Meiji Yasuda Asset Management Co Ltd. Acquires Shares of 59,220 Host Hotels & Resorts, Inc. $HST

Key Points

• Meiji Yasuda Asset Management opened a new position in Host Hotels & Resorts, buying 59,220 shares worth about $1.01 million during the third quarter.
• Host Hotels missed Q results on EPS ($0.20 vs. $0.47 est.) but beat on revenue ($1.60B), set FY2026 guidance of 2.03–2.11 EPS, and announced a quarterly dividend of $0.20 per share (4.2% yield; ex-dividend March 31).
• Wall Street sentiment is broadly positive with a consensus rating of “Moderate Buy” and a $20.00 average price target, alongside recent analyst upgrades and targets as high as $22.00.

Meiji Yasuda Asset Management Co Ltd. bought a new position in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 59,220 shares of the company's stock, valued at approximately $1,008,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. CYBER HORNET ETFs LLC purchased a new stake in shares of Host Hotels & Resorts during the second quarter valued at approximately $29,000. Clearstead Advisors LLC lifted its holdings in Host Hotels & Resorts by 79.6% during the third quarter. Clearstead Advisors LLC now owns 1,773 shares of the company's stock worth $30,000 after acquiring an additional 786 shares during the period. MUFG Securities EMEA plc bought a new stake in Host Hotels & Resorts during the second quarter worth $32,000. Hantz Financial Services Inc. boosted its position in Host Hotels & Resorts by 234.1% in the third quarter. Hantz Financial Services Inc. now owns 1,911 shares of the company's stock worth $33,000 after purchasing an additional 1,339 shares during the last quarter. Finally, Compagnie Lombard Odier SCmA purchased a new position in Host Hotels & Resorts in the third quarter worth $34,000. Hedge funds and other institutional investors own 98.52% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the company. Citigroup raised their target price on Host Hotels & Resorts from $19.00 to $22.00 and gave the company a "buy" rating in a research report on Tuesday, February 24th. Barclays assumed coverage on shares of Host Hotels & Resorts in a report on Tuesday, January 6th. They issued an "equal weight" rating and a $19.00 price target on the stock. Robert W. Baird set a $20.00 price target on shares of Host Hotels & Resorts in a research report on Monday, January 12th. Truist Financial upgraded shares of Host Hotels & Resorts from a "hold" rating to a "buy" rating and set a $21.00 price objective for the company in a report on Friday, January 9th. Finally, Morgan Stanley set a $18.00 price objective on shares of Host Hotels & Resorts in a research report on Friday, January 16th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, Host Hotels & Resorts presently has an average rating of "Moderate Buy" and a consensus price target of $20.00.

Host Hotels & Resorts Stock Performance

NASDAQ:HST opened at $19.16 on Tuesday. The company has a market capitalization of $13.18 billion, a P/E ratio of 17.42, a P/E/G ratio of 2.22 and a beta of 1.13. The business has a fifty day simple moving average of $19.05 and a two-hundred day simple moving average of $17.91. The company has a debt-to-equity ratio of 0.77, a current ratio of 2.59 and a quick ratio of 2.59. Host Hotels & Resorts, Inc. has a 1 year low of $12.22 and a 1 year high of $21.00.

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

Host Hotels & Resorts Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be issued a dividend of $0.20 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $0.80 annualized dividend and a yield of 4.2%. Host Hotels & Resorts's dividend payout ratio is 72.73%.

Insiders Place Their Bets

In other Host Hotels & Resorts news, EVP Nathan S. Tyrrell sold 11,954 shares of the stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $18.15, for a total transaction of $216,965.10. Following the completion of the transaction, the executive vice president owned 668,927 shares in the company, valued at $12,141,025.05. This trade represents a 1.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.40% of the stock is owned by corporate 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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