Premier Fund Managers Ltd lowered its holdings in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 7.9% in the third quarter, Holdings Channel.com reports. The firm owned 231,293 shares of the company’s stock after selling 19,779 shares during the period. Marriott International accounts for 2.5% of Premier Fund Managers Ltd’s investment portfolio, making the stock its 4th largest holding. Premier Fund Managers Ltd’s holdings in Marriott International were worth $61,722,000 at the end of the most recent quarter.
A number of other hedge funds have also recently added to or reduced their stakes in MAR. Vanguard Group Inc. increased its stake in shares of Marriott International by 1.1% during the 3rd quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock valued at $5,410,384,000 after acquiring an additional 230,820 shares during the last quarter. State Street Corp increased its position in Marriott International by 1.2% during the second quarter. State Street Corp now owns 9,488,566 shares of the company’s stock worth $2,592,371,000 after purchasing an additional 114,973 shares during the last quarter. Geode Capital Management LLC raised its stake in Marriott International by 2.0% during the second quarter. Geode Capital Management LLC now owns 5,223,539 shares of the company’s stock worth $1,420,308,000 after purchasing an additional 102,798 shares during the period. Massachusetts Financial Services Co. MA boosted its holdings in shares of 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 valued at $1,281,825,000 after purchasing an additional 330,952 shares during the last quarter. Finally, Invesco Ltd. grew its stake in shares of Marriott International by 5.0% during the 2nd quarter. Invesco Ltd. now owns 4,330,656 shares of the company’s stock valued at $1,183,178,000 after buying an additional 206,820 shares during the period. 70.70% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
A number of research analysts recently weighed in on the company. Sanford C. Bernstein lifted their target price on Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Barclays boosted their target price on Marriott International from $320.00 to $356.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 11th. Citigroup raised their price target on shares of Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a report on Thursday, January 15th. BMO Capital Markets upgraded shares of Marriott International from a “market perform” rating to an “outperform” rating and boosted their price objective for the stock from $285.00 to $370.00 in a research note on Friday, January 9th. Finally, Morgan Stanley raised their target price on shares of Marriott International from $296.00 to $328.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Two research 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’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $343.27.
Key Stories Impacting Marriott International
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Management set FY‑2026 and Q1 guidance above some Street expectations, supporting earnings growth expectations and underpinning analyst upgrades. Q4 & FY2024 Results / Guidance
- Positive Sentiment: Multiple brokerages raised price targets or reiterated Buy/Overweight calls after the results, increasing the consensus target and offering support for the stock. MarketBeat Analyst Coverage
- Positive Sentiment: Company declared a quarterly dividend ($0.67/shr; ex‑dividend Feb 26), signaling cash‑return discipline that can attract income‑sensitive investors. Dividend Notice
- Positive Sentiment: Retail/momentum coverage (Zacks/Yahoo pieces) is highlighting MAR as a consumer‑discretionary beneficiary of cooling inflation and stronger travel demand, which can draw retail buying. Yahoo: Consumer Discretionary Picks
- Neutral Sentiment: Q4 results were mixed: revenue modestly beat and was up year‑over‑year, but EPS missed by about $0.03 and margins/ROE metrics raised questions—supports guidance but tempers upside. Nasdaq: Q4 Results
- Neutral Sentiment: Brand and marketing updates (Bonvoy festival experiences; new JW Marriott all‑inclusive) improve engagement but are unlikely to move the stock materially near‑term. MSN: Bonvoy Festival
- Negative Sentiment: Clustered insider selling — large, disclosed sales by CEO Anthony Capuano (63,000 shares) and multiple senior executives (including Rajeev Menon, David Marriott, EVP sales) created visible supply and likely amplified downward pressure on the share price. These are open SEC‑filed sales that can spook investors even when sales are part of pre‑arranged plans. CEO Sale (SEC filing)
Insider Buying and Selling
In other Marriott International news, insider William P. Brown sold 9,456 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total transaction of $3,387,612.00. Following the sale, the insider owned 11,000 shares in the company, valued at $3,940,750. This represents a 46.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Anthony Capuano sold 63,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total value of $22,630,860.00. Following the completion of the sale, the chief executive officer owned 113,617 shares of the company’s stock, valued at $40,813,498.74. This trade represents a 35.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 98,030 shares of company stock worth $35,032,104. 10.68% of the stock is currently owned by insiders.
Marriott International Trading Down 0.6%
Shares of MAR stock opened at $347.93 on Friday. Marriott International, Inc. has a twelve month low of $205.40 and a twelve month high of $370.00. The company has a market capitalization of $92.20 billion, a PE ratio of 36.66, a price-to-earnings-growth ratio of 3.08 and a beta of 1.13. The firm has a fifty day simple moving average of $324.55 and a 200-day simple moving average of $291.53.
Marriott International (NASDAQ:MAR – Get Free Report) last announced its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (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 analysts’ expectations of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The firm’s revenue was up 4.1% compared to the same quarter last year. During the same period in the previous year, the firm 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. Equities research analysts predict that Marriott International, Inc. will post 10.1 EPS for the current year.
Marriott International Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th will be paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, February 26th. Marriott International’s dividend payout ratio is 28.24%.
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.
Further Reading
- Five stocks we like better than Marriott International
- ~$1.5T SpaceX IPO: Pre-IPO Opportunity
- Gold $5,000: The 2026 Gold & Silver Summit is LIVE March 4
- How a Family Trust May Be Able To Help Preserve Your Wealth
- This makes me furious
- Elon Musk: This Could Turn $100 into $100,000
Want to see what other hedge funds are holding MAR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marriott International, Inc. (NASDAQ:MAR – Free Report).
Receive News & Ratings for Marriott International Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Marriott International and related companies with MarketBeat.com's FREE daily email newsletter.
