Howard Hughes
About: Howard Hughes Holdings Inc owns, manages, and develops commercial, residential, and mixed-use real estate throughout the USA. Its portfolio is strategically positioned to meet and accelerate development based on market demand, resulting in one of the strongest real estate platforms in the country. It operates through four business segments: Operating Assets, MPCs, Strategic Developments and Seaport.
Employees: 545
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
306% more call options, than puts
Call options by funds: $21.1M | Put options by funds: $5.19M
3% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 96
6% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 47
3% less funds holding
Funds holding: 301 [Q4 2024] → 293 (-8) [Q1 2025]
3.9% less ownership
Funds ownership: 94.06% [Q4 2024] → 90.16% (-3.9%) [Q1 2025]
7% less capital invested
Capital invested by funds: $3.63B [Q4 2024] → $3.37B (-$261M) [Q1 2025]
29% less funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 5 (-2) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$80
15%
upside
Avg. target
$82
19%
upside
High target
$85
22%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Piper Sandler Alexander Goldfarb | 23%upside $85 | Overweight Maintained | 23 May 2025 |
BMO Capital | 15%upside $80 | Outperform Maintained | 7 May 2025 |
JP Morgan Anthony Paolone | 18%upside $82 | Overweight Maintained | 29 Apr 2025 |
Financial journalist opinion
Based on 5 articles about HHH published over the past 30 days
Neutral
Zacks Investment Research
2 days ago
2 Real Estate Development Stocks to Consider Despite Industry Woes
Despite industry woes, healthy demand for certain real estate categories and limited supply bode well for Real Estate Development industry companies like HHH and LSEA.
Neutral
The Motley Fool
2 weeks ago
Billionaire Bill Ackman Has 51% of His Hedge Fund's $13.6 Billion Portfolio Invested in Just 3 Stocks
Bill Ackman probably wouldn't mind being mentioned in the same breath as Warren Buffett. In fact, a recent deal between his Pershing Square fund and Howard Hughes Holdings (HHH -0.76%) aims to transform the real estate business into a diversified holding company much like that of Buffett's Berkshire Hathaway.
Positive
The Motley Fool
2 weeks ago
3 Stocks That Could Be Like Buying Berkshire Hathaway In the 1980s
Berkshire Hathaway (BRK.A -0.16%) (BRK.B 0.11%) has produced amazing returns for long-term investors under Warren Buffett's leadership. However, at a more than $1 trillion valuation, its ability to consistently generate outsize returns from here is somewhat limited.
Negative
The Motley Fool
3 weeks ago
Could Buying This $4.1 Billion Stock Be Like Buying Berkshire Hathaway in 1965?
When Warren Buffett started buying shares of Berkshire Hathaway (BRK.A -0.67%) (BRK.B -0.81%) in 1962, it was a failing textile business. The appeal for Buffett wasn't Berkshire's business -- it was that its book value far exceeded its stock price.
Positive
The Motley Fool
4 weeks ago
Billionaire Bill Ackman Is Finally Building His "Modern-Day Berkshire Hathaway" -- Here's What Investors Need to Know
Bill Ackman recently made his third offer to take a greater ownership stake in real estate developer Howard Hughes Holdings (HHH -0.13%) with the goal of turning the company into a "modern-day Berkshire Hathaway." In this video, I'll discuss the final terms of the deal and what investors need to know.
Positive
Seeking Alpha
1 month ago
Howard Hughes Holdings: Great Real Estate At Bargain Prices - Ackman Management Is All Upside
Howard Hughes Holdings (HHH) has appreciating land assets and a growing revenue stream but is undervalued by the market. Bill Ackman's Pershing Square Holdings invested $900 million in HHH, aiming to diversify and generate free cash, modeling HHH after Berkshire Hathaway's early years. The Pershing Square deal transforms HHH into a growth company and makes it more visible to investors, potentially warranting multiple expansion.
Neutral
Seeking Alpha
1 month ago
Howard Hughes Holdings Inc. (HHH) Q1 2025 Earnings Call Transcript
Howard Hughes Holdings Inc. (NYSE:HHH ) Q1 2025 Earnings Conference Call May 8, 2025 10:00 AM ET Company Participants Eric Holcomb - Senior Vice President, Investor Relations David O'Reilly - Chief Executive Officer Dave Striph - President of Asset Management & Operations Jay Cross - President Carlos Olea - Chief Financial Officer Bill Ackman - Executive Chairman Conference Call Participants Anthony Paolone - JPMorgan Connor Mitchell - Piper Sandler John Kim - BMO Capital Markets Operator Thank you for standing by. Welcome to the Howard Hughes Management's First Quarter 2025 Earnings Conference Call.
Positive
Seeking Alpha
1 month ago
There's A Liquidity Discount For Howard Hughes
Pershing Square's $900 million investment in Howard Hughes aims to transform it into a modern-day Berkshire Hathaway, with a 48% premium to the stock price. Howard Hughes' management believes the Net Asset Value is between $100 and $115, aligning with Pershing Square's increased bid to $100 per share. The deal includes a 1.5% management fee and quarterly fees, with Pershing Square limiting its voting power to 40% and beneficial ownership to 47%.
Neutral
Zacks Investment Research
1 month ago
Compared to Estimates, Howard Hughes Holdings (HHH) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Howard Hughes Holdings (HHH) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 month ago
Howard Hughes Holdings (HHH) Beats Q1 Earnings and Revenue Estimates
Howard Hughes Holdings (HHH) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to loss of $1.06 per share a year ago.
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