When I wrote about Host Hotels & Resorts, Inc. ( HST ) in August 2025, I was overly cautious because there was no material catalyst visible at the time. However, a Q3 operationalI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, ...

When I wrote about Host Hotels & Resorts, Inc. ( HST ) in August 2025, I was overly cautious because there was no material catalyst visible at the time. However, a Q3 operationalI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, ...

Group 1 - The analyst has over 10 years of experience researching more than 1000 companies across various sectors including commodities and technology [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, covering hundreds of companies [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with consumer discretionary, REITs, and utilities [1]

Host Hotels & Resorts, Inc. (NASDAQ:HST) reported better-than-expected third-quarter financial results and raised its FY25 FFO guidance, after the closing bell on Wednesday.Host Hotels & Resorts posted quarterly FFO of 35 cents, beating market estimates of 33 cents. The company's sales came in at $1.331 billion beating expectations of $1.313 billion.The company raised its FY2025 FFO guidance from $1.98-$2.02 to $2.03.James F. Risoleo, President and Chief Executive Officer, said, “Our strong third quarter re ...

Host Hotels & Resorts, Inc. (NASDAQ:HST) reported better-than-expected third-quarter financial results and raised its FY25 FFO guidance, after the closing bell on Wednesday.Host Hotels & Resorts posted quarterly FFO of 35 cents, beating market estimates of 33 cents. The company's sales came in at $1.331 billion beating expectations of $1.313 billion.The company raised its FY2025 FFO guidance from $1.98-$2.02 to $2.03.James F. Risoleo, President and Chief Executive Officer, said, “Our strong third quarter re ...

Financial Performance - Total revenues for Q3 2025 increased by $12 million, or 0.9%, compared to Q3 2024, and year-to-date revenues increased by $255 million, or 6.0%[95] - Net income for Q3 2025 was $163 million, a 94.0% increase from $84 million in Q3 2024, while year-to-date net income rose to $639 million, up 6.9% from $598 million[93] - Year-to-date 2025 comparable hotel RevPAR improved by 3.5%, driven by strong leisure transient demand and higher average rates[100] - Year-to-date revenues for 2025 reached $4,511 million, compared to $4,388 million for the same period in 2024, marking a 2.8% increase[212] - For the quarter ended September 30, 2025, net income was $163 million, compared to $84 million for the same period in 2024, representing a 94% increase[193] - EBITDA for the quarter was $428 million, up from $346 million in the prior year, reflecting a 24% growth[193] - Year-to-date comparable hotel EBITDA was $1,283 million, up from $1,258 million in 2024, indicating a growth of 2%[212] Revenue Metrics - Comparable hotel RevPAR increased by 0.2% for Q3 2025 and 3.5% year-to-date, driven by higher room rates and strong transient demand[95] - Total other revenues increased by 9.3% for Q3 2025, reflecting growth from the 2024 Acquisitions and increased ancillary revenues[118] - Total RevPAR for international locations increased by 12.5% to $206.87[134] - The average RevPAR for the company’s properties was $335.42, reflecting a 0.8% increase from the previous year[134] - Revenue per available room (RevPAR) increased to $229.95, reflecting a 3.5% growth compared to the prior year[137] - Total revenue per available room (Total RevPAR) reached $383.54, marking a 3.7% increase year-over-year[137] Expenses and Margins - Operating profit margin under GAAP for Q3 2025 was 7.6%, down 260 basis points from 10.2% in Q3 2024, primarily due to a decrease in net gains on insurance settlements[98] - Comparable hotel EBITDA margin was 23.9% for Q3 2025, a decline of 50 basis points compared to Q3 2024, affected by increased wage expenses[98] - Total property-level operating expenses for Q3 2025 were $1,208 million, a 1.7% increase from $1,188 million in Q3 2024[119] - Year-to-date property-level operating expenses reached $3,789 million, reflecting a 6.0% increase from $3,573 million in the previous year[119] - Rooms expenses increased by $6 million (2.8%) for Q3 2025 and $48 million (7.6%) year-to-date, primarily due to higher wage rates[121] - Food and beverage expenses rose by $11 million (4.1%) for Q3 2025 and $66 million (7.8%) year-to-date, with costs as a percentage of revenues increasing year over year[122] Market Performance - The Atlanta market saw a 20.1% increase in comparable hotel Total RevPAR for Q3 2025, attributed to the completion of planned renovations[97] - The company experienced a decline in group demand, which offset the strength in transient rates during Q3 2025[95] - Year-to-date 2025, comparable hotel Total RevPAR increased by 3.7%, with strong performances in Maui and Oahu markets[97] - For Q4 2025, the company anticipates continued softness in group bookings due to economic uncertainties, with U.S. GDP growth expectations revised to 1.9%[101] Acquisitions and Dispositions - The 2024 acquisitions contributed positively to revenue growth, while the 2025 dispositions had a partial offsetting effect[95] - Significant dispositions included the sale of the Washington Marriott at Metro Center for $177 million and the Westin Cincinnati for $60 million, totaling $213 million in net proceeds[162] - The company recorded a gain on the sale of the Washington Marriott at Metro Center amounting to $122 million[105] Debt and Liquidity - Cash and cash equivalents stood at $539 million, with an additional $205 million in FF&E escrow reserves as of September 30, 2025[153] - The company has $1.5 billion available under the revolver portion of its credit facility, providing significant liquidity for future growth[153] - The next significant debt maturity is $400 million of senior notes due in February 2026, with sufficient liquidity to repay at maturity[152] - As of September 30, 2025, total debt was $5.1 billion with a weighted average interest rate of 4.9% and 80% of the debt at a fixed rate[168] Shareholder Returns - A regular quarterly cash dividend of $0.20 per share was announced on September 11, 2025, and paid on October 15, 2025[175] - There were no share repurchases during Q3 2025, with $480 million available for repurchase under the program as of September 30, 2025[155] - Host Inc. repurchased 13.1 million shares of common stock for $205 million year-to-date in 2025[166] Economic Outlook - The company anticipates continued challenges from economic uncertainties, including inflation and geopolitical developments, which may impact future performance[90] - The construction pipeline is expected to remain modest until macroeconomic uncertainty decreases and interest rates decline[102] - The company expects comparable hotel RevPAR growth for the full year 2025 to be approximately 3.0%[103] Foreign Currency Exposure - The company has operations in Brazil and Canada, exposing it to currency exchange risks[217] - In Q3 2025, two foreign currency forward purchase contracts matured with a total notional amount of CAD 99 million ($73 million)[217] - To replace the maturing contracts, the company entered into two new foreign currency forward purchase contracts with a total notional amount of CAD 99 million ($73 million)[217]

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Core Insights - The article discusses the release of an update regarding the Top 10 Quant Stocks for 2025, which are projected to increase by 45% [1] Group 1: Company Overview - Steven Cress is the Head of Quantitative Strategies at Seeking Alpha, managing quant ratings and factor grades for stocks and ETFs [1] - Cress leads Alpha Picks, a tool that selects two attractive stocks to buy each month and determines optimal selling times [1] - The Seeking Alpha Quant Rating system, created by Cress, aims to interpret data for investors and provide insights on investment directions [1] Group 2: Investment Strategy - The article emphasizes a data-driven approach to investment, utilizing sophisticated algorithms to simplify complex research [1] - Cress's background includes founding CressCap Investment Research and Cress Capital Management, along with experience at Morgan Stanley and Northern Trust [1] - The focus is on removing emotional biases from investment decisions to create a best-in-class portfolio for long-term investors [1]

BETHESDA, Md., Nov. 06, 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 third 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 e ...

Host Hotels & Resorts (NasdaqGS:HST) Q3 2025 Earnings Call November 06, 2025 09:00 AM ET Company ParticipantsJaime Marcus - SVP of Investor RelationsJim Risoleo - President and CEOSourav Ghosh - CFOConference Call ParticipantsAri Klein - AnalystDavid Katz - Equity Research AnalystJay Kornreich - AnalystCooper Clark - Equity Research AnalystRobin Farley - AnalystChris Darling - Senior AnalystSmedes Rose - AnalystChris Woronka - Senior Equity AnalystDuane Pfennigwerth - Equity AnalystMichael Bellisario - Seni ...