Tidal Investments LLC Increases Stake in Marriott International, Inc. $MAR

Tidal Investments LLC grew its holdings in Marriott International, Inc. (NASDAQ:MAR) by 62.5% during the 2nd quarter, Holdings Channel reports. The fund owned 34,640 shares of the company’s stock after buying an additional 13,322 shares during the period. Tidal Investments LLC’s holdings in Marriott International were worth $12,837,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. California State Teachers Retirement System raised its holdings in Marriott International by 43,255.9% in the 2nd quarter. California State Teachers Retirement System now owns 114,540,104 shares of the company’s stock worth $42,447,417,000 after purchasing an additional 114,275,918 shares during the period. Invesco Ltd. grew its holdings in 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 purchasing an additional 118,504 shares during the period. Capital International Investors increased its position in Marriott International by 7.1% in the fourth quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock worth $1,274,475,000 after buying an additional 272,250 shares in the last quarter. Norges Bank bought a new position in shares of Marriott International in the fourth quarter worth about $812,570,000. Finally, Price T Rowe Associates Inc. MD lifted its position in shares of Marriott International by 13.2% during 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 buying an additional 219,579 shares in the last quarter. Institutional investors own 70.70% of the company’s stock.

Marriott International Price Performance

NASDAQ MAR opened at $334.69 on Friday. Marriott International, Inc. has a 1-year low of $256.76 and a 1-year high of $410.98. The business has a 50 day simple moving average of $357.84 and a two-hundred day simple moving average of $357.66. The stock has a market capitalization of $87.28 billion, a PE ratio of 34.68, a P/E/G ratio of 2.48 and a beta of 1.11.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings data on Monday, August 3rd. The company reported $3.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.08 by $0.11. Marriott International had a negative return on equity of 75.81% and a net margin of 9.62%.The business had revenue of $2.01 billion for the quarter, compared to analysts’ expectations of $7.19 billion. During the same period in the prior year, the firm earned $2.65 EPS. The company’s revenue for the quarter was up 4.8% on a year-over-year basis. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS. On average, analysts anticipate that Marriott International, Inc. will post 11.69 EPS for the current fiscal year.

Marriott International Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.73 per share. The ex-dividend date is Thursday, August 20th. This represents a $2.92 annualized dividend and a yield of 0.9%. Marriott International’s dividend payout ratio (DPR) is 30.26%.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Analyst upgrade: TD Cowen upgraded Marriott to “strong buy,” improving investor sentiment and signaling confidence in the company’s earnings outlook.
• Positive Sentiment: Corporate travel distribution expansion: Marriott announced a direct integration with Spotnana, a corporate travel technology platform. The partnership is intended to make Marriott’s hotels more accessible through corporate travel programs, potentially supporting business-travel demand and direct bookings. Marriott furthers corporate hotel distribution strategy with Spotnana integration
• Positive Sentiment: New Zealand expansion: Marriott and CP Group signed an agreement covering three hotels in New Zealand. The deal broadens Marriott’s international footprint and could add future fee revenue as the properties open. Marriott International Signs Landmark Agreement with CP Group for Three Hotels in New Zealand
• Positive Sentiment: Turkey resort development: Marriott and Özak agreed to develop a Ritz-Carlton resort in Kemer, Turkey, adding another premium property to Marriott’s global pipeline. Özak, Marriott sign deal for Ritz-Carlton resort in Kemer
• Neutral Sentiment: Truist raised its price target from $356 to $360 but maintained a “hold” rating, indicating modest expected upside rather than a strong change in its investment view.
• Neutral Sentiment: The latest Bank of America Gaming and Lodging Conference transcript may provide additional management commentary, but no specific new financial catalyst is identified in the headline. Marriott International Presents at Bank of America Gaming and Lodging Conference 2026

Wall Street Analyst Weigh In

MAR has been the subject of several analyst reports. Barclays reduced their target price on shares of Marriott International from $379.00 to $348.00 and set an “equal weight” rating for the company in a report on Tuesday, August 4th. Robert W. Baird dropped their price target on shares of Marriott International from $394.00 to $393.00 and set a “neutral” rating for the company in a research report on Tuesday, August 4th. China Intl Cap upgraded shares of Marriott International to a “strong-buy” rating in a research report on Wednesday, August 12th. TD Cowen upgraded shares of Marriott International to a “strong-buy” rating in a research note on Tuesday. Finally, JPMorgan Chase & Co. upped their target price on shares of Marriott International from $387.00 to $400.00 and gave the stock a “neutral” rating in a report on Tuesday, July 21st. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat, Marriott International has a consensus rating of “Moderate Buy” and a consensus price target of $385.88.

Marriott International Company Profile

Marriott International, Inc is a global hospitality company that operates, franchises, licenses and manages hotels, resorts and other lodging properties. Its portfolio includes full-service, luxury, select-service and extended-stay accommodations, as well as branded residences, timeshare properties and vacation experiences. Marriott also provides food and beverage, meeting and event services through many of its properties.

The company’s brands include Marriott Hotels, The Ritz-Carlton, St.