Deltec Asset Management LLC Purchases New Shares in Marriott International, Inc. $MAR

Deltec Asset Management LLC acquired a new stake in shares of Marriott International, Inc. (NASDAQ:MAR) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 3,151 shares of the company’s stock, valued at approximately $821,000.

Several other institutional investors also recently modified their holdings of the business. AlphaQuest LLC boosted its stake in Marriott International by 2,750.0% during the second quarter. AlphaQuest LLC now owns 114 shares of the company’s stock worth $31,000 after acquiring an additional 110 shares in the last quarter. Addison Advisors LLC purchased a new position in shares of Marriott International during the second quarter valued at approximately $34,000. Darwin Wealth Management LLC purchased a new stake in shares of Marriott International in the 2nd quarter worth approximately $37,000. Harel Insurance Investments & Financial Services Ltd. purchased a new position in Marriott International during the second quarter valued at $38,000. Finally, Westside Investment Management Inc. boosted its holdings in Marriott International by 198.0% in the second quarter. Westside Investment Management Inc. now owns 149 shares of the company’s stock worth $41,000 after acquiring an additional 99 shares in the last quarter. 70.70% of the stock is currently owned by institutional investors.

Marriott International News Summary

Here are the key news stories impacting Marriott International this week:

• Positive Sentiment: BMO Capital Markets upgraded MAR from “market perform” to “outperform” and raised its price target to $370, signaling stronger analyst conviction and ~12% upside to current levels. Benzinga
• Positive Sentiment: Sanford C. Bernstein raised its price target for Marriott to $369, another bullish analyst revision that supports upward momentum in the stock. American Banking News
• Positive Sentiment: Marriott Bonvoy struck a multi‑year global partnership with the ICC (cricket) to be the official accommodation partner, and will also provide fan access for FIFA World Cup 2026 — agreements that expand brand visibility, group and event travel demand, and loyalty engagement in key international markets. ICC announcement
• Positive Sentiment: Company announced a strategic regional leadership realignment: a unified U.S./Canada/CALA structure under Satya Anand, Neal Jones to lead EMEA, Federico Greppi to head CALA, and other continent leadership changes — a move positioned to streamline regional operations and accelerate execution. PR Newswire
• Positive Sentiment: Market commentary highlights Marriott as a momentum and dividend‑backed stock (Zacks, Motley Fool pieces), reinforcing investor interest from both growth and income perspectives. Zacks
• Neutral Sentiment: Smaller development deals (e.g., Lumbini Palace Resort in Nepal) and loyalty UX updates were reported; these support long‑term pipeline and member engagement but are unlikely to move the stock materially on their own. MSN / Lumbini deal

Analysts Set New Price Targets

Several research firms have recently issued reports on MAR. Robert W. Baird lowered their price target on Marriott International from $287.00 to $285.00 and set a “neutral” rating for the company in a research report on Tuesday, October 21st. BMO Capital Markets raised shares of Marriott International from a “market perform” rating to an “outperform” rating and lifted their target price for the stock from $285.00 to $370.00 in a report on Friday. The Goldman Sachs Group upgraded shares of Marriott International from a “neutral” rating to a “buy” rating and increased their price target for the company from $288.00 to $345.00 in a report on Monday, December 15th. Barclays boosted their price objective on shares of Marriott International from $274.00 to $276.00 and gave the stock an “equal weight” rating in a report on Wednesday, December 17th. Finally, Sanford C. Bernstein increased their target price on Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $306.81.

Insider Buying and Selling at Marriott International

In other news, CAO Felitia Lee sold 1,617 shares of Marriott International stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $305.98, for a total transaction of $494,769.66. Following the transaction, the chief accounting officer directly owned 4,893 shares of the company’s stock, valued at $1,497,160.14. The trade was a 24.84% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Rena Hozore Reiss sold 5,483 shares of the stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $287.11, for a total transaction of $1,574,224.13. Following the completion of the sale, the executive vice president directly owned 39,360 shares of the company’s stock, valued at $11,300,649.60. This represents a 12.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 88,289 shares of company stock valued at $25,669,425 in the last quarter. Insiders own 10.68% of the company’s stock.

Marriott International Trading Up 1.0%

Shares of MAR opened at $328.18 on Friday. The firm has a market cap of $88.07 billion, a PE ratio of 34.65, a P/E/G ratio of 2.56 and a beta of 1.16. Marriott International, Inc. has a 1-year low of $205.40 and a 1-year high of $331.09. The firm has a fifty day simple moving average of $300.42 and a two-hundred day simple moving average of $279.35.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings data on Tuesday, November 4th. The company reported $2.47 EPS for the quarter, topping the consensus estimate of $2.38 by $0.09. Marriott International had a negative return on equity of 89.29% and a net margin of 10.07%.The company had revenue of $1.73 billion during the quarter, compared to analyst estimates of $6.46 billion. Marriott International has set its Q4 2025 guidance at 2.540-2.620 EPS and its FY 2025 guidance at 9.980-10.060 EPS. As a group, research analysts forecast that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Thursday, November 20th were issued a $0.67 dividend. The ex-dividend date of this dividend was Thursday, November 20th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International’s dividend payout ratio (DPR) is presently 28.30%.

Marriott International Profile

Marriott International is a global lodging company that develops, manages and franchises a broad portfolio of hotels and related lodging facilities. Its core activities include hotel and resort management, franchise operations, property development and the provision of centralized services such as reservations, marketing and loyalty program management. The company’s brand architecture spans market segments from luxury and premium to select-service and extended-stay, enabling it to serve a wide range of business and leisure travelers as well as corporate and group customers.

The company traces its roots to the hospitality business founded by J.