Chevy Chase Trust Holdings LLC Cuts Position in Marriott International, Inc. $MAR

Chevy Chase Trust Holdings LLC decreased its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 4.1% during the third quarter, HoldingsChannel reports. The firm owned 123,474 shares of the company’s stock after selling 5,218 shares during the period. Chevy Chase Trust Holdings LLC’s holdings in Marriott International were worth $32,158,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Darwin Wealth Management LLC bought a new stake in Marriott International in the 2nd quarter worth approximately $37,000. Root Financial Partners LLC bought a new position in Marriott International during the third quarter valued at approximately $41,000. Smallwood Wealth Investment Management LLC raised its stake in shares of Marriott International by 312.5% during the third quarter. Smallwood Wealth Investment Management LLC now owns 165 shares of the company’s stock worth $43,000 after acquiring an additional 125 shares in the last quarter. ORG Wealth Partners LLC bought a new stake in shares of Marriott International in the 3rd quarter worth approximately $44,000. Finally, IAG Wealth Partners LLC boosted its stake in shares of 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 purchasing an additional 150 shares in the last quarter. 70.70% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, insider William P. Brown sold 9,456 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total value of $3,387,612.00. Following the completion of the sale, the insider directly owned 11,000 shares of the company’s stock, valued at approximately $3,940,750. This trade represents a 46.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Drew Pinto sold 4,000 shares of Marriott International stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $359.81, for a total transaction of $1,439,240.00. Following the sale, the executive vice president directly owned 8,221 shares in the company, valued at $2,957,998.01. The trade was a 32.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 95,540 shares of company stock valued at $34,274,055 over the last three months. Insiders own 10.68% 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?

Marriott International Trading Down 0.8%

Shares of NASDAQ:MAR opened at $313.81 on Monday. The company has a 50-day moving average price of $330.93 and a 200-day moving average price of $298.87. The company has a market cap of $83.15 billion, a price-to-earnings ratio of 33.07, a price-to-earnings-growth ratio of 2.77 and a beta of 1.09. Marriott International, Inc. has a 12 month low of $205.40 and a 12 month high of $370.00.

Marriott International (NASDAQ:MAR) last posted its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.61 by ($0.03). Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The business had revenue of $6.69 billion during the quarter, compared to the consensus estimate of $6.67 billion. During the same period in the previous year, the business earned $2.45 earnings per share. The firm’s revenue for the quarter was up 4.1% compared to the same quarter last year. 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. As a group, research analysts forecast that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Thursday, February 26th will be issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, February 26th. Marriott International’s dividend payout ratio is currently 28.24%.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. Truist Financial boosted 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. Barclays lifted their price objective on Marriott International from $320.00 to $356.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 11th. Evercore boosted their target price on Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research note on Thursday, January 22nd. BMO Capital Markets upgraded Marriott International from a “market perform” rating to an “outperform” rating and raised their price target for the stock from $285.00 to $370.00 in a research report on Friday, January 9th. Finally, Sanford C. Bernstein boosted their price objective on Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Two investment 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. According to data from MarketBeat.com, Marriott International has an average rating of “Moderate Buy” and a consensus price target of $343.47.

Marriott International 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.