LSV Asset Management Increases Stock Position in Host Hotels & Resorts, Inc. $HST

LSV Asset Management grew its holdings in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST) by 1.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,952,445 shares of the company’s stock after buying an additional 113,870 shares during the quarter. LSV Asset Management’s holdings in Host Hotels & Resorts were worth $176,457,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the business. Vanguard Group Inc. raised its position in shares of Host Hotels & Resorts by 0.4% during the 4th quarter. Vanguard Group Inc. now owns 108,128,327 shares of the company’s stock valued at $1,917,115,000 after buying an additional 383,490 shares in the last quarter. Invesco Ltd. raised its position in 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. Arrowstreet Capital Limited Partnership raised its position in Host Hotels & Resorts by 96.3% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 10,390,395 shares of the company’s stock worth $176,845,000 after purchasing an additional 5,096,099 shares during the period. Dimensional Fund Advisors LP raised its position in Host Hotels & Resorts by 1.0% in the 3rd quarter. Dimensional Fund Advisors LP now owns 10,200,948 shares of the company’s stock worth $173,629,000 after purchasing an additional 102,208 shares during the period. Finally, Russell Investments Group Ltd. raised its position in Host Hotels & Resorts by 68.6% in the 3rd quarter. Russell Investments Group Ltd. now owns 7,370,907 shares of the company’s stock worth $125,454,000 after purchasing an additional 2,999,082 shares during the period. 98.52% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

HST has been the topic of a number of recent analyst reports. Wells Fargo & Company increased their price objective on shares of Host Hotels & Resorts from $20.00 to $23.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Stifel Nicolaus set a $23.00 price objective on shares of Host Hotels & Resorts in a research report on Thursday, May 7th. LADENBURG THALM/SH SH initiated coverage on shares of Host Hotels & Resorts in a research report on Thursday, March 26th. They issued a “buy” rating and a $23.00 price objective on the stock. Morgan Stanley upped their target price on shares of Host Hotels & Resorts from $20.00 to $22.00 and gave the stock an “equal weight” rating in a research note on Tuesday, May 12th. Finally, Citigroup upped their target price on shares of Host Hotels & Resorts from $22.00 to $24.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $21.92.

Insiders Place Their Bets

In other Host Hotels & Resorts news, EVP Nathan S. Tyrrell sold 58,579 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $22.00, for a total value of $1,288,738.00. Following the completion of the sale, the executive vice president directly owned 697,658 shares in the company, valued at $15,348,476. This trade represents a 7.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 1.50% of the stock is currently owned by company insiders.

Host Hotels & Resorts Price Performance

NASDAQ HST opened at $22.38 on Friday. 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 firm’s 50 day moving average price is $20.39 and its 200-day moving average price is $19.14. Host Hotels & Resorts, Inc. has a 52-week low of $14.46 and a 52-week high of $22.48. The company has a market cap of $15.33 billion, a PE ratio of 15.22, a P/E/G ratio of 2.54 and a beta of 1.10.

Host Hotels & Resorts (NASDAQ:HST) last released its quarterly earnings data on Wednesday, May 6th. The company reported $0.67 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.36 by $0.31. The firm had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.59 billion. Host Hotels & Resorts had a net margin of 16.40% and a return on equity of 15.15%. The company’s quarterly revenue was up 3.2% on a year-over-year basis. During the same period last year, the firm earned $0.64 earnings per share. Host Hotels & Resorts has set its FY 2026 guidance at 2.100-2.16 EPS. Sell-side analysts forecast that Host Hotels & Resorts, Inc. will post 2.13 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. This represents a $0.80 annualized dividend and a yield of 3.6%. The ex-dividend date is Tuesday, June 30th. Host Hotels & Resorts’s dividend payout ratio (DPR) is 54.42%.

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.