Mn Services Vermogensbeheer B.V. Increases Stock Position in Marriott International, Inc. $MAR

Mn Services Vermogensbeheer B.V. increased its position in Marriott International, Inc. (NASDAQ:MAR) by 1.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 90,189 shares of the company’s stock after buying an additional 1,689 shares during the quarter. Mn Services Vermogensbeheer B.V.’s holdings in Marriott International were worth $27,980,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Neumann Capital Management LLC acquired a new stake in Marriott International during the fourth quarter worth about $207,000. Embree Financial Group acquired a new position in shares of Marriott International in the 4th quarter valued at about $823,000. Clarus Wealth Advisors grew its holdings in shares of Marriott International by 7.8% during the 4th quarter. Clarus Wealth Advisors now owns 1,900 shares of the company’s stock worth $614,000 after purchasing an additional 137 shares during the period. Aegis Wealth Management LLC acquired a new stake in Marriott International during the 4th quarter worth approximately $220,000. Finally, Southland Equity Partners LLC purchased a new position in Marriott International in the fourth quarter valued at approximately $210,000. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Insiders Place Their Bets

In related news, insider David S. Marriott sold 4,747 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $360.00, for a total value of $1,708,920.00. Following the completion of the transaction, the insider owned 591,669 shares of the company’s stock, valued at approximately $213,000,840. This represents a 0.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider William P. Brown sold 9,456 shares of Marriott International stock in a transaction that occurred 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 sale, 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. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 95,540 shares of company stock valued at $34,274,055. Insiders own 10.68% of the company’s stock.

Marriott International Trading Up 2.4%

NASDAQ MAR opened at $327.07 on Wednesday. The stock has a market cap of $86.65 billion, a P/E ratio of 34.46, a PEG ratio of 2.82 and a beta of 1.09. The company’s fifty day simple moving average is $331.34 and its 200-day simple moving average is $303.69. Marriott International, Inc. has a 52 week low of $205.40 and a 52 week high of $370.00.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing analysts’ consensus estimates 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 firm had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. During the same period in the previous year, the business posted $2.45 earnings per share. Marriott International’s revenue for the quarter 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. On average, research analysts expect that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Thursday, February 26th were given a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Thursday, February 26th. Marriott International’s payout ratio is presently 28.24%.

Analysts Set New Price Targets

Several research firms have issued reports on MAR. Sanford C. Bernstein boosted their price objective on shares of Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Wells Fargo & Company lifted their target price on shares of Marriott International from $353.00 to $403.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. BMO Capital Markets upgraded Marriott International from a “market perform” rating to an “outperform” rating and increased their price target for the company from $285.00 to $370.00 in a report on Friday, January 9th. JPMorgan Chase & Co. raised their price objective on Marriott International from $323.00 to $356.00 and gave the company a “neutral” rating in a research report on Wednesday, February 11th. Finally, Evercore upped their target price on Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a research report on Thursday, January 22nd. Two equities 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, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $343.47.

Key Marriott International News

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

• Positive Sentiment: Marriott announced a joint venture to bring Lefay — a recognized luxury wellness hospitality brand — into its portfolio as a dedicated luxury wellness offering, leveraging Marriott Bonvoy distribution and opening a new high-margin segment for fee and management revenue. Marriott International and Lefay Announce Milestone Deal
• Positive Sentiment: Series by Marriott made its Japan debut with Sugata Hotel Osaka Shinsaibashi, signaling continued brand expansion in Asia and incremental franchise/management fee upside from higher-demand markets. Series by Marriott Debuts in Japan
• Positive Sentiment: Marriott expanded its Vietnam pipeline with 10 new hotels and opened a Four Points by Sheraton in Cape Verde, reinforcing international room growth and long-term franchise/management fee visibility. Marriott expands Vietnam pipeline
• Positive Sentiment: Conversion/renovation financing closed (C-PACE $11M) to convert the MCM Elegante into a dual-branded Marriott property; such deals improve asset quality and expand fee-bearing rooms without Marriott carrying hotel-level debt. MCM Elegante Hotel secures C-PACE funds
• Neutral Sentiment: Unusually large options flow — about 32,765 call contracts traded (≈933% above average) — signals heightened short-term bullish positioning by traders but does not guarantee fundamental change.
• Negative Sentiment: Local developments: JW Marriott Marco Island will face higher property taxes after a recent purchase, which may modestly raise operating costs at that asset. JW Marriott Marco Island to pay more in property taxes

Marriott International 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.