HUB Investment Partners LLC Sells 2,762 Shares of Marriott International, Inc. $MAR

HUB Investment Partners LLC reduced its stake in Marriott International, Inc. (NASDAQ:MAR) by 15.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,363 shares of the company’s stock after selling 2,762 shares during the period. HUB Investment Partners LLC’s holdings in Marriott International were worth $4,001,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in MAR. Brighton Jones LLC lifted its stake in shares of Marriott International by 2.5% in the 4th quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock valued at $2,479,000 after acquiring an additional 218 shares during the last quarter. Empowered Funds LLC raised its position in Marriott International by 39.1% in 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 last quarter. Woodline Partners LP increased 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 buying an additional 5,480 shares during the period. Intech Investment Management LLC boosted its position in Marriott International by 21.8% during the 1st quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock worth $1,438,000 after buying an additional 1,079 shares during the period. Finally, AlphaQuest LLC raised its stake in shares of Marriott International by 2,750.0% during the second quarter. AlphaQuest LLC now owns 114 shares of the company’s stock valued at $31,000 after acquiring an additional 110 shares during the last quarter. Institutional investors own 70.70% of the company’s stock.

Insider Buying and Selling at Marriott International

In other Marriott International news, insider Rajeev Menon sold 6,333 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $356.61, for a total value of $2,258,411.13. Following the transaction, the insider owned 9,492 shares in the company, valued at approximately $3,384,942.12. This represents a 40.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Anthony Capuano sold 63,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total value of $22,630,860.00. Following the sale, the chief executive officer owned 113,617 shares of the company’s stock, valued at approximately $40,813,498.74. This represents a 35.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 97,157 shares of company stock worth $34,768,825 in the last quarter. Company insiders own 10.68% of the company’s stock.

Wall Street Analyst Weigh In

MAR has been the subject of several analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. JPMorgan Chase & Co. lifted their price objective on Marriott International from $323.00 to $356.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 11th. The Goldman Sachs Group increased their target price on shares of Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Wells Fargo & Company boosted their price target on shares of Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Finally, Jefferies Financial Group increased their price objective on shares of Marriott International from $357.00 to $415.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, Marriott International presently has an average rating of “Moderate Buy” and an average target price of $343.27.

Marriott International Stock Performance

Shares of MAR opened at $323.80 on Friday. The firm has a market cap of $85.80 billion, a PE ratio of 34.12, a price-to-earnings-growth ratio of 2.94 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 business’s 50 day moving average price is $329.94 and its two-hundred day moving average price is $296.53.

Marriott International (NASDAQ:MAR) last released its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). The company 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 firm’s revenue was up 4.1% on a year-over-year basis. During the same quarter in the previous year, the firm 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. Research analysts predict that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Announces Dividend

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

Key Headlines Impacting 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 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.