Marriott International, Inc. $MAR Shares Newly Bought by VMS Asset Management Limited

VMS Asset Management Limited acquired a new position in Marriott International, Inc. (NASDAQ:MAR) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 8,230 shares of the company’s stock, valued at approximately $2,927,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. State Street Corp grew its holdings in Marriott International by 2.9% in the second quarter. State Street Corp now owns 9,644,773 shares of the company’s stock valued at $3,574,256,000 after purchasing an additional 272,044 shares during the period. Invesco Ltd. raised its stake in shares of Marriott International by 2.7% during the 4th quarter. Invesco Ltd. now owns 4,440,359 shares of the company’s stock worth $1,377,577,000 after buying an additional 118,504 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of Marriott International by 0.8% during the 1st quarter. Dimensional Fund Advisors LP now owns 727,472 shares of the company’s stock worth $237,893,000 after buying an additional 5,530 shares during the period. Swiss National Bank lifted its position in shares of Marriott International by 5.9% during the 1st quarter. Swiss National Bank now owns 669,398 shares of the company’s stock valued at $218,940,000 after buying an additional 37,080 shares in the last quarter. Finally, Hsbc Holdings PLC grew its stake 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 acquiring an additional 246,681 shares during the period. Institutional investors and hedge funds own 70.70% of the company’s stock.

Insider Activity at Marriott International

In other Marriott International news, insider David S. Marriott sold 3,500 shares of the stock in a transaction that occurred on Friday, September 25th. The stock was sold at an average price of $352.09, for a total transaction of $1,232,315.00. Following the completion of the sale, the insider directly owned 282,383 shares of the company’s stock, valued at approximately $99,424,230.47. This trade represents a 1.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Deborah Harrison sold 3,500 shares of Marriott International stock in a transaction on Friday, September 25th. The shares were sold at an average price of $352.09, for a total transaction of $1,232,315.00. Following the completion of the transaction, the insider owned 282,383 shares in the company, valued at approximately $99,424,230.47. This trade represents a 1.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 11.43% of the company’s stock.

Marriott International Stock Performance

NASDAQ MAR opened at $371.82 on Thursday. The firm has a market cap of $96.96 billion, a price-to-earnings ratio of 38.53, a PEG ratio of 2.80 and a beta of 1.17. The firm has a 50 day simple moving average of $350.42 and a 200-day simple moving average of $361.72. Marriott International, Inc. has a one year low of $256.76 and a one year high of $410.98.

Marriott International (NASDAQ:MAR) last released its earnings results on Monday, August 3rd. The company reported $3.19 earnings per share for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $2.01 billion for the quarter, compared to analyst estimates of $7.19 billion. During the same period in the prior year, the firm earned $2.65 earnings per share. The business’s quarterly 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. Equities analysts predict that Marriott International, Inc. will post 11.69 EPS for the current fiscal year.

Marriott International Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Thursday, August 20th were paid a dividend of $0.73 per share. This represents a $2.92 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Thursday, August 20th. Marriott International’s dividend payout ratio (DPR) is currently 30.26%.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the company. Mizuho decreased their price objective on Marriott International from $384.00 to $374.00 and set a “neutral” rating on the stock in a report on Tuesday, August 4th. China Intl Cap upgraded shares of Marriott International to a “strong-buy” rating in a report on Wednesday, August 12th. CICC Research initiated coverage on shares of Marriott International in a research note on Wednesday, August 12th. They issued an “outperform” rating and a $410.00 target price on the stock. The Goldman Sachs Group lowered their target price on Marriott International from $405.00 to $400.00 and set a “buy” rating on the stock in a report on Tuesday, August 4th. Finally, Freedom Broker started coverage on Marriott International in a research report on Wednesday. They issued a “buy” rating and a $408.00 price target for the company. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Marriott International has an average rating of “Moderate Buy” and a consensus target price of $381.22.

Key Headlines Impacting Marriott International

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

• Positive Sentiment: Freedom Broker initiated coverage of Marriott International with a “buy” rating and a $408 price target, implying approximately 9.7% upside from the referenced price. Freedom Broker initiates Marriott coverage
• Positive Sentiment: Analysts are also assigning buy ratings to Marriott and Hilton as the lodging industry enters a “new era,” supporting a broader positive view of hotel demand and sector fundamentals. Marriott and Hilton receive buy ratings
• Positive Sentiment: Erste Group Bank raised its FY2026 earnings forecast for Marriott to $11.75 per share from $11.73 and maintained a “buy” rating. The revised estimate is above the roughly $11.69 consensus forecast.
• Positive Sentiment: Marriott continues expanding its global footprint, opening its first City Express property in South Asia in Udaipur, India, and its first Marriott Hotels property in Jakarta, Indonesia. These openings strengthen the company’s long-term room-growth pipeline. City Express by Marriott opens in India
• Neutral Sentiment: Marriott’s Beijing Marriott Marquis hosted a China Open delegation during its opening period, providing visibility for the new property but limited direct financial impact in the near term. Beijing Marriott Marquis hosts China Open delegation
• Neutral Sentiment: Morgan Stanley raised its price target to $384 from $380, a modestly positive valuation revision that nevertheless suggests limited upside relative to the newer $408 target. Morgan Stanley raises Marriott price target

Marriott International 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.