Up Capital Management Inc. Buys Shares of 1,414 Marriott International, Inc. $MAR

Up Capital Management Inc. purchased a new position in Marriott International, Inc. (NASDAQ:MAR) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 1,414 shares of the company’s stock, valued at approximately $439,000. Marriott International accounts for approximately 0.4% of Up Capital Management Inc.’s portfolio, making the stock its 16th largest position.

A number of other hedge funds and other institutional investors also recently made changes to their positions in MAR. Norges Bank purchased a new stake in shares of Marriott International in the 4th quarter valued at about $812,570,000. Wellington Management Group LLP increased its position in shares of Marriott International by 21.7% in the third 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. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in Marriott International by 37.9% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,363,845 shares of the company’s stock valued at $423,119,000 after purchasing an additional 374,497 shares in the last quarter. Capital International Investors lifted its position in Marriott International by 7.1% during the fourth quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock valued at $1,274,475,000 after purchasing an additional 272,250 shares during the last quarter. Finally, Amundi grew its stake in Marriott International by 52.0% in the 3rd quarter. Amundi now owns 741,408 shares of the company’s stock worth $201,618,000 after buying an additional 253,696 shares in the last quarter. 70.70% of the stock is currently owned by institutional investors.

Marriott International Stock Performance

NASDAQ MAR opened at $396.20 on Friday. The firm has a market cap of $104.47 billion, a PE ratio of 41.57, a price-to-earnings-growth ratio of 3.15 and a beta of 1.10. Marriott International, Inc. has a 1-year low of $253.76 and a 1-year high of $410.98. The stock has a 50-day moving average of $371.76 and a 200-day moving average of $340.33.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share (EPS) for the quarter, topping 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 business had revenue of $1.81 billion for the quarter, compared to analyst estimates of $6.59 billion. During the same period last year, the company earned $2.32 EPS. Marriott International’s revenue for the quarter was up 6.2% compared to the same quarter last year. 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, equities research analysts forecast that Marriott International, Inc. will post 11.64 earnings per share for the current fiscal year.

Marriott International Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Investors 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 is a positive change from Marriott International’s previous quarterly dividend of $0.67. This represents a $2.92 annualized dividend and a dividend yield of 0.7%. Marriott International’s payout ratio is presently 30.64%.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Barclays raised their price objective on shares of Marriott International from $372.00 to $376.00 and gave the company an “equal weight” rating in a research report on Thursday, May 7th. JPMorgan Chase & Co. raised their price target on Marriott International from $356.00 to $383.00 and gave the company a “neutral” rating in a research report on Tuesday, April 21st. Truist Financial lifted their price target on Marriott International from $350.00 to $356.00 and gave the stock a “hold” rating in a research note on Tuesday, May 26th. Weiss Ratings reiterated a “buy (b)” rating on shares of Marriott International in a research report on Monday, May 11th. Finally, Wells Fargo & Company raised their price objective on Marriott International to $446.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Eight investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $384.73.

Insider Buying and Selling

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

Marriott International 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.