Mirae Asset Global Investments Co. Ltd. Boosts Holdings in Marriott International, Inc. $MAR

Mirae Asset Global Investments Co. Ltd. boosted its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 20.1% in the fourth quarter, HoldingsChannel reports. The fund owned 125,153 shares of the company’s stock after purchasing an additional 20,966 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Marriott International were worth $38,827,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. National Pension Service raised its holdings in shares of Marriott International by 1.6% in the third quarter. National Pension Service now owns 603,431 shares of the company’s stock worth $157,158,000 after buying an additional 9,530 shares during the last quarter. Legal & General Group Plc raised its holdings in shares of Marriott International by 9.3% in the third quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock worth $381,654,000 after buying an additional 124,759 shares during the last quarter. AustralianSuper Pty Ltd purchased a new position in shares of Marriott International in the third quarter worth $858,000. Lansforsakringar Fondforvaltning AB publ raised its holdings in shares of Marriott International by 5.8% in the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 73,759 shares of the company’s stock worth $19,210,000 after buying an additional 4,067 shares during the last quarter. Finally, Harbor Investment Advisory LLC raised its holdings in shares of Marriott International by 2.7% in the third quarter. Harbor Investment Advisory LLC now owns 572,367 shares of the company’s stock worth $149,067,000 after buying an additional 14,898 shares during the last quarter. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Momentum/price action: market reports show MAR reached an all‑time high, reflecting strong demand and positive investor sentiment around travel recovery and earnings outlook. Marriott International stock hits all-time high
• Positive Sentiment: Supplier change that could boost margins/guest experience: Marriott plans to switch from Pepsi to Coca‑Cola for beverage supply — a chainwide supplier shift that can affect costs, marketing partnerships and in‑hotel F&B margins (positive if Coke offers better terms or co‑marketing). Marriott to switch from Pepsi to Coke
• Positive Sentiment: Expansion into luxury Saudi market: Marriott appointed a Red Sea marketing lead to deepen its push into Saudi luxury tourism tied to Vision 2030, supporting long‑term room growth in premium segments. Growth in high‑margin international luxury can lift RevPAR and franchise/management fees. Marriott Deepens Saudi Luxury Push
• Positive Sentiment: Institutional demand: Assetmark increased its MAR stake in the latest 13F filing, a sign of continued institutional accumulation and vote of confidence. Assetmark Inc. Has $12.08 Million Position
• Neutral Sentiment: Debt listing/notes: A listing references Marriott DL‑Notes (2025/27) — routine bond market activity that affects liquidity and capital structure but isn’t a direct earnings driver unless it signals large new issuance. Marriott International Inc.DL-Notes 2025(25/27) Bond
• Neutral Sentiment: Local/marketing activations: New Courtyard event programming (Phuket) is positive for brand engagement but is a small, localized revenue driver. Introducing “The Summer Social” at Courtyard by Marriott Phuket
• Neutral Sentiment: Industry trend piece (India): Coverage of hotels/airlines entering food delivery in India could signal competitive local moves, but direct impact on Marriott’s global franchise economics is limited for now. Why Indian Hotels and Airlines Are Taking a Slice of Food Delivery Apps
• Neutral Sentiment: Unrelated name overlap: A mining press release references “Marriott” properties sold in Timmins, Ontario — not related to Marriott International and not material. Plato Gold Corp. Announces Closing of Sale
• Negative Sentiment: Analyst view limits upside: Barclays raised its price target to $372 but kept an “equal weight” rating — the PT sits near/below current trading, signaling limited analyst upside and a cautious near‑term outlook. Barclays raises price target on Marriott

Insiders Place Their Bets

In other news, insider William P. Brown sold 9,456 shares of Marriott International stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total value of $3,387,612.00. Following the sale, the insider owned 11,000 shares in the company, valued at $3,940,750. This trade represents a 46.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Anthony Capuano sold 63,000 shares of Marriott International stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the completion of the sale, the chief executive officer owned 113,617 shares in the company, valued at approximately $40,813,498.74. This trade represents a 35.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 95,540 shares of company stock valued at $34,274,055. 11.43% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

MAR has been the subject of a number of research analyst reports. The Goldman Sachs Group raised their price target on shares of Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Barclays raised their price target on shares of Marriott International from $356.00 to $372.00 and gave the stock an “equal weight” rating in a report on Thursday. Citigroup increased their price objective on shares of Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Truist Financial increased their price objective on shares of Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a research note on Wednesday, February 11th. Finally, Wells Fargo & Company increased their price objective on shares of Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $353.36.

Marriott International Stock Performance

MAR stock opened at $377.93 on Friday. The firm has a market cap of $100.12 billion, a PE ratio of 39.82, a P/E/G ratio of 3.18 and a beta of 1.10. The firm’s fifty day moving average is $339.15 and its 200 day moving average is $310.90. Marriott International, Inc. has a one year low of $212.53 and a one year high of $379.56.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing the consensus estimate of $2.61 by ($0.03). The firm had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The firm’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $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 predict that Marriott International, Inc. will post 10.1 earnings per share for the current fiscal year.

Marriott International Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, February 26th were given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.7%. The ex-dividend date was Thursday, February 26th. Marriott International’s dividend payout ratio (DPR) is currently 28.24%.

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.