Rockefeller Capital Management L.P. Sells 3,916 Shares of Marriott International, Inc. $MAR

Rockefeller Capital Management L.P. trimmed its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 10.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 32,456 shares of the company’s stock after selling 3,916 shares during the period. Rockefeller Capital Management L.P.’s holdings in Marriott International were worth $10,070,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of MAR. Wellington Management Group LLP raised its holdings in Marriott International by 21.7% during the third quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock worth $2,389,635,000 after buying an additional 1,637,119 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Marriott International by 2.7% during the fourth quarter. Invesco Ltd. now owns 4,440,359 shares of the company’s stock valued at $1,377,577,000 after buying an additional 118,504 shares during the last quarter. Capital International Investors increased its position in shares of Marriott International by 7.1% during the fourth quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock worth $1,274,475,000 after acquiring an additional 272,250 shares in the last quarter. Norges Bank acquired a new stake in shares of Marriott International in the 4th quarter worth about $812,570,000. Finally, Price T Rowe Associates Inc. MD lifted its position in Marriott International by 13.2% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,879,028 shares of the company’s stock valued at $582,952,000 after acquiring an additional 219,579 shares in the last quarter. Institutional investors and hedge funds own 70.70% of the company’s stock.

Marriott International Stock Down 0.8%

Shares of NASDAQ MAR opened at $383.64 on Thursday. The company has a market capitalization of $101.16 billion, a PE ratio of 40.26, a PEG ratio of 3.08 and a beta of 1.10. The stock’s 50 day moving average price is $373.52 and its 200-day moving average price is $342.33. Marriott International, Inc. has a twelve month low of $253.76 and a twelve month high of $410.98.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, topping analysts’ consensus estimates 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 business had revenue of $1.81 billion for the quarter, compared to analyst estimates of $6.59 billion. During the same period last year, the company posted $2.32 earnings per share. Marriott International’s quarterly 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. As a group, research analysts expect that Marriott International, Inc. will post 11.64 EPS for the current fiscal 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 issued a $0.73 dividend. This is an increase from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $2.92 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International’s payout ratio is presently 30.64%.

Wall Street Analyst Weigh In

A number of analysts have commented on the company. Morgan Stanley boosted 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. Mizuho lifted their target price on Marriott International from $343.00 to $384.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. Truist Financial increased their price target on Marriott International from $350.00 to $356.00 and gave the company a “hold” rating in a research report on Tuesday, May 26th. Weiss Ratings restated a “buy (b)” rating on shares of Marriott International in a research note on Monday, May 11th. Finally, Robert W. Baird reduced their target price on shares of Marriott International from $388.00 to $386.00 and set a “neutral” rating for the company in a research note on Thursday, May 7th. Eight analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, Marriott International has an average rating of “Moderate Buy” and an average target price of $384.73.

More Marriott International News

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

• Positive Sentiment: Marriott reached an agreement with Blacksand to develop 10 hotels in Saudi Arabia, signaling continued brand expansion and potential future fee growth. Marriott and Blacksand to develop 10 hotels in Saudi Arabia
• Positive Sentiment: Marriott plans to add 100 new hotels in China with CG Hospitality, expanding its pipeline in another major international market. Marriott plans 100 new hotels in China with CG Hospitality partnership
• Positive Sentiment: Marriott opened a new St. Regis resort in Mexico, showing continued momentum in luxury openings and broadening its resort footprint. Marriott opens new St. Regis resort in Mexico
• Neutral Sentiment: Marriott CEO comments on AI agents suggest the company sees technology as more of a threat to online travel agencies than to hotels, but the impact on MAR’s earnings is indirect for now. Marriott CEO: Why AI Agents Threaten Online Travel Agencies, Not Hotels
• Neutral Sentiment: Reports about hotel owners seeking more Bonvoy revenue point to ongoing negotiations around loyalty economics, but there is no clear immediate financial impact yet. Marriott (MAR) Hotel Owners Seek More Bonvoy Revenue
• Neutral Sentiment: General “best hotel stocks” and “hotel stocks to watch” roundups may reflect sector interest, but they are not company-specific catalysts. Best Hotel Stocks To Follow Now – June 23rd Hotel Stocks To Watch Now – June 22nd

Insiders Place Their Bets

In related news, EVP Peggy Roe sold 3,000 shares of the stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the completion of 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 11.43% of the company’s stock.

Marriott International 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.