Contravisory Investment Management Inc. grew its holdings in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 135.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,666 shares of the company’s stock after buying an additional 4,410 shares during the quarter. Contravisory Investment Management Inc.’s holdings in Marriott International were worth $2,727,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Dai ichi Life Insurance Company Ltd boosted its position in shares of Marriott International by 37.7% during the first quarter. Dai ichi Life Insurance Company Ltd now owns 12,686 shares of the company’s stock valued at $4,149,000 after buying an additional 3,476 shares during the last quarter. Hsbc Holdings PLC raised its position in Marriott International by 62.7% in the 4th quarter. Hsbc Holdings PLC now owns 640,350 shares of the company’s stock valued at $199,069,000 after buying an additional 246,681 shares during the last quarter. Sargent Investment Group LLC bought a new position in Marriott International during the 4th quarter valued at $1,847,000. Tidal Investments LLC lifted its stake in Marriott International by 62.5% during the 2nd quarter. Tidal Investments LLC now owns 34,640 shares of the company’s stock valued at $12,837,000 after acquiring an additional 13,322 shares in the last quarter. Finally, Saudi Central Bank boosted its holdings in Marriott International by 81.7% during the 2nd quarter. Saudi Central Bank now owns 15,300 shares of the company’s stock worth $5,670,000 after acquiring an additional 6,881 shares during the last quarter. 70.70% of the stock is owned by institutional investors.
Trending Headlines about Marriott International
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Morgan Stanley raised its price target to $384 from $380 and maintained an “overweight” rating. The new target implies additional upside from recent trading levels and signals continued confidence in Marriott’s earnings and operating outlook. Morgan Stanley Adjusts Price Target on Marriott International
- Positive Sentiment: Erste Group Bank increased its FY2026 EPS estimate to $11.75 from $11.73 and retained a “Buy” rating. The revised forecast is above the $11.69 consensus estimate, providing a modest positive catalyst for MAR. Marriott International analyst estimate
- Positive Sentiment: Marriott Hotels opened its first property in Jakarta. The launch expands Marriott’s presence in Indonesia and supports long-term room growth, fee revenue and brand visibility in an important travel market. Marriott Hotels opens first property in Jakarta
- Positive Sentiment: City Express by Marriott debuted in India. The expansion broadens Marriott’s regional brand portfolio and could increase its exposure to India’s growing domestic and international travel demand. City Express by Marriott debuts in India
- Neutral Sentiment: Marriott Bonvoy will allow members to view their position in the complimentary-upgrade queue. The feature may improve customer engagement and loyalty, but its direct financial impact is unclear. Marriott Bonvoy complimentary upgrade list
Insiders Place Their Bets
Marriott International Price Performance
Shares of NASDAQ MAR traded up $2.20 during mid-day trading on Tuesday, reaching $371.50. 755,878 shares of the company’s stock were exchanged, compared to its average volume of 1,554,918. The firm has a 50-day moving average price of $350.20 and a two-hundred day moving average price of $361.39. The firm has a market capitalization of $96.88 billion, a price-to-earnings ratio of 38.50, a price-to-earnings-growth ratio of 2.76 and a beta of 1.17. Marriott International, Inc. has a 52 week low of $256.76 and a 52 week high of $410.98.
Marriott International (NASDAQ:MAR – Get Free Report) last announced its quarterly earnings data on Monday, August 3rd. The company reported $3.19 EPS for the quarter, topping the consensus estimate of $3.08 by $0.11. Marriott International had a net margin of 9.62% and a negative return on equity of 75.81%. The business had revenue of $2.01 billion for the quarter, compared to analyst estimates of $7.19 billion. During the same quarter in the previous year, the firm posted $2.65 earnings per share. The company’s revenue for the quarter was up 4.8% on a year-over-year basis. 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. As a group, sell-side analysts forecast that Marriott International, Inc. will post 11.69 EPS for the current fiscal year.
Marriott International Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Thursday, August 20th were issued 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 Thursday, August 20th. Marriott International’s dividend payout ratio is 30.26%.
Analysts Set New Price Targets
Several analysts have recently issued reports on MAR shares. Deutsche Bank Aktiengesellschaft reduced their target price on shares of Marriott International from $379.00 to $372.00 and set a “hold” rating for the company in a research note on Tuesday, August 4th. China Intl Cap raised shares of Marriott International to a “strong-buy” rating in a research report on Wednesday, August 12th. Barclays reduced their price objective on shares of Marriott International from $379.00 to $348.00 and set an “equal weight” rating for the company in a research report on Tuesday, August 4th. Morgan Stanley increased their price objective on shares of Marriott International from $380.00 to $384.00 and gave the company an “overweight” rating in a research note on Monday. Finally, CICC Research started coverage on shares of Marriott International in a research report on Wednesday, August 12th. They set an “outperform” rating and a $410.00 target price on the stock. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Marriott International has a consensus rating of “Moderate Buy” and an average price target of $380.00.
View Our Latest Stock Analysis on MAR
Marriott International Company Profile
Marriott International, Inc (NASDAQ: MAR) is a global hospitality company that operates, franchises, licenses and manages hotels, resorts, residences and other lodging properties. Its portfolio serves business and leisure travelers across a range of price points, from luxury and premium accommodations to select-service and extended-stay properties.
The company’s brands include The Ritz-Carlton, St. Regis, JW Marriott, W Hotels, The Luxury Collection, EDITION, Marriott Hotels, Sheraton, Westin, Renaissance, Courtyard, Residence Inn, Fairfield by Marriott, SpringHill Suites, AC Hotels, Aloft, Moxy and Element.
Recommended Stories
- Five stocks we like better than Marriott International
- A Chinese Rival Just Spooked Memory Stocks—How Worried Should Micron Investors Be?
- Could T-Mobile’s Satellite Competition Fears Create a Buying Opportunity?
- Surgical Precision, Sustainable Returns: Johnson & Johnson Secures Its Cash Flow Runway
- Tesla’s Robotaxi Lands in Paris—But Europe’s Real Fight Is Over Cheap EVs
Want to see what other hedge funds are holding MAR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marriott International, Inc. (NASDAQ:MAR – Free Report).
Receive News & Ratings for Marriott International Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Marriott International and related companies with MarketBeat.com's FREE daily email newsletter.
