Volterra Technologies LP Makes New $893,000 Investment in Marriott International, Inc. $MAR

Volterra Technologies LP purchased a new position in shares of Marriott International, Inc. (NASDAQ:MAR) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 2,731 shares of the company’s stock, valued at approximately $893,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. McMillan Office Inc. acquired a new stake in shares of Marriott International during the fourth quarter worth about $27,000. Kemnay Advisory Services Inc. purchased a new stake in Marriott International during the 4th quarter worth approximately $27,000. Wilkerson Advisory Group LLC lifted its holdings in Marriott International by 127.0% during the 1st quarter. Wilkerson Advisory Group LLC now owns 84 shares of the company’s stock worth $27,000 after buying an additional 47 shares in the last quarter. Triumph Capital Management purchased a new position in Marriott International in the 3rd quarter valued at approximately $28,000. Finally, Basepoint Wealth LLC acquired a new position in shares of Marriott International in the fourth quarter worth $28,000. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Marriott International Trading Down 1.4%

Shares of MAR stock opened at $364.47 on Friday. The company has a market cap of $96.11 billion, a P/E ratio of 38.24, a PEG ratio of 2.90 and a beta of 1.11. The firm has a fifty day moving average price of $377.72 and a 200 day moving average price of $352.01. Marriott International, Inc. has a 12 month low of $253.76 and a 12 month high of $410.98.

Marriott International (NASDAQ:MAR) last announced its quarterly 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 company had revenue of $1.81 billion during the quarter, compared to the consensus estimate of $6.59 billion. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.Marriott International’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same period in the previous year, the business 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, equities analysts forecast that Marriott International, Inc. will post 11.66 EPS for the current year.

Marriott International Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd were given a dividend of $0.73 per share. This represents a $2.92 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Friday, May 22nd. This is an increase from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s payout ratio is 30.64%.

Insider Activity at Marriott International

In other news, EVP Peggy Roe sold 3,000 shares of the company’s stock in a transaction dated Monday, May 18th. The shares were 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 of the company’s stock, valued at approximately $7,168,650.12. This represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 11.43% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on MAR. Morgan Stanley increased their price objective on Marriott International from $353.00 to $380.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. Barclays upped their price target on Marriott International from $376.00 to $379.00 and gave the stock an “equal weight” rating in a report on Tuesday. Mizuho increased their price target on Marriott International from $343.00 to $384.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. Weiss Ratings reiterated a “buy (b)” rating on shares of Marriott International in a research note on Monday, May 11th. Finally, Sanford C. Bernstein set a $412.00 target price on shares of Marriott International in a research note on Monday, June 15th. Nine analysts have rated the stock with a Buy rating and nine have issued 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 $388.59.

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.