Marriott International, Inc. $MAR Shares Sold by Capital International Investors

Capital International Investors trimmed its position in Marriott International, Inc. (NASDAQ:MAR) by 6.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,835,281 shares of the company’s stock after selling 266,603 shares during the quarter. Capital International Investors’ holdings in Marriott International were worth $999,128,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in Marriott International by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock worth $5,410,384,000 after buying an additional 230,820 shares in the last quarter. State Street Corp boosted its holdings in shares of Marriott International by 1.2% in the 2nd quarter. State Street Corp now owns 9,488,566 shares of the company’s stock valued at $2,592,371,000 after buying an additional 114,973 shares during the period. Geode Capital Management LLC raised its position in shares of Marriott International by 2.0% during the 2nd quarter. Geode Capital Management LLC now owns 5,223,539 shares of the company’s stock worth $1,420,308,000 after purchasing an additional 102,798 shares during the period. Massachusetts Financial Services Co. MA lifted its stake in Marriott International by 7.2% in the third quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock valued at $1,281,825,000 after buying an additional 330,952 shares during the last quarter. Finally, Invesco Ltd. grew its position in Marriott International by 5.0% in the 2nd quarter. Invesco Ltd. now owns 4,330,656 shares of the company’s stock worth $1,183,178,000 after purchasing an additional 206,820 shares during the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Marriott International

In related news, insider David S. Marriott sold 4,747 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $360.00, for a total value of $1,708,920.00. Following the sale, the insider directly owned 591,669 shares of the company’s stock, valued at approximately $213,000,840. The trade was a 0.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Anthony Capuano sold 63,000 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $359.22, for a total value of $22,630,860.00. Following the transaction, the chief executive officer directly owned 113,617 shares of the company’s stock, valued at $40,813,498.74. This represents a 35.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 97,157 shares of company stock valued at $34,768,825. Corporate insiders own 10.68% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Barclays upped their price target on shares of Marriott International from $320.00 to $356.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. BMO Capital Markets raised shares of Marriott International from a “market perform” rating to an “outperform” rating and upped their price objective for the company from $285.00 to $370.00 in a research note on Friday, January 9th. Jefferies Financial Group boosted their price target on shares of Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Finally, Sanford C. Bernstein lifted their target price on Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $343.27.

Marriott International Stock Performance

Shares of MAR stock opened at $328.86 on Tuesday. The stock has a market cap of $87.14 billion, a price-to-earnings ratio of 34.65, a P/E/G ratio of 2.86 and a beta of 1.09. Marriott International, Inc. has a 52-week low of $205.40 and a 52-week high of $370.00. The firm has a fifty day moving average of $330.23 and a 200-day moving average of $297.44.

Marriott International (NASDAQ:MAR) last posted its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing the consensus estimate of $2.61 by ($0.03). Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The firm had revenue of $6.69 billion during the quarter, compared to the consensus estimate of $6.67 billion. During the same period in the previous year, the company posted $2.45 EPS. The firm’s revenue for the quarter was up 4.1% compared to the same quarter last year. Marriott International has set its FY 2026 guidance at 11.320-11.570 EPS and its Q1 2026 guidance at 2.500-2.550 EPS. On average, sell-side analysts predict that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Marriott International Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Thursday, February 26th will be paid a $0.67 dividend. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International’s dividend payout ratio is 28.24%.

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.