Healthcare of Ontario Pension Plan Trust Fund Has $173.73 Million Stake in Marriott International, Inc. $MAR

Healthcare of Ontario Pension Plan Trust Fund raised its holdings in Marriott International, Inc. (NASDAQ:MAR) by 11.8% during the 4th quarter, Holdings Channel reports. The institutional investor owned 559,985 shares of the company’s stock after acquiring an additional 58,935 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Marriott International were worth $173,730,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Frederick Financial Consultants LLC increased its stake in Marriott International by 0.8% in the 4th quarter. Frederick Financial Consultants LLC now owns 3,531 shares of the company’s stock valued at $1,095,000 after buying an additional 28 shares during the last quarter. Transamerica Financial Advisors LLC increased its stake in Marriott International by 34.8% in the 4th quarter. Transamerica Financial Advisors LLC now owns 120 shares of the company’s stock valued at $37,000 after buying an additional 31 shares during the last quarter. Optimize Financial Inc increased its stake in Marriott International by 1.4% in the 4th quarter. Optimize Financial Inc now owns 2,284 shares of the company’s stock valued at $709,000 after buying an additional 32 shares during the last quarter. Bridges Investment Management Inc. increased its stake in Marriott International by 1.0% in the 4th quarter. Bridges Investment Management Inc. now owns 3,277 shares of the company’s stock valued at $1,017,000 after buying an additional 32 shares during the last quarter. Finally, Riversedge Advisors LLC increased its stake in Marriott International by 3.0% in the 4th quarter. Riversedge Advisors LLC now owns 1,149 shares of the company’s stock valued at $357,000 after buying an additional 33 shares during the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Peggy Roe sold 3,000 shares of the company’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $361.56, for a total value of $1,084,680.00. Following the transaction, the executive vice president owned 19,827 shares in the company, valued at approximately $7,168,650.12. This represents a 13.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 11.43% of the company’s stock.

Analysts Set New Price Targets

MAR has been the topic of several recent research reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Marriott International in a research note on Monday, May 11th. Mizuho lifted their price target on shares of Marriott International from $343.00 to $384.00 and gave the company a “neutral” rating in a research note on Thursday, May 7th. Barclays boosted their price objective on shares of Marriott International from $372.00 to $376.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 7th. Morgan Stanley boosted their price objective on shares of Marriott International from $350.00 to $353.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 12th. Finally, Sanford C. Bernstein boosted their price objective on shares of Marriott International from $400.00 to $402.00 and gave the stock an “outperform” rating in a research note on Friday, May 15th. Eight analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Marriott International presently has an average rating of “Moderate Buy” and an average price target of $382.07.

Key Headlines Impacting Marriott International

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

• Positive Sentiment: Marriott said domestic travel has remained strong since the West Asia conflict, suggesting resilient demand and healthy booking trends for its hotel portfolio. Strong domestic travel since West Asia war: Marriott
• Positive Sentiment: Marriott unveiled 600 Bonvoy experiences for the 2026 FIFA World Cup, which could boost brand engagement and drive additional travel-related spending from loyal customers. Marriott Bonvoy Unveils 600 Experiences for FIFA World Cup 2026 Fans
• Positive Sentiment: Marriott opened its 10,000th property globally in India, a symbolic milestone that highlights the company’s continued expansion and scale across international markets. Marriott International Celebrates 10,000 Properties Globally with the Opening of the JW Marriott Ranthambore Resort & Spa
• Positive Sentiment: Management also highlighted the new JW Marriott Ranthambore opening as a milestone for the brand, reinforcing Marriott’s growth pipeline in India and its luxury positioning. Marriott unveils 10,000th property with opening of JW Marriott in India
• Neutral Sentiment: Analyst coverage remains supportive, with brokerages maintaining a “Moderate Buy” consensus, which is constructive but not a fresh catalyst. Marriott International, Inc. (NASDAQ:MAR) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Marriott’s planned luxury wellness brand joining Bonvoy in late 2026 adds to its long-term growth story, but the launch is still months away. Marriott’s new luxury wellness brand will join Bonvoy in late 2026

Marriott International Price Performance

Marriott International stock opened at $402.54 on Friday. The firm has a market capitalization of $106.15 billion, a PE ratio of 42.24, a P/E/G ratio of 3.20 and a beta of 1.10. The company’s 50-day moving average is $365.65 and its 200-day moving average is $337.03. Marriott International, Inc. has a fifty-two week low of $253.55 and a fifty-two week high of $403.25.

Marriott International (NASDAQ:MAR) last released its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, topping the consensus estimate of $2.56 by $0.16. The company had revenue of $1.81 billion for the quarter, compared to analyst estimates of $6.59 billion. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. Marriott International’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same period in the previous year, the business earned $2.32 EPS. 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. As a group, analysts expect that Marriott International, Inc. will post 11.64 EPS for the current year.

Marriott International Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, May 22nd will be paid a $0.73 dividend. This is an increase from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date is Friday, May 22nd. This represents a $2.92 dividend on an annualized basis and a yield of 0.7%. Marriott International’s dividend payout ratio (DPR) is currently 30.64%.

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.