Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 5.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 504,150 shares of the company’s stock after purchasing an additional 25,069 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Marriott International were worth $158,006,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors and hedge funds have also recently modified their holdings of MAR. National Pension Service grew its stake in shares of Marriott International by 1.6% during the 3rd quarter. National Pension Service now owns 603,431 shares of the company’s stock valued at $157,158,000 after purchasing an additional 9,530 shares during the period. Legal & General Group Plc grew its stake in shares of Marriott International by 9.3% during the 3rd quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock valued at $381,654,000 after purchasing an additional 124,759 shares during the period. AustralianSuper Pty Ltd bought a new stake in shares of Marriott International during the 3rd quarter valued at about $858,000. Lansforsakringar Fondforvaltning AB publ grew its stake in shares of Marriott International by 5.8% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 73,759 shares of the company’s stock valued at $19,210,000 after purchasing an additional 4,067 shares during the period. Finally, Harbor Investment Advisory LLC grew its stake in shares of Marriott International by 2.7% during the 3rd quarter. Harbor Investment Advisory LLC now owns 572,367 shares of the company’s stock valued at $149,067,000 after purchasing an additional 14,898 shares during the period. 70.70% of the stock is currently owned by hedge funds and other institutional investors.
Insiders Place Their Bets
In other Marriott International news, CEO Anthony Capuano sold 63,000 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer directly owned 113,617 shares in the company, valued at $40,813,498.74. This represents a 35.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Drew Pinto sold 4,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $359.81, for a total value of $1,439,240.00. Following the completion of the transaction, the executive vice president owned 8,221 shares of the company’s stock, valued at $2,957,998.01. The trade was a 32.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 95,540 shares of company stock worth $34,274,055 over the last ninety days. 11.43% of the stock is owned by company insiders.
Marriott International Trading Up 1.3%
Marriott International (NASDAQ:MAR – Get Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.56 by $0.16. The company had revenue of $1.81 billion during the quarter, compared to the consensus estimate of $6.59 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The firm’s revenue was up 6.2% on a year-over-year basis. During the same period in the previous year, the company posted $2.32 EPS. 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. Equities research analysts predict that Marriott International, Inc. will post 11.66 earnings per share for the current fiscal year.
Marriott International Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th were paid a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.7%. The ex-dividend date was Thursday, February 26th. Marriott International’s dividend payout ratio is presently 28.24%.
Analysts Set New Price Targets
A number of equities research analysts have issued reports on the company. Morgan Stanley boosted their price target on Marriott International from $331.00 to $350.00 and gave the company an “overweight” rating in a research note on Friday, April 10th. Citigroup boosted their price target on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research note on Thursday, January 15th. JPMorgan Chase & Co. boosted their price target on Marriott International from $356.00 to $383.00 and gave the company a “neutral” rating in a research note on Tuesday, April 21st. Weiss Ratings reiterated a “buy (b-)” rating on shares of Marriott International in a research note on Thursday, January 22nd. Finally, Wells Fargo & Company boosted their price objective on Marriott International from $353.00 to $403.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $362.43.
Get Our Latest Stock Analysis on MAR
More Marriott International News
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Q1 beat and underlying demand — Marriott reported adjusted EPS of $2.72, topping estimates, with global RevPAR up ~4.2% and revenue growth year-over-year; investors cheered the profit beat and resilient travel trends. Marriott (MAR) tops Q1 estimates as global travel demand stays resilient
- Positive Sentiment: Upgrade to demand outlook — management raised its full-year room-revenue/RevPAR outlook (annual RevPAR growth now guided higher), signaling confidence in sustained travel demand. Marriott raises annual room revenue growth forecast amid strong travel demand
- Positive Sentiment: Shareholder returns and development pipeline — Marriott repurchased ~$0.7B of stock in Q1, has returned >$1.2B YTD (dividends + buybacks), and reported a record development pipeline (4,100+ properties), supporting long‑term fee and franchise growth. Marriott International Reports First Quarter 2026 Results
- Neutral Sentiment: Asset sale with continued management — The JW Marriott Marco Island was sold for ~$835M to new owners but remains managed by Marriott, preserving fee streams while crystallizing real estate value. $835M sale: Marco JW under new ownership, retains Marriott management
- Neutral Sentiment: New signings/partnerships — Marriott added deals (e.g., Espire Hospitality, Vinpearl/Can Gio), supporting pipeline growth but with limited near-term earnings impact. Espire Hospitality partners with Marriott for new luxury resort
- Negative Sentiment: Guidance nuance — Marriott set FY 2026 adjusted EPS to $11.38–11.63 and Q2 EPS to $2.99–3.06; ranges are constructive but the midpoints sit slightly below some consensus models, which could temper upside despite the beat. Marriott expects 2026 adjusted EPS of $11.38 to $11.63 as it raises full-year global RevPAR
- Negative Sentiment: Relative underperformance note — some market commentators flagged that, despite gains, Marriott has lagged broader market performance recently, suggesting investors weighing cyclicality and valuation (P/E ~35). Marriott International Inc. stock rises Wednesday, still underperforms market
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.
See Also
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