Aristotle Atlantic Partners LLC Reduces Holdings in Marriott International, Inc. $MAR

Aristotle Atlantic Partners LLC trimmed its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 3.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 77,344 shares of the company’s stock after selling 2,611 shares during the quarter. Aristotle Atlantic Partners LLC’s holdings in Marriott International were worth $23,995,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. lifted its stake in shares of Marriott International by 1.1% during the 3rd quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock worth $5,410,384,000 after acquiring an additional 230,820 shares during the last quarter. Wellington Management Group LLP lifted its stake in shares of Marriott International by 21.7% during the 3rd quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock worth $2,389,635,000 after acquiring an additional 1,637,119 shares during the last quarter. Capital International Investors lifted its stake in shares of Marriott International by 7.1% during the 4th quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock worth $1,274,475,000 after acquiring an additional 272,250 shares during the last quarter. Norges Bank bought a new stake in shares of Marriott International during the 4th quarter worth approximately $812,570,000. Finally, Price T Rowe Associates Inc. MD lifted its stake in shares of Marriott International by 13.2% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,879,028 shares of the company’s stock worth $582,952,000 after acquiring an additional 219,579 shares during the last quarter. 70.70% of the stock is owned by institutional investors.

Insider Buying and Selling at Marriott International

In related news, EVP Peggy Roe sold 3,000 shares of the company’s stock in a transaction on Monday, May 18th. The stock was 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. This represents a 13.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. 11.43% of the stock is owned by company insiders.

Key Marriott International News

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

• Positive Sentiment: Marriott is expanding its W Hotels brand in India through a partnership with DS Group, with a new Delhi-NCR launch planned by 2027, which supports long-term international growth. DS Group partners with Marriott International to expand W Hotels in India
• Positive Sentiment: Marriott launched a beta version of its AI-powered “Ask Bonvoy” travel search tool, signaling continued investment in technology to improve booking and trip-planning engagement. Marriott International Launches Beta AI Hotel Search Tool, Ask Bonvoy
• Positive Sentiment: A new Aloft by Marriott property opened in Manchester, adding to Marriott’s global footprint and reinforcing brand momentum in Europe. Europe’s largest Aloft by Marriott hotel opens in Manchester
• Positive Sentiment: Marriott is highlighting destination marketing, including travel promotion for Guyana and its luxury hospitality offerings, which may help support demand across its portfolio. Marriott International invites travelers to discover Guyana, South America’s best-kept secret
• Neutral Sentiment: Industry roundup pieces on hotel stocks and Marriott-related luxury branding add little direct incremental insight, though they suggest the sector remains in focus. Hotel Stocks Worth Watching – June 16th
• Negative Sentiment: Several reports say hotel owners are rebelling against Marriott’s Bonvoy loyalty program, arguing that its rules are unfavorable to operators; that could create franchise tension and pressure sentiment around the stock. Hotel Owners Are Rebelling Against Marriott’s Loyalty Program

Marriott International Stock Down 1.1%

Shares of MAR stock opened at $394.61 on Thursday. The firm has a market cap of $104.05 billion, a price-to-earnings ratio of 41.41, a PEG ratio of 3.18 and a beta of 1.10. The company’s 50 day moving average is $369.50 and its 200 day moving average is $339.29. Marriott International, Inc. has a 52-week low of $253.76 and a 52-week high of $410.98.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.56 by $0.16. The company had revenue of $1.81 billion for the quarter, compared to analyst estimates of $6.59 billion. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. Marriott International’s revenue was up 6.2% compared to the same quarter last year. During the same period last year, the company 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. Analysts anticipate that Marriott International, Inc. will post 11.64 EPS for the current fiscal year.

Marriott International Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, May 22nd will be paid a dividend of $0.73 per share. This is an increase 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 dividend yield of 0.7%. Marriott International’s dividend payout ratio (DPR) is currently 30.64%.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on MAR shares. Truist Financial raised their price target on Marriott International from $350.00 to $356.00 and gave the stock a “hold” rating in a research note on Tuesday, May 26th. Robert W. Baird reduced their target price on shares of Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a research report on Thursday, May 7th. Mizuho raised their target price on shares of Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a research report on Thursday, May 7th. JPMorgan Chase & Co. raised their target price on shares of Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 21st. Finally, Wells Fargo & Company raised their target price on shares of Marriott International to $446.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. Eight investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Marriott International currently has an average rating of “Moderate Buy” and an average price target of $384.73.

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.