Ilmarinen Mutual Pension Insurance Co Buys 63,500 Shares of Host Hotels & Resorts, Inc. $HST

Ilmarinen Mutual Pension Insurance Co lifted its stake in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST) by 127.0% in the fourth quarter, HoldingsChannel reports. The fund owned 113,500 shares of the company’s stock after acquiring an additional 63,500 shares during the period. Ilmarinen Mutual Pension Insurance Co’s holdings in Host Hotels & Resorts were worth $2,012,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in Host Hotels & Resorts by 0.4% during the fourth quarter. Vanguard Group Inc. now owns 108,128,327 shares of the company’s stock valued at $1,917,115,000 after purchasing an additional 383,490 shares in the last quarter. Invesco Ltd. raised its position in shares of Host Hotels & Resorts by 9.7% during the 3rd quarter. Invesco Ltd. now owns 25,021,481 shares of the company’s stock valued at $425,866,000 after purchasing an additional 2,217,322 shares during the period. Geode Capital Management LLC lifted its stake in shares of Host Hotels & Resorts by 2.2% during the 4th quarter. Geode Capital Management LLC now owns 22,700,539 shares of the company’s stock valued at $402,056,000 after buying an additional 493,177 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in shares of Host Hotels & Resorts by 96.3% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 10,390,395 shares of the company’s stock valued at $176,845,000 after buying an additional 5,096,099 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in shares of Host Hotels & Resorts by 1.0% during the 3rd quarter. Dimensional Fund Advisors LP now owns 10,200,948 shares of the company’s stock valued at $173,629,000 after buying an additional 102,208 shares in the last quarter. 98.52% of the stock is owned by hedge funds and other institutional investors.

Host Hotels & Resorts Stock Down 1.3%

NASDAQ HST opened at $22.98 on Friday. The stock has a 50 day moving average price of $20.82 and a 200-day moving average price of $19.36. Host Hotels & Resorts, Inc. has a one year low of $15.07 and a one year high of $23.54. The company has a debt-to-equity ratio of 0.74, a quick ratio of 7.91 and a current ratio of 7.91. The company has a market capitalization of $15.74 billion, a P/E ratio of 15.63, a P/E/G ratio of 2.64 and a beta of 1.10.

Host Hotels & Resorts (NASDAQ:HST) last announced its quarterly earnings results on Wednesday, May 6th. The company reported $0.67 earnings per share for the quarter, topping the consensus estimate 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 company had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.59 billion. During the same quarter in the previous year, the business posted $0.64 earnings per share. Host Hotels & Resorts’s quarterly revenue 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. As a group, equities analysts predict that Host Hotels & Resorts, Inc. will post 2.12 EPS for the current fiscal year.

Host Hotels & Resorts Announces Dividend

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

Host Hotels & Resorts News Roundup

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

Analyst Ratings Changes

A number of equities research analysts have commented on HST shares. Truist Financial raised their price target on Host Hotels & Resorts from $23.00 to $24.00 and gave the company a “buy” rating in a report on Tuesday. Citigroup increased their target price on Host Hotels & Resorts from $22.00 to $24.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Morgan Stanley lifted their target price on Host Hotels & Resorts from $20.00 to $22.00 and gave the company an “equal weight” rating in a research note on Tuesday, May 12th. UBS Group upped their price target on Host Hotels & Resorts from $18.00 to $20.00 and gave the stock a “neutral” rating in a research note on Friday, April 10th. Finally, LADENBURG THALM/SH SH started coverage on shares of Host Hotels & Resorts in a report on Thursday, March 26th. They set a “buy” rating and a $23.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $22.00.

Insider Activity

In other Host Hotels & Resorts news, EVP Nathan S. Tyrrell sold 15,569 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $23.00, for a total transaction of $358,087.00. Following the sale, the executive vice president directly owned 682,089 shares in the company, valued at $15,688,047. This represents a 2.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Corporate 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.