Jefferies Financial Group Inc. Takes $2.39 Million Position in Host Hotels & Resorts, Inc. $HST

Key Points

• Jefferies Financial Group acquired 100,721 shares of Host Hotels & Resorts, valued at approximately $2.39 million, joining several major institutions that have recently increased or initiated positions. Institutional investors own 98.52% of HST.
• Host Hotels exceeded quarterly expectations, reporting $0.63 in EPS versus a $0.62 consensus estimate and $1.64 billion in revenue, up 3.4% year over year. Full-year 2026 guidance is $2.15–$2.18 per share.
• Analyst sentiment remains favorable, with a “Moderate Buy” consensus rating and an average price target of $24.33 versus the stock’s reported $22.28 price. An executive recently sold 63,882 shares, reducing his position by 9.37%.

Jefferies Financial Group Inc. bought a new stake in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 100,721 shares of the company's stock, valued at approximately $2,388,000.

Several other large investors have also bought and sold shares of the stock. BlackRock Inc. bought a new position in shares of Host Hotels & Resorts during the second quarter valued at about $2,096,191,000. Norges Bank purchased a new stake in Host Hotels & Resorts in the 4th quarter valued at about $628,014,000. Invesco Ltd. lifted its position in shares of Host Hotels & Resorts by 9.7% during the 3rd quarter. Invesco Ltd. now owns 25,021,481 shares of the company's stock worth $425,866,000 after buying an additional 2,217,322 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Host Hotels & Resorts by 2.2% in the 4th quarter. Geode Capital Management LLC now owns 22,700,539 shares of the company's stock worth $402,056,000 after buying an additional 493,177 shares during the last quarter. Finally, SG Americas Securities LLC increased its position in shares of Host Hotels & Resorts by 251.9% during 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 last quarter. 98.52% of the stock is currently owned by institutional investors.

Host Hotels & Resorts Price Performance

HST stock opened at $22.28 on Friday. The firm has a 50 day moving average of $23.76 and a 200-day moving average of $21.99. 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 firm has a market capitalization of $15.26 billion, a P/E ratio of 14.85, a price-to-earnings-growth ratio of 2.47 and a beta of 1.10. Host Hotels & Resorts, Inc. has a 12 month low of $15.61 and a 12 month high of $25.71.

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

Analysts Set New Price Targets

HST has been the subject of a number of recent analyst reports. Citigroup upped their price objective on Host Hotels & Resorts from $22.00 to $24.00 and gave the company a "buy" rating in a research note on Tuesday, May 12th. Truist Financial boosted their price target on shares of Host Hotels & Resorts from $23.00 to $24.00 and gave the stock a "buy" rating in a report on Tuesday, May 26th. Stifel Nicolaus set a $26.25 price target on shares of Host Hotels & Resorts in a research report on Thursday, June 4th. Cantor Fitzgerald boosted their target price on shares of Host Hotels & Resorts from $23.00 to $24.00 and gave the company a "neutral" rating in a research note on Tuesday, August 11th. Finally, Raymond James Financial reiterated an "outperform" rating and issued a $27.00 price objective on shares of Host Hotels & Resorts in a research note on Monday, June 8th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Host Hotels & Resorts presently has a consensus rating of "Moderate Buy" and a consensus target price of $24.33.

Trending Headlines about 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.

Insider Transactions at Host Hotels & Resorts

In other Host Hotels & Resorts news, EVP Nathan S. Tyrrell sold 63,882 shares of the business's stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $23.13, for a total value of $1,477,590.66. Following the completion of the transaction, the executive vice president owned 618,207 shares of the company's stock, valued at $14,299,127.91. The trade was a 9.37% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.50% of the stock is currently owned by insiders.

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.

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