Capital International Investors Raises Position in Marriott International, Inc. $MAR

Capital International Investors grew its position in Marriott International, Inc. (NASDAQ:MAR) by 7.1% during the 4th quarter, Holdings Channel reports. The fund owned 4,107,531 shares of the company’s stock after buying an additional 272,250 shares during the quarter. Capital International Investors’ holdings in Marriott International were worth $1,274,475,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Frederick Financial Consultants LLC boosted its holdings in shares of Marriott International by 0.8% in the fourth quarter. Frederick Financial Consultants LLC now owns 3,531 shares of the company’s stock valued at $1,095,000 after acquiring an additional 28 shares in the last quarter. Optimize Financial Inc boosted its holdings in shares of Marriott International by 1.4% in the fourth quarter. Optimize Financial Inc now owns 2,284 shares of the company’s stock valued at $709,000 after acquiring an additional 32 shares in the last quarter. Bridges Investment Management Inc. lifted its stake in shares of Marriott International by 1.0% in the fourth quarter. Bridges Investment Management Inc. now owns 3,277 shares of the company’s stock valued at $1,017,000 after purchasing an additional 32 shares during the period. Riversedge Advisors LLC lifted its stake in shares of Marriott International by 3.0% in the fourth quarter. Riversedge Advisors LLC now owns 1,149 shares of the company’s stock valued at $357,000 after purchasing an additional 33 shares during the period. Finally, Modera Wealth Management LLC lifted its stake in shares of Marriott International by 0.7% in the fourth quarter. Modera Wealth Management LLC now owns 4,747 shares of the company’s stock valued at $1,473,000 after purchasing an additional 33 shares during the period. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Marriott International Trading Up 1.9%

NASDAQ:MAR opened at $392.51 on Friday. The firm has a 50-day moving average price of $358.69 and a two-hundred day moving average price of $333.23. Marriott International, Inc. has a twelve month low of $253.55 and a twelve month high of $396.65. The company has a market capitalization of $103.50 billion, a P/E ratio of 41.19, a price-to-earnings-growth ratio of 3.12 and a beta of 1.10.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, topping analysts’ consensus estimates of $2.56 by $0.16. The business had revenue of $1.81 billion during the quarter, compared to the consensus estimate of $6.59 billion. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The company’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.32 earnings per share. 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, equities research analysts predict that Marriott International, Inc. will post 11.64 earnings per share for the current year.

Marriott International Increases Dividend

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

Insider Activity at Marriott International

In other news, EVP Peggy Roe sold 3,000 shares of Marriott International 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 completion of the sale, the executive vice president directly owned 19,827 shares in the company, valued at $7,168,650.12. The trade was a 13.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 11.43% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages recently commented on MAR. Weiss Ratings reiterated a “buy (b)” rating on shares of Marriott International in a research note on Monday, May 11th. Wells Fargo & Company raised 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. Mizuho raised their target price on shares of Marriott International from $343.00 to $384.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. Robert W. Baird dropped their target price on shares of Marriott International from $388.00 to $386.00 and set a “neutral” rating for the company in a report on Thursday, May 7th. Finally, Truist Financial raised their target price on shares of Marriott International from $350.00 to $356.00 and gave the company a “hold” rating in a report on Tuesday, May 26th. Eight equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, Marriott International has a consensus rating of “Moderate Buy” and an average price target of $382.07.

Marriott International Company 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.