Host Hotels & Resorts (HST) is down 6.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The drop appears counterintuitive because Host posted a solid second quarter, beat profit and revenue expectations, and raised full-year guidance. This could be because investors focused on signs that the outsized boost from the FIFA World Cup is temporary and that management still expects room-rate growth and year-over-year comparisons to moderate in the second half, which may have triggered profit-taking after a strong run.
Details:
Sources:
Host Hotels & Resorts, SEC, Associated Press
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$HST Insider Trading Activity
$HST insiders have traded $HST stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $HST stock by insiders over the last 6 months:
- NATHAN S TYRRELL (EVP, Ch. Investment Officer) sold 15,569 shares for an estimated $358,087
- MICHAEL E LENTZ (EVP, Development, D&C) sold 12,673 shares for an estimated $252,826
- WALTER C RAKOWICH sold 3,408 shares for an estimated $78,041
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$HST Hedge Fund Activity
We have seen 387 institutional investors add shares of $HST stock to their portfolio, and 249 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- COHEN & STEERS, INC. removed 15,550,945 shares (-22.0%) from their portfolio in Q1 2026, for an estimated $297,956,106
- SG AMERICAS SECURITIES, LLC added 9,846,104 shares (+251.9%) to their portfolio in Q1 2026, for an estimated $188,651,352
- ALLIANZ ASSET MANAGEMENT GMBH added 7,274,089 shares (+185.0%) to their portfolio in Q1 2026, for an estimated $139,371,545
- DAIWA SECURITIES GROUP INC. removed 4,779,354 shares (-64.3%) from their portfolio in Q2 2026, for an estimated $113,318,483
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added 4,373,449 shares (+253.8%) to their portfolio in Q1 2026, for an estimated $83,795,282
- GOLDMAN SACHS GROUP INC added 3,708,507 shares (+92.0%) to their portfolio in Q1 2026, for an estimated $71,054,994
- GEODE CAPITAL MANAGEMENT, LLC removed 3,530,686 shares (-15.6%) from their portfolio in Q1 2026, for an estimated $67,647,943
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$HST Price Targets
Multiple analysts have issued price targets for $HST recently. We have seen 10 analysts offer price targets for $HST in the last 6 months, with a median target of $23.0.
Here are some recent targets:
- Floris Van Dijkum from Ladenburg Thalmann set a target price of $28.0 on 06/10/2026
- Robin Farley from UBS set a target price of $23.0 on 06/02/2026
- Cooper Clark from Wells Fargo set a target price of $25.0 on 06/01/2026
- Richard Hightower from Barclays set a target price of $23.0 on 06/01/2026
- Patrick Scholes from Truist Securities set a target price of $24.0 on 05/26/2026
- Jay Kornreich from Cantor Fitzgerald set a target price of $23.0 on 05/13/2026
- Stephen Grambling from Morgan Stanley set a target price of $22.0 on 05/12/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
