Marriott International, Inc. $MAR Stock: MGO One Seven LLC Reduces Stake

MGO One Seven LLC cut its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 34.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,163 shares of the company’s stock after selling 2,236 shares during the quarter. MGO One Seven LLC’s holdings in Marriott International were worth $1,481,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Americana Partners LLC grew its stake in Marriott International by 13.5% during the third quarter. Americana Partners LLC now owns 4,733 shares of the company’s stock worth $1,683,000 after buying an additional 563 shares during the last quarter. Aprio Wealth Management LLC raised its stake in shares of Marriott International by 7.6% in the third quarter. Aprio Wealth Management LLC now owns 2,729 shares of the company’s stock valued at $971,000 after acquiring an additional 192 shares during the last quarter. State of Wyoming boosted its holdings in shares of Marriott International by 301.6% in the 3rd quarter. State of Wyoming now owns 771 shares of the company’s stock worth $274,000 after acquiring an additional 579 shares in the last quarter. International Assets Investment Management LLC grew its position in Marriott International by 141.1% during the 3rd quarter. International Assets Investment Management LLC now owns 4,407 shares of the company’s stock worth $1,567,000 after acquiring an additional 2,579 shares during the last quarter. Finally, Soltis Investment Advisors LLC grew its position in Marriott International by 2.1% during the 3rd quarter. Soltis Investment Advisors LLC now owns 7,573 shares of the company’s stock worth $2,693,000 after acquiring an additional 158 shares during the last quarter. 70.70% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. Wells Fargo & Company raised their target price on Marriott International from $426.00 to $463.00 and gave the company an “overweight” rating in a research note on Tuesday. Erste Group Bank assumed coverage on shares of Marriott International in a research report on Thursday, August 27th. They set a “buy” rating on the stock. Jefferies Financial Group reissued a “buy” rating on shares of Marriott International in a report on Wednesday. BMO Capital Markets lowered their price objective on shares of Marriott International from $410.00 to $395.00 and set an “outperform” rating for the company in a research report on Tuesday, August 4th. Finally, Robert W. Baird boosted their target price on shares of Marriott International from $395.00 to $414.00 and gave the stock a “neutral” rating in a research note on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $394.48.

Marriott International Price Performance

Marriott International stock opened at $424.87 on Thursday. The firm has a market capitalization of $109.40 billion, a price-to-earnings ratio of 36.17, a PEG ratio of 3.06 and a beta of 1.15. The company’s 50 day simple moving average is $363.86 and its 200 day simple moving average is $357.18. Marriott International, Inc. has a fifty-two week low of $272.66 and a fifty-two week high of $433.30.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings results on Monday, November 2nd. The company reported $3.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.84 by $0.18. Marriott International had a negative return on equity of 69.94% and a net margin of 9.68%. The company had revenue of $7 billion during the quarter, compared to the consensus estimate of $6.93 billion. During the same period in the prior year, the company earned $2.47 earnings per share. The company’s revenue for the quarter was up 8.0% compared to the same quarter last year. As a group, analysts predict that Marriott International, Inc. will post 12.14 EPS for the current fiscal year.

Insider Buying and Selling at Marriott International

In related news, insider David S. Marriott sold 3,500 shares of the firm’s stock in a transaction on Friday, September 25th. The shares were sold at an average price of $352.09, for a total value of $1,232,315.00. Following the completion of the transaction, the insider directly owned 282,383 shares of the company’s stock, valued at approximately $99,424,230.47. This trade represents a 1.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Deborah Harrison sold 3,500 shares of Marriott International stock in a transaction dated Friday, September 25th. The shares were sold at an average price of $352.09, for a total transaction of $1,232,315.00. Following the completion of the transaction, the insider directly owned 282,383 shares of the company’s stock, valued at approximately $99,424,230.47. This trade represents a 1.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 11.43% of the company’s stock.

Key Headlines Impacting Marriott International

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

• Positive Sentiment: Q3 results and guidance beat expectations. Marriott reported adjusted EPS of $3.02 versus the $2.84 consensus, while revenue rose 8% to $7.01 billion. It also raised its full-year 2026 EPS outlook to $12.07–$12.14, above the $11.74 consensus, and forecast Q4 EPS above estimates. Global RevPAR grew 6.5%, and fee growth outpaced RevPAR. Read More.
• Positive Sentiment: Shares reached a new 12-month high following the earnings beat. The results and improved outlook appear to be helping sustain investor momentum. Read More.
• Positive Sentiment: Goldman Sachs raised its price target to $456 and reiterated a Buy rating, signaling further potential upside in the firm’s view. Read More.
• Positive Sentiment: Marriott expanded its Asia-Pacific presence, opening its 800th property in the region excluding China and making its debut in Laos. The addition supports the company’s global growth, though the near-term financial contribution is unclear. Read More.
• Neutral Sentiment: Analyst opinions are mixed. Freedom Broker downgraded Marriott to Hold while raising its target to $439; Barclays and Baird also raised their targets, but their estimates remained below the recent share price. This suggests some analysts see limited near-term upside after the stock’s run. Read More.
• Neutral Sentiment: Marriott is testing an airline-style upgrade list in its Bonvoy app, a possible loyalty-program enhancement, but no financial impact has been reported. Read More.

Marriott International Company Profile

Marriott International, Inc is a global hospitality company that develops, franchises, licenses and manages hotels, resorts, residences and other lodging properties. Its portfolio includes brands such as Marriott Hotels, Sheraton, Westin, W Hotels, The Ritz-Carlton, St. Regis, JW Marriott, Courtyard, Fairfield by Marriott, Residence Inn and Element. The company also operates Marriott Bonvoy, a travel loyalty program that provides members with benefits and rewards across participating properties and travel experiences.

Marriott traces its origins to 1927, when J.