Geode Capital Management LLC Reduces Holdings in Marriott International, Inc. $MAR

Geode Capital Management LLC decreased its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 0.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 5,230,583 shares of the company’s stock after selling 7,362 shares during the period. Geode Capital Management LLC’s holdings in Marriott International were worth $1,615,574,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of MAR. Triumph Capital Management bought a new stake in shares of Marriott International in the 3rd quarter worth about $28,000. Rachor Investment Advisory Services LLC bought a new stake in shares of Marriott International in the 4th quarter worth about $32,000. Darwin Wealth Management LLC bought a new stake in shares of Marriott International in the 2nd quarter worth about $37,000. IAG Wealth Partners LLC increased its position in shares of Marriott International by 468.8% in the 3rd quarter. IAG Wealth Partners LLC now owns 182 shares of the company’s stock worth $47,000 after purchasing an additional 150 shares during the last quarter. Finally, MMA Asset Management LLC bought a new stake in shares of Marriott International in the 3rd quarter worth about $52,000. Institutional investors own 70.70% of the company’s stock.

Marriott International Stock Performance

NASDAQ MAR opened at $385.76 on Friday. Marriott International, Inc. has a one year low of $253.55 and a one year high of $388.37. The company has a 50-day simple moving average of $351.97 and a 200-day simple moving average of $329.71. The firm has a market capitalization of $101.72 billion, a PE ratio of 40.48, a price-to-earnings-growth ratio of 3.07 and a beta of 1.11.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, beating the consensus estimate of $2.56 by $0.16. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The business had revenue of $1.81 billion during the quarter, compared to analyst estimates of $6.59 billion. During the same period in the previous year, the business posted $2.32 EPS. The company’s quarterly revenue was up 6.2% on a year-over-year basis. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. Equities analysts forecast that Marriott International, Inc. will post 11.66 earnings per share for the current year.

Marriott International Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd will be paid a dividend of $0.73 per share. This represents a $2.92 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Friday, May 22nd. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio (DPR) is presently 30.64%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on MAR shares. Mizuho boosted their target price on shares of Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a research report on Thursday, May 7th. Weiss Ratings reissued a “buy (b)” rating on shares of Marriott International in a research report on Monday, May 11th. Morgan Stanley boosted their target price on shares of Marriott International from $350.00 to $353.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 12th. Susquehanna boosted their target price on shares of Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a research report on Thursday, April 23rd. Finally, The Goldman Sachs Group lifted their price target on shares of Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Eight analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $382.07.

Insider Transactions at Marriott International

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the completion of the transaction, the executive vice president directly owned 19,827 shares of the company’s stock, valued at $7,168,650.12. The trade was a 13.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 11.43% of the stock is owned by insiders.

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.