Marriott International, Inc. $MAR Position Reduced by Trillium Asset Management LLC

Trillium Asset Management LLC trimmed its position in Marriott International, Inc. (NASDAQ:MAR) by 40.5% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 46,918 shares of the company’s stock after selling 31,918 shares during the period. Trillium Asset Management LLC’s holdings in Marriott International were worth $17,388,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Evelyn Partners Investment Management Services Ltd bought a new stake in shares of Marriott International in the 1st quarter worth $25,000. IMG Wealth Management Inc. boosted its stake in Marriott International by 100.0% during the first quarter. IMG Wealth Management Inc. now owns 82 shares of the company’s stock valued at $27,000 after buying an additional 41 shares in the last quarter. Wilkerson Advisory Group LLC grew its holdings in Marriott International by 127.0% during the first quarter. Wilkerson Advisory Group LLC now owns 84 shares of the company’s stock worth $27,000 after acquiring an additional 47 shares during the period. Kemnay Advisory Services Inc. bought a new stake in Marriott International in the fourth quarter worth about $27,000. Finally, McMillan Office Inc. acquired a new stake in Marriott International in the 4th quarter valued at about $27,000. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Marriott is partnering with Royal Group International to introduce the Ritz-Carlton brand in Cambodia, expanding its luxury hotel presence in a developing Southeast Asian market. Marriott and Royal Group to debut Ritz-Carlton in Cambodia
• Positive Sentiment: The Luxury Collection launched a new line of travel experiences, supporting Marriott’s effort to deepen engagement with affluent customers and strengthen its premium-brand portfolio. Marriott’s Luxury Collection launches travel experiences
• Neutral Sentiment: UBS lowered its price target from $412 to $395 and shifted to a Neutral rating. Although the revised target still implies substantial upside, the reduction signals more limited near-term conviction. UBS lowers Marriott price target
• Neutral Sentiment: Marriott announced plans to redeem all $450 million of its 5.450% Series LL notes due September 2026. The transaction removes near-term debt maturity risk but uses cash for repayment. Marriott announces redemption of Series LL notes
• Negative Sentiment: Zacks Research issued a bearish outlook for third-quarter earnings, while cutting several forward EPS estimates, including Q1 2027, Q3 2027, Q4 2027 and Q1 2028. The revisions suggest analysts see some moderation in Marriott’s earnings growth.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on MAR. Wells Fargo & Company lowered their price objective on shares of Marriott International from $449.00 to $425.00 and set an “overweight” rating on the stock in a research note on Tuesday, August 4th. Susquehanna increased their target price on shares of Marriott International from $280.00 to $385.00 and gave the company a “neutral” rating in a research note on Thursday, April 23rd. Morgan Stanley raised their target price on shares of Marriott International from $353.00 to $380.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Marriott International in a report on Friday, August 7th. Finally, Stifel Nicolaus increased their price objective on Marriott International from $352.00 to $365.00 and gave the company a “hold” rating in a research report on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $385.65.

Marriott International Stock Down 0.9%

Shares of NASDAQ:MAR opened at $356.60 on Friday. The company’s fifty day moving average is $371.43 and its two-hundred day moving average is $357.83. The company has a market cap of $92.99 billion, a P/E ratio of 36.95, a price-to-earnings-growth ratio of 2.79 and a beta of 1.10. Marriott International, Inc. has a 12-month low of $256.76 and a 12-month high of $410.98.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings results on Monday, August 3rd. The company reported $3.19 earnings per share for the quarter, beating analysts’ consensus estimates of $3.08 by $0.11. The business had revenue of $2.01 billion for the quarter, compared to the consensus estimate of $7.19 billion. Marriott International had a negative return on equity of 75.81% and a net margin of 9.62%.Marriott International’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the company 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 research analysts anticipate that Marriott International, Inc. will post 11.71 earnings per share for the current year.

Marriott International Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, August 20th will be issued a $0.73 dividend. The ex-dividend date is Thursday, August 20th. This represents a $2.92 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International’s dividend payout ratio is currently 30.26%.

Marriott International 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.