Pacific Excel Wealth Advisors Inc. Invests $731,000 in Marriott International, Inc. $MAR

Pacific Excel Wealth Advisors Inc. purchased a new stake in shares of Marriott International, Inc. (NASDAQ:MAR) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,972 shares of the company’s stock, valued at approximately $731,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Evelyn Partners Investment Management Services Ltd bought a new stake in shares of Marriott International in the 1st quarter worth $25,000. Wilkerson Advisory Group LLC lifted its holdings in shares of Marriott International by 127.0% during the first quarter. Wilkerson Advisory Group LLC now owns 84 shares of the company’s stock valued at $27,000 after purchasing an additional 47 shares in the last quarter. IMG Wealth Management Inc. boosted its position in shares of Marriott International by 100.0% during the first quarter. IMG Wealth Management Inc. now owns 82 shares of the company’s stock valued at $27,000 after buying an additional 41 shares during the last quarter. Kemnay Advisory Services Inc. bought a new stake in Marriott International in the 4th quarter worth about $27,000. Finally, McMillan Office Inc. purchased a new position in Marriott International in the 4th quarter worth about $27,000. 70.70% of the stock is owned by institutional investors.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Marriott reported second-quarter adjusted EPS of $3.19, ahead of the roughly $3.06–$3.08 analyst consensus, compared with $2.65 a year earlier. Worldwide comparable RevPAR increased 3.4%, led by 5.0% growth in the U.S. and Canada. Marriott International Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its full-year 2026 adjusted EPS outlook to $11.64–$11.81 and increased its full-year room-revenue outlook. Fee revenue grew 13%, supporting the view that Marriott’s asset-light business model remains resilient.
• Positive Sentiment: The company added approximately 17,900 net rooms during the quarter, expanding net rooms 4.5% year over year. Its development pipeline reached a record nearly 4,200 properties and 629,000 rooms, while Marriott repurchased 3.0 million shares for $1.1 billion.
• Positive Sentiment: Marriott is rolling out “Ask Bonvoy,” an AI-powered conversational search tool intended to improve customer engagement and drive more direct bookings. It also expanded its Marriott Bonvoy and BetMGM rewards collaboration to Alberta, Canada. Marriott Adds AI-Powered Conversational Search Tool
• Neutral Sentiment: Analysts remain broadly constructive but lowered price targets: Wells Fargo cut its target to $425 while retaining an overweight rating; BMO lowered its target to $395 with an outperform rating. Baird and Mizuho moved to or maintained neutral ratings, with targets of $393 and $374, respectively.
• Negative Sentiment: Second-quarter revenue fell short of expectations, and international RevPAR declined 0.5%. The Middle East conflict significantly reduced travel demand and sales in the region, raising concerns about further weakness in international operations, openings and execution. Marriott Says Middle East Conflict Weighed on 2Q Sales
• Negative Sentiment: Third-quarter 2026 adjusted EPS guidance of $2.74–$2.82 was below the approximately $2.88 consensus estimate. Investors also view MAR’s valuation as elevated, with concerns about debt, regional volatility and a high earnings bar after the stock’s strong prior run.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. BMO Capital Markets dropped their price target on shares of Marriott International from $410.00 to $395.00 and set an “outperform” rating on the stock in a report on Tuesday. Wells Fargo & Company dropped their target price on shares of Marriott International from $449.00 to $425.00 and set an “overweight” rating on the stock in a report on Tuesday. Mizuho cut their target price on shares of Marriott International from $384.00 to $374.00 and set a “neutral” rating for the company in a research report on Tuesday. UBS Group reissued a “neutral” rating on shares of Marriott International in a report on Tuesday. Finally, TD Cowen lifted their price objective on Marriott International from $410.00 to $420.00 and gave the stock a “buy” rating in a report on Tuesday, July 21st. Nine analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Marriott International has an average rating of “Moderate Buy” and a consensus price target of $386.65.

Insider Transactions at Marriott International

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the business’s stock in a transaction dated Monday, May 18th. The stock was 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 owned 19,827 shares of the company’s stock, valued at approximately $7,168,650.12. The trade was a 13.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 11.43% of the company’s stock.

Marriott International Trading Down 0.5%

MAR opened at $345.20 on Wednesday. The company’s 50 day moving average is $378.50 and its 200 day moving average is $354.76. The company has a market cap of $91.03 billion, a price-to-earnings ratio of 36.22, a PEG ratio of 2.71 and a beta of 1.10. Marriott International, Inc. has a 12-month low of $255.27 and a 12-month high of $410.98.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Monday, August 3rd. The company reported $3.19 earnings per share for the quarter, topping the consensus estimate of $3.08 by $0.11. The business had revenue of $2.01 billion for the quarter, compared to the consensus estimate of $7.19 billion. Marriott International had a net margin of 9.62% and a negative return on equity of 80.29%. The company’s quarterly revenue was up 4.8% on a year-over-year basis. During the same period last year, the firm earned $2.65 earnings per share. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS. As a group, analysts predict that Marriott International, Inc. will post 11.68 EPS for the current fiscal year.

Marriott International Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 22nd were given a dividend of $0.73 per share. This represents a $2.92 annualized dividend and a yield of 0.8%. This is a boost from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date was Friday, May 22nd. Marriott International’s dividend payout ratio (DPR) is presently 30.64%.

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.