Aristotle Atlantic Partners LLC Sells 3,844 Shares of Marriott International, Inc. $MAR

Aristotle Atlantic Partners LLC trimmed its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 4.6% during the 3rd quarter, HoldingsChannel reports. The fund owned 79,955 shares of the company’s stock after selling 3,844 shares during the quarter. Aristotle Atlantic Partners LLC’s holdings in Marriott International were worth $20,823,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Darwin Wealth Management LLC acquired a new stake in shares of Marriott International during the 2nd quarter worth approximately $37,000. Root Financial Partners LLC acquired a new position in shares of Marriott International in the third quarter valued at $41,000. Smallwood Wealth Investment Management LLC lifted its position in Marriott International by 312.5% in the third quarter. Smallwood Wealth Investment Management LLC now owns 165 shares of the company’s stock worth $43,000 after purchasing an additional 125 shares during the period. ORG Wealth Partners LLC acquired a new stake in Marriott International during the third quarter worth $44,000. Finally, IAG Wealth Partners LLC increased its holdings in Marriott International by 468.8% in the 3rd quarter. IAG Wealth Partners LLC now owns 182 shares of the company’s stock valued at $47,000 after buying an additional 150 shares during the period. Institutional investors own 70.70% of the company’s stock.

More Marriott International News

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

• Positive Sentiment: Signed a landmark agreement with KS Hotels that expands Marriott’s management/franchise pipeline and regional footprint — supports future fee revenue and unit growth. Marriott International Signs Landmark Agreement with KS Hotels
• Positive Sentiment: Morgan Stanley published a bullish forecast for MAR, which could underpin upside if fundamentals and RevPAR trends stay healthy. Morgan Stanley Forecasts Strong Price Appreciation for Marriott International (NASDAQ:MAR) Stock
• Positive Sentiment: EB-5 repayment milestones tied to Marriott-branded projects (LA Agoura Hills and Nashville Virgin) signal smoother capital outcomes for developer-financed properties, reducing some project-level financing risk. Repayment Milestones for JF19 – LA Agoura Hills Marriott Hotels and JF23 – Nashville Virgin Hotel
• Neutral Sentiment: Management presented at the J.P. Morgan Gaming, Lodging, Restaurant & Leisure forum — useful for investor updates but no new guidance beyond prior FY26 outlook. Marriott International, Inc. (MAR) Presents at J.P. Morgan Gaming, Lodging, Restaurant, and Leisure Management Access Forum Transcript
• Neutral Sentiment: Marketing and loyalty initiatives (Bonvoy Pacific Coast portfolio and “Secret Concierge II” campaign) help brand and demand generation but are longer-term revenue drivers. Marriott Bonvoy Elevates the Pacific Coast in Riviera Nayarit & Puerto Vallarta with its Premium Portfolio Marriott Bonvoy’s “Secret Concierge II” Sends Fans on a Global Chase
• Negative Sentiment: Sector selloff tied to the Iran conflict has pressured hotel stocks including Marriott; analysts note limited direct Middle East exposure but short-term risk aversion and travel sentiment weakness have dragged multiples. Marriott, Other Hotel Stocks Have Tumbled During the Iran War. Why They Could Rebound. Marriott, Other Hotel Stocks Have Tumbled During the Iran War. Why They Could Rebound.
• Negative Sentiment: Legal risk: Marriott faces a lawsuit alleging wrongful termination after reporting discrimination — potential reputational and legal costs if escalates. Marriott faces lawsuit for allegedly firing employee who reported discrimination
• Negative Sentiment: Analyst/market commentary highlights MAR is down since the recent earnings release (minor EPS miss and guidance in line) — amplifies near-term selling and raises focus on upcoming quarters for evidence of revenue and margin traction. Marriott (MAR) Down 9% Since Last Earnings Report: Can It Rebound? Marriott (MAR) Down 9% Since Last Earnings Report: Can It Rebound?

Insider Activity at Marriott International

In other Marriott International news, EVP Benjamin T. Breland sold 2,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $358.03, for a total transaction of $716,060.00. Following the completion of the sale, the executive vice president directly owned 26,399 shares of the company’s stock, valued at approximately $9,451,633.97. The trade was a 7.04% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Rajeev Menon sold 3,492 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $354.00, for a total transaction of $1,236,168.00. Following the transaction, the insider owned 6,000 shares in the company, valued at approximately $2,124,000. The trade was a 36.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 97,157 shares of company stock valued at $34,768,825 over the last quarter. 10.68% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

MAR has been the subject of a number of analyst reports. Citigroup raised their price objective on shares of Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a report on Thursday, January 15th. The Goldman Sachs Group increased their price target on shares of Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Truist Financial raised their price target on shares of Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a research note on Wednesday, February 11th. Sanford C. Bernstein upped their price objective on Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Marriott International in a report on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $343.47.

Marriott International Trading Down 0.8%

MAR opened at $313.81 on Friday. Marriott International, Inc. has a 1-year low of $205.40 and a 1-year high of $370.00. The firm has a 50-day moving average price of $330.93 and a two-hundred day moving average price of $298.66. The stock has a market capitalization of $83.15 billion, a PE ratio of 33.07, a PEG ratio of 2.77 and a beta of 1.09.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing the consensus estimate of $2.61 by ($0.03). The company had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. Marriott International’s revenue for the quarter was up 4.1% compared to the same quarter last year. During the same period last year, the company earned $2.45 earnings per share. Marriott International has set its FY 2026 guidance at 11.320-11.570 EPS and its Q1 2026 guidance at 2.500-2.550 EPS. On average, research analysts predict that Marriott International, Inc. will post 10.1 EPS for the current year.

Marriott International Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Thursday, February 26th will be paid a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, February 26th. Marriott International’s dividend payout ratio (DPR) is 28.24%.

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.