Yousif Capital Management LLC Has $7.68 Million Position in Marriott International, Inc. $MAR

Yousif Capital Management LLC reduced its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 9.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,467 shares of the company’s stock after selling 2,640 shares during the quarter. Yousif Capital Management LLC’s holdings in Marriott International were worth $7,679,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of MAR. Brighton Jones LLC raised its stake in Marriott International by 2.5% during the 4th quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock valued at $2,479,000 after purchasing an additional 218 shares during the last quarter. Empowered Funds LLC raised its stake in shares of Marriott International by 39.1% in the 1st quarter. Empowered Funds LLC now owns 5,805 shares of the company’s stock valued at $1,383,000 after buying an additional 1,631 shares in the last quarter. Woodline Partners LP grew its holdings in shares of Marriott International by 39.6% in the 1st quarter. Woodline Partners LP now owns 19,332 shares of the company’s stock worth $4,605,000 after purchasing an additional 5,480 shares during the last quarter. Intech Investment Management LLC grew its holdings in shares of Marriott International by 21.8% in the 1st quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock worth $1,438,000 after purchasing an additional 1,079 shares during the last quarter. Finally, Jump Financial LLC grew its holdings in shares of Marriott International by 280.1% in the 2nd quarter. Jump Financial LLC now owns 15,205 shares of the company’s stock worth $4,154,000 after purchasing an additional 11,205 shares during the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Marriott International Stock Up 5.3%

NASDAQ MAR opened at $348.58 on Thursday. Marriott International, Inc. has a 12-month low of $208.16 and a 12-month high of $370.00. The company has a market capitalization of $92.35 billion, a PE ratio of 36.73, a price-to-earnings-growth ratio of 2.93 and a beta of 1.10. The firm’s 50 day moving average is $333.55 and its 200-day moving average is $306.38.

Marriott International (NASDAQ:MAR) last released its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing the consensus estimate 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 firm had revenue of $6.69 billion during the quarter, compared to the consensus estimate of $6.67 billion. During the same period in the prior year, the business posted $2.45 earnings per share. Marriott International’s quarterly revenue 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, sell-side analysts expect that Marriott International, Inc. will post 10.1 EPS for the current year.

Marriott International Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th were given a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Thursday, February 26th. Marriott International’s payout ratio is 28.24%.

Analysts Set New Price Targets

A number of equities research analysts have commented on the stock. BMO Capital Markets raised shares of Marriott International from a “market perform” rating to an “outperform” rating and increased their price objective for the stock from $285.00 to $370.00 in a report on Friday, January 9th. Wells Fargo & Company raised their target price on shares of Marriott International from $353.00 to $403.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Jefferies Financial Group raised their target price on shares of Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Barclays raised their target price on shares of Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 11th. Finally, Sanford C. Bernstein increased their price target on shares of 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 assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $343.47.

Insider Activity

In other Marriott International news, insider David S. Marriott sold 4,747 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $360.00, for a total transaction of $1,708,920.00. Following the completion of the transaction, the insider owned 591,669 shares of the company’s stock, valued at approximately $213,000,840. The trade was a 0.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider William P. Brown sold 9,456 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total value of $3,387,612.00. Following the transaction, the insider directly owned 11,000 shares of the company’s stock, valued at approximately $3,940,750. The trade was a 46.23% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 95,540 shares of company stock valued at $34,274,055. 10.68% of the stock is owned by company insiders.

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.