Marriott International, Inc. $MAR Stock: Reinhart Partners LLC. Lowers Holdings

Reinhart Partners LLC. trimmed its position in Marriott International, Inc. (NASDAQ:MAR) by 17.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,902 shares of the company’s stock after selling 1,491 shares during the period. Reinhart Partners LLC.’s holdings in Marriott International were worth $2,455,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Dai ichi Life Insurance Company Ltd increased its holdings in Marriott International by 37.7% in the 1st quarter. Dai ichi Life Insurance Company Ltd now owns 12,686 shares of the company’s stock worth $4,149,000 after buying an additional 3,476 shares during the period. Hsbc Holdings PLC lifted its stake in Marriott International by 62.7% during the 4th quarter. Hsbc Holdings PLC now owns 640,350 shares of the company’s stock valued at $199,069,000 after acquiring an additional 246,681 shares during the period. Sargent Investment Group LLC purchased a new stake in shares of Marriott International in the 4th quarter valued at $1,847,000. Tidal Investments LLC increased its stake in shares of Marriott International by 62.5% in the second quarter. Tidal Investments LLC now owns 34,640 shares of the company’s stock worth $12,837,000 after acquiring an additional 13,322 shares during the period. Finally, Saudi Central Bank raised its holdings in shares of Marriott International by 81.7% during the second quarter. Saudi Central Bank now owns 15,300 shares of the company’s stock worth $5,670,000 after purchasing an additional 6,881 shares during the last quarter. Institutional investors and hedge funds own 70.70% of the company’s stock.

Marriott International Trading Up 1.3%

Shares of MAR opened at $365.88 on Friday. The firm has a market cap of $95.41 billion, a P/E ratio of 37.92, a PEG ratio of 2.72 and a beta of 1.17. Marriott International, Inc. has a 12 month low of $256.76 and a 12 month high of $410.98. The stock’s 50 day moving average is $349.23 and its two-hundred day moving average is $360.52.

Marriott International (NASDAQ:MAR) last announced its earnings results on Monday, August 3rd. The company reported $3.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.08 by $0.11. Marriott International had a negative return on equity of 75.81% and a net margin of 9.62%. The firm had revenue of $2.01 billion for the quarter, compared to analyst estimates of $7.19 billion. During the same quarter last year, the firm posted $2.65 EPS. The business’s revenue was up 4.8% on a year-over-year basis. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS. Equities research analysts forecast that Marriott International, Inc. will post 11.69 EPS for the current year.

Marriott International Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Thursday, August 20th were given a $0.73 dividend. The ex-dividend date was Thursday, August 20th. This represents a $2.92 annualized dividend and a dividend yield of 0.8%. Marriott International’s dividend payout ratio (DPR) is 30.26%.

Insider Transactions at Marriott International

In related news, insider David Marriott sold 3,500 shares of the company’s stock in a transaction dated Friday, September 25th. The shares were sold at an average price of $352.09, for a total transaction of $1,232,315.00. Following the completion of the transaction, the insider owned 282,383 shares in the company, valued at $99,424,230.47. This represents a 1.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Deborah Harrison sold 3,500 shares of the firm’s stock in a transaction dated Friday, September 25th. The shares were sold at an average price of $352.09, for a total transaction of $1,232,315.00. Following the completion of the transaction, the insider directly owned 282,383 shares in the company, valued at $99,424,230.47. This represents a 1.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 11.43% of the stock is owned by insiders.

Analyst Ratings Changes

MAR has been the topic of several analyst reports. China Intl Cap raised Marriott International to a “strong-buy” rating in a research report on Wednesday, August 12th. Erste Group Bank initiated coverage on Marriott International in a research note on Thursday, August 27th. They issued a “buy” rating on the stock. Barclays reduced their price target on Marriott International from $379.00 to $348.00 and set an “equal weight” rating for the company in a research report on Tuesday, August 4th. BMO Capital Markets cut their target price on shares of Marriott International from $410.00 to $395.00 and set an “outperform” rating for the company in a report on Tuesday, August 4th. Finally, TD Cowen raised shares of Marriott International to a “strong-buy” rating in a report on Tuesday, September 8th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $379.82.

Marriott International Company Profile

Marriott International, Inc (NASDAQ: MAR) is a global hospitality company that operates, franchises, licenses and manages hotels, resorts, residences and other lodging properties. Its portfolio serves business and leisure travelers across a range of price points, from luxury and premium accommodations to select-service and extended-stay properties.

The company’s brands include The Ritz-Carlton, St. Regis, JW Marriott, W Hotels, The Luxury Collection, EDITION, Marriott Hotels, Sheraton, Westin, Renaissance, Courtyard, Residence Inn, Fairfield by Marriott, SpringHill Suites, AC Hotels, Aloft, Moxy and Element.