Invesco Ltd. Raises Stock Position in Marriott International, Inc. $MAR

Invesco Ltd. grew its holdings in Marriott International, Inc. (NASDAQ:MAR) by 2.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 4,440,359 shares of the company’s stock after acquiring an additional 118,504 shares during the period. Invesco Ltd.’s holdings in Marriott International were worth $1,377,577,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Kemnay Advisory Services Inc. bought a new stake in shares of Marriott International in the 4th quarter valued at approximately $27,000. McMillan Office Inc. purchased a new stake in Marriott International during the 4th quarter valued at $27,000. Triumph Capital Management purchased a new position in Marriott International during the third quarter worth $28,000. Basepoint Wealth LLC bought a new position in Marriott International during the fourth quarter valued at $28,000. Finally, Godfrey Financial Associates Inc. purchased a new stake in shares of Marriott International in the fourth quarter valued at $31,000. Institutional investors own 70.70% of the company’s stock.

Insider Activity at Marriott International

In other news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the transaction, the executive vice president owned 19,827 shares in the company, valued at approximately $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 accessible through this link. Corporate insiders own 11.43% of the company’s stock.

Marriott International Price Performance

Shares of MAR stock opened at $396.20 on Friday. The company has a market capitalization of $104.47 billion, a P/E ratio of 41.57, a P/E/G ratio of 3.14 and a beta of 1.10. The company’s 50-day simple moving average is $370.80 and its two-hundred day simple moving average is $339.93. Marriott International, Inc. has a one year low of $253.76 and a one year high of $410.98.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings results 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. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The firm had revenue of $1.81 billion during the quarter, compared to the consensus estimate of $6.59 billion. During the same quarter in the previous year, the firm posted $2.32 earnings per share. The company’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, research analysts expect that Marriott International, Inc. will post 11.64 EPS for the current fiscal year.

Marriott International Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Friday, May 22nd will be given a dividend of $0.73 per share. This represents a $2.92 dividend on an annualized basis and a dividend 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 dividend payout ratio is currently 30.64%.

Analysts Set New Price Targets

A number of equities analysts recently commented on MAR shares. Sanford C. Bernstein set a $412.00 price target on shares of Marriott International in a research note on Monday. Robert W. Baird decreased their price objective on shares of Marriott International from $388.00 to $386.00 and set a “neutral” rating for the company in a research note on Thursday, May 7th. UBS Group boosted their target price on Marriott International from $336.00 to $412.00 and gave the company a “neutral” rating in a research report on Monday. Barclays increased their price target on Marriott International from $372.00 to $376.00 and gave the stock an “equal weight” rating in a report on Thursday, May 7th. Finally, Mizuho boosted their price objective on Marriott International from $343.00 to $384.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. Eight research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Marriott International has a consensus rating of “Moderate Buy” and a consensus target price of $384.73.

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.