Seneca House Advisors Boosts Stock Position in Marriott International, Inc. $MAR

Seneca House Advisors raised its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 33.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 12,640 shares of the company’s stock after purchasing an additional 3,177 shares during the quarter. Marriott International accounts for 1.5% of Seneca House Advisors’ portfolio, making the stock its 22nd largest position. Seneca House Advisors’ holdings in Marriott International were worth $3,922,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. McMillan Office Inc. purchased a new stake in Marriott International during the 4th quarter valued at about $27,000. Triumph Capital Management purchased a new stake in Marriott International during the 3rd quarter valued at about $28,000. Basepoint Wealth LLC purchased a new stake in Marriott International during the 4th quarter valued at about $28,000. Godfrey Financial Associates Inc. purchased a new stake in shares of Marriott International in the fourth quarter worth about $31,000. Finally, Advocate Investing Services LLC purchased a new stake in shares of Marriott International in the fourth quarter worth about $31,000. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Key Marriott International News

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

• Positive Sentiment: UBS raised its price target on Marriott from $336 to $412, signaling continued confidence in the company’s earnings power even while keeping a neutral rating. Benzinga
• Positive Sentiment: Marriott launched “Ask Bonvoy,” a beta AI-powered hotel search and travel-planning tool, which could improve customer engagement and support more direct bookings. MSN
• Positive Sentiment: Marriott continues to expand its brand footprint, including the opening of Europe’s largest Aloft by Marriott in Manchester and the debut of a first Marriott Bonvoy citizenM property in Washington, D.C., both of which reinforce pipeline growth and brand reach. MSN Hospitality & Catering News
• Neutral Sentiment: Marriott’s travel and marketing coverage around Guyana and luxury-group events is supportive of brand awareness, but these items are unlikely to move the stock on their own. Yahoo Finance Manila Times
• Negative Sentiment: Hotel owners representing nearly 1,000 properties are pushing Marriott to revise Bonvoy program rules, arguing the loyalty program is too costly and unfair to owners; this could pressure Marriott’s franchise relationships and margins if tensions escalate. WSJ

Insiders Place Their Bets

In related news, EVP Peggy Roe sold 3,000 shares of the company’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 of the company’s stock, valued at approximately $7,168,650.12. This represents a 13.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 11.43% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on MAR. UBS Group upped their target price on Marriott International from $336.00 to $412.00 and gave the stock a “neutral” rating in a research note on Monday. Susquehanna upped their target price on Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a research note on Thursday, April 23rd. JPMorgan Chase & Co. upped their target price 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 upped their target price on Marriott International from $350.00 to $356.00 and gave the stock a “hold” rating in a research note on Tuesday, May 26th. Finally, Barclays upped their target price on Marriott International from $372.00 to $376.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 7th. Eight equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $384.73.

Marriott International Trading Down 0.4%

NASDAQ MAR opened at $399.10 on Wednesday. The stock has a market capitalization of $105.24 billion, a price-to-earnings ratio of 41.88, a PEG ratio of 3.19 and a beta of 1.10. Marriott International, Inc. has a twelve month low of $253.76 and a twelve month high of $410.98. The stock has a 50-day moving average of $368.37 and a 200 day moving average of $338.66.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, topping analysts’ consensus estimates 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 quarterly revenue was up 6.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $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. Equities analysts predict that Marriott International, Inc. will post 11.64 EPS for the current fiscal year.

Marriott International Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, May 22nd will be issued a $0.73 dividend. This represents a $2.92 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Friday, May 22nd. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s payout ratio is currently 30.64%.

Marriott International Company 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.