Signal Advisors Wealth LLC bought a new stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 4,327 shares of the company’s stock, valued at approximately $1,342,000.
Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in shares of Marriott International by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock valued at $5,410,384,000 after purchasing an additional 230,820 shares during the last quarter. State Street Corp grew its position in Marriott International by 1.2% during the 2nd quarter. State Street Corp now owns 9,488,566 shares of the company’s stock worth $2,592,371,000 after purchasing an additional 114,973 shares during the last quarter. Wellington Management Group LLP increased its stake in Marriott International by 21.7% during the 3rd quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock valued at $2,389,635,000 after purchasing an additional 1,637,119 shares in the last quarter. Massachusetts Financial Services Co. MA raised its holdings in shares of Marriott International by 7.2% in the third quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock worth $1,281,825,000 after buying an additional 330,952 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in shares of Marriott International by 5.0% during the second quarter. Invesco Ltd. now owns 4,330,656 shares of the company’s stock worth $1,183,178,000 after buying an additional 206,820 shares during the period. Institutional investors and hedge funds own 70.70% of the company’s stock.
Analyst Upgrades and Downgrades
MAR has been the topic of several research reports. Sanford C. Bernstein upped their target price on Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Barclays lifted their price target on Marriott International from $320.00 to $356.00 and gave the stock an “equal weight” rating in a research report on Wednesday, February 11th. Weiss Ratings reissued a “buy (b-)” rating on shares of Marriott International in a report on Thursday, January 22nd. Truist Financial lifted their target price on Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a report on Wednesday, February 11th. Finally, Citigroup upped their target price on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research report on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $343.47.
Insider Buying and Selling at Marriott International
In other news, CEO Anthony Capuano sold 63,000 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the sale, the chief executive officer owned 113,617 shares of the company’s stock, valued at $40,813,498.74. This trade represents a 35.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Rajeev Menon sold 3,492 shares of the business’s stock in a transaction on 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 completion of the transaction, the insider owned 6,000 shares of the company’s stock, valued at approximately $2,124,000. This represents a 36.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 95,540 shares of company stock worth $34,274,055. 10.68% of the stock is currently owned by insiders.
Marriott International Stock Performance
NASDAQ:MAR opened at $325.74 on Friday. The firm’s fifty day moving average is $331.38 and its two-hundred day moving average is $302.01. The firm has a market cap of $86.31 billion, a price-to-earnings ratio of 34.32, a PEG ratio of 2.88 and a beta of 1.09. Marriott International, Inc. has a one year low of $205.40 and a one year high of $370.00.
Marriott International (NASDAQ:MAR – Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The company had revenue of $6.69 billion for the quarter, compared to analysts’ expectations of $6.67 billion. During the same quarter in the previous year, the business posted $2.45 EPS. The business’s quarterly revenue was up 4.1% on a year-over-year basis. 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, equities research analysts predict that Marriott International, Inc. will post 10.1 earnings per share for the current fiscal year.
Marriott International Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th will be given a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date is Thursday, February 26th. Marriott International’s dividend payout ratio is currently 28.24%.
Key Stories Impacting Marriott International
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Sun Group signed a deal with Marriott for a 10‑hotel rollout across Phu Quoc and Vung Tau — a meaningful pipeline win in Vietnam that supports fee and franchise revenue growth in a fast‑recovering Asia market. Sun Group, Marriott deal
- Positive Sentiment: ARC Hotel Washington DC relaunched under the Series by Marriott portfolio — incremental brand conversions and relaunches help drive management/franchise fees without heavy capital outlay. ARC Hotel relaunch
- Positive Sentiment: Marriott Bonvoy partnership activity continues: a new ASMALLWORLD Bonvoy benefit and a partnership with Ethiopian Airlines expand loyalty reach and travel utility, which can boost member engagement and ancillary revenues. ASMALLWORLD Bonvoy benefit Ethiopian Airlines partnership
- Positive Sentiment: Marriott and Global Partners unveiled two branded residences in Dubai Creek — branded residences diversify fee streams and capitalize on luxury demand in high‑margin markets. Dubai branded residences
- Positive Sentiment: Corporate reputation wins: Marriott was named a 2026 Platinum Employer on the Where You Work Matters list — supports talent retention and operational stability. Platinum employer
- Neutral Sentiment: Local openings and marketing activations (AC Hotel in Ocala milestone; Marriott Bonvoy “Loyal‑Tea” activation in Mumbai) support grassroots demand generation but are small in scale relative to corporate P&L. AC Hotel Ocala Loyal‑Tea activation
- Neutral Sentiment: Asset transaction: JW Marriott Marco Island Beach Resort is being sold in an $835M deal — typical of the industry’s active capital recycling; impact depends on whether Marriott retains a management/branding role. JW Marco Island sale
- Negative Sentiment: Recent quarterly results included a small EPS miss (by $0.03) and the stock’s premium valuation may leave it sensitive to any near‑term earnings or guidance slips — a likely contributor to today’s weakness.
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.
Further Reading
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