Partners Group Holding AG bought a new stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,399 shares of the company’s stock, valued at approximately $1,675,000.
Other institutional investors also recently bought and sold shares of the company. Triumph Capital Management purchased a new stake in Marriott International during the 3rd quarter valued at about $28,000. Rachor Investment Advisory Services LLC purchased a new stake in Marriott International during the 4th quarter valued at about $32,000. Darwin Wealth Management LLC purchased a new stake in Marriott International during the 2nd quarter valued at about $37,000. Root Financial Partners LLC purchased a new stake in Marriott International during the 3rd quarter valued at about $41,000. Finally, IAG Wealth Partners LLC boosted its holdings in Marriott International by 468.8% during the 3rd quarter. IAG Wealth Partners LLC now owns 182 shares of the company’s stock valued at $47,000 after acquiring an additional 150 shares during the period. 70.70% of the stock is currently owned by hedge funds and other institutional investors.
Insider Activity at Marriott International
In other news, insider Rajeev Menon sold 3,492 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $354.00, for a total value of $1,236,168.00. Following the completion of the transaction, the insider owned 6,000 shares of the company’s stock, valued at approximately $2,124,000. This represents a 36.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Peggy Roe sold 3,000 shares of the stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $361.56, for a total value of $1,084,680.00. Following the completion of the transaction, the executive vice president directly owned 19,827 shares of the company’s stock, valued at $7,168,650.12. This represents a 13.14% decrease in their position. The disclosure for this sale is available in the SEC filing. 11.43% of the stock is currently owned by corporate insiders.
Marriott International Stock Performance
Marriott International (NASDAQ:MAR – Get Free Report) last announced its earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.56 by $0.16. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The firm had revenue of $1.81 billion during the quarter, compared to analyst estimates of $6.59 billion. During the same quarter in the prior year, the company earned $2.32 EPS. The business’s revenue was up 6.2% compared to the same quarter last year. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. Sell-side analysts predict that Marriott International, Inc. will post 11.65 earnings per share for the current year.
Marriott International Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Friday, May 22nd will be given a $0.73 dividend. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $2.92 annualized dividend and a dividend yield of 0.8%. This is an increase from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio is currently 28.12%.
Analysts Set New Price Targets
Several brokerages recently weighed in on MAR. Evercore increased their target price on Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday, January 22nd. Susquehanna increased their price objective on Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a report on Thursday, April 23rd. JPMorgan Chase & Co. increased their price objective on Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a report on Tuesday, April 21st. Truist Financial increased their price objective on Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a report on Wednesday, February 11th. Finally, Morgan Stanley increased their price objective on Marriott International from $350.00 to $353.00 and gave the stock an “overweight” rating in a report on Tuesday, May 12th. Eight equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $376.13.
View Our Latest Report on Marriott International
Trending Headlines about Marriott International
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Marriott expanded its Marriott Bonvoy Outdoors offering through a new partnership with Outside Interactive, adding guest experience benefits tied to adventure travel across 350+ properties in the U.S. and Canada, which supports brand engagement and could help drive incremental demand. Article Title
- Positive Sentiment: Marriott’s CFO is scheduled to speak at the Morgan Stanley Travel & Leisure Conference on June 1, which can keep investor attention on the company and may reinforce management’s outlook. Article Title
- Positive Sentiment: A Chicago landmark is reportedly being converted into a Marriott hotel, suggesting continued expansion of the brand and additional long-term pipeline growth. Article Title
- Neutral Sentiment: Wall Street coverage highlighted Marriott’s outlook and broker sentiment, but the item is primarily a recap of analyst views rather than a clear new catalyst. Article Title
- Neutral Sentiment: An EVP sold 3,000 shares in an SEC-disclosed transaction. Insider sales can weigh on sentiment, but the size is modest relative to the executive’s remaining stake and does not by itself change fundamentals. Article Title
Marriott International Company Profile
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.
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