Legal & General Group Plc Buys Shares of 4,605,346 Host Hotels & Resorts, Inc. $HST

Legal & General Group Plc purchased a new stake in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 4,605,346 shares of the company’s stock, valued at approximately $109,193,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in Host Hotels & Resorts by 0.4% in the fourth quarter. Vanguard Group Inc. now owns 108,128,327 shares of the company’s stock worth $1,917,115,000 after purchasing an additional 383,490 shares during the last quarter. BlackRock Inc. bought a new position in shares of Host Hotels & Resorts in the 2nd quarter worth approximately $2,096,191,000. Norges Bank bought a new position in shares of Host Hotels & Resorts in the 4th quarter worth approximately $628,014,000. Invesco Ltd. lifted its stake in shares of Host Hotels & Resorts by 9.7% in the 3rd quarter. Invesco Ltd. now owns 25,021,481 shares of the company’s stock worth $425,866,000 after purchasing an additional 2,217,322 shares during the period. Finally, Geode Capital Management LLC boosted its holdings in shares of Host Hotels & Resorts by 2.2% in the fourth quarter. Geode Capital Management LLC now owns 22,700,539 shares of the company’s stock worth $402,056,000 after buying an additional 493,177 shares during the last quarter. 98.52% of the stock is currently owned by hedge funds and other institutional investors.

Host Hotels & Resorts Trading Down 0.4%

Shares of NASDAQ:HST opened at $22.34 on Friday. The stock has a 50 day moving average of $23.82 and a 200 day moving average of $21.98. The company has a market cap of $15.31 billion, a PE ratio of 14.89, a price-to-earnings-growth ratio of 2.48 and a beta of 1.10. The company has a current ratio of 2.96, a quick ratio of 2.96 and a debt-to-equity ratio of 0.80. Host Hotels & Resorts, Inc. has a 12-month low of $15.61 and a 12-month high of $25.71.

Host Hotels & Resorts (NASDAQ:HST) last released its earnings results on Wednesday, August 5th. The company reported $0.63 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.62 by $0.01. Host Hotels & Resorts had a net margin of 16.51% and a return on equity of 15.53%. The company had revenue of $1.64 billion during the quarter, compared to analyst estimates of $1.62 billion. During the same period in the prior year, the firm posted $0.58 EPS. The firm’s quarterly revenue was up 3.4% compared to the same quarter last year. Host Hotels & Resorts has set its FY 2026 guidance at 2.150-2.180 EPS. As a group, equities research analysts expect that Host Hotels & Resorts, Inc. will post 2.18 EPS for the current year.

Insider Buying and Selling at Host Hotels & Resorts

In other news, EVP Nathan S. Tyrrell sold 63,882 shares of the stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $23.13, for a total value of $1,477,590.66. Following the completion of the sale, the executive vice president directly owned 618,207 shares of the company’s stock, valued at $14,299,127.91. This represents a 9.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.50% of the stock is currently owned by insiders.

Key Host Hotels & Resorts News

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

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate to $2.17 from $2.10, lifted Q3 2026 to $0.37 from $0.36, and increased Q4 2026 to $0.50 from $0.48. These revisions indicate somewhat better expectations for Host Hotels & Resorts’ 2026 operating performance.
• Positive Sentiment: Zacks also increased its FY2027 EPS forecast to $2.12 from $2.11, Q4 2027 to $0.51 from $0.50, and FY2028 to $2.17 from $2.14. The FY2028 increase provides a modest longer-term earnings tailwind.
• Neutral Sentiment: The analyst’s current-year estimate of $2.17 remains slightly below the broader consensus of $2.18, while FY2027’s $2.12 forecast points to limited earnings growth before a recovery to $2.17 in FY2028.
• Negative Sentiment: Zacks lowered its Q2 2027 EPS estimate to $0.59 from $0.60 and Q1 2028 to $0.63 from $0.65. The cuts could weigh on sentiment by signaling uneven earnings momentum in those periods.
• Neutral Sentiment: Analyst views on real estate companies, including Host Hotels & Resorts, remain mixed. Analysts Have Conflicting Sentiments on These Real Estate Companies

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. Barclays boosted their target price on shares of Host Hotels & Resorts from $23.00 to $24.00 and gave the company an “equal weight” rating in a research report on Tuesday, July 21st. JPMorgan Chase & Co. lifted their price target on shares of Host Hotels & Resorts from $22.00 to $25.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 21st. Citigroup boosted their price objective on shares of Host Hotels & Resorts from $22.00 to $24.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. Weiss Ratings upgraded Host Hotels & Resorts from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, August 14th. Finally, LADENBURG THALM/SH SH upped their price objective on Host Hotels & Resorts from $25.00 to $28.00 and gave the stock a “buy” rating in a research note on Wednesday, June 10th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, Host Hotels & Resorts currently has an average rating of “Moderate Buy” and a consensus price target of $24.33.

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.