Marriott International, Inc. $MAR Shares Purchased by Wellington Management Group LLP

Wellington Management Group LLP grew its stake in Marriott International, Inc. (NASDAQ:MAR) by 21.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,175,377 shares of the company’s stock after acquiring an additional 1,637,119 shares during the quarter. Wellington Management Group LLP’s holdings in Marriott International were worth $2,389,635,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in Marriott International by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock valued at $5,410,384,000 after purchasing an additional 230,820 shares in the last quarter. State Street Corp lifted its stake in shares of Marriott International by 1.2% during the second quarter. State Street Corp now owns 9,488,566 shares of the company’s stock valued at $2,592,371,000 after buying an additional 114,973 shares during the period. Massachusetts Financial Services Co. MA boosted its position in Marriott International by 7.2% during the third quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock worth $1,281,825,000 after acquiring an additional 330,952 shares during the last quarter. Invesco Ltd. grew its stake in Marriott International by 5.0% in the 2nd quarter. Invesco Ltd. now owns 4,330,656 shares of the company’s stock worth $1,183,178,000 after acquiring an additional 206,820 shares during the period. Finally, Norges Bank purchased a new position in shares of Marriott International during the 2nd quarter worth $638,968,000. Institutional investors and hedge funds own 70.70% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the company. Truist Financial raised their price target on Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a research note on Wednesday, February 11th. Citigroup raised their target price on shares of Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a research report on Thursday, January 15th. Sanford C. Bernstein increased their price target on shares of Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. JPMorgan Chase & Co. lifted their price target on shares of Marriott International from $323.00 to $356.00 and gave the company a “neutral” rating in a report on Wednesday, February 11th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Marriott International in a report on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $343.47.

Insider Buying and Selling at Marriott International

In related news, EVP Drew Pinto sold 4,000 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $359.81, for a total value of $1,439,240.00. Following the completion of the sale, the executive vice president directly owned 8,221 shares of the company’s stock, valued at $2,957,998.01. The trade was a 32.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider William P. Brown sold 9,456 shares of Marriott International stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total value of $3,387,612.00. Following the completion of the transaction, the insider owned 11,000 shares of the company’s stock, valued at approximately $3,940,750. The trade was a 46.23% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 97,157 shares of company stock valued at $34,768,825. Corporate insiders own 10.68% of the company’s stock.

Marriott International Stock Down 0.8%

MAR opened at $313.81 on Friday. Marriott International, Inc. has a 52-week low of $205.40 and a 52-week high of $370.00. The company has a 50 day moving average of $330.93 and a two-hundred day moving average of $298.45. The company has a market cap of $83.15 billion, a P/E ratio of 33.07, a P/E/G ratio of 2.79 and a beta of 1.09.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). The company had revenue of $6.69 billion during the quarter, compared to analysts’ expectations of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The firm’s revenue was up 4.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $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. Research analysts anticipate 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 will be paid on Tuesday, March 31st. Stockholders of record on Thursday, February 26th will be given a $0.67 dividend. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. Marriott International’s payout ratio is presently 28.24%.

Key Marriott International News

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

• Positive Sentiment: Signed a landmark agreement with KS Hotels that expands Marriott’s management/franchise pipeline and regional footprint — supports future fee revenue and unit growth. Marriott International Signs Landmark Agreement with KS Hotels
• Positive Sentiment: Morgan Stanley published a bullish forecast for MAR, which could underpin upside if fundamentals and RevPAR trends stay healthy. Morgan Stanley Forecasts Strong Price Appreciation for Marriott International (NASDAQ:MAR) Stock
• Positive Sentiment: EB-5 repayment milestones tied to Marriott-branded projects (LA Agoura Hills and Nashville Virgin) signal smoother capital outcomes for developer-financed properties, reducing some project-level financing risk. Repayment Milestones for JF19 – LA Agoura Hills Marriott Hotels and JF23 – Nashville Virgin Hotel
• Neutral Sentiment: Management presented at the J.P. Morgan Gaming, Lodging, Restaurant & Leisure forum — useful for investor updates but no new guidance beyond prior FY26 outlook. Marriott International, Inc. (MAR) Presents at J.P. Morgan Gaming, Lodging, Restaurant, and Leisure Management Access Forum Transcript
• Neutral Sentiment: Marketing and loyalty initiatives (Bonvoy Pacific Coast portfolio and “Secret Concierge II” campaign) help brand and demand generation but are longer-term revenue drivers. Marriott Bonvoy Elevates the Pacific Coast in Riviera Nayarit & Puerto Vallarta with its Premium Portfolio Marriott Bonvoy’s “Secret Concierge II” Sends Fans on a Global Chase
• Negative Sentiment: Sector selloff tied to the Iran conflict has pressured hotel stocks including Marriott; analysts note limited direct Middle East exposure but short-term risk aversion and travel sentiment weakness have dragged multiples. Marriott, Other Hotel Stocks Have Tumbled During the Iran War. Why They Could Rebound. Marriott, Other Hotel Stocks Have Tumbled During the Iran War. Why They Could Rebound.
• Negative Sentiment: Legal risk: Marriott faces a lawsuit alleging wrongful termination after reporting discrimination — potential reputational and legal costs if escalates. Marriott faces lawsuit for allegedly firing employee who reported discrimination
• Negative Sentiment: Analyst/market commentary highlights MAR is down since the recent earnings release (minor EPS miss and guidance in line) — amplifies near-term selling and raises focus on upcoming quarters for evidence of revenue and margin traction. Marriott (MAR) Down 9% Since Last Earnings Report: Can It Rebound? Marriott (MAR) Down 9% Since Last Earnings Report: Can It Rebound?

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.