Robeco Institutional Asset Management B.V. Boosts Holdings in Host Hotels & Resorts, Inc. $HST

Key Points

• Robeco increased its stake in Host Hotels & Resorts by 63.2% in Q4, adding 153,348 shares to hold 395,813 shares (about 0.06% of the company) valued at roughly $7.02 million.
• Host's quarter was mixed: EPS of $0.20 missed consensus by $0.27 while revenue of $1.60 billion beat estimates, and management set FY2026 guidance of $2.03–$2.11 EPS; analysts' consensus is a "Moderate Buy" with an average target of $21.08.
• The company pays a quarterly dividend of $0.20 (annualized $0.80) for a yield of about 3.9% and the stock trades near $20.69 with a market cap of $14.22 billion and a P/E of ~18.8.

Robeco Institutional Asset Management B.V. raised its holdings in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST - Free Report) by 63.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 395,813 shares of the company's stock after acquiring an additional 153,348 shares during the quarter. Robeco Institutional Asset Management B.V. owned approximately 0.06% of Host Hotels & Resorts worth $7,018,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in the business. Invesco Ltd. increased its holdings in Host Hotels & Resorts by 9.7% during the 3rd 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 in the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in Host Hotels & Resorts by 96.3% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 10,390,395 shares of the company's stock valued at $176,845,000 after acquiring an additional 5,096,099 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in Host Hotels & Resorts by 1.0% during the 3rd quarter. Dimensional Fund Advisors LP now owns 10,200,948 shares of the company's stock valued at $173,629,000 after acquiring an additional 102,208 shares in the last quarter. LSV Asset Management increased its holdings in Host Hotels & Resorts by 13.7% during the 3rd quarter. LSV Asset Management now owns 9,838,575 shares of the company's stock valued at $167,453,000 after acquiring an additional 1,182,675 shares in the last quarter. Finally, Russell Investments Group Ltd. increased its holdings in Host Hotels & Resorts by 68.6% during the 3rd quarter. Russell Investments Group Ltd. now owns 7,370,907 shares of the company's stock valued at $125,454,000 after acquiring an additional 2,999,082 shares in the last quarter. 98.52% of the stock is currently owned by hedge funds and other institutional investors.

Host Hotels & Resorts Price Performance

Host Hotels & Resorts stock opened at $20.69 on Thursday. Host Hotels & Resorts, Inc. has a 12-month low of $13.28 and a 12-month high of $21.00. The stock has a market capitalization of $14.22 billion, a P/E ratio of 18.81, a P/E/G ratio of 2.42 and a beta of 1.11. The firm's 50-day moving average is $19.52 and its two-hundred day moving average is $18.27. 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 (NASDAQ:HST - Get Free Report) last released 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 return on equity of 11.54% and a net margin of 12.51%.The firm 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 earnings per share. Host Hotels & Resorts's revenue for the quarter 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. Equities analysts predict 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 announced a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st were given a $0.20 dividend. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $0.80 annualized dividend and a dividend yield of 3.9%. Host Hotels & Resorts's dividend payout ratio (DPR) is currently 72.73%.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the stock. Weiss Ratings upgraded shares of Host Hotels & Resorts from a "hold (c+)" rating to a "buy (b-)" rating in a report on Thursday, February 26th. Wells Fargo & Company raised their target price on shares of Host Hotels & Resorts from $19.00 to $20.00 and gave the company an "overweight" rating in a report on Tuesday, March 24th. Deutsche Bank Aktiengesellschaft restated a "buy" rating on shares of Host Hotels & Resorts in a report on Tuesday, January 13th. Citigroup raised their price target on shares of Host Hotels & Resorts from $19.00 to $22.00 and gave the stock a "buy" rating in a research note on Tuesday, February 24th. Finally, Stifel Nicolaus set a $22.00 price target on shares of Host Hotels & Resorts in a research note on Thursday, February 19th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $21.08.

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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