Columbus Hill Capital Management L.P. Sells 1,365 Shares of Marriott International, Inc. $MAR

Columbus Hill Capital Management L.P. lessened its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 1.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 122,210 shares of the company’s stock after selling 1,365 shares during the quarter. Marriott International comprises about 5.3% of Columbus Hill Capital Management L.P.’s investment portfolio, making the stock its 8th largest position. Columbus Hill Capital Management L.P.’s holdings in Marriott International were worth $37,914,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its stake in Marriott International by 1.1% in the third quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock valued at $5,410,384,000 after buying an additional 230,820 shares during the period. Wellington Management Group LLP lifted its stake in Marriott International by 21.7% in the third quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock valued at $2,389,635,000 after buying an additional 1,637,119 shares during the period. Capital International Investors lifted its stake in Marriott International by 7.1% in the fourth quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock valued at $1,274,475,000 after buying an additional 272,250 shares during the period. Norges Bank acquired a new position in Marriott International in the fourth quarter valued at about $812,570,000. Finally, Legal & General Group Plc lifted its stake in Marriott International by 9.3% in the third quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock valued at $381,654,000 after buying an additional 124,759 shares during the period. Institutional investors and hedge funds own 70.70% of the company’s stock.

Key Marriott International News

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

• Positive Sentiment: Marriott said domestic travel has remained strong since the West Asia conflict, suggesting resilient demand and healthy booking trends for its hotel portfolio. Strong domestic travel since West Asia war: Marriott
• Positive Sentiment: Marriott unveiled 600 Bonvoy experiences for the 2026 FIFA World Cup, which could boost brand engagement and drive additional travel-related spending from loyal customers. Marriott Bonvoy Unveils 600 Experiences for FIFA World Cup 2026 Fans
• Positive Sentiment: Marriott opened its 10,000th property globally in India, a symbolic milestone that highlights the company’s continued expansion and scale across international markets. Marriott International Celebrates 10,000 Properties Globally with the Opening of the JW Marriott Ranthambore Resort & Spa
• Positive Sentiment: Management also highlighted the new JW Marriott Ranthambore opening as a milestone for the brand, reinforcing Marriott’s growth pipeline in India and its luxury positioning. Marriott unveils 10,000th property with opening of JW Marriott in India
• Neutral Sentiment: Analyst coverage remains supportive, with brokerages maintaining a “Moderate Buy” consensus, which is constructive but not a fresh catalyst. Marriott International, Inc. (NASDAQ:MAR) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Marriott’s planned luxury wellness brand joining Bonvoy in late 2026 adds to its long-term growth story, but the launch is still months away. Marriott’s new luxury wellness brand will join Bonvoy in late 2026

Wall Street Analyst Weigh In

MAR has been the topic of several analyst reports. JPMorgan Chase & Co. increased their target price on Marriott International from $356.00 to $383.00 and gave the company a “neutral” rating in a research note on Tuesday, April 21st. Susquehanna increased their target price on Marriott International from $280.00 to $385.00 and gave the company a “neutral” rating in a research note on Thursday, April 23rd. Wells Fargo & Company increased their target price on Marriott International to $446.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. Barclays increased their target price on Marriott International from $372.00 to $376.00 and gave the company an “equal weight” rating in a research note on Thursday, May 7th. Finally, Mizuho increased their price target on Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Eight analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $382.07.

Insider Transactions at Marriott International

In related news, EVP Peggy Roe sold 3,000 shares of the business’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $361.56, for a total value 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 position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 11.43% of the stock is owned by company insiders.

Marriott International Stock Up 1.4%

MAR opened at $402.54 on Friday. Marriott International, Inc. has a 12-month low of $253.55 and a 12-month high of $403.25. The stock has a market cap of $106.15 billion, a price-to-earnings ratio of 42.24, a PEG ratio of 3.16 and a beta of 1.10. The business has a 50 day moving average of $365.65 and a 200-day moving average of $337.03.

Marriott International (NASDAQ:MAR) last released its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.56 by $0.16. The company 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 business’s revenue was up 6.2% on a year-over-year basis. During the same period last 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. As a group, analysts expect 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. Investors of record on Friday, May 22nd will be paid a $0.73 dividend. 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 annualized dividend and a yield of 0.7%. Marriott International’s dividend payout ratio is presently 30.64%.

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.