Marriott International, Inc. $MAR Stock Holdings Boosted by ProShare Advisors LLC

ProShare Advisors LLC raised its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 38.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 458,627 shares of the company’s stock after purchasing an additional 126,722 shares during the quarter. ProShare Advisors LLC’s holdings in Marriott International were worth $142,284,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Wellington Management Group LLP boosted its position in shares of Marriott International by 21.7% during the 3rd quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock valued at $2,389,635,000 after purchasing an additional 1,637,119 shares in the last quarter. Amundi boosted its position in shares of Marriott International by 52.0% during the 3rd quarter. Amundi now owns 741,408 shares of the company’s stock valued at $201,618,000 after purchasing an additional 253,696 shares in the last quarter. Vanguard Group Inc. boosted its position in shares of Marriott International by 1.1% during the 3rd quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock valued at $5,410,384,000 after purchasing an additional 230,820 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its position in shares of Marriott International by 26.2% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 846,740 shares of the company’s stock valued at $220,525,000 after purchasing an additional 175,637 shares in the last quarter. Finally, Franklin Resources Inc. boosted its position in shares of Marriott International by 516.8% during the 3rd quarter. Franklin Resources Inc. now owns 208,990 shares of the company’s stock valued at $54,429,000 after purchasing an additional 175,108 shares in the last quarter. 70.70% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. Mizuho raised their price objective on Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. Susquehanna raised their price objective on Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a research note on Thursday, April 23rd. Jefferies Financial Group raised their price objective on Marriott International from $357.00 to $415.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Wells Fargo & Company raised their price objective on Marriott International to $446.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Finally, JPMorgan Chase & Co. raised their target price on shares of Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a report on Tuesday, April 21st. Eight investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $376.13.

Insider Activity at Marriott International

In related news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the completion of the sale, the executive vice president directly owned 19,827 shares in the company, valued at approximately $7,168,650.12. This trade represents a 13.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Rajeev Menon sold 3,492 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $354.00, for a total transaction of $1,236,168.00. Following the sale, the insider owned 6,000 shares of the company’s stock, valued at approximately $2,124,000. This represents a 36.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 11.43% of the company’s stock.

Marriott International Price Performance

Shares of MAR opened at $358.69 on Wednesday. The stock has a market cap of $94.58 billion, a price-to-earnings ratio of 37.64, a PEG ratio of 2.86 and a beta of 1.11. The company has a 50-day moving average of $344.70 and a two-hundred day moving average of $324.71. Marriott International, Inc. has a one year low of $253.55 and a one year high of $380.00.

Marriott International (NASDAQ:MAR) last issued its earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, topping the consensus estimate of $2.56 by $0.16. The business had revenue of $1.81 billion during the quarter, compared to analysts’ expectations of $6.59 billion. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.Marriott International’s revenue was up 6.2% compared to the same quarter last year. During the same quarter last year, the firm posted $2.32 earnings per share. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. Analysts anticipate that Marriott International, Inc. will post 11.65 earnings per share for the current year.

Marriott International Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Friday, May 22nd will be given a $0.73 dividend. This represents a $2.92 annualized dividend and a dividend yield of 0.8%. This is a boost from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Friday, May 22nd. Marriott International’s payout ratio is 28.12%.

Key Headlines Impacting Marriott International

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

• Positive Sentiment: Marriott expanded its Marriott Bonvoy Outdoors offering through a new partnership with Outside Interactive, adding guest experience benefits tied to adventure travel across 350+ properties in the U.S. and Canada, which supports brand engagement and could help drive incremental demand. Article Title
• Positive Sentiment: Marriott’s CFO is scheduled to speak at the Morgan Stanley Travel & Leisure Conference on June 1, which can keep investor attention on the company and may reinforce management’s outlook. Article Title
• Positive Sentiment: A Chicago landmark is reportedly being converted into a Marriott hotel, suggesting continued expansion of the brand and additional long-term pipeline growth. Article Title
• Neutral Sentiment: Wall Street coverage highlighted Marriott’s outlook and broker sentiment, but the item is primarily a recap of analyst views rather than a clear new catalyst. Article Title
• Neutral Sentiment: An EVP sold 3,000 shares in an SEC-disclosed transaction. Insider sales can weigh on sentiment, but the size is modest relative to the executive’s remaining stake and does not by itself change fundamentals. Article Title

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.