Wesbanco Bank Inc. Trims Stake in Marriott International, Inc. $MAR

Wesbanco Bank Inc. lessened its holdings in shares of Marriott International, Inc. (NASDAQ:MAR) by 8.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,274 shares of the company’s stock after selling 1,656 shares during the quarter. Wesbanco Bank Inc.’s holdings in Marriott International were worth $4,499,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its position in Marriott International by 1.5% in the second 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 in the last quarter. State Street Corp increased its holdings in Marriott International by 1.2% in the 2nd quarter. State Street Corp now owns 9,488,566 shares of the company’s stock worth $2,592,371,000 after acquiring an additional 114,973 shares in the last quarter. Geode Capital Management LLC raised its stake in 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 acquiring an additional 102,798 shares during the period. Massachusetts Financial Services Co. MA lifted its holdings in Marriott International by 7.2% during 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 purchasing an additional 330,952 shares in the last quarter. Finally, Invesco Ltd. increased its stake in shares of Marriott International by 5.0% in the second 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 in the last quarter. 70.70% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

MAR has been the subject of several recent analyst reports. Barclays upped their target price on shares of Marriott International from $276.00 to $320.00 and gave the stock an “equal weight” rating in a report on Friday, January 16th. Citigroup upped their price objective on Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Weiss Ratings reissued a “buy (b-)” rating on shares of Marriott International in a research note on Thursday, January 22nd. Evercore upped their price target on Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a research note on Thursday, January 22nd. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Marriott International from $294.00 to $323.00 and gave the company a “neutral” rating in a research report on Tuesday, February 3rd. Three research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $316.19.

Marriott International Price Performance

NASDAQ:MAR opened at $359.35 on Wednesday. The company has a market cap of $96.43 billion, a price-to-earnings ratio of 37.95, a PEG ratio of 2.90 and a beta of 1.13. Marriott International, Inc. has a 1 year low of $205.40 and a 1 year high of $363.54. The stock’s 50 day simple moving average is $314.82 and its two-hundred day simple moving average is $286.70.

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 analysts’ consensus estimates of $2.61 by ($0.03). The business had revenue of $6.69 billion during the quarter, compared to analysts’ expectations of $6.67 billion. Marriott International had a net margin of 10.07% and a negative return on equity of 89.29%. The company’s revenue for the quarter was up 4.1% compared to the same quarter last year. During the same period last year, the business 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, analysts anticipate that Marriott International, Inc. will post 10.1 EPS for the current year.

Key Marriott International News

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

• Positive Sentiment: Revenue and international demand beat expectations; worldwide RevPAR rose with particularly strong growth in international and luxury segments, and management issued FY‑2026 and Q1 guidance that was roughly in line-to-above consensus — supporting upside momentum. Marriott International Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Analysts are reaffirming bullish views: BMO reiterated a Buy and lifted the price target to $400, citing stronger‑than‑expected 2026 growth and fee upside, which supports further share gains. Marriott: Stronger-Than-Expected 2026 Growth and Fee Upside Underpin Buy Rating
• Positive Sentiment: Market reaction and flow indicators show bullish positioning (heavy call buying and a post‑earnings jump), reflecting investor enthusiasm around international/luxury momentum and loyalty‑program strength. Marriott shares jump on strong 2025 revenue, international travel boost
• Neutral Sentiment: Guidance is largely in line with street expectations (FY EPS 11.32–11.57; Q1 EPS 2.50–2.55), so upside depends on fee/royalty expansion and room growth execution rather than a big surprise. Marriott forecasts in line annual profit amid uneven US travel demand
• Neutral Sentiment: Company projects 4.5%–5% net rooms growth for 2026 and sees rising credit‑card royalty fees as a revenue driver — positive levers, but reliant on development and co‑brand performance. Marriott targets net rooms growth and credit card royalty
• Negative Sentiment: EPS slightly missed consensus (adjusted EPS $2.58 vs. ~$2.61), which tempers the report despite the revenue beat and leaves room for concern if margins slip. Marriott earnings and conference call
• Negative Sentiment: U.S. business travel softness (partly tied to the government shutdown) weighed on Q4 performance, highlighting geographic mix risk if U.S. demand lags. Government shutdown affects Marriott Q4 performance
• Negative Sentiment: One‑time costs: Marriott disclosed a ~$23M hit related to ending the Sonder licensing arrangement, reducing near‑term cash/earnings. Marriott said it lost $23 million in letting go of Sonder
• Negative Sentiment: Emerging risk: contract disputes tied to Marriott’s asset‑light model could create legal, profitability and growth headwinds if franchise/owner relationships sour. Contract disputes risk in asset-light model

Insider Buying and Selling at Marriott International

In other 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 transaction of $494,769.66. Following the sale, the chief accounting officer directly owned 4,893 shares in the company, valued at approximately $1,497,160.14. This represents a 24.84% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 10.68% of the stock is currently owned by company insiders.

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.