Union Bancaire Privee UBP SA Buys 3,806 Shares of Marriott International, Inc. $MAR

Union Bancaire Privee UBP SA grew its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 23.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 19,961 shares of the company’s stock after buying an additional 3,806 shares during the quarter. Union Bancaire Privee UBP SA’s holdings in Marriott International were worth $6,193,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in MAR. National Pension Service lifted its position in Marriott International by 1.6% in the 3rd quarter. National Pension Service now owns 603,431 shares of the company’s stock worth $157,158,000 after buying an additional 9,530 shares during the last quarter. Legal & General Group Plc raised its stake in shares of Marriott International by 9.3% during the third 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 in the last quarter. AustralianSuper Pty Ltd bought a new stake in shares of Marriott International in the 3rd quarter worth approximately $858,000. Lansforsakringar Fondforvaltning AB publ boosted its stake in shares of Marriott International by 5.8% in the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 73,759 shares of the company’s stock valued at $19,210,000 after purchasing an additional 4,067 shares in the last quarter. Finally, Harbor Investment Advisory LLC grew its holdings in shares of Marriott International by 2.7% during the 3rd quarter. Harbor Investment Advisory LLC now owns 572,367 shares of the company’s stock valued at $149,067,000 after purchasing an additional 14,898 shares during the last quarter. Institutional investors own 70.70% of the company’s stock.

Marriott International Price Performance

MAR opened at $319.76 on Friday. Marriott International, Inc. has a one year low of $205.40 and a one year high of $370.00. The business has a 50 day simple moving average of $331.15 and a two-hundred day simple moving average of $300.34. The firm has a market capitalization of $84.73 billion, a price-to-earnings ratio of 33.69, a PEG ratio of 2.86 and a beta of 1.09.

Marriott International (NASDAQ:MAR) last posted its 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 net margin of 9.93% and a negative return on equity of 84.23%. The business had revenue of $6.69 billion for the quarter, compared to analysts’ expectations of $6.67 billion. During the same period last year, the firm posted $2.45 earnings per share. Marriott International’s quarterly revenue was up 4.1% on a year-over-year basis. 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 expect that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Dividend Announcement

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

Analyst Upgrades and Downgrades

Several research firms have issued reports on MAR. BMO Capital Markets upgraded shares of Marriott International from a “market perform” rating to an “outperform” rating and upped their price target for the company from $285.00 to $370.00 in a research report on Friday, January 9th. Jefferies Financial Group boosted their target price on Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Weiss Ratings restated a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. Sanford C. Bernstein lifted their price target on Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Finally, 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 note on Wednesday, February 11th. Two research 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 company. Based on data from MarketBeat.com, Marriott International has a consensus rating of “Moderate Buy” and a consensus target price of $343.47.

Insider Activity

In other news, insider William P. Brown sold 9,456 shares of Marriott International stock in a transaction dated 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 sale, the insider owned 11,000 shares of the company’s stock, valued at approximately $3,940,750. The trade was a 46.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Benjamin T. Breland sold 2,000 shares of the stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $358.03, for a total transaction of $716,060.00. Following the completion of the transaction, the executive vice president directly owned 26,399 shares of the company’s stock, valued at approximately $9,451,633.97. The trade was a 7.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 95,540 shares of company stock worth $34,274,055. 10.68% of the stock is owned by company insiders.

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.