First Manhattan CO. LLC. Trims Holdings in Marriott International, Inc. $MAR

First Manhattan CO. LLC. trimmed its stake in Marriott International, Inc. (NASDAQ:MAR) by 0.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 540,248 shares of the company’s stock after selling 1,588 shares during the period. First Manhattan CO. LLC. owned about 0.20% of Marriott International worth $167,607,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Legal & General Group Plc raised 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 acquiring an additional 124,759 shares during the period. Lansforsakringar Fondforvaltning AB publ raised its stake in shares of Marriott International by 5.8% in the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 73,759 shares of the company’s stock valued at $19,210,000 after acquiring an additional 4,067 shares during the period. FMB Wealth Management acquired a new position in shares of Marriott International in the fourth quarter valued at approximately $1,762,000. Natixis Advisors LLC grew its holdings in shares of Marriott International by 12.0% in the third quarter. Natixis Advisors LLC now owns 386,638 shares of the company’s stock valued at $100,696,000 after purchasing an additional 41,547 shares in the last quarter. Finally, Capital International Sarl grew its holdings in shares of Marriott International by 25.8% in the third quarter. Capital International Sarl now owns 41,237 shares of the company’s stock valued at $10,740,000 after purchasing an additional 8,448 shares in the last quarter. 70.70% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

MAR has been the subject of a number of research reports. Weiss Ratings restated a “buy (b)” rating on shares of Marriott International in a report on Monday, May 11th. JPMorgan Chase & Co. lifted their price objective on shares of Marriott International from $356.00 to $383.00 and gave the company a “neutral” rating in a report on Tuesday, April 21st. Morgan Stanley lifted their price objective on shares of Marriott International from $350.00 to $353.00 and gave the company an “overweight” rating in a report on Tuesday, May 12th. Robert W. Baird dropped their price objective on shares of Marriott International from $388.00 to $386.00 and set a “neutral” rating for the company in a report on Thursday, May 7th. Finally, Barclays lifted their price objective on shares of Marriott International from $372.00 to $376.00 and gave the company an “equal weight” rating in a report on Thursday, May 7th. Eight research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $384.73.

Marriott International Stock Down 1.1%

NASDAQ MAR opened at $394.61 on Thursday. Marriott International, Inc. has a 52 week low of $253.76 and a 52 week high of $410.98. The stock has a market capitalization of $104.05 billion, a PE ratio of 41.41, a price-to-earnings-growth ratio of 3.18 and a beta of 1.10. The firm has a 50 day moving average of $369.50 and a two-hundred day moving average of $339.29.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, topping the consensus estimate of $2.56 by $0.16. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The company had revenue of $1.81 billion during the quarter, compared to analysts’ expectations of $6.59 billion. During the same quarter in the previous year, the business posted $2.32 EPS. The firm’s revenue was up 6.2% on a year-over-year basis. 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. On average, equities research analysts expect that Marriott International, Inc. will post 11.64 earnings per share 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 given a $0.73 dividend. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date is Friday, May 22nd. This represents a $2.92 annualized dividend and a yield of 0.7%. Marriott International’s payout ratio is currently 30.64%.

Insider Buying and Selling

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

Trending Headlines about Marriott International

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

• Positive Sentiment: Marriott is expanding its W Hotels brand in India through a partnership with DS Group, with a new Delhi-NCR launch planned by 2027, which supports long-term international growth. DS Group partners with Marriott International to expand W Hotels in India
• Positive Sentiment: Marriott launched a beta version of its AI-powered “Ask Bonvoy” travel search tool, signaling continued investment in technology to improve booking and trip-planning engagement. Marriott International Launches Beta AI Hotel Search Tool, Ask Bonvoy
• Positive Sentiment: A new Aloft by Marriott property opened in Manchester, adding to Marriott’s global footprint and reinforcing brand momentum in Europe. Europe’s largest Aloft by Marriott hotel opens in Manchester
• Positive Sentiment: Marriott is highlighting destination marketing, including travel promotion for Guyana and its luxury hospitality offerings, which may help support demand across its portfolio. Marriott International invites travelers to discover Guyana, South America’s best-kept secret
• Neutral Sentiment: Industry roundup pieces on hotel stocks and Marriott-related luxury branding add little direct incremental insight, though they suggest the sector remains in focus. Hotel Stocks Worth Watching – June 16th
• Negative Sentiment: Several reports say hotel owners are rebelling against Marriott’s Bonvoy loyalty program, arguing that its rules are unfavorable to operators; that could create franchise tension and pressure sentiment around the stock. Hotel Owners Are Rebelling Against Marriott’s Loyalty Program

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.