Pacer Advisors Inc. Cuts Stake in Marriott International, Inc. $MAR

Pacer Advisors Inc. cut its stake in Marriott International, Inc. (NASDAQ:MAR) by 45.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,364 shares of the company’s stock after selling 17,015 shares during the quarter. Pacer Advisors Inc.’s holdings in Marriott International were worth $6,660,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of MAR. Invesco Ltd. lifted its holdings in Marriott International by 2.7% in the 4th quarter. Invesco Ltd. now owns 4,440,359 shares of the company’s stock valued at $1,377,577,000 after purchasing an additional 118,504 shares in the last quarter. Capital International Investors grew its holdings in shares of Marriott International by 7.1% during the fourth quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock worth $1,274,475,000 after buying an additional 272,250 shares in the last quarter. Norges Bank acquired a new stake in shares of Marriott International in the fourth quarter valued at about $812,570,000. Price T Rowe Associates Inc. MD lifted its stake in shares of Marriott International by 13.2% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,879,028 shares of the company’s stock worth $582,952,000 after buying an additional 219,579 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its position in Marriott International by 1.2% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 1,619,423 shares of the company’s stock worth $502,410,000 after acquiring an additional 19,387 shares during the last quarter. 70.70% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have commented on MAR shares. UBS Group reiterated a “neutral” rating on shares of Marriott International in a report on Tuesday. Robert W. Baird dropped their price target on Marriott International from $394.00 to $393.00 and set a “neutral” rating for the company in a research report on Tuesday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Marriott International in a report on Monday, May 11th. TD Cowen boosted their price objective on Marriott International from $410.00 to $420.00 and gave the stock a “buy” rating in a research note on Tuesday, July 21st. Finally, Truist Financial upped their target price on Marriott International from $350.00 to $356.00 and gave the company a “hold” rating in a report on Tuesday, May 26th. Nine research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $386.65.

Marriott International Price Performance

Marriott International stock opened at $361.31 on Thursday. The firm has a 50 day simple moving average of $378.01 and a 200-day simple moving average of $355.01. The stock has a market cap of $94.22 billion, a price-to-earnings ratio of 37.44, a price-to-earnings-growth ratio of 2.68 and a beta of 1.10. Marriott International, Inc. has a 1-year low of $256.49 and a 1-year high of $410.98.

Marriott International (NASDAQ:MAR) last released its quarterly earnings data on Monday, August 3rd. The company reported $3.19 EPS for the quarter, beating analysts’ consensus estimates of $3.08 by $0.11. The firm had revenue of $2.01 billion for the quarter, compared to analysts’ expectations of $7.19 billion. Marriott International had a negative return on equity of 75.81% and a net margin of 9.62%.The firm’s quarterly revenue was up 4.8% on a year-over-year basis. During the same period in the prior year, the firm posted $2.65 earnings per share. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS. Equities analysts expect that Marriott International, Inc. will post 11.75 earnings per share for the current fiscal year.

Marriott International Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 22nd were issued a $0.73 dividend. This is an increase from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date was Friday, May 22nd. This represents a $2.92 annualized dividend and a yield of 0.8%. Marriott International’s payout ratio is presently 30.64%.

Insider Buying and Selling

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $361.56, for a total transaction 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 $7,168,650.12. This trade represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 11.43% of the stock is owned by insiders.

More Marriott International News

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

• Positive Sentiment: Marriott’s adjusted second-quarter EPS exceeded expectations, while fee revenue increased 13%. Management also raised full-year RevPAR guidance, suggesting that strong U.S. demand and fee growth are offsetting softer international performance. Marriott’s Earnings Drop May Be Missing the Bigger Fee Growth Story
• Positive Sentiment: Analysts continue to point to Marriott’s asset-light model, expanding Bonvoy membership, co-branded credit-card income, hotel conversions, room growth and large development pipeline as drivers of sustained fee and EBITDA growth. One analysis estimates 2026–2027 EPS growth of 11%–14% annually and values the stock at $400. Marriott: The Loyalty Engine Is Outgrowing The Hotel Cycle
• Positive Sentiment: Wells Fargo, BMO Capital Markets and other analysts remain constructive, with price targets above the current share level even after reductions. The revisions appear to reflect more cautious assumptions rather than a broad deterioration in Marriott’s long-term growth outlook. Analyst price-target updates
• Positive Sentiment: Marriott Bonvoy expanded its rewards collaboration with BetMGM into Alberta, potentially increasing member engagement and adding another channel for loyalty-program growth. Marriott Bonvoy and BetMGM Bring Rewards Collaboration to Canada
• Neutral Sentiment: Zacks identifies MAR as a strong growth candidate based on its style factors, but the stock’s premium valuation means continued earnings and fee-growth execution may be required to support further gains. Here’s Why Marriott International Is a Strong Growth Stock
• Negative Sentiment: The Middle East conflict weighed on EMEA RevPAR, sales and hotel openings, creating execution risk and pressuring international growth. Marriott Says Middle East Conflict Weighed on 2Q Sales
• Negative Sentiment: Barclays, Mizuho and others lowered their price targets; Barclays’ revised target is below the current share level. Analysts cited the revenue miss, regional volatility, premium valuation and elevated debt as reasons for caution. Can Marriott’s Raised 2026 Outlook Overcome Middle East Weakness?

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.