Sei Investments Co. Lowers Holdings in Marriott International, Inc. $MAR

Sei Investments Co. reduced its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 4.4% in the first quarter, HoldingsChannel reports. The institutional investor owned 136,310 shares of the company’s stock after selling 6,348 shares during the period. Sei Investments Co.’s holdings in Marriott International were worth $44,583,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of the stock. Lido Advisors LLC lifted its stake in Marriott International by 31.3% in the 1st quarter. Lido Advisors LLC now owns 17,033 shares of the company’s stock worth $5,571,000 after purchasing an additional 4,056 shares in the last quarter. State of Wyoming grew its position in shares of Marriott International by 731.8% during the first quarter. State of Wyoming now owns 732 shares of the company’s stock valued at $239,000 after purchasing an additional 644 shares in the last quarter. Cetera Investment Advisers increased its holdings in shares of Marriott International by 4.6% in the first quarter. Cetera Investment Advisers now owns 98,168 shares of the company’s stock worth $32,108,000 after purchasing an additional 4,316 shares during the last quarter. First Trust Advisors LP lifted its position in shares of Marriott International by 115.7% in the first quarter. First Trust Advisors LP now owns 133,155 shares of the company’s stock worth $43,551,000 after buying an additional 71,425 shares in the last quarter. Finally, ABN Amro Investment Solutions boosted its stake in Marriott International by 2.8% during the first quarter. ABN Amro Investment Solutions now owns 127,796 shares of the company’s stock valued at $41,798,000 after buying an additional 3,483 shares during the last quarter. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Insider Buying and Selling

In related news, EVP Peggy Roe sold 3,000 shares of the 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 sale, the executive vice president directly owned 19,827 shares of the company’s stock, valued at $7,168,650.12. This represents a 13.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 11.43% of the company’s stock.

Marriott International Price Performance

NASDAQ:MAR opened at $374.43 on Monday. The firm has a market capitalization of $98.73 billion, a price-to-earnings ratio of 39.29, a PEG ratio of 2.93 and a beta of 1.11. The business has a 50 day simple moving average of $378.14 and a 200-day simple moving average of $352.45. Marriott International, Inc. has a 1 year low of $253.76 and a 1 year high of $410.98.

Marriott International (NASDAQ:MAR) last released its earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, beating the consensus estimate of $2.56 by $0.16. The firm had revenue of $1.81 billion for 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%.The company’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $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. As a group, analysts expect that Marriott International, Inc. will post 11.66 earnings per share for the current fiscal year.

Marriott International Increases Dividend

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

Analysts Set New Price Targets

A number of analysts have issued reports on MAR shares. Truist Financial lifted their price objective on Marriott International from $350.00 to $356.00 and gave the stock a “hold” rating in a research note on Tuesday, May 26th. 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 reduced their price target 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. TD Cowen increased their price objective on shares of Marriott International from $410.00 to $420.00 and gave the company a “buy” rating in a research report on Tuesday, July 21st. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Marriott International from $387.00 to $400.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 21st. Nine investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, Marriott International currently has an average rating of “Moderate Buy” and an average target price of $388.59.

Trending Headlines about Marriott International

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

• Positive Sentiment: Marriott signed a dual agreement with Catalonia Hotels & Resorts to add all-inclusive properties in Jamaica and Tanzania, expanding its global all-inclusive portfolio and deepening its presence in popular leisure markets. Marriott International Signs Dual Agreement with Catalonia Hotels & Resorts to Bring All-Inclusive Properties to Jamaica and Tanzania
• Positive Sentiment: Additional coverage highlighted Marriott’s expanding all-inclusive footprint in Jamaica and Zanzibar, reinforcing the company’s growth strategy in resort travel. Marriott Expands All-Inclusive Footprint with New Properties in Jamaica, Zanzibar
• Positive Sentiment: Analyst commentary turned more upbeat, with TD Cowen raising its price target to $420 and other firms citing upside potential for MAR. TD Cowen Raises Marriott International (NASDAQ:MAR) Price Target to $420.00
• Positive Sentiment: Marriott also announced new consumer-facing promotions, including a wedding campaign in the Philippines and an expanded holiday “ice” attraction, which can support brand engagement and ancillary demand. ‘Where Love Takes You’: Marriott International PH launches first wedding campaign

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.