NEOS Investment Management LLC Increases Holdings in Marriott International, Inc. $MAR

NEOS Investment Management LLC grew its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 64.5% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 113,730 shares of the company’s stock after purchasing an additional 44,605 shares during the quarter. NEOS Investment Management LLC’s holdings in Marriott International were worth $29,620,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. AlphaQuest LLC raised its stake in shares of Marriott International by 2,750.0% during the second quarter. AlphaQuest LLC now owns 114 shares of the company’s stock valued at $31,000 after purchasing an additional 110 shares during the period. Addison Advisors LLC purchased a new stake in Marriott International during the 2nd quarter worth $34,000. Darwin Wealth Management LLC acquired a new position in Marriott International in the 2nd quarter worth $37,000. Harel Insurance Investments & Financial Services Ltd. acquired a new stake in shares of Marriott International during the second quarter valued at about $38,000. Finally, Quaker Wealth Management LLC increased its position in shares of Marriott International by 203.4% during the second quarter. Quaker Wealth Management LLC now owns 150 shares of the company’s stock worth $41,000 after acquiring an additional 295 shares during the last quarter. 70.70% of the stock is owned by institutional investors and hedge funds.

Marriott International Stock Down 0.3%

Shares of NASDAQ MAR opened at $353.89 on Tuesday. The firm’s 50-day moving average price is $319.59 and its two-hundred day moving average price is $289.08. Marriott International, Inc. has a 52-week low of $205.40 and a 52-week high of $370.00. The stock has a market capitalization of $93.77 billion, a P/E ratio of 37.29, a P/E/G ratio of 3.07 and a beta of 1.13.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). The company had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The firm’s revenue for the quarter was up 4.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.45 earnings per share. 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. As a group, equities research analysts expect that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Marriott International Announces Dividend

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

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. Wells Fargo & Company raised 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. Truist Financial raised their price target on shares of Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a research report on Wednesday, February 11th. Evercore increased their price objective on shares of Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research note on Thursday, January 22nd. Barclays upped their target price on shares of Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 11th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Marriott International in a research note on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $343.27.

Insiders Place Their Bets

In other Marriott International news, CAO Felitia Lee sold 1,617 shares of the company’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $305.98, for a total value of $494,769.66. Following the completion of the transaction, the chief accounting officer owned 4,893 shares in the company, valued at approximately $1,497,160.14. This represents a 24.84% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 10.68% of the stock is currently owned by corporate insiders.

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.