Marriott International, Inc. $MAR Shares Sold by Capco Asset Management LLC

Capco Asset Management LLC lowered its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 1.8% in the fourth quarter, Holdings Channel reports. The firm owned 237,357 shares of the company’s stock after selling 4,375 shares during the period. Marriott International accounts for 18.0% of Capco Asset Management LLC’s investment portfolio, making the stock its biggest holding. Capco Asset Management LLC’s holdings in Marriott International were worth $73,638,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of MAR. Brighton Jones LLC raised its stake in Marriott International by 2.5% during the 4th quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock worth $2,479,000 after buying an additional 218 shares during the period. Empowered Funds LLC grew its position in shares of Marriott International by 39.1% in the 1st quarter. Empowered Funds LLC now owns 5,805 shares of the company’s stock valued at $1,383,000 after purchasing an additional 1,631 shares during the period. Woodline Partners LP grew its position in shares of Marriott International by 39.6% in the 1st quarter. Woodline Partners LP now owns 19,332 shares of the company’s stock valued at $4,605,000 after purchasing an additional 5,480 shares during the period. Intech Investment Management LLC grew its position in shares of Marriott International by 21.8% in the 1st quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock valued at $1,438,000 after purchasing an additional 1,079 shares during the period. Finally, Sei Investments Co. grew its position in shares of Marriott International by 3.8% in the 2nd quarter. Sei Investments Co. now owns 137,329 shares of the company’s stock valued at $37,520,000 after purchasing an additional 5,007 shares during the period. Institutional investors and hedge funds own 70.70% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on MAR shares. Mizuho raised their price objective on shares of Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Wells Fargo & Company upped their target price on shares of Marriott International to $446.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Jefferies Financial Group upped their target price on shares of Marriott International from $357.00 to $415.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. JPMorgan Chase & Co. upped their price objective on Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 21st. Finally, Morgan Stanley upped their price objective on Marriott International from $350.00 to $353.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 12th. Eight investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $381.64.

Marriott International Price Performance

Marriott International stock opened at $370.56 on Friday. The firm has a 50-day moving average of $346.41 and a 200-day moving average of $326.24. Marriott International, Inc. has a one year low of $253.55 and a one year high of $380.00. The company has a market cap of $97.71 billion, a price-to-earnings ratio of 38.88, a P/E/G ratio of 2.94 and a beta of 1.11.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, topping analysts’ consensus estimates of $2.56 by $0.16. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The company had revenue of $1.81 billion during the quarter, compared to the consensus estimate of $6.59 billion. During the same period in the prior year, the business posted $2.32 EPS. The company’s quarterly revenue 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, sell-side analysts expect that Marriott International, Inc. will post 11.65 earnings per share for the current year.

Marriott International Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd will be given 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 of this dividend is Friday, May 22nd. This represents a $2.92 annualized dividend and a dividend yield of 0.8%. Marriott International’s payout ratio is presently 28.12%.

Insider Buying and Selling at Marriott International

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the business’s stock in a transaction that occurred 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 owned 19,827 shares of the company’s stock, valued at $7,168,650.12. The trade was a 13.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 11.43% of the stock is owned by company insiders.

Marriott International Company 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.