Natixis Advisors LLC Has $100.70 Million Position in Marriott International, Inc. $MAR

Natixis Advisors LLC raised its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 12.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 386,638 shares of the company’s stock after acquiring an additional 41,547 shares during the quarter. Natixis Advisors LLC’s holdings in Marriott International were worth $100,696,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in the company. Brighton Jones LLC boosted its position in Marriott International by 2.5% in the fourth quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock valued at $2,479,000 after buying an additional 218 shares in the last quarter. Empowered Funds LLC increased its holdings in shares of Marriott International by 39.1% during the first quarter. Empowered Funds LLC now owns 5,805 shares of the company’s stock worth $1,383,000 after buying an additional 1,631 shares in the last quarter. Woodline Partners LP raised its stake in shares of Marriott International by 39.6% in the first quarter. Woodline Partners LP now owns 19,332 shares of the company’s stock valued at $4,605,000 after acquiring an additional 5,480 shares during the last quarter. Intech Investment Management LLC boosted its holdings in shares of Marriott International by 21.8% in the 1st quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock worth $1,438,000 after acquiring an additional 1,079 shares in the last quarter. Finally, First Horizon Advisors Inc. grew its position in Marriott International by 38.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 382 shares of the company’s stock worth $104,000 after acquiring an additional 107 shares during the last quarter. Institutional investors and hedge funds own 70.70% of the company’s stock.

Insider Activity at Marriott International

In related news, insider Rajeev Menon sold 3,492 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $354.00, for a total transaction of $1,236,168.00. Following the completion of the sale, the insider directly owned 6,000 shares of the company’s stock, valued at $2,124,000. The trade was a 36.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider William P. Brown sold 9,456 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total transaction of $3,387,612.00. Following the completion of the transaction, 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 disclosure for this sale is available in the SEC filing. Insiders have sold 97,157 shares of company stock worth $34,768,825 over the last 90 days. Insiders own 10.68% of the company’s stock.

Trending Headlines about Marriott International

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

• Positive Sentiment: Large development pipeline — Marriott signed 102 hotel deals in South Asia during 2025, strengthening its franchise/management fee pipeline in a fast‑growing region which supports future fee revenue and international growth. Marriott Signs 102 Hotel Deals in South Asia in 2025
• Positive Sentiment: Luxury brand expansion — Marriott signed an agreement to debut St. Regis Hotels & Resorts in New Zealand, extending its high‑margin luxury footprint and brand visibility in a tourism market. Marriott International Signs Agreement to Debut St. Regis Hotels & Resorts in New Zealand
• Positive Sentiment: Regional growth push — Marriott announced significant expansion plans across the Caribbean and Latin America, adding distribution that should boost future fee income and global scale. Marriott Announces Significant Growth and Strategic Expansion in the Caribbean and Latin America
• Positive Sentiment: India pipeline via partner tie‑ups — SAMHI Hotels’ purchase of RARE India and its tie‑up with Marriott to manage a heritage portfolio expands Marriott’s branded presence in India through third‑party operators/franchise partners. SAMHI Hotels buys 70% stake in RARE India, signs Marriott tie-up for heritage portfolio
• Neutral Sentiment: Leadership transition context — an exit interview with CFO Leeny Oberg highlights succession planning and a long, stable tenure; investors will watch the transition but this reads as orderly. Exit Interview: Marriott CFO Leeny Oberg reflects on decades-long career
• Neutral Sentiment: Industry demand signal — a report that Nokomis Capital initiated a stake in Apple Hospitality REIT cites steady demand for Marriott‑branded hotels, a positive industry datapoint but indirect for MAR. Nokomis Capital Initiates Stake in Apple Hospitality REIT as Marriott and Hilton Hotels Drive Steady Demand
• Neutral Sentiment: Unrelated corporate move — James Hunter’s retirement at Marriott Vacations Worldwide (MVW) is notable for MVW shareholders but has limited direct impact on Marriott International. James Hunter to Transition from Role as General Counsel After Nearly 20 Years with Marriott Vacations Worldwide
• Negative Sentiment: Legal risk — Marriott is actively litigating in a privacy case and is seeking to disqualify plaintiffs’ firms, underscoring ongoing legal exposure and potential costs or reputational risk that can weigh on the stock. Marriott Looks to Disqualify Plaintiffs’ Firms in Privacy Fight

Marriott International Stock Performance

NASDAQ MAR opened at $323.80 on Monday. The stock has a market capitalization of $85.80 billion, a P/E ratio of 34.12, a price-to-earnings-growth ratio of 2.86 and a beta of 1.09. Marriott International, Inc. has a 52 week low of $205.40 and a 52 week high of $370.00. The stock has a fifty day moving average of $329.94 and a 200-day moving average of $296.97.

Marriott International (NASDAQ:MAR) last issued 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). The firm had revenue of $6.69 billion for 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%. The company’s revenue was up 4.1% compared to the same quarter last year. During the same period last year, the company earned $2.45 EPS. 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 forecast that Marriott International, Inc. will post 10.1 earnings per share for the current fiscal year.

Marriott International Announces Dividend

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

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on MAR shares. Evercore lifted their price objective on Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research report on Thursday, January 22nd. Citigroup increased their target price on Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a report on Thursday, January 15th. Barclays lifted their price target on Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a report on Wednesday, February 11th. Sanford C. Bernstein increased their price objective on shares of Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $343.27.

About Marriott International

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.