STF Management LP Sells 2,604 Shares of Marriott International, Inc. $MAR

STF Management LP trimmed its holdings in Marriott International, Inc. (NASDAQ:MAR) by 61.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,617 shares of the company’s stock after selling 2,604 shares during the quarter. STF Management LP’s holdings in Marriott International were worth $502,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. National Pension Service raised its holdings in Marriott International by 1.6% during the 3rd quarter. National Pension Service now owns 603,431 shares of the company’s stock worth $157,158,000 after purchasing an additional 9,530 shares during the last quarter. Legal & General Group Plc raised its holdings in 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 last quarter. AustralianSuper Pty Ltd bought a new stake in Marriott International during the 3rd quarter worth about $858,000. Lansforsakringar Fondforvaltning AB publ raised its position 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 valued at $19,210,000 after acquiring an additional 4,067 shares during the last quarter. Finally, Natixis Advisors LLC raised its position 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 valued at $100,696,000 after acquiring an additional 41,547 shares during the last quarter. Institutional investors own 70.70% of the company’s stock.

Insider Activity

In other news, insider Rajeev Menon sold 6,333 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $356.61, for a total transaction of $2,258,411.13. Following the completion of the transaction, the insider directly owned 9,492 shares of the company’s stock, valued at $3,384,942.12. This trade represents a 40.02% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider William P. Brown sold 9,456 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total transaction of $3,387,612.00. Following the transaction, the insider directly owned 11,000 shares of the company’s stock, valued at $3,940,750. This represents a 46.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 93,028 shares of company stock worth $33,377,271. 11.43% of the stock is currently owned by insiders.

Marriott International Stock Performance

NASDAQ MAR opened at $353.17 on Friday. The business has a 50 day simple moving average of $343.48 and a 200 day simple moving average of $323.01. Marriott International, Inc. has a 52-week low of $253.55 and a 52-week high of $380.00. The stock has a market cap of $93.13 billion, a price-to-earnings ratio of 37.06, a PEG ratio of 2.81 and a beta of 1.11.

Marriott International (NASDAQ:MAR) last released its earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.56 by $0.16. The firm had revenue of $1.81 billion during the quarter, compared to analysts’ expectations of $6.59 billion. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The company’s revenue was up 6.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.32 EPS. 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. On average, analysts predict that Marriott International, Inc. will post 11.65 EPS for the current year.

Marriott International Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd will be issued a dividend of $0.73 per share. This is a boost from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date is Friday, May 22nd. This represents a $2.92 dividend on an annualized basis and a yield of 0.8%. Marriott International’s dividend payout ratio is currently 28.12%.

Analysts Set New Price Targets

Several analysts have commented on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of Marriott International in a research report on Monday, May 11th. Mizuho upped their price target on Marriott International from $343.00 to $384.00 and gave the company a “neutral” rating in a research note on Thursday, May 7th. The Goldman Sachs Group upped their price target on Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Jefferies Financial Group upped their price target on Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Finally, Evercore upped their price target on Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research note on Thursday, January 22nd. Eight research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $376.13.

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.