Geode Capital Management LLC Boosts Holdings in Host Hotels & Resorts, Inc. $HST

Geode Capital Management LLC raised its holdings in Host Hotels & Resorts, Inc. (NASDAQ:HST) by 2.2% in the 4th quarter, Holdings Channel reports. The institutional investor owned 22,700,539 shares of the company’s stock after acquiring an additional 493,177 shares during the period. Geode Capital Management LLC’s holdings in Host Hotels & Resorts were worth $402,056,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. CYBER HORNET ETFs LLC purchased a new stake in Host Hotels & Resorts in the 2nd quarter valued at about $29,000. Clearstead Advisors LLC grew its holdings in Host Hotels & Resorts by 79.6% in the 3rd quarter. Clearstead Advisors LLC now owns 1,773 shares of the company’s stock valued at $30,000 after buying an additional 786 shares during the period. MUFG Securities EMEA plc purchased a new stake in Host Hotels & Resorts in the 2nd quarter valued at about $32,000. Hantz Financial Services Inc. grew its holdings in Host Hotels & Resorts by 234.1% in the 3rd quarter. Hantz Financial Services Inc. now owns 1,911 shares of the company’s stock valued at $33,000 after buying an additional 1,339 shares during the period. Finally, Compagnie Lombard Odier SCmA purchased a new stake in Host Hotels & Resorts in the 3rd quarter valued at about $34,000. Hedge funds and other institutional investors own 98.52% of the company’s stock.

Key Headlines Impacting Host Hotels & Resorts

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on HST. Truist Financial boosted their target price on Host Hotels & Resorts from $23.00 to $24.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Wells Fargo & Company boosted their target price on Host Hotels & Resorts from $20.00 to $23.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Barclays boosted their target price on Host Hotels & Resorts from $19.00 to $20.00 and gave the stock an “equal weight” rating in a report on Tuesday, April 7th. Cantor Fitzgerald boosted their target price on Host Hotels & Resorts from $21.00 to $23.00 and gave the stock a “neutral” rating in a report on Wednesday, May 13th. Finally, Citigroup boosted their target price on Host Hotels & Resorts from $22.00 to $24.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $22.00.

Host Hotels & Resorts Price Performance

Shares of NASDAQ:HST opened at $22.98 on Monday. The company has a debt-to-equity ratio of 0.74, a quick ratio of 7.91 and a current ratio of 7.91. Host Hotels & Resorts, Inc. has a 1 year low of $15.07 and a 1 year high of $23.54. The stock has a market capitalization of $15.74 billion, a P/E ratio of 15.63, a PEG ratio of 2.61 and a beta of 1.10. The stock has a 50-day simple moving average of $20.82 and a 200-day simple moving average of $19.37.

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

Host Hotels & Resorts Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th will be given 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 yield of 3.5%. Host Hotels & Resorts’s payout ratio is 54.42%.

Insider Buying and Selling

In related news, EVP Nathan S. Tyrrell sold 58,579 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $22.00, for a total transaction of $1,288,738.00. Following the transaction, the executive vice president directly owned 697,658 shares of the company’s stock, valued at approximately $15,348,476. The trade was a 7.75% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Company insiders own 1.50% of the company’s stock.

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.