Allstate Corp Grows Position in Host Hotels & Resorts, Inc. $HST

Allstate Corp increased its holdings in Host Hotels & Resorts, Inc. (NASDAQ:HST) by 145.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 65,632 shares of the company’s stock after purchasing an additional 38,916 shares during the period. Allstate Corp’s holdings in Host Hotels & Resorts were worth $1,164,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. NewEdge Advisors LLC increased its holdings in Host Hotels & Resorts by 80.5% in the first quarter. NewEdge Advisors LLC now owns 23,800 shares of the company’s stock valued at $338,000 after buying an additional 10,618 shares during the last quarter. Goldman Sachs Group Inc. lifted its position in shares of Host Hotels & Resorts by 24.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 5,209,534 shares of the company’s stock valued at $74,027,000 after acquiring an additional 1,019,345 shares during the last quarter. Empowered Funds LLC lifted its position in shares of Host Hotels & Resorts by 6.1% during the 1st quarter. Empowered Funds LLC now owns 18,879 shares of the company’s stock valued at $268,000 after acquiring an additional 1,088 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of Host Hotels & Resorts during the 2nd quarter valued at $190,000. Finally, EverSource Wealth Advisors LLC lifted its position in shares of Host Hotels & Resorts by 413.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 4,718 shares of the company’s stock valued at $72,000 after acquiring an additional 3,799 shares during the last quarter. Institutional investors and hedge funds own 98.52% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently weighed in on HST shares. UBS Group upped their price target on Host Hotels & Resorts from $18.00 to $20.00 and gave the company a “neutral” rating in a research report on Friday, April 10th. Stifel Nicolaus set a $23.00 price target on shares of Host Hotels & Resorts in a research note on Thursday, May 7th. Morgan Stanley boosted their price objective on shares of Host Hotels & Resorts from $20.00 to $22.00 and gave the stock an “equal weight” rating in a research report on Tuesday, May 12th. JPMorgan Chase & Co. boosted their price target on shares of Host Hotels & Resorts from $21.00 to $22.00 and gave the company a “neutral” rating in a report on Tuesday, April 21st. Finally, Citigroup boosted their price target on shares of Host Hotels & Resorts from $22.00 to $24.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $22.00.

Host Hotels & Resorts News Summary

Here are the key news stories impacting Host Hotels & Resorts this week:

• Positive Sentiment: Zacks Research raised several earnings estimates for Host Hotels & Resorts, including FY2026, FY2027, FY2028 and multiple quarterly forecasts, signaling improved expectations for future profitability. Host Hotels & Resorts analyst estimates
• Positive Sentiment: The company’s most recent quarterly results beat Wall Street expectations, with EPS and revenue both coming in above estimates, which continues to support the bullish case for HST. Host Hotels & Resorts earnings results
• Positive Sentiment: Host Hotels & Resorts also declared a quarterly dividend, reinforcing its appeal for income-focused investors and highlighting ongoing cash generation. Host Hotels & Resorts dividend announcement
• Neutral Sentiment: An executive sold shares recently, but the transaction was relatively small compared with the executive’s remaining stake and does not appear to be a major signal on its own. Nathan Tyrrell insider sale
• Neutral Sentiment: Short-interest data showed no meaningful change in positioning, so it is unlikely to be a key driver of the stock’s move. Host Hotels & Resorts short interest

Insider Activity

In other news, EVP Nathan S. Tyrrell sold 58,579 shares of the firm’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $22.00, for a total transaction of $1,288,738.00. Following the completion of the transaction, the executive vice president owned 697,658 shares of the company’s stock, valued at approximately $15,348,476. This trade represents a 7.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.50% of the company’s stock.

Host Hotels & Resorts Stock Performance

Shares of NASDAQ:HST opened at $22.98 on Friday. The company has a quick ratio of 7.91, a current ratio of 7.91 and a debt-to-equity ratio of 0.74. The firm has a market cap of $15.74 billion, a PE ratio of 15.63, a PEG ratio of 2.64 and a beta of 1.10. The company’s 50 day moving average price is $20.82 and its two-hundred day moving average price is $19.36. Host Hotels & Resorts, Inc. has a 12-month low of $15.07 and a 12-month high of $23.54.

Host Hotels & Resorts (NASDAQ:HST) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $0.67 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.36 by $0.31. The business had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.59 billion. Host Hotels & Resorts had a net margin of 16.40% and a return on equity of 15.15%. The firm’s revenue for the quarter was up 3.2% on a year-over-year basis. During the same quarter last year, the business posted $0.64 EPS. Host Hotels & Resorts has set its FY 2026 guidance at 2.100-2.16 EPS. Equities research analysts predict that Host Hotels & Resorts, Inc. will post 2.12 earnings per share for the current year.

Host Hotels & Resorts Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be paid a dividend of $0.20 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $0.80 annualized dividend and a dividend yield of 3.5%. Host Hotels & Resorts’s dividend payout ratio (DPR) is presently 54.42%.

Host Hotels & Resorts Profile

Host Hotels & Resorts, Inc is a real estate investment trust (REIT) focused on owning and managing premium lodging properties. The company’s portfolio predominantly comprises luxury and upper-upscale hotels and resorts operated under leading global brands. Through strategic acquisitions, dispositions and capital investments, Host Hotels & Resorts seeks to enhance long-term value by aligning property-level operating performance with broader market trends in hospitality demand.

The company’s holdings span major urban, resort and conference destinations across North America, Europe and the Asia-Pacific region.