Signal Advisors Wealth LLC bought a new position in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor bought 4,327 shares of the company’s stock, valued at approximately $1,342,000.
A number of other institutional investors have also recently added to or reduced their stakes in MAR. Norges Bank purchased a new stake in Marriott International in the 2nd quarter worth $638,968,000. Wellington Management Group LLP lifted its holdings in Marriott International by 21.7% during the third 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 in the last quarter. Boston Partners acquired a new stake in shares of Marriott International in the second quarter valued at about $196,579,000. Massachusetts Financial Services Co. MA increased its stake in shares of Marriott International by 7.2% during the third quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock worth $1,281,825,000 after purchasing an additional 330,952 shares in the last quarter. Finally, Amundi raised its position in shares of Marriott International by 52.0% during the 3rd quarter. Amundi now owns 741,408 shares of the company’s stock worth $201,618,000 after purchasing an additional 253,696 shares during the last quarter. Institutional investors and hedge funds own 70.70% of the company’s stock.
Analyst Upgrades and Downgrades
Several equities research analysts recently issued reports on the company. The Goldman Sachs Group lifted 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. Jefferies Financial Group increased their target price on Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Evercore lifted their price target on Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a research note on Thursday, January 22nd. Barclays boosted their price target on Marriott International from $320.00 to $356.00 and gave the stock an “equal weight” rating in a research report on Wednesday, February 11th. Finally, JPMorgan Chase & Co. raised their price objective on Marriott International from $323.00 to $356.00 and gave the company a “neutral” rating in a report on Wednesday, February 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, Marriott International has an average rating of “Moderate Buy” and a consensus target price of $343.47.
Marriott International Price Performance
Shares of MAR stock opened at $325.74 on Friday. The company has a market capitalization of $86.31 billion, a PE ratio of 34.32, a price-to-earnings-growth ratio of 2.88 and a beta of 1.09. The firm’s 50-day moving average is $331.38 and its two-hundred day moving average is $302.01. Marriott International, Inc. has a 12 month low of $205.40 and a 12 month high of $370.00.
Marriott International (NASDAQ:MAR – Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing the consensus estimate of $2.61 by ($0.03). The firm had revenue of $6.69 billion during the quarter, compared to analysts’ expectations 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 quarterly revenue was up 4.1% on a year-over-year basis. During the same period last year, the company earned $2.45 EPS. 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. Sell-side analysts forecast that Marriott International, Inc. will post 10.1 EPS for the current year.
Marriott International Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th will be given a $0.67 dividend. The ex-dividend date is Thursday, February 26th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Marriott International’s payout ratio is currently 28.24%.
Insiders Place Their Bets
In other Marriott International news, 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 value of $22,630,860.00. Following the transaction, the chief executive officer owned 113,617 shares of the company’s stock, valued at $40,813,498.74. This represents a 35.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider David S. Marriott sold 4,747 shares of Marriott International stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $360.00, for a total transaction of $1,708,920.00. Following the sale, the insider owned 591,669 shares of the company’s stock, valued at approximately $213,000,840. This represents a 0.80% decrease in their ownership of the stock. 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. Corporate insiders own 10.68% of the company’s stock.
Key Stories Impacting Marriott International
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Sun Group signed a deal with Marriott for a 10‑hotel rollout across Phu Quoc and Vung Tau — a meaningful pipeline win in Vietnam that supports fee and franchise revenue growth in a fast‑recovering Asia market. Sun Group, Marriott deal
- Positive Sentiment: ARC Hotel Washington DC relaunched under the Series by Marriott portfolio — incremental brand conversions and relaunches help drive management/franchise fees without heavy capital outlay. ARC Hotel relaunch
- Positive Sentiment: Marriott Bonvoy partnership activity continues: a new ASMALLWORLD Bonvoy benefit and a partnership with Ethiopian Airlines expand loyalty reach and travel utility, which can boost member engagement and ancillary revenues. ASMALLWORLD Bonvoy benefit Ethiopian Airlines partnership
- Positive Sentiment: Marriott and Global Partners unveiled two branded residences in Dubai Creek — branded residences diversify fee streams and capitalize on luxury demand in high‑margin markets. Dubai branded residences
- Positive Sentiment: Corporate reputation wins: Marriott was named a 2026 Platinum Employer on the Where You Work Matters list — supports talent retention and operational stability. Platinum employer
- Neutral Sentiment: Local openings and marketing activations (AC Hotel in Ocala milestone; Marriott Bonvoy “Loyal‑Tea” activation in Mumbai) support grassroots demand generation but are small in scale relative to corporate P&L. AC Hotel Ocala Loyal‑Tea activation
- Neutral Sentiment: Asset transaction: JW Marriott Marco Island Beach Resort is being sold in an $835M deal — typical of the industry’s active capital recycling; impact depends on whether Marriott retains a management/branding role. JW Marco Island sale
- Negative Sentiment: Recent quarterly results included a small EPS miss (by $0.03) and the stock’s premium valuation may leave it sensitive to any near‑term earnings or guidance slips — a likely contributor to today’s weakness.
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.
Further Reading
Want to see what other hedge funds are holding MAR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marriott International, Inc. (NASDAQ:MAR – Free Report).
Receive News & Ratings for Marriott International Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Marriott International and related companies with MarketBeat.com's FREE daily email newsletter.
