Interval Partners LP Sells 2,872,584 Shares of Host Hotels & Resorts, Inc. $HST

Key Points

• Interval Partners cut its stake in Host Hotels & Resorts by 59%, selling 2,872,584 shares and leaving it with 1,992,920 shares (about 0.29% of HST, worth $33.9M).
• Host missed on quarterly EPS ($0.20 vs. $0.47 est.) but beat on revenue at $1.60B (+12.3% y/y) and set FY2026 guidance of $2.03–$2.11 EPS.
• The company pays a quarterly dividend of $0.20 (annualized $0.80, 4.3% yield), and analysts hold a consensus "Moderate Buy" with a $20 target as several firms issued upgrades (targets up to $21).

Interval Partners LP decreased its holdings in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST - Free Report) by 59.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,992,920 shares of the company's stock after selling 2,872,584 shares during the quarter. Interval Partners LP owned approximately 0.29% of Host Hotels & Resorts worth $33,919,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in Host Hotels & Resorts during the 2nd quarter worth about $554,669,000. Geode Capital Management LLC increased its position in shares of Host Hotels & Resorts by 2.6% in the second quarter. Geode Capital Management LLC now owns 25,055,737 shares of the company's stock valued at $398,425,000 after acquiring an additional 636,983 shares during the last quarter. Invesco Ltd. increased its position in shares of Host Hotels & Resorts by 9.7% in the third quarter. Invesco Ltd. now owns 25,021,481 shares of the company's stock valued at $425,866,000 after acquiring an additional 2,217,322 shares during the last quarter. Charles Schwab Investment Management Inc. raised its holdings in 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 acquiring an additional 341,915 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its position in Host Hotels & Resorts by 96.3% during the third quarter. Arrowstreet Capital Limited Partnership now owns 10,390,395 shares of the company's stock valued at $176,845,000 after purchasing an additional 5,096,099 shares during the last quarter. 98.52% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on HST. Truist Financial upgraded Host Hotels & Resorts from a "hold" rating to a "buy" rating and set a $21.00 price target for the company in a research note on Friday, January 9th. Barclays assumed 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 target price for the company. JPMorgan Chase & Co. upped their price target on shares of Host Hotels & Resorts from $20.00 to $21.00 and gave the stock a "neutral" rating in a research report on Friday, February 20th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating on shares of Host Hotels & Resorts in a research note on Tuesday, January 13th. Finally, Weiss Ratings raised shares of Host Hotels & Resorts from a "hold (c+)" rating to a "buy (b-)" rating in a report on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $20.00.

Host Hotels & Resorts Stock Down 1.0%

HST stock opened at $18.51 on Friday. Host Hotels & Resorts, Inc. has a 1-year low of $12.22 and a 1-year high of $21.00. The business's 50 day simple moving average is $19.12 and its 200 day simple moving average is $17.95. The company has a current ratio of 2.59, a quick ratio of 2.59 and a debt-to-equity ratio of 0.77. The firm has a market capitalization of $12.73 billion, a PE ratio of 16.83, a PEG ratio of 2.18 and a beta of 1.13.

Host Hotels & Resorts (NASDAQ:HST - Get Free Report) last announced its quarterly earnings results on Wednesday, February 18th. The company reported $0.20 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.47 by ($0.27). Host Hotels & Resorts had a net margin of 12.51% and a return on equity of 11.54%. The business had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.49 billion. During the same period in the prior year, the business earned $0.44 EPS. The company's revenue for the quarter was up 12.3% compared to the same quarter last year. Host Hotels & Resorts has set its FY 2026 guidance at 2.030-2.110 EPS. As a group, research analysts anticipate that Host Hotels & Resorts, Inc. will post 1.88 EPS for the current year.

Host Hotels & Resorts Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be paid a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a dividend yield of 4.3%. The ex-dividend date is Tuesday, March 31st. Host Hotels & Resorts's dividend payout ratio (DPR) is currently 72.73%.

Key Headlines Impacting Host Hotels & Resorts

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

• Positive Sentiment: Zacks raised FY‑2026 guidance to $2.00 from $1.88 and lifted FY‑2027 to $1.97 (from $1.95) and set FY‑2028 at $2.01 — a meaningful upward revision to multi‑year earnings expectations. MarketBeat: HST
• Positive Sentiment: Big near‑term raise: Q2‑2026 EPS forecast was lifted to $0.61 from $0.53 — this single‑quarter bump is the largest quarter‑to‑quarter upgrade in the Zacks package. MarketBeat: HST
• Positive Sentiment: Zacks also increased Q4‑2026 to $0.47 (from $0.44), and nudged Q1‑2027 to $0.60 (from $0.59) and Q3‑2026 to $0.34 — incremental upgrades across several quarters that improve the near‑term cadence of earnings. MarketBeat: HST
• Neutral Sentiment: Zacks reiterated a consensus context (current market consensus noted near $1.88 for the company’s full‑year figure in the reports), but their internal estimates now sit above that benchmark for 2026–2028. MarketBeat: HST
• Negative Sentiment: One small downgrade: Q3‑2027 was trimmed to $0.34 from $0.35 — a minor cut that slightly offsets otherwise constructive revisions. MarketBeat: HST

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.

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