Ontario Teachers Pension Plan Board Increases Stock Holdings in Host Hotels & Resorts, Inc. $HST

Ontario Teachers Pension Plan Board raised its holdings in Host Hotels & Resorts, Inc. (NASDAQ:HST) by 5.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 511,011 shares of the company’s stock after buying an additional 24,863 shares during the quarter. Ontario Teachers Pension Plan Board owned about 0.07% of Host Hotels & Resorts worth $8,697,000 at the end of the most recent reporting period.

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

Insider Buying and Selling

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

Key Host Hotels & Resorts News

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

• Positive Sentiment: Q4 results/FFO beat — Host reported adjusted FFO/FFO metrics of $0.51 (above ~$0.47 consensus) and revenue of $1.60B (vs. ~$1.49B est.), driven by RevPAR gains and higher F&B/ancillary spend, a clear near‑term operational beat. Host Hotels & Resorts, Inc. Reports Results for 2025
• Positive Sentiment: Upbeat FY‑2026 guidance — management set EPS guidance of $2.03–$2.11 (well above Street prior consensus cited in filings), plus revenue guidance roughly flat to slightly up; the much higher EPS range is a primary catalyst for the rally. Host Hotels & Resorts press release (results & guidance)
• Positive Sentiment: Executed accretive asset monetizations — Host sold two Four Seasons resorts for $1.1B, achieving an ~11% unlevered IRR and a high disposals multiple; proceeds bolster liquidity and optionality for buybacks/dividends or reinvestment. Host Hotels & Resorts sells two luxury resorts for $1.1B
• Positive Sentiment: Dividend maintained — board declared a regular quarterly cash dividend of $0.20 (3.9% yield), supporting income investor demand. (Dividend details included in the company release.) Dividend & results in press release
• Neutral Sentiment: Moderate 2026 operating outlook — comparable Total RevPAR guidance of ~2.5%–4.0% and capex of $525–$625M imply continued leisure/upper‑upscale demand but a modest growth profile versus 2025. Guidance & outlook
• Neutral Sentiment: Balance sheet/liquidity profile — Host reports ~ $2.4B available liquidity and repurchase capacity (~$480M remaining), which gives strategic optionality but also signals management may deploy proceeds across several uses. Liquidity & capital allocation
• Negative Sentiment: Margin pressure and one‑offs — full‑year operating profit margin and comparable EBITDA margins are slightly down year‑over‑year (wage/cost pressure and lower insurance gains), which tempers the positive top‑line beat. Operating margin disclosures
• Negative Sentiment: Potential selling pressure — filings/coverage note insider sales and some large institutional reductions in recent quarters, which can create downward pressure if continued. QuiverQuant summary with insider & institutional activity

Host Hotels & Resorts Price Performance

NASDAQ:HST opened at $20.26 on Thursday. The company has a debt-to-equity ratio of 0.76, a current ratio of 2.90 and a quick ratio of 2.90. The company has a 50 day moving average price of $18.70 and a 200-day moving average price of $17.52. Host Hotels & Resorts, Inc. has a 1-year low of $12.22 and a 1-year high of $20.37. The firm has a market cap of $13.93 billion, a price-to-earnings ratio of 19.30, a price-to-earnings-growth ratio of 2.35 and a beta of 1.17.

Host Hotels & Resorts (NASDAQ:HST) last released its quarterly earnings results on Wednesday, February 18th. The company reported $0.51 EPS for the quarter, beating the consensus estimate of $0.47 by $0.04. The company had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.49 billion. Host Hotels & Resorts had a net margin of 12.43% and a return on equity of 11.11%. The firm’s revenue was up 12.3% on a year-over-year basis. During the same quarter last year, the business earned $0.44 earnings per share. Host Hotels & Resorts has set its FY 2026 guidance at 2.030-2.110 EPS. Equities research analysts forecast that Host Hotels & Resorts, Inc. will post 1.88 EPS for the current year.

Host Hotels & Resorts Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be given a dividend of $0.20 per share. The ex-dividend date is Tuesday, March 31st. This represents a $0.80 dividend on an annualized basis and a yield of 3.9%. Host Hotels & Resorts’s dividend payout ratio is currently 76.19%.

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. JPMorgan Chase & Co. boosted their price target on Host Hotels & Resorts from $18.00 to $20.00 and gave the company a “neutral” rating in a research note on Thursday, January 22nd. Robert W. Baird set a $20.00 target price on Host Hotels & Resorts in a research report on Monday, January 12th. UBS Group set a $21.00 price target on shares of Host Hotels & Resorts in a research report on Friday, January 9th. Evercore downgraded shares of Host Hotels & Resorts from an “outperform” rating to an “in-line” rating and set a $20.00 price objective on the stock. in a report on Tuesday, November 11th. Finally, Barclays started coverage on shares of Host Hotels & Resorts in a research note on Tuesday, January 6th. They issued an “equal weight” rating and a $19.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $19.27.

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.