Mather Group LLC. grew its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 382.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,033 shares of the company’s stock after buying an additional 3,197 shares during the period. Mather Group LLC.’s holdings in Marriott International were worth $1,434,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds have also recently modified their holdings of the stock. Diamant Asset Management Inc. boosted its position in shares of Marriott International by 32,607.0% during the first quarter. Diamant Asset Management Inc. now owns 490,605 shares of the company’s stock worth $16,046,000 after acquiring an additional 489,105 shares during the last quarter. State Street Corp grew its stake in Marriott International by 2.9% during the second quarter. State Street Corp now owns 9,644,773 shares of the company’s stock valued at $3,574,256,000 after acquiring an additional 272,044 shares in the last quarter. Hsbc Holdings PLC grew its stake in Marriott International by 62.7% during the fourth quarter. Hsbc Holdings PLC now owns 640,350 shares of the company’s stock valued at $199,069,000 after acquiring an additional 246,681 shares in the last quarter. Assenagon Asset Management S.A. increased its holdings in Marriott International by 309.9% in the 1st quarter. Assenagon Asset Management S.A. now owns 307,658 shares of the company’s stock valued at $100,626,000 after acquiring an additional 232,598 shares during the last quarter. Finally, Jupiter Topco LLC bought a new stake in Marriott International in the 2nd quarter valued at $81,872,000. Hedge funds and other institutional investors own 70.70% of the company’s stock.
Analyst Ratings Changes
Several analysts have commented on MAR shares. Stifel Nicolaus decreased their price target on shares of Marriott International from $365.00 to $343.00 and set a “hold” rating on the stock in a research note on Monday, August 3rd. UBS Group cut their price objective on Marriott International from $412.00 to $395.00 and set a “neutral” rating for the company in a research report on Thursday, August 20th. TD Cowen upgraded Marriott International to a “strong-buy” rating in a research report on Tuesday, September 8th. Wells Fargo & Company reduced their target price on Marriott International from $449.00 to $425.00 and set an “overweight” rating on the stock in a report on Tuesday, August 4th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Marriott International in a research report on Friday, August 7th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Marriott International currently has an average rating of “Moderate Buy” and a consensus price target of $381.87.
Read Our Latest Analysis on MAR
Marriott International News Roundup
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Jefferies raised its price target to $429 from $417, implying continued upside and reinforcing a constructive view of Marriott’s earnings and lodging-sector prospects. Jefferies Adjusts Price Target on Marriott International
- Positive Sentiment: Goldman Sachs increased its target to $406 from $400, signaling modestly improved expectations for Marriott’s valuation. Goldman Sachs Adjusts Price Target on Marriott International
- Positive Sentiment: Analysts expect double-digit EPS growth when Marriott reports third-quarter 2026 results in November, providing a near-term catalyst if the company meets or exceeds expectations. Marriott International’s Q3 2026 Earnings: What to Expect
- Positive Sentiment: Freedom Broker initiated coverage with a Buy rating, while broader reports describe renewed optimism for major lodging companies, including Marriott. Freedom Broker initiates coverage of Marriott International at buy
- Positive Sentiment: Marriott’s investment in the Maldives to attract Indian travelers supports its international growth and exposure to expanding outbound tourism. How Marriott Is Investing in the Maldives to Win Indian Travelers
- Neutral Sentiment: Asia-Pacific dining trends identified by Marriott could support guest engagement and food-and-beverage revenue, though the report does not provide a specific financial forecast. Local flavours shape Asia-Pacific dining trends for 2027
- Negative Sentiment: Barclays raised its target to $363 but retained an Equal Weight rating, implying approximately 6.5% downside from the current level. Barclays Raises Marriott Price Target
- Negative Sentiment: The reported analyst consensus target of $381.22 is below the current trading level, suggesting valuation concerns despite the recent target increases. Marriott International Consensus Target Price
Insider Buying and Selling
In other news, insider David S. Marriott sold 3,500 shares of Marriott International stock in a transaction that occurred on Friday, September 25th. The stock was sold at an average price of $352.09, for a total value of $1,232,315.00. Following the completion of the transaction, the insider owned 282,383 shares in the company, valued at approximately $99,424,230.47. The trade was a 1.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Deborah Harrison sold 3,500 shares of the business’s stock in a transaction that occurred on Friday, September 25th. The shares were sold at an average price of $352.09, for a total value of $1,232,315.00. Following the transaction, the insider directly owned 282,383 shares in the company, valued at approximately $99,424,230.47. This represents a 1.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 11.43% of the company’s stock.
Marriott International Price Performance
Shares of Marriott International stock traded up $2.34 during trading hours on Friday, reaching $388.05. The company’s stock had a trading volume of 1,913,029 shares, compared to its average volume of 1,421,418. The firm has a 50 day moving average price of $351.62 and a 200-day moving average price of $362.38. The stock has a market cap of $101.19 billion, a P/E ratio of 40.21, a P/E/G ratio of 2.91 and a beta of 1.17. Marriott International, Inc. has a one year low of $256.76 and a one year high of $410.98.
Marriott International (NASDAQ:MAR – Get Free Report) last announced its earnings results on Monday, August 3rd. The company reported $3.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.08 by $0.11. Marriott International had a net margin of 9.62% and a negative return on equity of 75.81%. The firm 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 company earned $2.65 EPS. The business’s revenue was up 4.8% compared to the same quarter last year. 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. As a group, sell-side analysts forecast that Marriott International, Inc. will post 11.70 EPS for the current fiscal year.
Marriott International Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Thursday, August 20th were given a dividend of $0.73 per share. The ex-dividend date was Thursday, August 20th. This represents a $2.92 dividend on an annualized basis and a yield of 0.8%. Marriott International’s dividend payout ratio is 30.26%.
About Marriott International
Marriott International, Inc (NASDAQ: MAR) is a global hospitality company that operates, franchises, licenses and manages hotels, resorts, residences and other lodging properties. Its portfolio serves business and leisure travelers across a range of price points, from luxury and premium accommodations to select-service and extended-stay properties.
The company’s brands include The Ritz-Carlton, St. Regis, JW Marriott, W Hotels, The Luxury Collection, EDITION, Marriott Hotels, Sheraton, Westin, Renaissance, Courtyard, Residence Inn, Fairfield by Marriott, SpringHill Suites, AC Hotels, Aloft, Moxy and Element.
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