U S Global Investors Inc. increased its position in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 90.2% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 4,850 shares of the company’s stock after buying an additional 2,300 shares during the quarter. U S Global Investors Inc.’s holdings in Marriott International were worth $1,725,000 as of its most recent filing with the SEC.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in MAR. State Street Corp increased its holdings in Marriott International by 2.9% in the second quarter. State Street Corp now owns 9,644,773 shares of the company’s stock valued at $3,574,256,000 after buying an additional 272,044 shares in the last quarter. Dimensional Fund Advisors LP increased its stake in shares of Marriott International by 0.8% in the 1st quarter. Dimensional Fund Advisors LP now owns 727,472 shares of the company’s stock valued at $237,893,000 after purchasing an additional 5,530 shares in the last quarter. Swiss National Bank increased its stake in shares of Marriott International by 5.9% in the 1st quarter. Swiss National Bank now owns 669,398 shares of the company’s stock valued at $218,940,000 after purchasing an additional 37,080 shares in the last quarter. Robeco Institutional Asset Management B.V. raised its holdings in Marriott International by 5.9% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 664,123 shares of the company’s stock worth $236,209,000 after purchasing an additional 36,765 shares during the period. Finally, Diamant Asset Management Inc. boosted its position in 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 purchasing an additional 489,105 shares in the last quarter. Institutional investors and hedge funds own 70.70% of the company’s stock.
Key Stories Impacting Marriott International
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Morgan Stanley raised its Marriott price target from $384 to $403 and maintained an “overweight” rating, citing the potential for Marriott and other hotel operators to exceed third-quarter estimates because of stronger U.S. room revenue growth. Marriott International, Hoteliers Poised for Q3 Beats on US Room Revenue Growth, Morgan Stanley Says
- Positive Sentiment: JPMorgan raised its price target from $388 to $406, while Wells Fargo reportedly expects Marriott’s stock to rise. Freedom Broker also initiated coverage with a “buy” rating. JPMorgan Marriott analyst action Wells Fargo Marriott stock outlook Freedom Broker initiates coverage of Marriott International
- Positive Sentiment: Zacks highlighted Marriott’s strong earnings-surprise history and said its current indicators point to a potential earnings beat. The company previously exceeded quarterly EPS expectations and has projected full-year 2026 EPS of approximately $11.64–$11.81. Will Marriott Beat Estimates Again?
- Neutral Sentiment: Marriott signed agreements for four new hotels in Malaysia, including W Langkawi and Ritz-Carlton Putrajaya, supporting longer-term international room growth. Marriott signs four new hotels in Malaysia
- Neutral Sentiment: The Marriott Vacation Clubs, operated by Marriott Vacations Worldwide rather than Marriott International, announced a 2027 destination music event; the direct financial effect on MAR is likely limited. Marriott Vacation Clubs and Topeka collaboration
- Negative Sentiment: JPMorgan’s “neutral” rating and target implying only modest upside may temper enthusiasm. With MAR trading at a high earnings multiple near 41 times and close to its 12-month peak, investors may be taking profits despite constructive operating expectations.
Wall Street Analyst Weigh In
Several brokerages have commented on MAR. JPMorgan Chase & Co. raised their price objective on Marriott International from $388.00 to $406.00 and gave the company a “neutral” rating in a report on Wednesday. Erste Group Bank started coverage on Marriott International in a research note on Thursday, August 27th. They set a “buy” rating for the company. The Goldman Sachs Group decreased their target price on Marriott International from $405.00 to $400.00 and set a “buy” rating on the stock in a research report on Tuesday, August 4th. Wells Fargo & Company increased their target price on Marriott International from $425.00 to $426.00 and gave the company an “overweight” rating in a research report on Monday. Finally, Morgan Stanley lifted their price target on shares of Marriott International from $384.00 to $403.00 and gave the company an “overweight” rating in a research note on Thursday. Two research 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Marriott International has a consensus rating of “Moderate Buy” and an average price target of $383.52.
View Our Latest Stock Report on Marriott International
Marriott International Trading Down 1.8%
MAR stock opened at $396.80 on Friday. Marriott International, Inc. has a 12-month low of $256.76 and a 12-month high of $410.98. The business’s 50-day moving average is $355.29 and its 200 day moving average is $364.54. The stock has a market cap of $103.47 billion, a price-to-earnings ratio of 36.86, a PEG ratio of 3.04 and a beta of 1.17.
Marriott International (NASDAQ:MAR – Get Free Report) last announced its earnings results on Monday, August 3rd. The company reported $3.19 EPS for the quarter, beating analysts’ consensus estimates of $3.08 by $0.11. The business had revenue of $2.01 billion during the quarter, compared to analysts’ expectations of $7.19 billion. Marriott International had a negative return on equity of 75.81% and a net margin of 9.62%. The business’s revenue was up 4.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.65 earnings per share. 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, equities analysts forecast that Marriott International, Inc. will post 11.72 EPS for the current fiscal year.
Marriott International Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Thursday, August 20th were paid a $0.73 dividend. This represents a $2.92 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, August 20th. Marriott International’s dividend payout ratio is currently 30.26%.
Insider Buying and Selling at Marriott International
In other Marriott International news, insider Deborah Harrison sold 3,500 shares of the firm’s stock in a transaction 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 transaction, the insider owned 282,383 shares in the company, valued at approximately $99,424,230.47. This trade represents a 1.22% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider David Marriott sold 3,500 shares of Marriott International stock in a transaction on Friday, September 25th. The stock was sold at an average price of $352.09, for a total transaction of $1,232,315.00. Following the sale, the insider directly owned 282,383 shares in the company, valued at approximately $99,424,230.47. This trade represents a 1.22% decrease in their position. The SEC filing for this sale provides additional information. 11.43% of the stock is currently owned by corporate insiders.
Marriott International Company Profile
Marriott International, Inc is a global hospitality company that develops, franchises, licenses and manages hotels, resorts, residences and other lodging properties. Its portfolio includes brands such as Marriott Hotels, Sheraton, Westin, W Hotels, The Ritz-Carlton, St. Regis, JW Marriott, Courtyard, Fairfield by Marriott, Residence Inn and Element. The company also operates Marriott Bonvoy, a travel loyalty program that provides members with benefits and rewards across participating properties and travel experiences.
Marriott traces its origins to 1927, when J.
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