全球和北美最佳企业之一,ESG风险评级为低[176] - NAREIT FFO每稀释股的计算方法为净收入(根据GAAP计算)减去与某些房地产资产相关的折旧和摊销等项目[188]
Host Hotels & Resorts, Inc. Announces Pricing Of $500 Million Of 5.700% Senior Notes Due 2032, By Host Hotels & Resorts, L.P.
Globenewswire· 2025-05-07 04:30
BETHESDA, Md., May 06, 2025 (GLOBE NEWSWIRE) -- Host Hotels & Resorts, Inc. (NASDAQ: HST) (the “Company”), the nation’s largest lodging real estate investment trust, today announced that Host Hotels & Resorts, L.P. ("Host L.P."), for whom the Company acts as sole general partner, has priced its offering (the "Offering") of $500 million aggregate principal amount of 5.700% Senior Notes due 2032 (the "Notes"). The Notes are Host L.P.’s senior unsecured obligations. The Offering is expected to close on May 20, ...
Host Hotels & Resorts(HST) - 2025 Q1 - Quarterly Report
2025-05-02 23:47
o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. Commission File Number: 001-14625 (Host Hotels & Resorts, Inc.) 0-25087 (Host Hotels & Resorts, L.P.) ____________________________________________________________________________________________________________________________________________________________________________________________ HOST HOTELS & RESORTS, INC. HOST HOTELS & RESORTS, L.P. (Exact name of registrant as specified in its charter) __________________ ...
Host Hotels & Resorts Provides Updated First Quarter 2025 Investor Presentation
GlobeNewswire News Room· 2025-05-02 04:30
BETHESDA, Md., May 01, 2025 (GLOBE NEWSWIRE) -- Host Hotels & Resorts, Inc. (NASDAQ: HST) (the “Company”), the nation’s largest lodging real estate investment trust, today provided an updated investor presentation for first quarter 2025 results. The investor presentation can be found on the Investor Relations section on the Company’s website at https://www.hosthotels.com/#key-investors-materials. ABOUT HOST HOTELS & RESORTS Host Hotels & Resorts, Inc. is an S&P 500 company and is the largest lodging real es ...