Marriott International, Inc. $MAR Shares Sold by Land & Buildings Investment Management LLC

Land & Buildings Investment Management LLC reduced its holdings in Marriott International, Inc. (NASDAQ:MAR) by 28.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 74,077 shares of the company’s stock after selling 29,428 shares during the quarter. Marriott International makes up 3.5% of Land & Buildings Investment Management LLC’s portfolio, making the stock its 16th biggest holding. Land & Buildings Investment Management LLC’s holdings in Marriott International were worth $19,293,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Norges Bank purchased a new stake in Marriott International in the second quarter valued at approximately $638,968,000. Wellington Management Group LLP boosted its holdings in shares of Marriott International by 21.7% in the 3rd quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock valued at $2,389,635,000 after purchasing an additional 1,637,119 shares during the last quarter. Boston Partners purchased a new stake in shares of Marriott International during the 2nd quarter valued at $196,579,000. Massachusetts Financial Services Co. MA increased its holdings in shares of Marriott International by 7.2% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock worth $1,281,825,000 after buying an additional 330,952 shares during the last quarter. Finally, Laurel Wealth Advisors LLC raised its position in shares of Marriott International by 27,221.0% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 315,558 shares of the company’s stock worth $86,214,000 after buying an additional 314,403 shares during the period. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Insider Buying and Selling at Marriott International

In related news, EVP Drew Pinto sold 4,000 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $359.81, for a total value of $1,439,240.00. Following the completion of the transaction, the executive vice president directly owned 8,221 shares of the company’s stock, valued at $2,957,998.01. This represents a 32.73% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Benjamin T. Breland sold 2,000 shares of Marriott International stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $358.03, for a total value of $716,060.00. Following the sale, the executive vice president directly owned 26,399 shares in the company, valued at $9,451,633.97. The trade was a 7.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 95,540 shares of company stock worth $34,274,055. 10.68% of the stock is owned by company insiders.

Marriott International Trading Up 2.6%

Shares of NASDAQ:MAR opened at $321.84 on Tuesday. Marriott International, Inc. has a 12-month low of $205.40 and a 12-month high of $370.00. The firm has a market cap of $85.28 billion, a PE ratio of 33.91, a price-to-earnings-growth ratio of 2.77 and a beta of 1.09. The company has a fifty day simple moving average of $331.14 and a 200 day simple moving average of $299.23.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.61 by ($0.03). The firm had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The business’s revenue was up 4.1% on a year-over-year basis. During the same period in the prior year, the company posted $2.45 earnings per share. 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. As a group, equities 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 declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders 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 dividend yield of 0.8%. The ex-dividend date is Thursday, February 26th. Marriott International’s dividend payout ratio (DPR) is presently 28.24%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on MAR shares. BMO Capital Markets upgraded Marriott International from a “market perform” rating to an “outperform” rating and lifted their target price for the company from $285.00 to $370.00 in a report on Friday, January 9th. The Goldman Sachs Group raised their price objective on Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Citigroup lifted their price objective on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research note on Thursday, January 15th. Wells Fargo & Company increased their target price on shares of Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Finally, Barclays raised their price target on shares of Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a report on Wednesday, February 11th. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $343.47.

Marriott International Company 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.