Harvest Portfolios Group Inc. Sells 2,602 Shares of Marriott International, Inc. $MAR

Harvest Portfolios Group Inc. lessened its holdings in Marriott International, Inc. (NASDAQ:MAR) by 9.3% during the 3rd quarter, HoldingsChannel reports. The firm owned 25,379 shares of the company’s stock after selling 2,602 shares during the period. Harvest Portfolios Group Inc.’s holdings in Marriott International were worth $6,610,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. AlphaQuest LLC increased 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 during the last quarter. Addison Advisors LLC bought a new position in shares of Marriott International during the 2nd quarter valued at approximately $34,000. Darwin Wealth Management LLC bought a new stake in Marriott International in the second quarter worth $37,000. Harel Insurance Investments & Financial Services Ltd. bought a new position in Marriott International during the second quarter valued at $38,000. Finally, Westside Investment Management Inc. raised its stake in shares of Marriott International by 198.0% in the second quarter. Westside Investment Management Inc. now owns 149 shares of the company’s stock valued at $41,000 after acquiring an additional 99 shares during the period. 70.70% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Marriott International

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

• Positive Sentiment: Zacks increased several near-term EPS forecasts (Q1–Q4 2026 and portions of 2026–2027) and raised FY2026 estimates, suggesting better-than-expected recovery momentum and higher near-term earnings visibility. These upgrades are constructive for MAR’s earnings trajectory and valuation in the near term.
• Positive Sentiment: Marriott is expanding its higher-margin luxury pipeline and international footprint — e.g., the W Atlanta Downtown conversion to JW Marriott (luxury repositioning) and announced record EMEA signings — supporting long-term unit growth and fee-based revenue potential. W Atlanta Downtown will convert to JW Marriott Marriott deepens Middle East footprint
• Neutral Sentiment: Sector commentary notes persistent hotel-industry headwinds but highlights growth levers — memberships, conversions and loyalty programs — where Marriott is competitive. This keeps the story mixed: positive operational levers but ongoing macro/industry pressure. 3 Hotel Stocks to Watch
• Negative Sentiment: Zacks also issued mixed/negative adjustments to parts of 2027: cuts to Q1 and Q2 2027 and a modest downgrade to FY2027 (from $12.81 to $12.72), creating uncertainty about longer‑term margin recovery and smoothing of results. These downward tweaks likely contributed to intraday selling pressure as investors re‑price medium‑term growth assumptions.
• Neutral Sentiment: Zacks’ FY2028 EPS projection of $14.12 (well above current consensus of ~$10.10) signals bullish long‑range assumptions but also introduces forecast dispersion — some investors may view that as optimistic and discount near-term risk, adding to volatility.

Marriott International Stock Down 2.5%

Marriott International stock opened at $341.73 on Friday. Marriott International, Inc. has a twelve month low of $205.40 and a twelve month high of $370.00. The business has a fifty day moving average of $328.23 and a two-hundred day moving average of $294.26. The firm has a market cap of $90.55 billion, a P/E ratio of 36.01, a P/E/G ratio of 3.10 and a beta of 1.13.

Marriott International (NASDAQ:MAR) last announced its earnings results on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The firm had revenue of $6.69 billion during the quarter, compared to the consensus estimate of $6.67 billion. During the same quarter in the prior year, the firm posted $2.45 earnings per share. The business’s revenue for the quarter was up 4.1% compared to the same quarter last year. Marriott International has set its FY 2026 guidance at 11.320-11.570 EPS and its Q1 2026 guidance at 2.500-2.550 EPS. Equities analysts expect that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Marriott International Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Thursday, February 26th will be paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date is Thursday, February 26th. Marriott International’s payout ratio is 28.24%.

Wall Street Analyst Weigh In

Several equities analysts recently commented on MAR shares. Sanford C. Bernstein upped their price target on shares of Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. The Goldman Sachs Group increased their price target on Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. BMO Capital Markets upgraded Marriott International from a “market perform” rating to an “outperform” rating and boosted their price objective for the company from $285.00 to $370.00 in a report on Friday, January 9th. Barclays upped their price target on shares of Marriott International from $320.00 to $356.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 11th. Finally, Citigroup boosted their price objective on shares of Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research report on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, Marriott International has a consensus rating of “Moderate Buy” and an average target price of $343.27.

Insider Activity at Marriott International

In other Marriott International news, insider Rajeev Menon sold 6,333 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $356.61, for a total value of $2,258,411.13. Following the completion of the sale, the insider owned 9,492 shares of the company’s stock, valued at approximately $3,384,942.12. This trade represents a 40.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Anthony Capuano sold 63,000 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the transaction, the chief executive officer owned 113,617 shares in the company, valued at approximately $40,813,498.74. This trade represents a 35.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 97,157 shares of company stock worth $34,768,825 over the last ninety days. Corporate insiders own 10.68% of the company’s stock.

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.