Meyer Handelman Co. Lowers Stock Holdings in Marriott International, Inc. $MAR

Meyer Handelman Co. lessened its holdings in Marriott International, Inc. (NASDAQ:MAR) by 34.1% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 3,833 shares of the company’s stock after selling 1,980 shares during the period. Meyer Handelman Co.’s holdings in Marriott International were worth $1,189,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Riversedge Advisors LLC raised its stake in Marriott International by 3.0% during the 4th quarter. Riversedge Advisors LLC now owns 1,149 shares of the company’s stock valued at $357,000 after purchasing an additional 33 shares during the period. Catalyst Financial Partners LLC grew its holdings in Marriott International by 3.3% during the 3rd quarter. Catalyst Financial Partners LLC now owns 1,104 shares of the company’s stock valued at $288,000 after buying an additional 35 shares in the last quarter. Lazari Capital Management Inc. raised its position in shares of Marriott International by 1.6% during the third quarter. Lazari Capital Management Inc. now owns 2,356 shares of the company’s stock valued at $614,000 after buying an additional 37 shares during the last quarter. L2 Asset Management LLC lifted its holdings in shares of Marriott International by 4.0% in the second quarter. L2 Asset Management LLC now owns 996 shares of the company’s stock worth $272,000 after buying an additional 38 shares in the last quarter. Finally, HBK Sorce Advisory LLC boosted its position in shares of Marriott International by 1.2% during the third quarter. HBK Sorce Advisory LLC now owns 3,512 shares of the company’s stock worth $935,000 after acquiring an additional 40 shares during the last quarter. Institutional investors own 70.70% of the company’s stock.

Marriott International Stock Up 2.0%

Shares of NASDAQ:MAR opened at $333.46 on Thursday. The firm has a fifty day simple moving average of $331.60 and a two-hundred day simple moving average of $303.90. The stock has a market capitalization of $88.34 billion, a P/E ratio of 35.14, a PEG ratio of 2.88 and a beta of 1.10. Marriott International, Inc. has a 52 week low of $205.40 and a 52 week high of $370.00.

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

Marriott International Announces Dividend

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

Insider Activity

In other Marriott International news, EVP Drew Pinto sold 4,000 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $359.81, for a total transaction of $1,439,240.00. Following the transaction, the executive vice president owned 8,221 shares in the company, valued at $2,957,998.01. The trade was a 32.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider William P. Brown sold 9,456 shares of the stock in a transaction on 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 completion of the sale, the insider directly owned 11,000 shares in the company, valued at approximately $3,940,750. This represents a 46.23% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 95,540 shares of company stock worth $34,274,055. Company insiders own 10.68% of the company’s stock.

Analyst Ratings Changes

A number of analysts have issued reports on the stock. Citigroup lifted their price target on shares of Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a report on Thursday, January 15th. BMO Capital Markets upgraded Marriott International from a “market perform” rating to an “outperform” rating and raised their price objective for the company from $285.00 to $370.00 in a research report on Friday, January 9th. Evercore lifted their target price on Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, January 22nd. Sanford C. Bernstein increased their price target on Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Finally, Jefferies Financial Group lifted 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. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company 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 Italian luxury wellness brand Lefay into its portfolio, creating a dedicated luxury-wellness offering that leverages Marriott’s global development and Bonvoy distribution to drive fee-based, higher-margin growth. Marriott International and Lefay Announce Milestone Deal to Grow Luxury Wellness Offerings Globally
• Positive Sentiment: Multiple press reports and travel outlets have amplified the Lefay news, increasing investor awareness of a new high-end revenue stream and potential long-term brand premium for Marriott. Marriott Taps Lefay To Expand Luxury Wellness And Fee Based Growth
• Positive Sentiment: Unusually large call-option volume (large spike in call buys) signals speculative bullish positioning by traders and can amplify upward price movement in the short term (momentum-driven).
• Positive Sentiment: Marriott was named a top-10 U.S. workplace by Fortune and Great Place to Work®, a reputational boost that supports talent retention and operational stability—factors investors value for margin and service consistency. Marriott International Named a Top 10 Fortune and Great Place To Work® 100 Best Workplaces in the U.S.
• Neutral Sentiment: Series by Marriott expanded in Japan with the Sugata Hotel Osaka Shinsaibashi opening — steady international footprint growth that supports long-term RevPAR and loyalty engagement but is incremental. Series by Marriott Debuts in Japan with the Opening of Sugata Hotel Osaka Shinsaibashi
• Neutral Sentiment: Yum! Brands appointed Kathleen (Leeny) K. Oberg, a former Marriott CFO, to its board — a reputational note about Marriott alumni but not a material corporate development for Marriott itself. Yum! Brands Appoints Former Marriott International CFO Kathleen (Leeny) K. Oberg to Board
• Neutral Sentiment: MCM Elegante secured C-PACE financing for energy and water-efficiency renovations tied to a Marriott conversion — a localized development item with limited broader impact on Marriott’s financials. MCM Elegante Hotel secures $11m C-PACE funds for Marriott conversion
• Negative Sentiment: Execution and integration risk for a new luxury wellness brand (brand positioning, capital commitments, and time to scale) could weigh on near-term margins or require incremental investment before fee-based returns materialize.

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.