Heritage Investors Management Corp Decreases Holdings in Marriott International, Inc. $MAR

Heritage Investors Management Corp trimmed its position in Marriott International, Inc. (NASDAQ:MAR) by 2.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 225,821 shares of the company’s stock after selling 6,549 shares during the quarter. Marriott International makes up about 2.0% of Heritage Investors Management Corp’s investment portfolio, making the stock its 10th biggest holding. Heritage Investors Management Corp’s holdings in Marriott International were worth $70,059,000 as of its most recent filing with the SEC.

A number of other large investors also recently made changes to their positions in the stock. Vanguard Group Inc. lifted its stake 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 period. Wellington Management Group LLP lifted its stake in shares of Marriott International by 21.7% in 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 during the period. Legal & General Group Plc lifted its stake in shares of Marriott International by 9.3% in the 3rd quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock valued at $381,654,000 after purchasing an additional 124,759 shares during the period. Fayez Sarofim & Co lifted its stake in shares of Marriott International by 0.5% in the 3rd quarter. Fayez Sarofim & Co now owns 971,981 shares of the company’s stock valued at $256,359,000 after purchasing an additional 4,534 shares during the period. Finally, Arrowstreet Capital Limited Partnership raised its stake in Marriott International by 26.2% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 846,740 shares of the company’s stock worth $220,525,000 after buying an additional 175,637 shares during the period. Institutional investors and hedge funds own 70.70% of the company’s stock.

Insider Buying and Selling at Marriott International

In other news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $361.56, for a total value of $1,084,680.00. Following the completion of the transaction, the executive vice president owned 19,827 shares in the company, valued at $7,168,650.12. This trade represents a 13.14% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 11.43% of the stock is owned by insiders.

Marriott International Trading Up 0.2%

Shares of MAR opened at $370.56 on Friday. The stock has a market capitalization of $97.71 billion, a price-to-earnings ratio of 38.88, a PEG ratio of 2.94 and a beta of 1.11. The firm has a fifty day simple moving average of $346.41 and a 200 day simple moving average of $326.24. Marriott International, Inc. has a 12 month low of $253.55 and a 12 month high of $380.00.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, beating the consensus estimate of $2.56 by $0.16. The company had revenue of $1.81 billion during the quarter, compared to analysts’ expectations of $6.59 billion. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.Marriott International’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same quarter last year, the company earned $2.32 EPS. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. As a group, research analysts predict that Marriott International, Inc. will post 11.65 earnings per share for the current fiscal year.

Marriott International Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Friday, May 22nd will be issued a $0.73 dividend. This represents a $2.92 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, May 22nd. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio is 28.12%.

Analysts Set New Price Targets

MAR has been the topic of several research analyst reports. Mizuho raised their price objective on Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. JPMorgan Chase & Co. raised their price objective on Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a research note on Tuesday, April 21st. Truist Financial lifted their price target on Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a research note on Wednesday, February 11th. Evercore lifted their price target on Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research note on Thursday, January 22nd. Finally, The Goldman Sachs Group lifted their price target on Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Eight investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, Marriott International has an average rating of “Moderate Buy” and an average price target of $381.64.

Trending Headlines about Marriott International

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

• Positive Sentiment: Zacks Research increased Marriott’s EPS outlook for FY2026, FY2027, FY2028 and several future quarters, reinforcing the view that earnings growth could remain solid.
• Positive Sentiment: Marriott announced strong momentum for its Series by Marriott expansion in India, with 75 signings and 50 openings in under six months, pointing to continued pipeline growth and owner confidence. Article Title
• Positive Sentiment: Marriott expanded its Bonvoy Outdoors offering through a new partnership with Outside Interactive, which could deepen customer engagement and help drive additional demand across its portfolio. Article Title
• Positive Sentiment: The company’s raised dividend and ongoing institutional ownership support sentiment, suggesting management and large investors remain confident in Marriott’s cash generation and long-term outlook.
• Neutral Sentiment: An EVP sold 3,000 shares in an SEC-disclosed transaction. The sale is small relative to the executive’s remaining holdings, so it is more of a sentiment signal than a fundamental concern. Article Title
• Neutral Sentiment: Mixed analyst estimate changes were small on some quarters, with a slight trim to near-term EPS in a few periods, but the broader trend remains constructive.

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.