Jefferies Financial Group Inc. Has $17.43 Million Stock Position in Marriott International, Inc. $MAR

Jefferies Financial Group Inc. grew its position in Marriott International, Inc. (NASDAQ:MAR) by 183.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 56,180 shares of the company’s stock after purchasing an additional 36,380 shares during the period. Jefferies Financial Group Inc.’s holdings in Marriott International were worth $17,429,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in MAR. Vanguard Group Inc. boosted 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 last quarter. Wellington Management Group LLP boosted its position in shares of Marriott International by 21.7% in 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 last quarter. Legal & General Group Plc boosted its position 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 worth $381,654,000 after purchasing an additional 124,759 shares during the last quarter. Fayez Sarofim & Co boosted its position in shares of Marriott International by 0.5% in the 3rd quarter. Fayez Sarofim & Co now owns 971,981 shares of the company’s stock worth $256,359,000 after purchasing an additional 4,534 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted 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 last quarter. 70.70% of the stock is owned by institutional investors and hedge funds.

Marriott International Price Performance

MAR opened at $369.15 on Monday. The business’s 50-day moving average price is $347.26 and its two-hundred day moving average price is $326.98. Marriott International, Inc. has a 1 year low of $253.55 and a 1 year high of $380.00. The company has a market capitalization of $97.34 billion, a price-to-earnings ratio of 38.74, a P/E/G ratio of 2.93 and a beta of 1.11.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share (EPS) for the quarter, beating 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 quarter last year, the business posted $2.32 EPS. The company’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. Sell-side analysts anticipate that Marriott International, Inc. will post 11.66 earnings per share for the current fiscal year.

Marriott International Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd will be paid a $0.73 dividend. 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%. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio (DPR) is 28.12%.

More Marriott International News

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

• Positive Sentiment: Zacks Research raised its earnings outlook for multiple future periods, including FY2026, FY2027, FY2028 and several quarterly estimates, signaling confidence in Marriott’s long-term profitability and growth trajectory.
• Positive Sentiment: The firm also lifted estimates for Q1 2027, Q3 2027 and Q4 2027, reinforcing the view that earnings momentum could remain strong beyond the near term.
• Positive Sentiment: Marriott announced 75 signings and 50 openings for Series by Marriott in India with The Fern Hotels & Resorts, adding more than 3,556 rooms and highlighting strong owner demand and international expansion. Article Title
• Positive Sentiment: Additional headlines pointed to improving hotel demand in Asia-Pacific and a new all-inclusive resort project in Riviera Maya, both of which suggest healthy travel demand and ongoing development activity.
• Neutral Sentiment: Zacks trimmed a few near-term estimates, including Q2 2026, Q3 2026, Q4 2026 and Q2 2027, but the changes were modest and were outweighed by the upward revisions to later periods.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the company. Weiss Ratings restated a “buy (b)” rating on shares of Marriott International in a research report on Monday, May 11th. JPMorgan Chase & Co. raised their price target on Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 21st. Susquehanna raised their price target on Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a research report on Thursday, April 23rd. Morgan Stanley raised their price target on Marriott International from $350.00 to $353.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 12th. Finally, Robert W. Baird reduced their target price on Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a report on Thursday, May 7th. Eight equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $381.64.

Insider Activity

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of Marriott International stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $361.56, for a total value of $1,084,680.00. Following the sale, the executive vice president owned 19,827 shares of the company’s stock, valued at $7,168,650.12. This trade represents a 13.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 11.43% of the stock is owned by corporate 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.