Truist Financial Corp Buys 5,790 Shares of Marriott International, Inc. $MAR

Truist Financial Corp grew its stake in Marriott International, Inc. (NASDAQ:MAR) by 16.0% during the fourth quarter, Holdings Channel reports. The firm owned 42,009 shares of the company’s stock after purchasing an additional 5,790 shares during the period. Truist Financial Corp’s holdings in Marriott International were worth $13,033,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Marriott International by 1.1% during the 3rd quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock worth $5,410,384,000 after acquiring an additional 230,820 shares during the last quarter. Wellington Management Group LLP lifted its position in shares of Marriott International by 21.7% during the third quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock valued at $2,389,635,000 after purchasing an additional 1,637,119 shares in the last quarter. Massachusetts Financial Services Co. MA grew its position in Marriott International by 7.2% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock worth $1,281,825,000 after purchasing an additional 330,952 shares in the last quarter. Legal & General Group Plc increased its stake in Marriott International by 9.3% in the 3rd quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock valued at $381,654,000 after buying an additional 124,759 shares during the last quarter. Finally, Fayez Sarofim & Co boosted its stake in shares of Marriott International by 0.5% in the 3rd quarter. Fayez Sarofim & Co now owns 971,981 shares of the company’s stock worth $256,359,000 after buying an additional 4,534 shares during the last quarter. Institutional investors own 70.70% of the company’s stock.

Insider Transactions at Marriott International

In other Marriott International news, insider David S. Marriott sold 4,747 shares of the company’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 completion of the transaction, the insider directly owned 591,669 shares in the company, valued at approximately $213,000,840. This represents a 0.80% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Rajeev Menon sold 6,333 shares of Marriott International stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $356.61, for a total transaction of $2,258,411.13. Following the sale, the insider directly owned 9,492 shares in the company, valued at $3,384,942.12. The trade was a 40.02% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 95,540 shares of company stock worth $34,274,055. Company insiders own 11.43% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently commented on MAR shares. Robert W. Baird decreased their price target on Marriott International from $388.00 to $386.00 and set a “neutral” rating for the company in a research report on Thursday. Wells Fargo & Company lifted their target price on Marriott International to $446.00 and gave the stock an “overweight” rating in a research note on Thursday. Truist Financial increased their price target on shares of Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a research report on Wednesday, February 11th. Evercore boosted their target price 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. Finally, JPMorgan Chase & Co. upped their price objective on Marriott International from $356.00 to $383.00 and gave the company a “neutral” rating in a research note on Tuesday, April 21st. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, Marriott International presently has an average rating of “Moderate Buy” and an average price target of $373.73.

Marriott International News Roundup

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

• Positive Sentiment: Q1 beat and raised guidance — MAR reported EPS of $2.72 (above consensus) and raised FY2026 guidance (adjusted EPS $11.38–$11.63) and full‑year RevPAR outlook to ~2–3%, signaling resilient travel demand and higher fee income. This is the primary driver of the stock move. Marriott Q1 2026 Earnings Call Summary
• Positive Sentiment: Room revenue metrics: global RevPAR rose ~4.2% in Q1 and select‑service/luxury segments showed broad improvement — supports margin leverage and fee growth. Marriott reports 4.2% rise in Q1 global RevPAR
• Positive Sentiment: Analysts revise models upward and lift targets — several firms raised price targets (Wells Fargo to $446, Mizuho to $384, Barclays to $376) after the quarter, adding upward pressure to the stock. These Analysts Revise Their Forecasts On Marriott After Q1 Results
• Positive Sentiment: Development pipeline & fee mix support long‑term growth — company highlighted a record development pipeline and higher management/franchise fees, which improve recurring revenue and margin visibility. Marriott Q1 Earnings Beat on Higher RevPAR & Fees
• Neutral Sentiment: Brand/marketing PR — Ritz‑Carlton experiential partnerships (SailGP) and new resort deals bolster brand and customer engagement but have limited immediate earnings impact. Ritz-Carlton SailGP partnership
• Neutral Sentiment: Property transactions/management deals (e.g., $835M Marco JW sale keeping Marriott management) change asset mix but are not core to fee revenue guidance. $835M sale: Marco JW
• Negative Sentiment: Valuation and profit‑taking concerns — some analysts/commentators argue MAR’s upside has already moved far and the stock now trades at a premium (PE ~36.9), which could cap near‑term returns if growth slows. Marriott: Its Upside Has Already Traveled Too Long, Too Far
• Negative Sentiment: Relative performance risk — coverage notes the stock can still underperform broader market despite gains; mixed analyst ratings (several neutral/equal‑weight) reflect cautious positioning. MarketWatch: stock rises but underperforms

Marriott International Trading Down 2.1%

Shares of NASDAQ:MAR opened at $351.53 on Friday. The company has a 50 day moving average of $342.05 and a 200 day moving average of $319.85. The stock has a market cap of $93.13 billion, a P/E ratio of 36.89, a P/E/G ratio of 3.01 and a beta of 1.11. Marriott International, Inc. has a 12 month low of $253.55 and a 12 month high of $380.00.

Marriott International (NASDAQ:MAR) last announced its earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.56 by $0.16. The business had revenue of $1.81 billion during the quarter, compared to analyst estimates of $6.59 billion. Marriott International had a net margin of 9.72% and a negative return on equity of 85.94%. Marriott International’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same period in the previous year, the business posted $2.32 earnings per share. 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. On average, equities analysts forecast that Marriott International, Inc. will post 11.68 earnings per share for the current fiscal year.

Marriott International Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th were given a dividend of $0.67 per share. The ex-dividend date was Thursday, February 26th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Marriott International’s dividend payout ratio (DPR) is presently 28.24%.

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.