Wellington Management Group LLP Grows Stock Position in Marriott International, Inc. $MAR

Wellington Management Group LLP lifted its stake in Marriott International, Inc. (NASDAQ:MAR) by 21.7% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,175,377 shares of the company’s stock after buying an additional 1,637,119 shares during the quarter. Wellington Management Group LLP owned approximately 3.42% of Marriott International worth $2,389,635,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of MAR. Darwin Wealth Management LLC purchased a new stake in shares of Marriott International during the second quarter worth approximately $37,000. Root Financial Partners LLC purchased a new stake in shares of Marriott International during the third quarter worth $41,000. Smallwood Wealth Investment Management LLC lifted its stake in shares of Marriott International by 312.5% in the third quarter. Smallwood Wealth Investment Management LLC now owns 165 shares of the company’s stock worth $43,000 after buying an additional 125 shares in the last quarter. ORG Wealth Partners LLC acquired a new position in Marriott International during the third quarter worth about $44,000. Finally, IAG Wealth Partners LLC raised its position in Marriott International by 468.8% in the third quarter. IAG Wealth Partners LLC now owns 182 shares of the company’s stock valued at $47,000 after purchasing an additional 150 shares during the period. 70.70% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, insider David S. Marriott sold 4,747 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $360.00, for a total value of $1,708,920.00. Following the completion of the sale, the insider owned 591,669 shares in the company, valued at approximately $213,000,840. This trade represents a 0.80% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider William P. Brown sold 9,456 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total value of $3,387,612.00. Following the completion of the transaction, the insider owned 11,000 shares of the company’s stock, valued at $3,940,750. The trade was a 46.23% 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 in the last ninety days. Insiders own 10.68% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on MAR. Barclays lifted their price objective on Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 11th. Wells Fargo & Company raised their target price on shares of Marriott International from $353.00 to $403.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Evercore increased their price objective on shares of Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research report on Thursday, January 22nd. Citigroup boosted their target price on shares of Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Finally, Truist Financial raised their price target on Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a research note on Wednesday, February 11th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, Marriott International currently has a consensus rating of “Moderate Buy” and an average price target of $343.47.

Marriott International Stock Performance

Shares of MAR opened at $313.81 on Friday. Marriott International, Inc. has a fifty-two week low of $205.40 and a fifty-two week high of $370.00. The firm has a 50-day simple moving average of $330.93 and a 200-day simple moving average of $298.45. The company has a market capitalization of $83.15 billion, a price-to-earnings ratio of 33.07, a price-to-earnings-growth ratio of 2.79 and a beta of 1.09.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing the consensus estimate of $2.61 by ($0.03). Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The company had revenue of $6.69 billion for the quarter, compared to analysts’ expectations of $6.67 billion. During the same period in the prior year, the company earned $2.45 earnings per share. The firm’s revenue was up 4.1% on a year-over-year basis. 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 research analysts forecast that Marriott International, Inc. will post 10.1 EPS for the current year.

Marriott International Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Thursday, February 26th will be given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, February 26th. Marriott International’s dividend payout ratio (DPR) is 28.24%.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Signed a landmark agreement with KS Hotels that expands Marriott’s management/franchise pipeline and regional footprint — supports future fee revenue and unit growth. Marriott International Signs Landmark Agreement with KS Hotels
• Positive Sentiment: Morgan Stanley published a bullish forecast for MAR, which could underpin upside if fundamentals and RevPAR trends stay healthy. Morgan Stanley Forecasts Strong Price Appreciation for Marriott International (NASDAQ:MAR) Stock
• Positive Sentiment: EB-5 repayment milestones tied to Marriott-branded projects (LA Agoura Hills and Nashville Virgin) signal smoother capital outcomes for developer-financed properties, reducing some project-level financing risk. Repayment Milestones for JF19 – LA Agoura Hills Marriott Hotels and JF23 – Nashville Virgin Hotel
• Neutral Sentiment: Management presented at the J.P. Morgan Gaming, Lodging, Restaurant & Leisure forum — useful for investor updates but no new guidance beyond prior FY26 outlook. Marriott International, Inc. (MAR) Presents at J.P. Morgan Gaming, Lodging, Restaurant, and Leisure Management Access Forum Transcript
• Neutral Sentiment: Marketing and loyalty initiatives (Bonvoy Pacific Coast portfolio and “Secret Concierge II” campaign) help brand and demand generation but are longer-term revenue drivers. Marriott Bonvoy Elevates the Pacific Coast in Riviera Nayarit & Puerto Vallarta with its Premium Portfolio Marriott Bonvoy’s “Secret Concierge II” Sends Fans on a Global Chase
• Negative Sentiment: Sector selloff tied to the Iran conflict has pressured hotel stocks including Marriott; analysts note limited direct Middle East exposure but short-term risk aversion and travel sentiment weakness have dragged multiples. Marriott, Other Hotel Stocks Have Tumbled During the Iran War. Why They Could Rebound. Marriott, Other Hotel Stocks Have Tumbled During the Iran War. Why They Could Rebound.
• Negative Sentiment: Legal risk: Marriott faces a lawsuit alleging wrongful termination after reporting discrimination — potential reputational and legal costs if escalates. Marriott faces lawsuit for allegedly firing employee who reported discrimination
• Negative Sentiment: Analyst/market commentary highlights MAR is down since the recent earnings release (minor EPS miss and guidance in line) — amplifies near-term selling and raises focus on upcoming quarters for evidence of revenue and margin traction. Marriott (MAR) Down 9% Since Last Earnings Report: Can It Rebound? Marriott (MAR) Down 9% Since Last Earnings Report: Can It Rebound?

About Marriott International

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.