Kornitzer Capital Management Inc. KS trimmed its holdings in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 11.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 22,090 shares of the company’s stock after selling 2,980 shares during the period. Kornitzer Capital Management Inc. KS’s holdings in Marriott International were worth $6,853,000 at the end of the most recent reporting period.
A number of other large investors also recently modified their holdings of the business. Vanguard Group Inc. increased its holdings in shares of Marriott International by 1.1% during the third quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock valued at $5,410,384,000 after purchasing an additional 230,820 shares during the period. Wellington Management Group LLP increased its holdings in shares of Marriott International by 21.7% during the third quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock valued at $2,389,635,000 after purchasing an additional 1,637,119 shares during the period. Massachusetts Financial Services Co. MA grew its holdings in Marriott International by 7.2% during the third quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock worth $1,281,825,000 after acquiring an additional 330,952 shares during the period. Legal & General Group Plc grew its holdings in Marriott International by 9.3% during the third quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock worth $381,654,000 after acquiring an additional 124,759 shares during the period. Finally, Fayez Sarofim & Co grew its holdings in Marriott International by 0.5% during the third quarter. Fayez Sarofim & Co now owns 971,981 shares of the company’s stock worth $256,359,000 after acquiring an additional 4,534 shares during the period. 70.70% of the stock is owned by institutional investors and hedge funds.
Insiders Place Their Bets
In related news, insider David S. Marriott sold 4,747 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $360.00, for a total value of $1,708,920.00. Following the completion of the transaction, the insider owned 591,669 shares in the company, valued at $213,000,840. This trade represents a 0.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider William P. Brown sold 9,456 shares of the stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total value of $3,387,612.00. Following the completion of the transaction, the insider owned 11,000 shares of the company’s stock, valued at $3,940,750. This trade represents a 46.23% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 95,540 shares of company stock worth $34,274,055 over the last three months. Company insiders own 11.43% of the company’s stock.
Analyst Upgrades and Downgrades
Check Out Our Latest Research Report on MAR
Marriott International Stock Down 1.9%
NASDAQ:MAR opened at $354.97 on Friday. Marriott International, Inc. has a 1-year low of $246.50 and a 1-year high of $380.00. The firm has a market capitalization of $94.04 billion, a price-to-earnings ratio of 37.40, a price-to-earnings-growth ratio of 2.98 and a beta of 1.11. The stock has a fifty day simple moving average of $341.42 and a 200 day simple moving average of $317.53.
Marriott International (NASDAQ:MAR – Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The company had revenue of $6.69 billion during the quarter, compared to analyst estimates of $6.67 billion. During the same quarter last year, the business earned $2.45 EPS. The company’s revenue for the quarter was up 4.1% compared to the same quarter last year. Marriott International has set its FY 2026 guidance at 11.320-11.570 EPS and its Q1 2026 guidance at 2.500-2.550 EPS. Equities analysts predict that Marriott International, Inc. will post 11.66 earnings per share for the current year.
Marriott International Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, February 26th were given a $0.67 dividend. The ex-dividend date was Thursday, February 26th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International’s dividend payout ratio (DPR) is 28.24%.
Marriott International News Summary
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Heavy call buying suggests bullish positioning — traders bought ~31,615 call options on Apr. 30 (a ~928% jump vs. typical volume), which can amplify upside expectations into earnings and raise short?term demand for the stock.
- Positive Sentiment: New premium property pipeline could support revenue growth and RevPAR recovery — Marriott will open the world’s first JW Marriott all?inclusive in Costa Rica and has debuted The Luxury Collection in Rhodes, Greece, expanding luxury footprint and loyalty engagement. Costa Rica To Welcome The World’s First JW Marriott All?Inclusive Marriott debuts The Luxury Collection in Rhodes, Greece
- Neutral Sentiment: Analyst/earnings focus: Zacks previews Q1 metrics expectations — investors are positioning ahead of the Q1 print, which can create volatility; the preview narrows what will move shares (beat vs. miss on RevPAR, fees and margin recovery). Gear Up for Marriott (MAR) Q1 Earnings: Wall Street Estimates for Key Metrics
- Neutral Sentiment: Sector comps: strong results from other lodging and travel-related names (and a Hotelling/EV trend in MarketBeat coverage) support a constructive backdrop, but some technicals suggest the rally may be stretched. Does Marriott’s Massive Rally Mean It’s Time to Check Out?
- Neutral Sentiment: Consumer engagement angle: pieces on best Marriott credit cards can modestly support loyalty spend and booking frequency but are unlikely to move the stock materially near-term. The best credit cards for maximizing Marriott stays in 2026
- Negative Sentiment: Reputational/political risk: a public comment from Marriott’s CEO about defending room access regardless of political views sparked headlines — such statements can attract controversy and activist attention, introducing short-term PR risk. Marriott CEO on why you have to defend both DEI and ICE’s right to a hotel room
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.
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