Marriott International, Inc. $MAR Shares Sold by First Manhattan CO. LLC.

First Manhattan CO. LLC. cut its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 0.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 540,248 shares of the company’s stock after selling 1,588 shares during the period. First Manhattan CO. LLC.’s holdings in Marriott International were worth $167,607,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Legal & General Group Plc grew its stake in shares of Marriott International by 9.3% during the 3rd quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock worth $381,654,000 after purchasing an additional 124,759 shares during the period. Lansforsakringar Fondforvaltning AB publ grew its stake in shares of Marriott International by 5.8% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 73,759 shares of the company’s stock worth $19,210,000 after purchasing an additional 4,067 shares during the period. FMB Wealth Management acquired a new position in shares of Marriott International during the 4th quarter worth $1,762,000. Natixis Advisors LLC grew its stake in shares of Marriott International by 12.0% during the 3rd quarter. Natixis Advisors LLC now owns 386,638 shares of the company’s stock worth $100,696,000 after purchasing an additional 41,547 shares during the period. Finally, Capital International Sarl grew its stake in shares of Marriott International by 25.8% during the 3rd quarter. Capital International Sarl now owns 41,237 shares of the company’s stock worth $10,740,000 after purchasing an additional 8,448 shares during the period. 70.70% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. Mizuho increased their price objective on shares of Marriott International from $343.00 to $384.00 and gave the company a “neutral” rating in a research note on Thursday, May 7th. Wells Fargo & Company increased their price objective on shares of Marriott International to $446.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. Morgan Stanley increased their price objective on shares of Marriott International from $350.00 to $353.00 and gave the company an “overweight” rating in a research note on Tuesday, May 12th. Sanford C. Bernstein set a $412.00 price objective on shares of Marriott International in a research note on Monday. Finally, Truist Financial increased their price objective on shares of Marriott International from $350.00 to $356.00 and gave the company a “hold” rating in a research note on Tuesday, May 26th. Eight investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $384.73.

Insider Activity

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the sale, the executive vice president directly owned 19,827 shares of the company’s stock, valued at $7,168,650.12. This trade represents a 13.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 11.43% of the stock is owned by corporate insiders.

Marriott International Price Performance

Marriott International stock opened at $394.61 on Thursday. Marriott International, Inc. has a 12-month low of $253.76 and a 12-month high of $410.98. The stock has a market capitalization of $104.05 billion, a P/E ratio of 41.41, a P/E/G ratio of 3.18 and a beta of 1.10. The firm’s 50-day moving average is $369.50 and its two-hundred day moving average is $339.29.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.56 by $0.16. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The company had revenue of $1.81 billion for the quarter, compared to analysts’ expectations of $6.59 billion. During the same period last year, the company earned $2.32 EPS. The firm’s revenue for the quarter was up 6.2% compared to the same quarter last year. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. As a group, analysts forecast that Marriott International, Inc. will post 11.64 EPS for the current year.

Marriott International Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd will be paid a dividend of $0.73 per share. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $2.92 annualized dividend and a dividend yield of 0.7%. This is an increase from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio is 30.64%.

Key Marriott International News

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

• Positive Sentiment: Marriott is expanding its W Hotels brand in India through a partnership with DS Group, with a new Delhi-NCR launch planned by 2027, which supports long-term international growth. DS Group partners with Marriott International to expand W Hotels in India
• Positive Sentiment: Marriott launched a beta version of its AI-powered “Ask Bonvoy” travel search tool, signaling continued investment in technology to improve booking and trip-planning engagement. Marriott International Launches Beta AI Hotel Search Tool, Ask Bonvoy
• Positive Sentiment: A new Aloft by Marriott property opened in Manchester, adding to Marriott’s global footprint and reinforcing brand momentum in Europe. Europe’s largest Aloft by Marriott hotel opens in Manchester
• Positive Sentiment: Marriott is highlighting destination marketing, including travel promotion for Guyana and its luxury hospitality offerings, which may help support demand across its portfolio. Marriott International invites travelers to discover Guyana, South America’s best-kept secret
• Neutral Sentiment: Industry roundup pieces on hotel stocks and Marriott-related luxury branding add little direct incremental insight, though they suggest the sector remains in focus. Hotel Stocks Worth Watching – June 16th
• Negative Sentiment: Several reports say hotel owners are rebelling against Marriott’s Bonvoy loyalty program, arguing that its rules are unfavorable to operators; that could create franchise tension and pressure sentiment around the stock. Hotel Owners Are Rebelling Against Marriott’s Loyalty Program

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.