Rhumbline Advisers Sells 3,897 Shares of Marriott International, Inc. $MAR

Rhumbline Advisers lowered its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 0.9% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 453,815 shares of the company’s stock after selling 3,897 shares during the quarter. Rhumbline Advisers owned approximately 0.17% of Marriott International worth $118,191,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MAR. AlphaQuest LLC grew its stake in shares of 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 during the period. Addison Advisors LLC bought a new position in Marriott International during the second quarter worth about $34,000. Darwin Wealth Management LLC purchased a new position in shares of Marriott International in the second quarter worth about $37,000. Harel Insurance Investments & Financial Services Ltd. purchased a new position in Marriott International in the 2nd quarter valued at approximately $38,000. Finally, Westside Investment Management Inc. boosted its position in shares of Marriott International by 198.0% in the second quarter. Westside Investment Management Inc. now owns 149 shares of the company’s stock valued at $41,000 after acquiring an additional 99 shares during the period. 70.70% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Marriott International

In other news, CAO Felitia Lee sold 1,617 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The shares were 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 represents a 24.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 10.68% of the company’s stock.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Analysts lifted price targets and ratings after the Q4 print and guidance; several large shops (Jefferies, Goldman, Wells Fargo, BMO) raised targets substantially, supporting upside expectations and helping push MAR to a new 52‑week high. Read More.
• Positive Sentiment: Q4 revenue beat and strong FY‑2026 guidance: revenue came in slightly above estimates and management set FY and Q1 EPS guidance in line-to-ahead of consensus, which underpins earnings momentum. Read More.
• Positive Sentiment: International growth lift — Asia‑Pacific strength and development pipeline: Marriott cited exceptional APAC momentum and India contributed ~42% of the 2025 fresh pipeline, supporting long‑term room growth and fee income. Read More.
• Positive Sentiment: Technology investment: Marriott says it is “actively investing” in AI and progressing a systems migration — potential for improved margins/guest personalization over time. Read More.
• Positive Sentiment: Unusual options flow: heavy call buying was reported (large spike vs. average), signaling some traders are positioning for further upside. Read More.
• Neutral Sentiment: Not all analysts shifted to Buy — a few shops (JPMorgan, Barclays, Truist) raised targets but kept neutral/hold stances, suggesting some caution around valuation and U.S. demand. Read More.
• Negative Sentiment: Q4 EPS slightly missed estimates and management flagged U.S. budget/business travel softness (including a government‑shutdown impact), which caps near‑term domestic growth. Read More.
• Negative Sentiment: One‑time and structural headwinds: Marriott disclosed a $23M hit from ending the Sonder relationship and flagged contract‑dispute risks tied to its asset‑light model — possible legal/profitability concerns to monitor. Read More. • Read More.

Marriott International Stock Down 0.2%

Shares of MAR opened at $358.75 on Thursday. The stock has a market cap of $96.27 billion, a P/E ratio of 37.80, a P/E/G ratio of 3.17 and a beta of 1.13. The business’s 50 day moving average price is $315.86 and its 200-day moving average price is $287.20. Marriott International, Inc. has a 52 week low of $205.40 and a 52 week high of $367.73.

Marriott International (NASDAQ:MAR) last released its earnings results on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). The company had revenue of $6.69 billion during the quarter, compared to analysts’ expectations of $6.67 billion. Marriott International had a negative return on equity of 88.92% and a net margin of 9.93%.The company’s revenue was up 4.1% on a year-over-year basis. During the same period in the prior 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. On average, equities analysts anticipate that Marriott International, Inc. will post 10.1 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on MAR shares. Wells Fargo & Company boosted their target price on Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a research report on Wednesday. Citigroup increased their price objective on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research report on Thursday, January 15th. Evercore increased their target price on shares of Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday, January 22nd. Morgan Stanley increased their price objective on Marriott International from $296.00 to $328.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Finally, Jefferies Financial Group increased their price objective on Marriott International from $357.00 to $415.00 and gave the stock a “buy” rating in a report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $343.27.

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.