Farther Finance Advisors LLC boosted its holdings in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 20.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 9,893 shares of the company’s stock after buying an additional 1,665 shares during the quarter. Farther Finance Advisors LLC’s holdings in Marriott International were worth $3,069,000 at the end of the most recent reporting period.
A number of other institutional investors have also added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in Marriott International by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock worth $5,410,384,000 after acquiring an additional 230,820 shares during the last quarter. Wellington Management Group LLP increased its stake in Marriott International by 21.7% in the 3rd quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock worth $2,389,635,000 after acquiring an additional 1,637,119 shares during the last quarter. Massachusetts Financial Services Co. MA increased its stake in 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 worth $1,281,825,000 after acquiring an additional 330,952 shares during the last quarter. Legal & General Group Plc increased its stake in Marriott International by 9.3% in the 3rd quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock worth $381,654,000 after acquiring an additional 124,759 shares during the last quarter. Finally, Fayez Sarofim & Co increased its position in shares of Marriott International by 0.5% during the 3rd quarter. Fayez Sarofim & Co now owns 971,981 shares of the company’s stock valued at $256,359,000 after purchasing an additional 4,534 shares during the last quarter. 70.70% of the stock is currently owned by institutional investors.
Insider Buying and Selling at Marriott International
In related news, insider Rajeev Menon sold 6,333 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $356.61, for a total transaction of $2,258,411.13. Following the transaction, the insider directly owned 9,492 shares in the company, valued at $3,384,942.12. This trade represents a 40.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Drew Pinto sold 4,000 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $359.81, for a total value of $1,439,240.00. Following the transaction, the executive vice president owned 8,221 shares in the company, valued at approximately $2,957,998.01. The trade was a 32.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 95,540 shares of company stock worth $34,274,055 over the last quarter. Company insiders own 11.43% of the company’s stock.
Marriott International Price Performance
Marriott International (NASDAQ:MAR – Get Free Report) last posted 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 84.23% and a net margin of 9.93%.The company had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. During the same quarter in the previous year, the business earned $2.45 earnings per share. Marriott International’s 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. As a group, sell-side analysts anticipate that Marriott International, Inc. will post 10.1 EPS for the current year.
Marriott International Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, February 26th were given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.7%. The ex-dividend date was Thursday, February 26th. Marriott International’s dividend payout ratio (DPR) is presently 28.24%.
Key Stories Impacting Marriott International
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Momentum/price action: market reports show MAR reached an all‑time high, reflecting strong demand and positive investor sentiment around travel recovery and earnings outlook. Marriott International stock hits all-time high
- Positive Sentiment: Supplier change that could boost margins/guest experience: Marriott plans to switch from Pepsi to Coca‑Cola for beverage supply — a chainwide supplier shift that can affect costs, marketing partnerships and in‑hotel F&B margins (positive if Coke offers better terms or co‑marketing). Marriott to switch from Pepsi to Coke
- Positive Sentiment: Expansion into luxury Saudi market: Marriott appointed a Red Sea marketing lead to deepen its push into Saudi luxury tourism tied to Vision 2030, supporting long‑term room growth in premium segments. Growth in high‑margin international luxury can lift RevPAR and franchise/management fees. Marriott Deepens Saudi Luxury Push
- Positive Sentiment: Institutional demand: Assetmark increased its MAR stake in the latest 13F filing, a sign of continued institutional accumulation and vote of confidence. Assetmark Inc. Has $12.08 Million Position
- Neutral Sentiment: Debt listing/notes: A listing references Marriott DL‑Notes (2025/27) — routine bond market activity that affects liquidity and capital structure but isn’t a direct earnings driver unless it signals large new issuance. Marriott International Inc.DL-Notes 2025(25/27) Bond
- Neutral Sentiment: Local/marketing activations: New Courtyard event programming (Phuket) is positive for brand engagement but is a small, localized revenue driver. Introducing “The Summer Social” at Courtyard by Marriott Phuket
- Neutral Sentiment: Industry trend piece (India): Coverage of hotels/airlines entering food delivery in India could signal competitive local moves, but direct impact on Marriott’s global franchise economics is limited for now. Why Indian Hotels and Airlines Are Taking a Slice of Food Delivery Apps
- Neutral Sentiment: Unrelated name overlap: A mining press release references “Marriott” properties sold in Timmins, Ontario — not related to Marriott International and not material. Plato Gold Corp. Announces Closing of Sale
- Negative Sentiment: Analyst view limits upside: Barclays raised its price target to $372 but kept an “equal weight” rating — the PT sits near/below current trading, signaling limited analyst upside and a cautious near‑term outlook. Barclays raises price target on Marriott
Analyst Ratings Changes
Several equities analysts have recently commented on MAR shares. Truist Financial increased their price objective on Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a research report on Wednesday, February 11th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. The Goldman Sachs Group increased their price objective on Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Morgan Stanley increased their price objective on Marriott International from $331.00 to $350.00 and gave the company an “overweight” rating in a research report on Friday, April 10th. Finally, Barclays increased their price objective on Marriott International from $356.00 to $372.00 and gave the company an “equal weight” rating in a research report on Thursday. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $353.36.
Check Out Our Latest Report on Marriott International
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.
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