Allstate Corp Increases Stock Position in Host Hotels & Resorts, Inc. $HST

Allstate Corp lifted its holdings in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST) by 145.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 65,632 shares of the company’s stock after buying an additional 38,916 shares during the quarter. Allstate Corp’s holdings in Host Hotels & Resorts were worth $1,164,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Envestnet Portfolio Solutions Inc. increased 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 acquiring an additional 607 shares during the period. Wealthfront Advisers LLC raised 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 last quarter. Huntington National Bank raised its position in Host Hotels & Resorts by 17.8% during the 3rd quarter. Huntington National Bank now owns 4,951 shares of the company’s stock valued at $84,000 after purchasing an additional 749 shares during the last quarter. Clearstead Advisors LLC boosted its stake in shares of Host Hotels & Resorts by 79.6% during the 3rd quarter. Clearstead Advisors LLC now owns 1,773 shares of the company’s stock valued at $30,000 after purchasing an additional 786 shares in the last quarter. Finally, Abundance Wealth Counselors grew its holdings in Host Hotels & Resorts by 0.6% in the fourth quarter. Abundance Wealth Counselors now owns 135,312 shares of the company’s stock worth $2,399,000 after purchasing an additional 790 shares during the period. 98.52% of the stock is currently owned by hedge funds and other institutional investors.

Host Hotels & Resorts News Summary

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

Insider Buying and Selling at Host Hotels & Resorts

In related news, EVP Nathan S. Tyrrell sold 58,579 shares of the firm’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $22.00, for a total transaction of $1,288,738.00. Following the sale, the executive vice president directly owned 697,658 shares in the company, valued at approximately $15,348,476. This trade represents a 7.75% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 1.50% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several analysts recently issued reports on HST shares. Truist Financial boosted their target price on shares of Host Hotels & Resorts from $23.00 to $24.00 and gave the company a “buy” rating in a research report on Tuesday. Cantor Fitzgerald increased their price objective on shares of Host Hotels & Resorts from $21.00 to $23.00 and gave the company a “neutral” rating in a research report on Wednesday, May 13th. JPMorgan Chase & Co. raised their price target on shares of Host Hotels & Resorts from $21.00 to $22.00 and gave the stock a “neutral” rating in a research note on Tuesday, April 21st. Argus upgraded shares of Host Hotels & Resorts to a “strong-buy” rating in a report on Wednesday, March 18th. Finally, UBS Group raised their price target on shares of Host Hotels & Resorts from $18.00 to $20.00 and gave the company a “neutral” rating in a report on Friday, April 10th. 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’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $22.00.

Host Hotels & Resorts Stock Down 1.3%

Shares of NASDAQ:HST opened at $22.98 on Friday. The company has a debt-to-equity ratio of 0.74, a current ratio of 7.91 and a quick ratio of 7.91. The firm has a market capitalization of $15.74 billion, a PE ratio of 15.63, a price-to-earnings-growth ratio of 2.64 and a beta of 1.10. The firm’s 50-day moving average is $20.82 and its two-hundred day moving average is $19.36. Host Hotels & Resorts, Inc. has a 1 year low of $15.07 and a 1 year high of $23.54.

Host Hotels & Resorts (NASDAQ:HST) last announced its quarterly earnings results 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 during the quarter, compared to the consensus estimate of $1.59 billion. Host Hotels & Resorts had a return on equity of 15.15% and a net margin of 16.40%.The firm’s quarterly revenue was up 3.2% compared to the same quarter last year. During the same period in the prior year, the company posted $0.64 earnings per share. Host Hotels & Resorts has set its FY 2026 guidance at 2.100-2.16 EPS. Analysts predict that Host Hotels & Resorts, Inc. will post 2.12 EPS for the current year.

Host Hotels & Resorts Dividend Announcement

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

About Host Hotels & Resorts

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.