Brandywine Global Investment Management LLC Decreases Stake in Host Hotels & Resorts, Inc. $HST

Brandywine Global Investment Management LLC lowered its position in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST) by 0.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,163,450 shares of the company’s stock after selling 28,569 shares during the quarter. Brandywine Global Investment Management LLC’s holdings in Host Hotels & Resorts were worth $56,088,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. CYBER HORNET ETFs LLC bought a new position in shares of Host Hotels & Resorts in the second quarter valued at approximately $29,000. Clearstead Advisors LLC lifted its holdings in Host Hotels & Resorts by 79.6% during the third quarter. Clearstead Advisors LLC now owns 1,773 shares of the company’s stock worth $30,000 after acquiring an additional 786 shares during the period. MUFG Securities EMEA plc purchased a new position in Host Hotels & Resorts in the second quarter worth $32,000. Hantz Financial Services Inc. boosted its position in Host Hotels & Resorts by 234.1% in the third quarter. Hantz Financial Services Inc. now owns 1,911 shares of the company’s stock worth $33,000 after purchasing an additional 1,339 shares during the last quarter. Finally, Compagnie Lombard Odier SCmA bought a new position in Host Hotels & Resorts in the 3rd quarter valued at $34,000. Hedge funds and other institutional investors own 98.52% of the company’s stock.

Insider Buying and Selling

In other news, EVP Nathan S. Tyrrell sold 58,579 shares of the business’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 directly owned 697,658 shares in the company, valued at $15,348,476. The trade was a 7.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 1.50% of the stock is currently owned by insiders.

Host Hotels & Resorts Price Performance

HST stock opened at $24.62 on Monday. 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 capitalization of $16.86 billion, a PE ratio of 16.75, a PEG ratio of 2.80 and a beta of 1.10. Host Hotels & Resorts, Inc. has a twelve month low of $15.07 and a twelve month high of $24.78. The stock has a 50-day simple moving average of $21.31 and a two-hundred day simple moving average of $19.59.

Host Hotels & Resorts (NASDAQ:HST) last announced its quarterly 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. Host Hotels & Resorts had a net margin of 16.40% and a return on equity of 15.15%. The firm had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.59 billion. During the same period in the prior year, the firm posted $0.64 earnings per share. The company’s revenue for the quarter was up 3.2% on a year-over-year basis. Host Hotels & Resorts has set its FY 2026 guidance at 2.100-2.16 EPS. On average, equities analysts predict that Host Hotels & Resorts, Inc. will post 2.12 EPS for the current fiscal year.

Host Hotels & Resorts Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th will be paid a $0.20 dividend. The ex-dividend date is Tuesday, June 30th. This represents a $0.80 annualized dividend and a yield of 3.2%. Host Hotels & Resorts’s dividend payout ratio is currently 54.42%.

Analyst Upgrades and Downgrades

HST has been the subject of several research analyst reports. Citigroup raised their target price on Host Hotels & Resorts from $22.00 to $24.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. Wells Fargo & Company increased their price target on shares of Host Hotels & Resorts from $23.00 to $25.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Argus upgraded shares of Host Hotels & Resorts to a “strong-buy” rating in a report on Wednesday, March 18th. UBS Group lifted their price objective on shares of Host Hotels & Resorts from $20.00 to $23.00 and gave the stock a “neutral” rating in a research report on Tuesday, June 2nd. Finally, Weiss Ratings cut shares of Host Hotels & Resorts from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, May 26th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $22.87.

About Host Hotels & Resorts

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.