Marriott International, Inc. $MAR Shares Sold by Janus Henderson Group PLC

Janus Henderson Group PLC trimmed its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 33.5% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 248,574 shares of the company’s stock after selling 125,101 shares during the period. Janus Henderson Group PLC’s holdings in Marriott International were worth $81,300,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the company. Frederick Financial Consultants LLC lifted its stake in Marriott International by 0.8% during the 4th quarter. Frederick Financial Consultants LLC now owns 3,531 shares of the company’s stock worth $1,095,000 after acquiring an additional 28 shares in the last quarter. Haven Capital Group Inc. grew its position in Marriott International by 0.3% in the 1st quarter. Haven Capital Group Inc. now owns 10,064 shares of the company’s stock valued at $3,292,000 after acquiring an additional 30 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in Marriott International by 1.2% during the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,472 shares of the company’s stock worth $808,000 after purchasing an additional 30 shares during the period. Transamerica Financial Advisors LLC lifted its position in shares of Marriott International by 34.8% during the fourth quarter. Transamerica Financial Advisors LLC now owns 120 shares of the company’s stock worth $37,000 after purchasing an additional 31 shares in the last quarter. Finally, Optimize Financial Inc boosted its stake in shares of Marriott International by 1.4% in the fourth quarter. Optimize Financial Inc now owns 2,284 shares of the company’s stock valued at $709,000 after purchasing an additional 32 shares during the period. 70.70% of the stock is owned by institutional investors and hedge funds.

Marriott International Price Performance

Shares of MAR opened at $372.95 on Friday. The firm has a fifty day moving average price of $379.52 and a 200 day moving average price of $354.20. The stock has a market cap of $98.34 billion, a PE ratio of 39.13, a price-to-earnings-growth ratio of 2.94 and a beta of 1.11. Marriott International, Inc. has a 1-year low of $253.76 and a 1-year high of $410.98.

Marriott International (NASDAQ:MAR) last posted its 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. The business had revenue of $1.81 billion for the quarter, compared to analysts’ expectations of $6.59 billion. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The business’s revenue was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.32 earnings per share. 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, equities analysts expect that Marriott International, Inc. will post 11.66 EPS for the current fiscal year.

Marriott International Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd were paid a $0.73 dividend. This is an increase from Marriott International’s previous quarterly dividend of $0.67. This represents a $2.92 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Friday, May 22nd. Marriott International’s dividend payout ratio (DPR) is presently 30.64%.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on MAR. Robert W. Baird cut their target price on shares of Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a research note on Thursday, May 7th. JPMorgan Chase & Co. boosted their price target on shares of Marriott International from $387.00 to $400.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 21st. Stifel Nicolaus upped their price objective on Marriott International from $352.00 to $365.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Sanford C. Bernstein set a $412.00 target price on Marriott International in a report on Monday, June 15th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Marriott International in a research note on Monday, May 11th. Nine investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $388.59.

Insider Activity

In other news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 19,827 shares in the company, valued at approximately $7,168,650.12. This trade represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company 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.