PNC Financial Services Group Inc. Sells 2,306 Shares of Marriott International, Inc. $MAR

PNC Financial Services Group Inc. lessened its holdings in shares of Marriott International, Inc. (NASDAQ:MAR) by 0.5% during the 3rd quarter, HoldingsChannel reports. The firm owned 442,625 shares of the company’s stock after selling 2,306 shares during the period. PNC Financial Services Group Inc.’s holdings in Marriott International were worth $115,277,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of MAR. Lazari Capital Management Inc. boosted its holdings in shares of Marriott International by 1.6% in the third quarter. Lazari Capital Management Inc. now owns 2,356 shares of the company’s stock valued at $614,000 after buying an additional 37 shares during the period. L2 Asset Management LLC boosted its stake in Marriott International by 4.0% in the 2nd quarter. L2 Asset Management LLC now owns 996 shares of the company’s stock worth $272,000 after purchasing an additional 38 shares during the period. AE Wealth Management LLC increased its holdings in Marriott International by 2.5% during the 2nd quarter. AE Wealth Management LLC now owns 1,622 shares of the company’s stock worth $443,000 after purchasing an additional 40 shares in the last quarter. HBK Sorce Advisory LLC raised its stake in shares of Marriott International by 1.2% in the 3rd quarter. HBK Sorce Advisory LLC now owns 3,512 shares of the company’s stock valued at $935,000 after purchasing an additional 40 shares during the period. Finally, Connable Office Inc. lifted its holdings in shares of Marriott International by 0.3% in the second quarter. Connable Office Inc. now owns 11,766 shares of the company’s stock valued at $3,215,000 after purchasing an additional 41 shares in the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages recently issued reports on MAR. Citigroup lifted their target price on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research report on Thursday, January 15th. Jefferies Financial Group lifted their price objective on shares of Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Wells Fargo & Company increased their target price on shares of Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Barclays lifted their price target on shares of Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 11th. Finally, Sanford C. Bernstein raised their price objective on Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $343.27.

Marriott International Price Performance

Shares of MAR opened at $353.89 on Monday. The firm has a 50-day moving average of $318.27 and a 200-day moving average of $288.45. The company has a market cap of $93.77 billion, a PE ratio of 37.29, a price-to-earnings-growth ratio of 3.07 and a beta of 1.13. Marriott International, Inc. has a one year low of $205.40 and a one year high of $370.00.

Marriott International (NASDAQ:MAR) last posted its quarterly 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 business had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The company’s revenue for the quarter was up 4.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.45 EPS. 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. Analysts expect that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Marriott International Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th will be issued a dividend of $0.67 per share. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $2.68 annualized dividend and a yield of 0.8%. Marriott International’s dividend payout ratio (DPR) is currently 28.24%.

Insider Activity at Marriott International

In related news, CAO Felitia Lee sold 1,617 shares of Marriott International 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 completion of the sale, the chief accounting officer owned 4,893 shares of the company’s stock, valued at approximately $1,497,160.14. The trade was a 24.84% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. 10.68% of the stock is currently owned by corporate insiders.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Zacks upgraded MAR to a Zacks Rank #2 (Buy), citing improving earnings prospects — a near-term catalyst for bullish sentiment and buying interest. Marriott (MAR) Upgraded to Buy
• Positive Sentiment: An analyst upgrade helped push MAR to a new 52‑week high recently, reflecting renewed investor optimism after earnings/guidance and upgrade flow. Marriott Sets New 52-Week High After Analyst Upgrade
• Positive Sentiment: Broader consumer-sentiment improvement (6‑month high) and easing inflation expectations are boosting discretionary stocks, and MAR is highlighted among names seeing upbeat earnings revisions tied to potential rate cuts. Consumer Sentiment Hits 6-Month High
• Positive Sentiment: Regional growth remains a tailwind: Marriott reported record growth in the APEC/Asia‑Pacific regions (India a major contributor to the development pipeline), supporting longer‑term room count and fee revenue growth. Marriott Sees Strong Growth in Asia Pacific
• Positive Sentiment: Board declared a quarterly cash dividend of $0.67/share (ex‑dividend Feb 26), providing an income component for shareholders and signaling confidence in cash flow. Marriott Declares Quarterly Cash Dividend
• Positive Sentiment: Brand expansion continues with openings such as the Crystal Cove Barbados Tribute Portfolio all‑inclusive resort — incremental unit growth supports fee-based revenue over time. Marriott Opens Crystal Cove Barbados
• Neutral Sentiment: Management says it is “actively investing” in AI and migrating systems — this should improve operating efficiency and guest experiences over time but is execution‑dependent. Marriott Actively Investing in AI
• Neutral Sentiment: Q4 results were mixed: revenue modestly beat estimates while EPS slightly missed ($2.58 vs. $2.61); management still provided FY‑2026 EPS guidance (11.320–11.570) and Q1 guidance, which anchors expectations but leaves room for investor reaction. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Some market commentary argues MAR may be extended after the rally (“overstayed in the buy zone”), highlighting valuation risk (elevated P/E and PEG) that could pressure the stock if growth or margin upside disappoints. Marriott Has Overstayed in the Buy Zone

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.