Primecap Management Co. CA Sells 4,760 Shares of Marriott International, Inc. $MAR

Primecap Management Co. CA reduced its stake in Marriott International, Inc. (NASDAQ:MAR) by 1.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 274,260 shares of the company’s stock after selling 4,760 shares during the period. Primecap Management Co. CA’s holdings in Marriott International were worth $71,428,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also bought and sold shares of the company. AlphaQuest LLC raised its stake in Marriott International by 2,750.0% during the second quarter. AlphaQuest LLC now owns 114 shares of the company’s stock worth $31,000 after acquiring an additional 110 shares in the last quarter. 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, Quaker Wealth Management LLC grew its stake in Marriott International by 203.4% during the second quarter. Quaker Wealth Management LLC now owns 150 shares of the company’s stock worth $41,000 after buying an additional 295 shares during the last quarter. Institutional investors and hedge funds own 70.70% of the company’s stock.

Key Marriott International News

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

• Positive Sentiment: W Atlanta Downtown will be converted to a JW Marriott this spring, a luxury rebrand that should boost RevPAR potential and group/wellness-driven revenue at a premium price point. W Atlanta Downtown will convert to JW Marriott
• Positive Sentiment: Marriott reported robust signings across Europe, the Middle East & Africa in 2025 and is deepening its Middle East pipeline — evidence of continued franchise/management-led unit growth in higher-margin international markets. Marriott International Announces Robust Growth Momentum Across Europe, Middle East & Africa in 2025
• Positive Sentiment: Marriott is expanding in India (new Le Méridien Dehradun opening) and has public ambitions to reach all 785 Indian districts — a large domestic pipeline that supports long-term unit growth and conversion opportunities. Marriott’s Le Méridien Dehradun Resort & Spa opens in Uttarakhand
• Positive Sentiment: Zacks Research raised several near-term EPS estimates for 2026 (Q1/Q2/Q3/Q4 and FY2026), signaling improved near-term earnings visibility and supporting the stock’s valuation multiple expansion.
• Neutral Sentiment: Industry coverage is highlighting Marriott as one of three hotel stocks to watch amid persistent headwinds — the piece underscores Marriott’s membership/loyalty momentum and conversions but warns of macro pressure on travel demand. 3 Hotel Stocks to Watch for Now as Industry Headwinds Persist
• Neutral Sentiment: Marriott management (CEO Anthony Capuano and CRO Drew Pinto) will speak at the J.P. Morgan Gaming, Lodging, Restaurant & Leisure Forum on March 12; the webcast provides a direct opportunity for guidance color and Q&A that could move the stock. Marriott to speak at J.P. Morgan forum
• Neutral Sentiment: Long-form coverage (Forbes) discusses Marriott’s strategy for growth, AI and reinvention over the next 100 years — supportive for investors focused on structural initiatives but not an immediate catalyst. Marriott’s Next 100 Years: Growth, AI And Reinvention
• Negative Sentiment: Zacks trimmed some 2027 quarter and full-year estimates (modest cuts to Q1/Q2 2027 and FY2027 from prior forecasts), introducing a degree of uncertainty about longer-term margin/earnings upside; investors may weigh these cuts against the 2026 upgrades.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the stock. Truist Financial lifted their target price on shares of Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a research note on Wednesday, February 11th. Evercore lifted their price objective on Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research report on Thursday, January 22nd. Jefferies Financial Group increased their target price on Marriott International from $357.00 to $415.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Morgan Stanley lifted their price target on Marriott International from $296.00 to $328.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Finally, BMO Capital Markets raised shares of Marriott International from a “market perform” rating to an “outperform” rating and increased their price objective for the stock from $285.00 to $370.00 in a report on Friday, January 9th. Two 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. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $343.27.

Insiders Place Their Bets

In other Marriott International news, insider William P. Brown sold 9,456 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total transaction of $3,387,612.00. Following the transaction, the insider owned 11,000 shares in the company, valued at approximately $3,940,750. This trade represents a 46.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Anthony Capuano sold 63,000 shares of the company’s stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 113,617 shares of the company’s stock, valued at approximately $40,813,498.74. This trade represents a 35.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 97,157 shares of company stock worth $34,768,825 over the last three months. Insiders own 10.68% of the company’s stock.

Marriott International Stock Up 0.9%

Shares of MAR stock opened at $350.57 on Friday. The firm has a market cap of $92.89 billion, a price-to-earnings ratio of 36.94, a PEG ratio of 3.07 and a beta of 1.13. Marriott International, Inc. has a 12 month low of $205.40 and a 12 month high of $370.00. The stock has a 50-day moving average price of $327.60 and a 200 day moving average price of $293.68.

Marriott International (NASDAQ:MAR) last issued its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.61 by ($0.03). The business had revenue of $6.69 billion during the quarter, compared to the consensus estimate 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 for the quarter was up 4.1% compared to the same quarter last year. During the same period last year, the business posted $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. Sell-side analysts predict that Marriott International, Inc. will post 10.1 earnings per share for the current fiscal year.

Marriott International Announces Dividend

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

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.