The Manufacturers Life Insurance Company Makes New $10.99 Million Investment in Host Hotels & Resorts, Inc. $HST

Key Points

• The Manufacturers Life Insurance Company purchased 463,377 Host Hotels & Resorts shares worth approximately $10.99 million, while institutional investors collectively own 98.52% of the REIT.
• Analyst sentiment is generally positive, with a “Moderate Buy” consensus and an average price target of $24.33; targets range from $22 to $27.
• Host Hotels & Resorts exceeded quarterly expectations with $0.63 EPS and $1.64 billion in revenue, up 3.4% year over year. The stock opened at $22.28, below its 52-week high of $25.71, while FY2026 guidance remains $2.15–$2.18 EPS.

The Manufacturers Life Insurance Company purchased a new stake in 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 institutional investor purchased 463,377 shares of the company's stock, valued at approximately $10,987,000. The Manufacturers Life Insurance Company owned approximately 0.07% of Host Hotels & Resorts at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the business. NewEdge Advisors LLC grew its stake in Host Hotels & Resorts by 80.5% in the 1st quarter. NewEdge Advisors LLC now owns 23,800 shares of the company's stock worth $338,000 after acquiring an additional 10,618 shares during the period. Goldman Sachs Group Inc. boosted its holdings 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 during the last quarter. Empowered Funds LLC grew its position in shares of Host Hotels & Resorts by 6.1% in the first quarter. Empowered Funds LLC now owns 18,879 shares of the company's stock valued at $268,000 after purchasing an additional 1,088 shares during the period. Sivia Capital Partners LLC purchased a new position in Host Hotels & Resorts during the second quarter worth about $190,000. Finally, EverSource Wealth Advisors LLC lifted its position in Host Hotels & Resorts by 413.4% during the second quarter. EverSource Wealth Advisors LLC now owns 4,718 shares of the company's stock worth $72,000 after buying an additional 3,799 shares during the period. 98.52% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on HST shares. Citigroup upped their price objective on Host Hotels & Resorts from $22.00 to $24.00 and gave the stock a "buy" rating in a research note on Tuesday, May 12th. BMO Capital Markets reissued an "outperform" rating and set a $27.00 price target on shares of Host Hotels & Resorts in a report on Friday, June 12th. Barclays upped their price target on shares of Host Hotels & Resorts from $23.00 to $24.00 and gave the stock an "equal weight" rating in a research report on Tuesday, July 21st. Morgan Stanley lifted their price objective on shares of Host Hotels & Resorts from $20.00 to $22.00 and gave the company an "equal weight" rating in a research report on Tuesday, May 12th. Finally, Stifel Nicolaus set a $26.25 target price on shares of Host Hotels & Resorts in a research note on Thursday, June 4th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, Host Hotels & Resorts has an average rating of "Moderate Buy" and a consensus target price of $24.33.

Insider Buying and Selling at Host Hotels & Resorts

In other news, EVP Nathan S. Tyrrell sold 63,882 shares of the firm's stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $23.13, for a total transaction of $1,477,590.66. Following the completion of the sale, the executive vice president directly owned 618,207 shares of the company's stock, valued at $14,299,127.91. This trade represents a 9.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 1.50% of the stock is owned by company insiders.

Host Hotels & Resorts Stock Down 0.3%

NASDAQ:HST opened at $22.28 on Friday. The firm has a market capitalization of $15.26 billion, a price-to-earnings ratio of 14.85, a PEG ratio of 2.47 and a beta of 1.10. Host Hotels & Resorts, Inc. has a 1-year low of $15.61 and a 1-year high of $25.71. 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 business's fifty day moving average price is $23.76 and its 200 day moving average price is $21.99.

Host Hotels & Resorts (NASDAQ:HST - Get Free Report) last issued its 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. Host Hotels & Resorts had a return on equity of 15.53% and a net margin of 16.51%.The company had revenue of $1.64 billion for the quarter, compared to the consensus estimate of $1.62 billion. During the same quarter in the prior year, the company earned $0.58 EPS. The firm's quarterly revenue was up 3.4% on a year-over-year basis. Host Hotels & Resorts has set its FY 2026 guidance at 2.150-2.180 EPS. On average, sell-side analysts forecast that Host Hotels & Resorts, Inc. will post 2.18 earnings per share for the current fiscal year.

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.

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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This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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