Host Hotels & Resorts, Inc. $HST Shares Acquired by NEOS Investment Management LLC

NEOS Investment Management LLC increased its position in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST) by 64.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 160,480 shares of the company’s stock after purchasing an additional 62,893 shares during the period. NEOS Investment Management LLC’s holdings in Host Hotels & Resorts were worth $2,731,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of HST. Norges Bank acquired a new stake in Host Hotels & Resorts in the second quarter valued at $554,669,000. Geode Capital Management LLC increased its holdings in shares of Host Hotels & Resorts by 2.6% in the 2nd quarter. Geode Capital Management LLC now owns 25,055,737 shares of the company’s stock valued at $398,425,000 after acquiring an additional 636,983 shares during the last quarter. Charles Schwab Investment Management Inc. raised its position in shares of Host Hotels & Resorts by 3.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 10,734,333 shares of the company’s stock worth $164,879,000 after acquiring an additional 341,915 shares in the last quarter. LSV Asset Management raised its position in shares of Host Hotels & Resorts by 13.7% during the 3rd quarter. LSV Asset Management now owns 9,838,575 shares of the company’s stock worth $167,453,000 after acquiring an additional 1,182,675 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its stake in Host Hotels & Resorts by 2.8% during the second quarter. Bank of New York Mellon Corp now owns 5,668,976 shares of the company’s stock worth $87,075,000 after purchasing an additional 154,893 shares during the last quarter. Hedge funds and other institutional investors own 98.52% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on HST shares. Evercore lowered shares of Host Hotels & Resorts from an “outperform” rating to an “in-line” rating and set a $20.00 price target on the stock. in a research note on Tuesday, November 11th. Barclays started coverage on shares of Host Hotels & Resorts in a report on Tuesday, January 6th. They issued an “equal weight” rating and a $19.00 target price for the company. Truist Financial raised shares of Host Hotels & Resorts from a “hold” rating to a “buy” rating and set a $21.00 target price on the stock in a research report on Friday, January 9th. Weiss Ratings reissued a “hold (c+)” rating on shares of Host Hotels & Resorts in a research report on Monday, December 29th. Finally, Morgan Stanley set a $18.00 price objective on shares of Host Hotels & Resorts in a research note on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $19.54.

Host Hotels & Resorts Stock Performance

Shares of HST opened at $20.07 on Friday. The company has a current ratio of 2.90, a quick ratio of 2.90 and a debt-to-equity ratio of 0.76. The firm has a market cap of $13.80 billion, a PE ratio of 18.25, a price-to-earnings-growth ratio of 2.38 and a beta of 1.17. The company’s 50 day simple moving average is $18.74 and its 200-day simple moving average is $17.54. Host Hotels & Resorts, Inc. has a 12-month low of $12.22 and a 12-month high of $21.00.

Host Hotels & Resorts (NASDAQ:HST) last released its quarterly earnings results on Wednesday, February 18th. The company reported $0.20 EPS for the quarter, missing the consensus estimate of $0.47 by ($0.27). The business had revenue of $1.60 billion during the quarter, compared to analysts’ expectations of $1.49 billion. Host Hotels & Resorts had a net margin of 12.51% and a return on equity of 11.50%. The firm’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter last year, the company earned $0.44 EPS. Host Hotels & Resorts has set its FY 2026 guidance at 2.030-2.110 EPS. As a group, equities analysts predict that Host Hotels & Resorts, Inc. will post 1.88 EPS for the current year.

Host Hotels & Resorts Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be paid a dividend of $0.20 per share. The ex-dividend date is Tuesday, March 31st. This represents a $0.80 annualized dividend and a dividend yield of 4.0%. Host Hotels & Resorts’s dividend payout ratio is 76.19%.

Key Headlines Impacting Host Hotels & Resorts

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

• Positive Sentiment: Sold two Four Seasons resorts for $1.1B, generating an ~11% unlevered IRR and a 14.9x EBITDA multiple; management says proceeds strengthen the balance sheet and create optionality for buybacks/dividends and reinvestment. GlobeNewswire: Sale Announcement
• Positive Sentiment: Q4 revenue and operational metrics beat: revenues grew 12.3% YoY, comparable Total RevPAR +5.4% (Q4) and full‑year RevPAR +3.8%; NAREIT FFO and Adjusted FFO also rose year-over-year—signals of continued leisure demand and rate power in luxury/upper‑upscale assets. Zacks: Q4 AFFO & Revenues Top Estimates
• Neutral Sentiment: Company set FY‑2026 EPS guidance of $2.03–$2.11 (well above Street’s earlier consensus) while giving a modest RevPAR growth range (2.5%–4.0%) — improves forward earnings visibility but relies on slower RevPAR expansion. GlobeNewswire: Full Results & Guidance
• Neutral Sentiment: Board declared a regular quarterly dividend of $0.20/share (ex-div 3/31, pay 4/15), keeping a ~4% yield — supports income investors and signals capital-return focus.
• Neutral Sentiment: Full Q4 earnings call transcript and supplemental slides are available for deeper read on channel mix, capital program spend and condo sales (useful for modeling). Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: GAAP EPS missed expectations — reported $0.20 vs. consensus ~$0.47 — which can pressure near‑term stock multiple despite revenue beat; investors are focused on the quality/timing of non‑recurring items vs. recurring cash flows. MarketBeat: Earnings Snapshot
• Negative Sentiment: Large institutional re‑weighting and insider sales noted in filings (e.g., major reductions by some asset managers reported), which can add selling pressure and raise questions about demand from big holders. QuiverQuant: Sale & Institutional Activity
• Negative Sentiment: Comparable hotel margins showed some compression (higher wages/benefit costs and lower insurance gains vs. prior year), and 2026 guidance embeds modest RevPAR growth — a potential limit on multiple expansion absent faster margin recovery. GlobeNewswire: Results & Margin Commentary

Insider Buying and Selling at Host Hotels & Resorts

In related news, EVP Nathan S. Tyrrell sold 9,086 shares of the firm’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $18.47, for a total transaction of $167,818.42. Following the transaction, the executive vice president owned 659,841 shares of the company’s stock, valued at $12,187,263.27. This trade represents a 1.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Company insiders own 1.40% of the company’s stock.

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.