The Manufacturers Life Insurance Company Makes New $10.99 Million Investment in Host Hotels & Resorts, Inc. $HST

The Manufacturers Life Insurance Company purchased a new stake in Host Hotels & Resorts, Inc. (NASDAQ:HST) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 463,377 shares of the company’s stock, valued at approximately $10,987,000. The Manufacturers Life Insurance Company owned approximately 0.07% of Host Hotels & Resorts at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the business. NewEdge Advisors LLC grew its stake in Host Hotels & Resorts by 80.5% in the 1st quarter. NewEdge Advisors LLC now owns 23,800 shares of the company’s stock worth $338,000 after acquiring an additional 10,618 shares during the period. Goldman Sachs Group Inc. boosted its holdings in shares of Host Hotels & Resorts by 24.3% during the first quarter. Goldman Sachs Group Inc. now owns 5,209,534 shares of the company’s stock worth $74,027,000 after purchasing an additional 1,019,345 shares during the last quarter. Empowered Funds LLC grew its position in shares of Host Hotels & Resorts by 6.1% in the first quarter. Empowered Funds LLC now owns 18,879 shares of the company’s stock valued at $268,000 after purchasing an additional 1,088 shares during the period. Sivia Capital Partners LLC purchased a new position in Host Hotels & Resorts during the second quarter worth about $190,000. Finally, EverSource Wealth Advisors LLC lifted its position in Host Hotels & Resorts by 413.4% during the second quarter. EverSource Wealth Advisors LLC now owns 4,718 shares of the company’s stock worth $72,000 after buying an additional 3,799 shares during the period. 98.52% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on HST shares. Citigroup upped their price objective on Host Hotels & Resorts from $22.00 to $24.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. BMO Capital Markets reissued an “outperform” rating and set a $27.00 price target on shares of Host Hotels & Resorts in a report on Friday, June 12th. Barclays upped their price target on shares of Host Hotels & Resorts from $23.00 to $24.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. Morgan Stanley lifted their price objective on shares of Host Hotels & Resorts from $20.00 to $22.00 and gave the company an “equal weight” rating in a research report on Tuesday, May 12th. Finally, Stifel Nicolaus set a $26.25 target price on shares of Host Hotels & Resorts in a research note on Thursday, June 4th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, Host Hotels & Resorts has an average rating of “Moderate Buy” and a consensus target price of $24.33.

Insider Buying and Selling at Host Hotels & Resorts

In other news, EVP Nathan S. Tyrrell sold 63,882 shares of the firm’s stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $23.13, for a total transaction of $1,477,590.66. Following the completion of the sale, the executive vice president directly owned 618,207 shares of the company’s stock, valued at $14,299,127.91. This trade represents a 9.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 1.50% of the stock is owned by company insiders.

Host Hotels & Resorts Stock Down 0.3%

NASDAQ:HST opened at $22.28 on Friday. The firm has a market capitalization of $15.26 billion, a price-to-earnings 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 company has a current ratio of 2.96, a quick ratio of 2.96 and a debt-to-equity ratio of 0.80. The business’s fifty day moving average price is $23.76 and its 200 day moving average price is $21.99.

Host Hotels & Resorts (NASDAQ:HST) last issued its earnings results on Wednesday, August 5th. The company reported $0.63 earnings per share 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 for the quarter, compared to the consensus estimate of $1.62 billion. During the same quarter in the prior year, the company earned $0.58 EPS. The firm’s quarterly 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, sell-side analysts forecast that Host Hotels & Resorts, Inc. will post 2.18 earnings per share for the current fiscal 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.

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.