Capital International Ltd. CA Grows Stake in Marriott International, Inc. $MAR

Capital International Ltd. CA boosted its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 35.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 33,635 shares of the company’s stock after purchasing an additional 8,894 shares during the quarter. Capital International Ltd. CA’s holdings in Marriott International were worth $10,435,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in Marriott International by 1.1% during 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. Wellington Management Group LLP increased its holdings 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 purchasing an additional 1,637,119 shares during the period. Capital International Investors increased its holdings in Marriott International by 7.1% during the 4th quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock worth $1,274,475,000 after purchasing an additional 272,250 shares during the period. Norges Bank purchased a new position in Marriott International during the 4th quarter worth $812,570,000. Finally, Legal & General Group Plc increased its holdings in shares of Marriott International by 9.3% in the 3rd quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock valued at $381,654,000 after acquiring an additional 124,759 shares during the period. 70.70% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, EVP Peggy Roe sold 3,000 shares of the business’s stock in a transaction on Monday, May 18th. The stock was 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 $7,168,650.12. The trade was a 13.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 11.43% of the stock is currently owned by company insiders.

Marriott International Price Performance

Shares of MAR stock opened at $392.51 on Friday. Marriott International, Inc. has a 1-year low of $253.55 and a 1-year high of $396.65. The stock’s fifty day moving average price is $358.69 and its 200 day moving average price is $333.23. The company has a market cap of $103.50 billion, a price-to-earnings ratio of 41.19, a price-to-earnings-growth ratio of 3.12 and a beta of 1.10.

Marriott International (NASDAQ:MAR) last announced its earnings results 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. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The firm had revenue of $1.81 billion for the quarter, compared to the consensus estimate of $6.59 billion. During the same period in the previous year, the business earned $2.32 EPS. The firm’s revenue for the quarter was up 6.2% on a year-over-year basis. 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 research analysts anticipate that Marriott International, Inc. will post 11.64 earnings per share for the current year.

Marriott International Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, May 22nd will be paid a dividend of $0.73 per share. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date is Friday, May 22nd. This represents a $2.92 annualized dividend and a yield of 0.7%. Marriott International’s dividend payout ratio (DPR) is presently 30.64%.

Wall Street Analyst Weigh In

MAR has been the topic of a number of analyst reports. Wells Fargo & Company lifted their price target on Marriott International to $446.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Mizuho lifted their price target on Marriott International from $343.00 to $384.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. Robert W. Baird cut their price target on Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a report on Thursday, May 7th. Barclays lifted their price target on Marriott International from $372.00 to $376.00 and gave the company an “equal weight” rating in a report on Thursday, May 7th. Finally, Jefferies Financial Group lifted their price target on Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Eight analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $382.07.

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.