Jupiter Topco LLC Acquires Shares of 307,966 Host Hotels & Resorts, Inc. $HST

Jupiter Topco LLC bought a new stake in Host Hotels & Resorts, Inc. (NASDAQ:HST) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 307,966 shares of the company’s stock, valued at approximately $7,297,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in HST. Empowered Funds LLC boosted its holdings in Host Hotels & Resorts by 2.7% in the fourth quarter. Empowered Funds LLC now owns 20,218 shares of the company’s stock valued at $358,000 after acquiring an additional 537 shares during the last quarter. Envestnet Portfolio Solutions Inc. raised its holdings in Host Hotels & Resorts by 1.8% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 33,581 shares of the company’s stock worth $595,000 after purchasing an additional 607 shares during the last quarter. Huntington National Bank lifted its position in Host Hotels & Resorts by 12.3% during the 4th quarter. Huntington National Bank now owns 5,560 shares of the company’s stock valued at $99,000 after purchasing an additional 609 shares during the period. SJS Investment Consulting Inc. lifted its position in Host Hotels & Resorts by 64.7% during the 1st quarter. SJS Investment Consulting Inc. now owns 1,632 shares of the company’s stock valued at $31,000 after purchasing an additional 641 shares during the period. Finally, Wealthfront Advisers LLC lifted its position in Host Hotels & Resorts by 2.2% during the 4th quarter. Wealthfront Advisers LLC now owns 29,829 shares of the company’s stock valued at $529,000 after purchasing an additional 654 shares during the period. Institutional investors own 98.52% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Morgan Stanley lifted their price target 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. Citigroup increased their price objective on shares of Host Hotels & Resorts from $22.00 to $24.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. Stifel Nicolaus set a $26.25 target price on shares of Host Hotels & Resorts in a report on Thursday, June 4th. LADENBURG THALM/SH SH lifted their target price on shares of Host Hotels & Resorts from $25.00 to $28.00 and gave the stock a “buy” rating in a report on Wednesday, June 10th. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $27.00 price target on shares of Host Hotels & Resorts in a research note on Friday, June 12th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $24.33.

Insider Buying and Selling

In other Host Hotels & Resorts 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 sale, the executive vice president directly owned 618,207 shares in the company, valued at approximately $14,299,127.91. This trade represents a 9.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 1.50% of the company’s stock.

Host Hotels & Resorts Price Performance

Host Hotels & Resorts stock opened at $22.28 on Monday. The firm has a market capitalization of $15.26 billion, a P/E ratio of 14.85, a PEG ratio of 2.47 and a beta of 1.10. Host Hotels & Resorts, Inc. has a 1 year low of $15.61 and a 1 year high of $25.71. The business has a 50-day moving average of $23.76 and a 200-day moving average of $22.00. 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 (NASDAQ:HST) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $0.63 EPS for the quarter, beating analysts’ consensus estimates of $0.62 by $0.01. Host Hotels & Resorts had a return on equity of 15.53% and a net margin of 16.51%.The company had revenue of $1.64 billion during the quarter, compared to analysts’ expectations of $1.62 billion. During the same period in the prior year, the business posted $0.58 EPS. Host Hotels & Resorts’s revenue was up 3.4% on a year-over-year basis. Host Hotels & Resorts has set its FY 2026 guidance at 2.150-2.180 EPS. On average, equities analysts anticipate that Host Hotels & Resorts, Inc. will post 2.18 EPS for the current year.

Key Headlines Impacting Host Hotels & Resorts

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

• Positive Sentiment: Bank of America highlighted Host Hotels & Resorts among three dividend stocks that could offer stability as markets become more volatile. The firm expects dividends to play a larger role in total returns because payout ratios remain historically low, potentially increasing investor interest in income-oriented real estate stocks. BofA names 3 dividend stocks for stability amidst choppy markets
• Positive Sentiment: Zacks Research raised its FY2026 EPS forecast for HST to $2.17 from $2.10, increased Q3 2026 EPS to $0.37 from $0.36, lifted Q4 2026 EPS to $0.50 from $0.48, and raised FY2027 and FY2028 estimates to $2.12 and $2.17, respectively. These revisions suggest modestly improved expectations for near-term hotel operating performance. Host Hotels & Resorts analyst estimates
• Neutral Sentiment: Analysts assigned Host Hotels & Resorts a consensus rating of “Moderate Buy,” indicating generally favorable sentiment but not an aggressive upgrade catalyst. Host Hotels & Resorts given Moderate Buy consensus recommendation
• Negative Sentiment: Zacks trimmed its Q2 2027 EPS estimate to $0.59 from $0.60 and Q1 2028 EPS to $0.63 from $0.65. The reductions are small, but they temper the impact of the upward revisions. The current full-year consensus remains approximately $2.18 per share, compared with the company’s FY2026 guidance of $2.15–$2.18.

Host Hotels & Resorts Company 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.