Public Sector Pension Investment Board Grows Stock Position in Marriott International, Inc. $MAR

Public Sector Pension Investment Board increased its holdings in Marriott International, Inc. (NASDAQ:MAR) by 13.2% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 18,510 shares of the company’s stock after acquiring an additional 2,163 shares during the quarter. Public Sector Pension Investment Board’s holdings in Marriott International were worth $4,821,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in MAR. Brighton Jones LLC raised its holdings 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 during the period. Empowered Funds LLC grew its holdings in Marriott International by 39.1% during the first 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 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 worth $4,605,000 after buying an additional 5,480 shares during the period. Intech Investment Management LLC lifted its position in shares of Marriott International by 21.8% during the 1st 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 in the last quarter. Finally, International Assets Investment Management LLC grew its stake in shares of Marriott International by 8.8% during the 2nd quarter. International Assets Investment Management LLC now owns 1,229 shares of the company’s stock valued at $336,000 after acquiring an additional 99 shares during the period. 70.70% of the stock is currently owned by institutional investors.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Management set FY‑2026 EPS guidance of $11.32–$11.57 and Q1 guidance of $2.50–$2.55, which supports earnings visibility and helped trigger analyst target increases. Read More.
• Positive Sentiment: Analysts and bullish writeups are drawing attention — Zacks ran pieces framing MAR as a momentum/consumer discretionary buy as inflation cools and travel demand strengthens. These stories can attract retail and momentum flows. Read More. Read More.
• Positive Sentiment: Dividend declared — a $0.67 quarterly dividend (ex‑dividend Feb 26, payable Mar 31) signals cash‑return discipline, modestly supportive for income‑oriented investors. Read More.
• Neutral Sentiment: Q4 results were mixed: revenue (~$6.69B) slightly beat estimates and was +4.1% y/y, but EPS missed by $0.03 and margins/ROE metrics drew attention — the print underpins guidance but tempers enthusiasm. Read More.
• Neutral Sentiment: Marketing/loyalty activation: Marriott Bonvoy launched a 1‑Point Drop festival experience program — positive for engagement but unlikely to move near‑term revenue materially. Read More.
• Negative Sentiment: Insider selling disclosed — David S. Marriott sold 4,747 shares at ~$360 (Feb 17) and EVP Rena Hozore Reiss sold 2,512 shares at ~$357. Multiple filings, even at small ownership percentages, can spook investors and add downward pressure. Read More. Read More.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the stock. Evercore lifted their price target on shares of Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday, January 22nd. BMO Capital Markets upgraded shares of Marriott International from a “market perform” rating to an “outperform” rating and lifted their target price for the company from $285.00 to $370.00 in a research note on Friday, January 9th. Barclays increased their price target on Marriott International from $320.00 to $356.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 11th. Citigroup upped their price objective on Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Finally, The Goldman Sachs Group boosted their price target on Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $343.27.

Marriott International Trading Down 1.7%

NASDAQ:MAR opened at $349.89 on Friday. The business’s 50-day moving average is $323.56 and its 200 day moving average is $290.70. Marriott International, Inc. has a 12 month low of $205.40 and a 12 month high of $370.00. The company has a market capitalization of $92.71 billion, a P/E ratio of 36.87, a P/E/G ratio of 3.15 and a beta of 1.13.

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 the consensus estimate of $2.61 by ($0.03). The firm had revenue of $6.69 billion for the quarter, compared to analysts’ expectations of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The business’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same quarter in the prior year, the business 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. On average, research analysts forecast that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Marriott International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th will be given a dividend of $0.67 per share. 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 (DPR) is 28.24%.

Insiders Place Their Bets

In other Marriott International news, EVP Drew Pinto sold 4,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $359.81, for a total transaction of $1,439,240.00. Following the sale, the executive vice president directly owned 8,221 shares in the company, valued at $2,957,998.01. This represents a 32.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Anthony Capuano sold 63,000 shares of Marriott International stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $359.22, for a total value of $22,630,860.00. Following the completion of the transaction, the chief executive officer owned 113,617 shares of the company’s stock, valued at approximately $40,813,498.74. This trade represents a 35.67% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 94,538 shares of company stock worth $33,795,936. Insiders own 10.68% of the company’s stock.

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.