New York State Teachers Retirement System Sells 7,154 Shares of Marriott International, Inc. $MAR

New York State Teachers Retirement System cut its holdings in Marriott International, Inc. (NASDAQ:MAR) by 3.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 175,248 shares of the company’s stock after selling 7,154 shares during the period. New York State Teachers Retirement System’s holdings in Marriott International were worth $45,642,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Norges Bank bought a new stake in shares of Marriott International during the 2nd quarter worth about $638,968,000. Kingstone Capital Partners Texas LLC acquired a new stake in Marriott International in the 2nd quarter worth approximately $266,084,000. Boston Partners acquired a new position in Marriott International during the second quarter valued at approximately $196,579,000. Laurel Wealth Advisors LLC raised its position in shares of Marriott International by 27,221.0% in the second quarter. Laurel Wealth Advisors LLC now owns 315,558 shares of the company’s stock valued at $86,214,000 after purchasing an additional 314,403 shares during the period. Finally, Vanguard Group Inc. lifted its stake in shares of Marriott International by 1.5% in the second quarter. Vanguard Group Inc. now owns 20,543,195 shares of the company’s stock worth $5,612,606,000 after buying an additional 306,717 shares during the last quarter. Institutional investors and hedge funds own 70.70% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently commented on MAR shares. Morgan Stanley dropped their target price on shares of Marriott International from $302.00 to $296.00 and set an “overweight” rating on the stock in a report on Wednesday, October 22nd. Sanford C. Bernstein raised their price target on Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. The Goldman Sachs Group raised Marriott International from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $288.00 to $345.00 in a research report on Monday, December 15th. Robert W. Baird lowered their target price on Marriott International from $287.00 to $285.00 and set a “neutral” rating on the stock in a report on Tuesday, October 21st. Finally, Barclays upped their price target on Marriott International from $274.00 to $276.00 and gave the stock an “equal weight” rating in a report on Wednesday, December 17th. Three research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $306.81.

Marriott International News Roundup

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

• Positive Sentiment: BMO Capital Markets upgraded MAR from “market perform” to “outperform” and raised its price target to $370, signaling stronger analyst conviction and ~12% upside to current levels. Benzinga
• Positive Sentiment: Sanford C. Bernstein raised its price target for Marriott to $369, another bullish analyst revision that supports upward momentum in the stock. American Banking News
• Positive Sentiment: Marriott Bonvoy struck a multi‑year global partnership with the ICC (cricket) to be the official accommodation partner, and will also provide fan access for FIFA World Cup 2026 — agreements that expand brand visibility, group and event travel demand, and loyalty engagement in key international markets. ICC announcement
• Positive Sentiment: Company announced a strategic regional leadership realignment: a unified U.S./Canada/CALA structure under Satya Anand, Neal Jones to lead EMEA, Federico Greppi to head CALA, and other continent leadership changes — a move positioned to streamline regional operations and accelerate execution. PR Newswire
• Positive Sentiment: Market commentary highlights Marriott as a momentum and dividend‑backed stock (Zacks, Motley Fool pieces), reinforcing investor interest from both growth and income perspectives. Zacks
• Neutral Sentiment: Smaller development deals (e.g., Lumbini Palace Resort in Nepal) and loyalty UX updates were reported; these support long‑term pipeline and member engagement but are unlikely to move the stock materially on their own. MSN / Lumbini deal

Insider Activity at Marriott International

In other Marriott International news, insider Deborah Marriott Harrison sold 70,000 shares of Marriott International stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $291.63, for a total transaction of $20,414,100.00. Following the sale, the insider directly owned 175,210 shares of the company’s stock, valued at approximately $51,096,492.30. The trade was a 28.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Rena Hozore Reiss sold 5,483 shares of the stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $287.11, for a total value of $1,574,224.13. Following the completion of the transaction, the executive vice president directly owned 39,360 shares of the company’s stock, valued at approximately $11,300,649.60. The trade was a 12.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 88,289 shares of company stock worth $25,669,425 in the last ninety days. Company insiders own 10.68% of the company’s stock.

Marriott International Stock Up 1.0%

Shares of MAR opened at $328.18 on Monday. The stock’s 50-day moving average price is $300.42 and its 200 day moving average price is $279.44. The firm has a market capitalization of $88.07 billion, a price-to-earnings ratio of 34.65, a P/E/G ratio of 2.56 and a beta of 1.16. Marriott International, Inc. has a 12-month low of $205.40 and a 12-month high of $331.09.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings data on Tuesday, November 4th. The company reported $2.47 earnings per share for the quarter, topping the consensus estimate of $2.38 by $0.09. The company had revenue of $1.73 billion for the quarter, compared to analyst estimates of $6.46 billion. Marriott International had a negative return on equity of 89.29% and a net margin of 10.07%.Marriott International has set its Q4 2025 guidance at 2.540-2.620 EPS and its FY 2025 guidance at 9.980-10.060 EPS. Equities research analysts expect that Marriott International, Inc. will post 10.1 EPS for the current year.

Marriott International Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Thursday, November 20th were paid a $0.67 dividend. The ex-dividend date was Thursday, November 20th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International’s dividend payout ratio is currently 28.30%.

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.