PNC Financial Services Group Inc. Has $115.28 Million Position in Marriott International, Inc. $MAR

PNC Financial Services Group Inc. decreased its holdings in shares of Marriott International, Inc. (NASDAQ:MAR) by 0.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 442,625 shares of the company’s stock after selling 2,306 shares during the period. PNC Financial Services Group Inc. owned about 0.16% of Marriott International worth $115,277,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. AlphaQuest LLC grew its position in Marriott International by 2,750.0% in 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 period. Addison Advisors LLC bought a new stake in shares of Marriott International in the 2nd quarter worth about $34,000. Darwin Wealth Management LLC acquired a new stake in shares of Marriott International during the 2nd quarter worth about $37,000. Harel Insurance Investments & Financial Services Ltd. bought a new position in Marriott International during the 2nd quarter valued at about $38,000. Finally, Westside Investment Management Inc. boosted its position in Marriott International by 198.0% in the second quarter. Westside Investment Management Inc. now owns 149 shares of the company’s stock valued at $41,000 after buying an additional 99 shares in the last quarter. 70.70% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have recently issued reports on MAR shares. Barclays lifted their target price on shares of Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 11th. Robert W. Baird reduced their price objective on Marriott International from $287.00 to $285.00 and set a “neutral” rating on the stock in a research note on Tuesday, October 21st. Truist Financial raised their target price on Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a research note on Wednesday, February 11th. JPMorgan Chase & Co. increased their price objective on shares of Marriott International from $323.00 to $356.00 and gave the stock a “neutral” rating in a report on Wednesday, February 11th. Finally, Citigroup boosted their target price on shares of Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $343.27.

Insider Activity at Marriott International

In related news, CAO Felitia Lee sold 1,617 shares of Marriott International stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $305.98, for a total transaction of $494,769.66. Following the transaction, the chief accounting officer owned 4,893 shares of the company’s stock, valued at $1,497,160.14. This trade represents a 24.84% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. 10.68% of the stock is currently owned by company insiders.

Marriott International Trading Down 0.3%

Shares of NASDAQ:MAR opened at $353.89 on Monday. The stock has a market capitalization of $93.77 billion, a P/E ratio of 37.29, a P/E/G ratio of 3.07 and a beta of 1.13. Marriott International, Inc. has a 1-year low of $205.40 and a 1-year high of $370.00. The business has a 50-day moving average price of $318.27 and a two-hundred day moving average price of $288.45.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing the consensus estimate of $2.61 by ($0.03). Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The business had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. During the same quarter in the prior year, the firm earned $2.45 EPS. The firm’s quarterly revenue was up 4.1% compared to the same quarter last year. 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. As a group, equities analysts predict that Marriott International, Inc. will post 10.1 EPS for the current year.

Marriott International Dividend Announcement

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

Marriott International News Summary

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

• Positive Sentiment: Zacks upgraded MAR to a Zacks Rank #2 (Buy), citing improving earnings prospects — a near-term catalyst for bullish sentiment and buying interest. Marriott (MAR) Upgraded to Buy
• Positive Sentiment: An analyst upgrade helped push MAR to a new 52‑week high recently, reflecting renewed investor optimism after earnings/guidance and upgrade flow. Marriott Sets New 52-Week High After Analyst Upgrade
• Positive Sentiment: Broader consumer-sentiment improvement (6‑month high) and easing inflation expectations are boosting discretionary stocks, and MAR is highlighted among names seeing upbeat earnings revisions tied to potential rate cuts. Consumer Sentiment Hits 6-Month High
• Positive Sentiment: Regional growth remains a tailwind: Marriott reported record growth in the APEC/Asia‑Pacific regions (India a major contributor to the development pipeline), supporting longer‑term room count and fee revenue growth. Marriott Sees Strong Growth in Asia Pacific
• Positive Sentiment: Board declared a quarterly cash dividend of $0.67/share (ex‑dividend Feb 26), providing an income component for shareholders and signaling confidence in cash flow. Marriott Declares Quarterly Cash Dividend
• Positive Sentiment: Brand expansion continues with openings such as the Crystal Cove Barbados Tribute Portfolio all‑inclusive resort — incremental unit growth supports fee-based revenue over time. Marriott Opens Crystal Cove Barbados
• Neutral Sentiment: Management says it is “actively investing” in AI and migrating systems — this should improve operating efficiency and guest experiences over time but is execution‑dependent. Marriott Actively Investing in AI
• Neutral Sentiment: Q4 results were mixed: revenue modestly beat estimates while EPS slightly missed ($2.58 vs. $2.61); management still provided FY‑2026 EPS guidance (11.320–11.570) and Q1 guidance, which anchors expectations but leaves room for investor reaction. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Some market commentary argues MAR may be extended after the rally (“overstayed in the buy zone”), highlighting valuation risk (elevated P/E and PEG) that could pressure the stock if growth or margin upside disappoints. Marriott Has Overstayed in the Buy Zone

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.