Connable Office Inc. Lowers Holdings in Marriott International, Inc. $MAR

Connable Office Inc. reduced its holdings in shares of Marriott International, Inc. (NASDAQ:MAR) by 15.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,967 shares of the company’s stock after selling 1,799 shares during the period. Connable Office Inc.’s holdings in Marriott International were worth $2,596,000 at the end of the most recent quarter.

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

Wall Street Analyst Weigh In

Several equities analysts have issued reports on MAR shares. Wells Fargo & Company upped their price objective on shares of Marriott International from $353.00 to $403.00 and gave the company an “overweight” rating in a research note on Wednesday. Jefferies Financial Group raised their price target on Marriott International from $357.00 to $415.00 and gave the stock a “buy” rating in a research note on Wednesday. BMO Capital Markets upgraded Marriott International from a “market perform” rating to an “outperform” rating and boosted their price objective for the company from $285.00 to $370.00 in a research note on Friday, January 9th. Robert W. Baird lowered their target price on shares of Marriott International from $287.00 to $285.00 and set a “neutral” rating on the stock in a research report on Tuesday, October 21st. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, Marriott International has an average rating of “Moderate Buy” and a consensus price target of $343.27.

Marriott International News Roundup

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

• Positive Sentiment: Multiple firms raised price targets and reiterated bullish views (Jefferies to $415 buy; Goldman to $398 buy; Wells Fargo to $403 overweight; BMO and others also lifted targets), signaling analyst confidence in upside from international and luxury demand. These Analysts Boost Their Forecasts On Marriott International Following Q4 Results
• Positive Sentiment: Q4 revenue topped expectations ($6.69B vs. ~$6.67B) and RevPAR rose globally (notably +6.1% international), and management gave FY‑2026 EPS guidance (11.32–11.57) and Q1 guidance (2.50–2.55) that underpin growth expectations. Marriott International Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Unusually large call‑option buying (tens of thousands of calls) suggests short‑term bullish positioning by traders/speculators. Marriott International Stock Is Jumping Today: What’s Happening?
• Positive Sentiment: Management says it is “actively investing” in AI and progressing a systems migration — a potential medium‑term efficiency and loyalty‑program enhancement that could boost margins and returns on scale. Marriott ‘actively investing’ in AI, reports progress on system migration
• Neutral Sentiment: Brand/marketing initiatives (e.g., The Ritz‑Carlton x Kilometre Paris collection) support high‑end positioning but are unlikely to move near‑term earnings materially. The Ritz-Carlton x Kilometre Paris: Iconic Destinations, Reimagined in Handcrafted Travel Pieces
• Negative Sentiment: EPS slightly missed (adj. $2.58 vs. ~$2.61 consensus) and the company reported unusual accounting effects (negative ROE) — small misses can pressure sentiment despite the revenue beat. Marriott Q4 earnings / call transcript
• Negative Sentiment: Marriott disclosed a $23M loss tied to ending the Sonder arrangement, plus flagged contract/dispute risks tied to its asset‑light model — these items add near‑term costs and legal/growth uncertainty. Marriott said it lost $23 million in letting go of Sonder
• Negative Sentiment: U.S. business‑travel softness and a government shutdown impact were cited as headwinds; management sees uneven U.S. room‑revenue growth, which could cap near‑term domestic recovery. Marriott forecasts weak room revenue growth on sluggish US budget travel demand

Marriott International Stock Down 0.2%

Shares of NASDAQ MAR opened at $358.75 on Thursday. The stock has a market capitalization of $96.27 billion, a price-to-earnings ratio of 37.80, a price-to-earnings-growth ratio of 3.17 and a beta of 1.13. Marriott International, Inc. has a 52 week low of $205.40 and a 52 week high of $367.73. The firm has a 50-day moving average price of $315.86 and a 200 day moving average price of $287.20.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.61 by ($0.03). Marriott International had a negative return on equity of 88.92% and a net margin of 9.93%.The firm had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. During the same period last year, the firm earned $2.45 EPS. The company’s quarterly revenue was up 4.1% compared to the same quarter last year. 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. Equities research analysts expect that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Insider Activity

In related news, CAO Felitia Lee sold 1,617 shares of Marriott International stock in a transaction on Monday, December 15th. The stock was sold at an average price of $305.98, for a total value of $494,769.66. Following the transaction, the chief accounting officer owned 4,893 shares in the company, valued at approximately $1,497,160.14. This trade represents a 24.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 10.68% of the company’s stock.

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.