Ontario Teachers Pension Plan Board Grows Stock Position in Host Hotels & Resorts, Inc. $HST

Ontario Teachers Pension Plan Board increased its position in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST) by 5.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 511,011 shares of the company’s stock after purchasing an additional 24,863 shares during the quarter. Ontario Teachers Pension Plan Board’s holdings in Host Hotels & Resorts were worth $8,697,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Verdence Capital Advisors LLC grew its holdings in shares of Host Hotels & Resorts by 3.0% during the third quarter. Verdence Capital Advisors LLC now owns 25,731 shares of the company’s stock worth $428,000 after buying an additional 738 shares in the last quarter. Alps Advisors Inc. boosted its position in Host Hotels & Resorts by 5.4% during the third quarter. Alps Advisors Inc. now owns 17,683 shares of the company’s stock worth $301,000 after acquiring an additional 913 shares during the last quarter. Sage Mountain Advisors LLC boosted its position in Host Hotels & Resorts by 7.5% during the third quarter. Sage Mountain Advisors LLC now owns 13,089 shares of the company’s stock worth $223,000 after acquiring an additional 915 shares during the last quarter. Advisors Asset Management Inc. grew its stake in Host Hotels & Resorts by 4.3% during the 2nd quarter. Advisors Asset Management Inc. now owns 22,267 shares of the company’s stock valued at $342,000 after acquiring an additional 918 shares in the last quarter. Finally, ProShare Advisors LLC raised its holdings in Host Hotels & Resorts by 0.5% in the 2nd quarter. ProShare Advisors LLC now owns 216,857 shares of the company’s stock valued at $3,331,000 after acquiring an additional 1,031 shares during the last quarter. Hedge funds and other institutional investors own 98.52% of the company’s stock.

Insider Activity

In related news, EVP Nathan S. Tyrrell sold 9,086 shares of the stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $18.47, for a total transaction of $167,818.42. Following the completion of the transaction, the executive vice president owned 659,841 shares of the company’s stock, valued at approximately $12,187,263.27. This trade represents a 1.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 1.40% of the company’s stock.

More Host Hotels & Resorts News

Here are the key news stories impacting Host Hotels & Resorts this week:

• Positive Sentiment: Q4 results/FFO beat — Host reported adjusted FFO/FFO metrics of $0.51 (above ~$0.47 consensus) and revenue of $1.60B (vs. ~$1.49B est.), driven by RevPAR gains and higher F&B/ancillary spend, a clear near‑term operational beat. Host Hotels & Resorts, Inc. Reports Results for 2025
• Positive Sentiment: Upbeat FY‑2026 guidance — management set EPS guidance of $2.03–$2.11 (well above Street prior consensus cited in filings), plus revenue guidance roughly flat to slightly up; the much higher EPS range is a primary catalyst for the rally. Host Hotels & Resorts press release (results & guidance)
• Positive Sentiment: Executed accretive asset monetizations — Host sold two Four Seasons resorts for $1.1B, achieving an ~11% unlevered IRR and a high disposals multiple; proceeds bolster liquidity and optionality for buybacks/dividends or reinvestment. Host Hotels & Resorts sells two luxury resorts for $1.1B
• Positive Sentiment: Dividend maintained — board declared a regular quarterly cash dividend of $0.20 (3.9% yield), supporting income investor demand. (Dividend details included in the company release.) Dividend & results in press release
• Neutral Sentiment: Moderate 2026 operating outlook — comparable Total RevPAR guidance of ~2.5%–4.0% and capex of $525–$625M imply continued leisure/upper‑upscale demand but a modest growth profile versus 2025. Guidance & outlook
• Neutral Sentiment: Balance sheet/liquidity profile — Host reports ~ $2.4B available liquidity and repurchase capacity (~$480M remaining), which gives strategic optionality but also signals management may deploy proceeds across several uses. Liquidity & capital allocation
• Negative Sentiment: Margin pressure and one‑offs — full‑year operating profit margin and comparable EBITDA margins are slightly down year‑over‑year (wage/cost pressure and lower insurance gains), which tempers the positive top‑line beat. Operating margin disclosures
• Negative Sentiment: Potential selling pressure — filings/coverage note insider sales and some large institutional reductions in recent quarters, which can create downward pressure if continued. QuiverQuant summary with insider & institutional activity

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on HST. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Host Hotels & Resorts in a report on Tuesday, January 13th. Truist Financial raised Host Hotels & Resorts from a “hold” rating to a “buy” rating and set a $21.00 price objective on the stock in a research note on Friday, January 9th. Morgan Stanley set a $18.00 target price on Host Hotels & Resorts in a report on Friday, January 16th. JPMorgan Chase & Co. raised their target price on Host Hotels & Resorts from $18.00 to $20.00 and gave the stock a “neutral” rating in a research note on Thursday, January 22nd. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Host Hotels & Resorts in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $19.27.

Host Hotels & Resorts Price Performance

NASDAQ:HST opened at $20.26 on Thursday. Host Hotels & Resorts, Inc. has a 52 week low of $12.22 and a 52 week high of $20.37. The company has a quick ratio of 2.90, a current ratio of 2.90 and a debt-to-equity ratio of 0.76. The company has a market capitalization of $13.93 billion, a P/E ratio of 19.30, a P/E/G ratio of 2.35 and a beta of 1.17. The stock’s fifty day moving average is $18.70 and its two-hundred day moving average is $17.52.

Host Hotels & Resorts (NASDAQ:HST) last released its quarterly earnings results on Wednesday, February 18th. The company reported $0.51 earnings per share for the quarter, topping analysts’ consensus estimates of $0.47 by $0.04. The business had revenue of $1.60 billion during the quarter, compared to analysts’ expectations of $1.49 billion. Host Hotels & Resorts had a return on equity of 11.11% and a net margin of 12.43%.The company’s revenue was up 12.3% compared to the same quarter last year. During the same period in the prior year, the business posted $0.44 EPS. Host Hotels & Resorts has set its FY 2026 guidance at 2.030-2.110 EPS. Equities analysts expect that Host Hotels & Resorts, Inc. will post 1.88 EPS 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. Shareholders of record on Tuesday, March 31st will be given a dividend of $0.20 per share. The ex-dividend date is Tuesday, March 31st. This represents a $0.80 dividend on an annualized basis and a dividend yield of 3.9%. Host Hotels & Resorts’s dividend payout ratio (DPR) is currently 76.19%.

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.