Pensionfund PDN Invests $1.72 Million in Host Hotels & Resorts, Inc. $HST

Key Points

• Pensionfund PDN bought a new stake of 96,998 shares of Host Hotels & Resorts (HST) in Q4, valued at approximately $1.72 million, making HST about 1.1% of PDN's holdings and its 28th-largest position.
• HST reported Q4 EPS of $0.20 (missing the $0.47 estimate) while revenue of $1.60B beat expectations, the company set FY2026 guidance of $2.03–$2.11 EPS, and declared a quarterly dividend of $0.20 (annualized yield ~4.2%, DPR ~72.7%).
• Institutional ownership is very high (~98.52%) with large moves such as Goldman Sachs boosting its stake to 5.21M shares, and analysts hold a consensus "Moderate Buy" rating with an average $20 price target.

Pensionfund PDN bought a new stake in Host Hotels & Resorts, Inc. (NASDAQ:HST - Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 96,998 shares of the company's stock, valued at approximately $1,720,000. Host Hotels & Resorts comprises about 1.1% of Pensionfund PDN's holdings, making the stock its 28th largest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of HST. NewEdge Advisors LLC boosted its stake in Host Hotels & Resorts by 80.5% in the first quarter. NewEdge Advisors LLC now owns 23,800 shares of the company's stock valued at $338,000 after acquiring an additional 10,618 shares in the last quarter. Goldman Sachs Group Inc. increased its position in shares of Host Hotels & Resorts by 24.3% during the first quarter. Goldman Sachs Group Inc. now owns 5,209,534 shares of the company's stock worth $74,027,000 after purchasing an additional 1,019,345 shares in the last quarter. Empowered Funds LLC increased its position in shares of Host Hotels & Resorts by 6.1% during the first quarter. Empowered Funds LLC now owns 18,879 shares of the company's stock worth $268,000 after purchasing an additional 1,088 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Host Hotels & Resorts in the 2nd quarter valued at about $190,000. Finally, Creative Planning lifted its holdings in shares of Host Hotels & Resorts by 125.7% in the 2nd quarter. Creative Planning now owns 114,453 shares of the company's stock valued at $1,758,000 after purchasing an additional 63,747 shares during the last quarter. 98.52% of the stock is owned by hedge funds and other institutional investors.

Host Hotels & Resorts Stock Performance

NASDAQ HST opened at $19.14 on Tuesday. The firm has a market cap of $13.16 billion, a P/E ratio of 17.40, a P/E/G ratio of 2.16 and a beta of 1.13. Host Hotels & Resorts, Inc. has a 52-week low of $12.22 and a 52-week high of $21.00. The business's 50-day moving average price is $19.21 and its 200 day moving average price is $18.03. The company has a quick ratio of 2.59, a current ratio of 2.59 and a debt-to-equity ratio of 0.77.

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

Host Hotels & Resorts Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors 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 dividend yield of 4.2%. Host Hotels & Resorts's dividend payout ratio (DPR) is currently 72.73%.

Wall Street Analysts Forecast Growth

HST has been the topic of a number of research reports. Robert W. Baird set a $20.00 price target on Host Hotels & Resorts in a research note on Monday, January 12th. Citigroup boosted their price objective on Host Hotels & Resorts from $19.00 to $22.00 and gave the company a "buy" rating in a research note on Tuesday, February 24th. Barclays initiated coverage on Host Hotels & Resorts in a report on Tuesday, January 6th. They issued an "equal weight" rating and a $19.00 price objective for the company. Argus upgraded shares of Host Hotels & Resorts to a "strong-buy" rating in a research report on Wednesday, March 18th. Finally, Truist Financial raised shares of Host Hotels & Resorts from a "hold" rating to a "buy" rating and set a $21.00 target price on the stock in a report on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $20.00.

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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