Bamco Inc. NY Buys Shares of 452,588 Host Hotels & Resorts, Inc. $HST

Key Points

• Bamco Inc. NY purchased 452,588 shares of Host Hotels & Resorts in the second quarter, worth approximately $10.7 million, giving it a 0.07% stake. Institutional investors collectively own 98.52% of the company.
• Host Hotels & Resorts exceeded quarterly expectations with EPS of $0.63 versus the $0.62 consensus and revenue of $1.64 billion. The company issued fiscal 2026 EPS guidance of $2.15–$2.18.
• Analysts maintain a “Moderate Buy” consensus rating with an average price target of $24.33, while an executive sold 63,882 shares at an average price of $23.13.

Bamco Inc. NY bought a new position in Host Hotels & Resorts, Inc. (NASDAQ:HST - Free Report) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 452,588 shares of the company's stock, valued at approximately $10,731,000. Bamco Inc. NY owned 0.07% of Host Hotels & Resorts as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. BlackRock Inc. bought a new stake in shares of Host Hotels & Resorts in the 2nd quarter valued at $2,096,191,000. Norges Bank acquired a new stake in Host Hotels & Resorts during the 4th quarter worth $628,014,000. Deutsche Bank AG bought a new position in Host Hotels & Resorts during the second quarter worth about $296,560,000. Bank of America Corp DE bought a new position in Host Hotels & Resorts during the second quarter worth about $295,807,000. Finally, SG Americas Securities LLC grew its stake in Host Hotels & Resorts by 251.9% in the first quarter. SG Americas Securities LLC now owns 13,755,486 shares of the company's stock valued at $263,555,000 after acquiring an additional 9,846,104 shares during the period. 98.52% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, EVP Nathan S. Tyrrell sold 63,882 shares of the stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $23.13, for a total transaction of $1,477,590.66. Following the completion of the transaction, the executive vice president owned 618,207 shares in the company, valued at approximately $14,299,127.91. This represents a 9.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 1.50% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the company. Stifel Nicolaus set a $26.25 price target on Host Hotels & Resorts in a research report on Thursday, June 4th. Truist Financial boosted their price objective on Host Hotels & Resorts from $23.00 to $24.00 and gave the company a "buy" rating in a research report on Tuesday, May 26th. JPMorgan Chase & Co. increased their target price on Host Hotels & Resorts from $22.00 to $25.00 and gave the stock a "neutral" rating in a research note on Tuesday, July 21st. Morgan Stanley raised 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 report on Tuesday, May 12th. Finally, LADENBURG THALM/SH SH lifted their price target on shares of Host Hotels & Resorts from $25.00 to $28.00 and gave the company a "buy" rating in a research note on Wednesday, June 10th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $24.33.

Host Hotels & Resorts Stock Down 0.4%

HST stock opened at $22.34 on Friday. The company has a debt-to-equity ratio of 0.80, a current ratio of 2.96 and a quick ratio of 2.96. The stock has a market capitalization of $15.31 billion, a P/E ratio of 14.89, a P/E/G ratio of 2.48 and a beta of 1.10. Host Hotels & Resorts, Inc. has a fifty-two week low of $15.61 and a fifty-two week high of $25.71. The business has a 50-day moving average of $23.82 and a 200-day moving average of $21.98.

Host Hotels & Resorts (NASDAQ:HST - Get Free Report) last released its earnings results on Wednesday, August 5th. The company reported $0.63 EPS for the quarter, beating the consensus estimate of $0.62 by $0.01. The firm had revenue of $1.64 billion for the quarter, compared to analysts' expectations of $1.62 billion. Host Hotels & Resorts had a return on equity of 15.53% and a net margin of 16.51%.The business's quarterly revenue was up 3.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.58 EPS. Host Hotels & Resorts has set its FY 2026 guidance at 2.150-2.180 EPS. On average, sell-side analysts anticipate that Host Hotels & Resorts, Inc. will post 2.18 earnings per share for the current fiscal year.

Host Hotels & Resorts News Roundup

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

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate to $2.17 from $2.10, lifted Q3 2026 to $0.37 from $0.36, and increased Q4 2026 to $0.50 from $0.48. These revisions indicate somewhat better expectations for Host Hotels & Resorts’ 2026 operating performance.
• Positive Sentiment: Zacks also increased its FY2027 EPS forecast to $2.12 from $2.11, Q4 2027 to $0.51 from $0.50, and FY2028 to $2.17 from $2.14. The FY2028 increase provides a modest longer-term earnings tailwind.
• Neutral Sentiment: The analyst’s current-year estimate of $2.17 remains slightly below the broader consensus of $2.18, while FY2027’s $2.12 forecast points to limited earnings growth before a recovery to $2.17 in FY2028.
• Negative Sentiment: Zacks lowered its Q2 2027 EPS estimate to $0.59 from $0.60 and Q1 2028 to $0.63 from $0.65. The cuts could weigh on sentiment by signaling uneven earnings momentum in those periods.
• Neutral Sentiment: Analyst views on real estate companies, including Host Hotels & Resorts, remain mixed. Analysts Have Conflicting Sentiments on These Real Estate Companies

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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