Nippon Life Global Investors Americas Inc. Sells 3,060 Shares of Marriott International, Inc. $MAR

Nippon Life Global Investors Americas Inc. decreased its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 7.8% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 36,370 shares of the company’s stock after selling 3,060 shares during the period. Nippon Life Global Investors Americas Inc.’s holdings in Marriott International were worth $9,472,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. Vanguard Group Inc. lifted its position in shares of Marriott International by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 20,543,195 shares of the company’s stock worth $5,612,606,000 after buying an additional 306,717 shares during the last quarter. State Street Corp boosted its stake 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 purchasing an additional 114,973 shares in the last quarter. Geode Capital Management LLC grew its holdings 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 valued at $1,420,308,000 after purchasing an additional 102,798 shares during the last quarter. Invesco Ltd. lifted its stake in Marriott International by 5.0% in the 2nd quarter. Invesco Ltd. now owns 4,330,656 shares of the company’s stock valued at $1,183,178,000 after purchasing an additional 206,820 shares during the last quarter. Finally, Norges Bank acquired a new stake in Marriott International in the second quarter valued at approximately $638,968,000. Institutional investors and hedge funds own 70.70% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on MAR shares. BMO Capital Markets raised Marriott International from a “market perform” rating to an “outperform” rating and raised their price objective for the company from $285.00 to $370.00 in a report on Friday, January 9th. Wells Fargo & Company initiated coverage on Marriott International in a research note on Tuesday, November 18th. They issued an “overweight” rating and a $329.00 price target for the company. Morgan Stanley lifted their price objective on Marriott International from $296.00 to $328.00 and gave the stock an “overweight” rating in a research note on Friday. Sanford C. Bernstein increased their target price on shares of Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Finally, Barclays upped their price objective on shares of Marriott International from $276.00 to $320.00 and gave the company an “equal weight” rating in a research note on Friday. Three investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $312.50.

Marriott International Stock Up 0.0%

Shares of MAR opened at $325.88 on Friday. The stock has a market cap of $87.45 billion, a P/E ratio of 34.41, a P/E/G ratio of 2.54 and a beta of 1.16. The business’s fifty day moving average is $304.94 and its 200 day moving average is $281.15. Marriott International, Inc. has a 12-month low of $205.40 and a 12-month high of $331.09.

Marriott International (NASDAQ:MAR) last released its quarterly earnings data on Tuesday, November 4th. The company reported $2.47 earnings per share for the quarter, beating analysts’ consensus estimates of $2.38 by $0.09. Marriott International had a net margin of 10.07% and a negative return on equity of 89.29%. The firm had revenue of $1.73 billion for the quarter, compared to analyst estimates of $6.46 billion. Marriott International has set its Q4 2025 guidance at 2.540-2.620 EPS and its FY 2025 guidance at 9.980-10.060 EPS. On average, analysts expect that Marriott International, Inc. will post 10.1 EPS for the current year.

Marriott International Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Thursday, November 20th were paid a $0.67 dividend. The ex-dividend date was Thursday, November 20th. This represents a $2.68 annualized dividend and a yield of 0.8%. Marriott International’s dividend payout ratio (DPR) is 28.30%.

Insider Transactions at Marriott International

In related news, EVP Rena Hozore Reiss sold 5,483 shares of the business’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $287.11, for a total value of $1,574,224.13. Following the transaction, the executive vice president directly owned 39,360 shares of the company’s stock, valued at approximately $11,300,649.60. The trade was a 12.23% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Deborah Marriott Harrison sold 70,000 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $291.63, for a total transaction of $20,414,100.00. Following the completion of the sale, the insider directly owned 175,210 shares in the company, valued at approximately $51,096,492.30. This trade represents a 28.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 88,289 shares of company stock worth $25,669,425. 10.68% of the stock is owned by insiders.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Signed / planned five-hotel expansion in Saudi Arabia — Marriott is increasing its footprint in Jeddah, Makkah and Madinah, tapping Saudi tourism growth tied to Vision 2030 and major religious/visitor flows; this supports long‑term unit growth and fee-based revenue. Marriott Signs Deal for Five New Hotels in Saudi Arabia Five new Marriott hotels planned for Jeddah, Makkah and Madinah
• Positive Sentiment: Citigroup raised its price target to $345 (from $285) — a material lift that signals bullish analyst conviction and could support buying interest given the implied upside. Citigroup raises price target
• Positive Sentiment: Morgan Stanley boosted its target to $328 and moved to an “overweight” rating — another institutional endorsement that may attract momentum buyers. Morgan Stanley raises price target
• Neutral Sentiment: The Ritz-Carlton, Amelia Island launched seven new signature experiences as part of a brand-wide initiative — positive for luxury guest engagement but likely a modest, localized revenue driver. THE RITZ-CARLTON, AMELIA ISLAND INTRODUCES NEW SIGNATURE EXPERIENCES
• Neutral Sentiment: Media piece notes Marriott (and peers) are trading near record highs and compares relative value across hotel stocks — may temper fresh inflows if investors rotate to cheaper alternatives. Hilton, Marriott, and Hyatt are near record highs
• Negative Sentiment: Barclays raised its target to $320 but kept an “equal weight” rating — the new target implies slight downside versus current levels, which could apply selling pressure among risk‑averse holders. Barclays raises price target TickerReport: Barclays note

Marriott International Company 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.