Jupiter Topco LLC Takes Position in Host Hotels & Resorts, Inc. $HST

Key Points

• Jupiter Topco LLC acquired 307,966 shares of Host Hotels & Resorts during the second quarter, worth approximately $7.3 million. Institutional investors collectively own 98.52% of the company.
• Host Hotels & Resorts reported quarterly EPS of $0.63, exceeding estimates by $0.01, while revenue rose 3.4% year over year to $1.64 billion. Management maintained fiscal 2026 EPS guidance of $2.15–$2.18.
• Analyst sentiment remains generally positive, with a “Moderate Buy” consensus and an average price target of $24.33; however, executive Nathan S. Tyrrell sold 63,882 shares, reducing his stake by 9.37%.

Jupiter Topco LLC bought a new position in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 307,966 shares of the company's stock, valued at approximately $7,297,000.

Several other large investors have also recently added to or reduced their stakes in HST. Zions Bancorporation National Association UT increased its position in shares of Host Hotels & Resorts by 89.1% during the fourth quarter. Zions Bancorporation National Association UT now owns 1,658 shares of the company's stock valued at $29,000 after purchasing an additional 781 shares during the period. CYBER HORNET ETFs LLC bought a new position in Host Hotels & Resorts in the second quarter worth $29,000. SJS Investment Consulting Inc. boosted its stake in Host Hotels & Resorts by 64.7% during the first quarter. SJS Investment Consulting Inc. now owns 1,632 shares of the company's stock worth $31,000 after buying an additional 641 shares in the last quarter. MUFG Securities EMEA plc bought a new stake in Host Hotels & Resorts in the 2nd quarter valued at $32,000. Finally, Cedar Mountain Advisors LLC acquired a new position in shares of Host Hotels & Resorts in the 1st quarter valued at $35,000. Institutional investors and hedge funds own 98.52% of the company's stock.

Insider Transactions at Host Hotels & Resorts

In related news, EVP Nathan S. Tyrrell sold 63,882 shares of the company's stock in a transaction dated 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 transaction, the executive vice president owned 618,207 shares in the company, valued at $14,299,127.91. This represents a 9.37% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 1.50% of the stock is currently owned by company insiders.

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.

Analyst Ratings Changes

HST has been the topic of several recent research reports. Weiss Ratings upgraded shares of Host Hotels & Resorts from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday, August 14th. Stifel Nicolaus set a $26.25 price objective on Host Hotels & Resorts in a research note on Thursday, June 4th. Raymond James Financial restated an "outperform" rating and set a $27.00 target price on shares of Host Hotels & Resorts in a research report on Monday, June 8th. Barclays boosted their price target on Host Hotels & Resorts from $23.00 to $24.00 and gave the company an "equal weight" rating in a research note on Tuesday, July 21st. Finally, Wells Fargo & Company increased their price objective on Host Hotels & Resorts from $25.00 to $26.00 and gave the stock an "overweight" rating in a research note on Thursday, July 23rd. 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's stock. According to MarketBeat.com, Host Hotels & Resorts presently has an average rating of "Moderate Buy" and a consensus price target of $24.33.

Host Hotels & Resorts Price Performance

Shares of HST opened at $22.28 on Monday. The company has a market capitalization of $15.26 billion, a P/E ratio of 14.85, a PEG ratio of 2.47 and a beta of 1.10. Host Hotels & Resorts, Inc. has a one year low of $15.61 and a one year high of $25.71. The business's 50 day simple moving average is $23.76 and its 200-day simple moving average is $22.00. The company has a debt-to-equity ratio of 0.80, a current ratio of 2.96 and a quick ratio of 2.96.

Host Hotels & Resorts (NASDAQ:HST - Get Free Report) last released its quarterly 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. The firm had revenue of $1.64 billion during 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 revenue was up 3.4% on a year-over-year basis. During the same period last year, the firm posted $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 EPS for the current fiscal year.

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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