iSAM Funds UK Ltd Reduces Position in Marriott International, Inc. $MAR

iSAM Funds UK Ltd trimmed its position in Marriott International, Inc. (NASDAQ:MAR) by 42.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,600 shares of the company’s stock after selling 1,901 shares during the period. iSAM Funds UK Ltd’s holdings in Marriott International were worth $964,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MAR. Norges Bank purchased a new position in shares of Marriott International in the fourth quarter worth about $812,570,000. Diamant Asset Management Inc. boosted its position in Marriott International by 32,607.0% in the first quarter. Diamant Asset Management Inc. now owns 490,605 shares of the company’s stock valued at $16,046,000 after buying an additional 489,105 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in Marriott International by 37.9% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,363,845 shares of the company’s stock worth $423,119,000 after buying an additional 374,497 shares during the period. Capital International Investors raised its position in 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 buying an additional 272,250 shares during the last quarter. Finally, Amundi lifted its stake in Marriott International by 52.0% during the 3rd quarter. Amundi now owns 741,408 shares of the company’s stock valued at $201,618,000 after acquiring an additional 253,696 shares during the period. Institutional investors and hedge funds own 70.70% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Stifel Nicolaus raised their target price on shares of Marriott International from $352.00 to $365.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Truist Financial upped their price target 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. CICC Research initiated coverage on Marriott International in a research note on Wednesday, August 12th. They set an “outperform” rating for the company. Erste Group Bank initiated coverage on Marriott International in a report on Thursday, August 27th. They issued a “buy” rating for the company. Finally, Wells Fargo & Company dropped their target price on Marriott International from $449.00 to $425.00 and set an “overweight” rating on the stock in a report on Tuesday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat.com, Marriott International has an average rating of “Moderate Buy” and a consensus price target of $385.65.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Marriott and LG Electronics are piloting a cloud-based guest-room entertainment and technology platform at approximately 40 locations. The initiative is intended to improve the guest experience and create a scalable technology solution across participating Marriott hotels, although its direct financial impact is likely to develop gradually. LG Electronics and Marriott International Enhance Traveler Entertainment Experience
• Positive Sentiment: Pacifica Hotels signed a franchise agreement with Marriott to develop the Westin Hokkaido Furano Resort in Japan. The agreement expands Marriott’s asset-light hotel network and future fee-generating potential. Pacifica Hotels Signs Franchise Agreement with Marriott International
• Positive Sentiment: Erste Group maintained a “Buy” rating and projects Marriott earnings of $11.73 per share in fiscal 2026 and $13.06 in fiscal 2027, slightly above the current fiscal-year consensus estimate of $11.70. Marriott analyst estimates
• Neutral Sentiment: Wolfe Research initiated coverage with a “Peer Perform” rating, signaling neither a clear bullish nor bearish view and potentially limiting incremental buying interest. Benzinga coverage
• Negative Sentiment: A Zacks review said Marriott was down 3.1% since its latest earnings report, indicating continued post-earnings weakness despite the company’s $3.19 adjusted EPS beating the $3.08 consensus estimate. Investors may remain focused on valuation, forward guidance and the pace of hotel demand growth. Why Is Marriott Down Since Its Last Earnings Report?

Marriott International Trading Down 0.4%

Shares of MAR stock opened at $333.14 on Thursday. Marriott International, Inc. has a 12-month low of $256.76 and a 12-month high of $410.98. The business’s 50 day moving average is $363.50 and its two-hundred day moving average is $358.68. The company has a market capitalization of $86.87 billion, a P/E ratio of 34.52, a P/E/G ratio of 2.52 and a beta of 1.11.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings data on Monday, August 3rd. The company reported $3.19 EPS for the quarter, beating analysts’ consensus estimates of $3.08 by $0.11. Marriott International had a negative return on equity of 75.81% and a net margin of 9.62%.The business had revenue of $2.01 billion during the quarter, compared to analysts’ expectations of $7.19 billion. During the same period in the previous year, the business earned $2.65 earnings per share. The business’s revenue was up 4.8% compared to the same quarter last year. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS. On average, research analysts predict that Marriott International, Inc. will post 11.7 earnings per share for the current fiscal year.

Marriott International Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.73 per share. The ex-dividend date is Thursday, August 20th. This represents a $2.92 dividend on an annualized basis and a yield of 0.9%. Marriott International’s dividend payout ratio is currently 30.26%.

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.