Marriott International, Inc. $MAR Shares Bought by Orion Porfolio Solutions LLC

Orion Porfolio Solutions LLC grew its stake in Marriott International, Inc. (NASDAQ:MAR) by 14.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 45,772 shares of the company’s stock after buying an additional 5,714 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Marriott International were worth $11,921,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its position in Marriott International by 2.5% in the 4th quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock worth $2,479,000 after purchasing an additional 218 shares in the last quarter. Empowered Funds LLC lifted its stake in shares of Marriott International by 39.1% in the 1st quarter. Empowered Funds LLC now owns 5,805 shares of the company’s stock valued at $1,383,000 after purchasing an additional 1,631 shares during the period. Woodline Partners LP boosted its holdings in Marriott International by 39.6% during the first quarter. Woodline Partners LP now owns 19,332 shares of the company’s stock worth $4,605,000 after buying an additional 5,480 shares in the last quarter. Intech Investment Management LLC grew its position in Marriott International by 21.8% during the first quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock valued at $1,438,000 after buying an additional 1,079 shares during the period. Finally, AlphaQuest LLC raised its position in shares of Marriott International by 2,750.0% in the second quarter. AlphaQuest LLC now owns 114 shares of the company’s stock worth $31,000 after acquiring an additional 110 shares during the period. 70.70% of the stock is owned by institutional investors and hedge funds.

Marriott International News Summary

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

• Positive Sentiment: Record expansion in Caribbean & Latin America — Marriott reported a banner 2025 in its CALA region with 94 signed deals and ~10,461 rooms added to the pipeline (growth of ~40% in signed transactions), reinforcing franchising/fee revenue visibility and long‑term asset-light growth. Marriott International Announces Significant Growth and Strategic Expansion in the Caribbean and Latin America in 2025
• Positive Sentiment: Luxury brand expansion — Marriott’s St. Regis is slated to debut in Queenstown in late 2027, supporting higher‑margin, premium branding and international revenue diversification. Marriott International’s St. Regis to debut in Queenstown in late 2027
• Positive Sentiment: Analyst sentiment remains constructive — consensus analyst rating is “Moderate Buy,” which can support share demand absent fresh negative catalysts. Marriott International, Inc. (NASDAQ:MAR) Receives Consensus Rating of “Moderate Buy” from Analysts
• Neutral Sentiment: CFO transition — longtime CFO Leeny Oberg gave an exit interview reflecting on her tenure as she transitions out; a planned handoff reduces surprise risk but leadership changes can briefly increase investor uncertainty. Exit Interview: Marriott CFO Leeny Oberg reflects on decades-long career
• Neutral Sentiment: Sector flows: activist/asset manager moves — Nokomis initiated a stake in Apple Hospitality REIT (which owns many Marriott-branded assets), highlighting investor interest in hotel owners and continued demand for branded assets; this is indirect but signals sector health. Nokomis Capital Initiates Stake in Apple Hospitality REIT as Marriott and Hilton Hotels Drive Steady Demand
• Neutral Sentiment: Industry bankruptcies — isolated hotel operator Chapter 11 filings (e.g., a Miami Beach property) highlight uneven operator credit, but Marriott’s franchise/management model limits direct balance‑sheet exposure. New Miami Beach hotel files for Chapter 11 bankruptcy
• Negative Sentiment: UK competition probe into hotels’ use of the CoStar platform — an investigation into distribution/market practices could affect how hotels access commercial data/booking platforms and raise compliance or pricing risks for chains. UK competition watchdog probes hotels’ use of CoStar platform
• Negative Sentiment: Ongoing privacy litigation and legal positioning — Marriott is seeking to disqualify plaintiffs’ firms in a privacy-related suit, signaling active litigation that could lead to legal costs and headline risk. Marriott Looks to Disqualify Plaintiffs’ Firms in Privacy Fight

Insiders Place Their Bets

In other Marriott International news, insider William P. Brown sold 9,456 shares of the firm’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total value of $3,387,612.00. Following the completion of the sale, the insider directly owned 11,000 shares of the company’s stock, valued at $3,940,750. This trade represents a 46.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Benjamin T. Breland sold 2,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $358.03, for a total transaction of $716,060.00. Following the transaction, the executive vice president directly owned 26,399 shares in the company, valued at approximately $9,451,633.97. The trade was a 7.04% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 97,157 shares of company stock valued at $34,768,825. Insiders own 10.68% of the company’s stock.

Marriott International Stock Performance

Shares of MAR stock opened at $333.04 on Friday. Marriott International, Inc. has a fifty-two week low of $205.40 and a fifty-two week high of $370.00. The stock’s fifty day moving average is $329.78 and its two-hundred day moving average is $296.13. The firm has a market capitalization of $88.25 billion, a P/E ratio of 35.09, a PEG ratio of 2.97 and a beta of 1.09.

Marriott International (NASDAQ:MAR) last issued its 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 during the quarter, compared to analyst estimates of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. Marriott International’s quarterly revenue was up 4.1% on a year-over-year basis. During the same quarter last year, the company earned $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. On average, equities analysts forecast that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Marriott International Announces Dividend

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

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on MAR. The Goldman Sachs Group lifted their price target on Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Barclays boosted their price objective on Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a research report on Wednesday, February 11th. Sanford C. Bernstein lifted their price target on shares of Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Wells Fargo & Company upped their price objective on shares of Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Marriott International from $323.00 to $356.00 and gave the company a “neutral” rating in a research report on Wednesday, February 11th. Two 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 stock. According to data from MarketBeat, Marriott International currently has an average rating of “Moderate Buy” and a consensus price target of $343.27.

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.