21
American Century Companies Inc. Acquires 48,194 Shares of Host Hotels & Resorts, Inc. $HST - Defense World
American Century Companies Inc. increased its stake in Host Hotels & Resorts, Inc. (NASDAQ:HST) by 3.4% during the third quarter, acquiring an additional 48,194 shares to bring its total holding to 1,484,518 shares. As of the most recent Securities and Exchange Commission filing, American Century...
Bullish Signals
- American Century increased stake by 3.4% to $25.266 million.
- Major funds added positions: Norges Bank ($554.669M), Arrowstreet (199%), AQR (87%), LSV (13.7%).
- Weiss Ratings upgraded Host Hotels from hold to buy.
- Analyst consensus 'Moderate Buy' with $20 price target and 1 Strong Buy rating.
- Revenue beat estimates by 7.4%, growing 12.3% year-over-year to $1.6B.
- FY 2026 guidance set at 2.03-2.11 EPS, showing clear growth trajectory.
- Quarterly dividend pays April 15th (ex-date March 31st) with 4.2% yield.
- Strong liquidity: quick ratio 2.59 and debt-to-equity 0.77.
Bearish Signals
- Earnings missed by $0.27 vs $0.47 consensus estimate.
- FY analyst estimates fall below 2026 guidance range.
- High 72.73% payout limits growth reinvestment.
- EVP sold 9,086 shares for $167,818.