Marriott International, Inc. $MAR Stock Holdings Lessened by Primecap Management Co. CA

Primecap Management Co. CA cut its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 1.7% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 274,260 shares of the company’s stock after selling 4,760 shares during the period. Primecap Management Co. CA owned about 0.10% of Marriott International worth $71,428,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in MAR. Brighton Jones LLC raised its holdings in shares of Marriott International by 2.5% during the fourth quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock worth $2,479,000 after acquiring an additional 218 shares in the last quarter. Empowered Funds LLC increased its position in Marriott International by 39.1% in the 1st quarter. Empowered Funds LLC now owns 5,805 shares of the company’s stock worth $1,383,000 after purchasing an additional 1,631 shares during the last quarter. Woodline Partners LP raised its stake in shares of Marriott International by 39.6% during the 1st quarter. Woodline Partners LP now owns 19,332 shares of the company’s stock worth $4,605,000 after purchasing an additional 5,480 shares in the last quarter. Intech Investment Management LLC lifted its holdings in shares of Marriott International by 21.8% during the 1st quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock valued at $1,438,000 after buying an additional 1,079 shares during the last quarter. Finally, AlphaQuest LLC increased its holdings in Marriott International by 2,750.0% in the second quarter. AlphaQuest LLC now owns 114 shares of the company’s stock worth $31,000 after buying an additional 110 shares during the last quarter. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the stock. Evercore lifted their target price on shares of Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research note on Thursday, January 22nd. Truist Financial upped their price objective on shares of Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a report on Wednesday, February 11th. Wells Fargo & Company raised their target price on Marriott International from $353.00 to $403.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Citigroup upped their price target on Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Finally, The Goldman Sachs Group raised their price objective on Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, Marriott International presently has a consensus rating of “Moderate Buy” and a consensus price target of $343.27.

More Marriott International News

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

• Positive Sentiment: W Atlanta Downtown will be converted to a JW Marriott this spring, a luxury rebrand that should boost RevPAR potential and group/wellness-driven revenue at a premium price point. W Atlanta Downtown will convert to JW Marriott
• Positive Sentiment: Marriott reported robust signings across Europe, the Middle East & Africa in 2025 and is deepening its Middle East pipeline — evidence of continued franchise/management-led unit growth in higher-margin international markets. Marriott International Announces Robust Growth Momentum Across Europe, Middle East & Africa in 2025
• Positive Sentiment: Marriott is expanding in India (new Le Méridien Dehradun opening) and has public ambitions to reach all 785 Indian districts — a large domestic pipeline that supports long-term unit growth and conversion opportunities. Marriott’s Le Méridien Dehradun Resort & Spa opens in Uttarakhand
• Positive Sentiment: Zacks Research raised several near-term EPS estimates for 2026 (Q1/Q2/Q3/Q4 and FY2026), signaling improved near-term earnings visibility and supporting the stock’s valuation multiple expansion.
• Neutral Sentiment: Industry coverage is highlighting Marriott as one of three hotel stocks to watch amid persistent headwinds — the piece underscores Marriott’s membership/loyalty momentum and conversions but warns of macro pressure on travel demand. 3 Hotel Stocks to Watch for Now as Industry Headwinds Persist
• Neutral Sentiment: Marriott management (CEO Anthony Capuano and CRO Drew Pinto) will speak at the J.P. Morgan Gaming, Lodging, Restaurant & Leisure Forum on March 12; the webcast provides a direct opportunity for guidance color and Q&A that could move the stock. Marriott to speak at J.P. Morgan forum
• Neutral Sentiment: Long-form coverage (Forbes) discusses Marriott’s strategy for growth, AI and reinvention over the next 100 years — supportive for investors focused on structural initiatives but not an immediate catalyst. Marriott’s Next 100 Years: Growth, AI And Reinvention
• Negative Sentiment: Zacks trimmed some 2027 quarter and full-year estimates (modest cuts to Q1/Q2 2027 and FY2027 from prior forecasts), introducing a degree of uncertainty about longer-term margin/earnings upside; investors may weigh these cuts against the 2026 upgrades.

Insider Buying and Selling at Marriott International

In other news, CEO Anthony Capuano sold 63,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the sale, the chief executive officer directly owned 113,617 shares in the company, valued at approximately $40,813,498.74. The trade was a 35.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Rajeev Menon sold 3,492 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $354.00, for a total value of $1,236,168.00. Following the completion of the transaction, the insider directly owned 6,000 shares of the company’s stock, valued at approximately $2,124,000. This trade represents a 36.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 97,157 shares of company stock valued at $34,768,825 over the last quarter. Company insiders own 10.68% of the company’s stock.

Marriott International Stock Up 0.9%

Shares of NASDAQ MAR opened at $350.57 on Friday. Marriott International, Inc. has a 12 month low of $205.40 and a 12 month high of $370.00. The company has a market cap of $92.89 billion, a P/E ratio of 36.94, a P/E/G ratio of 3.07 and a beta of 1.13. The business’s 50 day moving average is $327.60 and its two-hundred day moving average is $293.68.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings data 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 company had revenue of $6.69 billion during the quarter, compared to analyst estimates of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The company’s revenue was up 4.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $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 expect that Marriott International, Inc. will post 10.1 earnings per share for the current fiscal year.

Marriott International Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Thursday, February 26th will be paid a $0.67 dividend. This represents a $2.68 annualized dividend 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%.

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.