KBC Group NV increased its holdings in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 3.7% during the 4th quarter, Holdings Channel reports. The institutional investor owned 43,972 shares of the company’s stock after acquiring an additional 1,557 shares during the quarter. KBC Group NV’s holdings in Marriott International were worth $13,642,000 at the end of the most recent quarter.
Several other hedge funds have also added to or reduced their stakes in MAR. Wellington Management Group LLP boosted its position in Marriott International by 21.7% during the 3rd 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 period. Massachusetts Financial Services Co. MA lifted its position in shares of Marriott International by 7.2% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock worth $1,281,825,000 after purchasing an additional 330,952 shares during the period. Amundi lifted its position in shares of Marriott International by 52.0% in the 3rd quarter. Amundi now owns 741,408 shares of the company’s stock worth $201,618,000 after purchasing an additional 253,696 shares during the period. Vanguard Group Inc. lifted its position in shares of Marriott International by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock worth $5,410,384,000 after purchasing an additional 230,820 shares during the period. Finally, Arrowstreet Capital Limited Partnership lifted its position in shares of Marriott International by 26.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 846,740 shares of the company’s stock worth $220,525,000 after purchasing an additional 175,637 shares during the period. 70.70% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling at Marriott International
In other Marriott International news, insider William P. Brown sold 9,456 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total transaction of $3,387,612.00. Following the completion of the sale, the insider owned 11,000 shares in the company, valued at approximately $3,940,750. The trade was a 46.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Anthony Capuano sold 63,000 shares of the business’s stock in a transaction on 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 sale, the chief executive officer owned 113,617 shares of the company’s stock, valued at $40,813,498.74. This trade represents a 35.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 95,540 shares of company stock worth $34,274,055 in the last ninety days. 11.43% of the stock is currently owned by corporate insiders.
Marriott International Stock Up 4.3%
Marriott International (NASDAQ:MAR – Get Free Report) last released its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The company had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. During the same quarter in the previous year, the firm earned $2.45 EPS. The firm’s revenue was up 4.1% on a year-over-year basis. 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. Sell-side analysts expect that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.
Marriott International Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th were paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Thursday, February 26th. Marriott International’s payout ratio is 28.24%.
Analyst Ratings Changes
A number of research analysts have recently issued reports on MAR shares. Weiss Ratings restated a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. The Goldman Sachs Group boosted their price target on shares of Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Barclays boosted their price target on shares of Marriott International from $356.00 to $372.00 and gave the stock an “equal weight” rating in a research report on Thursday. BMO Capital Markets upgraded shares of Marriott International from a “market perform” rating to an “outperform” rating and boosted their price target for the stock from $285.00 to $370.00 in a research report on Friday, January 9th. Finally, Truist Financial boosted their price target on shares of Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a research report on Wednesday, February 11th. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $353.36.
Get Our Latest Stock Report on MAR
Trending Headlines about 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
About Marriott International
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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