Miller Howard Investments 13F: Cuts HST Stake by $30M
Key Points
- Miller Howard Investments reduced its holdings in Host Hotels & Resorts by 1,359,628 shares, representing a 56.2% decrease from its previous total of 2,418,633 shares.
- Miller Howard Investments held 1,059,005 $HST shares at quarter end, down 56.21% from the prior quarter.
- The fund's reported value for its remaining shares is about $23.7 million, making up 2.2% of its total portfolio worth approximately $1.08 billion.
- As of October 27, 2026, HST was recently trading at $25.13, which is about equal to its closing price of $25.16 on the filing date.
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On October 26, 2026, Miller Howard Investments cut its stake in Host Hotels & Resorts, Inc. (HST) by 1,359,628 shares, bringing its total to 1,059,005 shares valued at approximately $23.7 million. This information comes from the fund's latest Form 13F filing with the SEC.
Miller Howard's reduction in shares represents a 56.2% decrease from its previous total of 2,418,633 shares. The value of its remaining stake is about $23.7 million, which accounts for 2.2% of the fund's total reported value of around $1.08 billion.
HST
Host Hotels & Resorts, Inc.
Where Host Hotels & Resorts Fits in Miller Howard's Portfolio
Miller Howard Investments ranks 18th out of its 159 reported positions with this stake in Host Hotels & Resorts.
Host Hotels & Resorts, Inc. Stock Up 1.0%
As of October 27, 2026, Host Hotels & Resorts shares were recently trading around $25.13, which is about equal to its closing price of $25.16 on the filing date. The stock's performance is noteworthy as it reflects a significant reduction in Miller Howard's stake at a time when the company is preparing to report earnings on November 4, 2026.
Recent Earnings
Host Hotels reported trailing twelve-month revenue of approximately $6.23 billion and an EPS of $1.48. The company has shown a revenue growth of 3.6% year-over-year and a net margin of 16.5%.
Dividend
Host Hotels & Resorts pays an annual dividend of $0.80 per share, with a payout ratio of 54.0%.
Insider Buying and Selling at Host Hotels & Resorts, Inc.
Recent insider transactions include sales by several executives, such as Nathan S. Tyrrell, who sold 63,882 shares on August 19, 2026, and Michael E. Lentz, who sold 56,757 shares on August 21, 2026. These trades occurred before the recent filing.
Analysts Set New Price Targets
On October 26, 2026, Evercore ISI Group maintained its rating of "In-Line" with a price target of $26.00. Wells Fargo also maintained an "Overweight" rating with a target of $27.00 on the same day. The consensus among analysts suggests a positive outlook for the stock, with various ratings supporting its potential.
About Host Hotels & Resorts
Host Hotels & Resorts, Inc. is the largest lodging real estate investment trust in the S&P 500, owning 70 properties in the U.S. and five internationally. The company focuses on luxury and upper-upscale hotels, making it a key player in the hospitality sector.
Bottom Line
Investors should keep an eye on the upcoming earnings report scheduled for November 4, 2026, as well as any further changes in institutional holdings that may impact Host Hotels & Resorts. Miller Howard's recent cut in position indicates a potential shift in strategy, making it a point of interest in the market.
Related Filing Alerts
Source: Miller Howard Investments's 13F filing on $HST (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts