9,000 Shares in Marriott International, Inc. $MAR Purchased by Polymer Capital Management HK LTD

Polymer Capital Management HK LTD purchased a new position in Marriott International, Inc. (NASDAQ:MAR) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 9,000 shares of the company’s stock, valued at approximately $2,792,000.

Other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in Marriott International by 1.1% during the 3rd quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock worth $5,410,384,000 after acquiring an additional 230,820 shares in the last quarter. Wellington Management Group LLP grew its holdings in Marriott International by 21.7% during the 3rd quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock worth $2,389,635,000 after acquiring an additional 1,637,119 shares in the last quarter. Capital International Investors grew its holdings in Marriott International by 7.1% during the 4th quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock worth $1,274,475,000 after acquiring an additional 272,250 shares in the last quarter. Norges Bank bought a new position in Marriott International during the 4th quarter worth about $812,570,000. Finally, Legal & General Group Plc grew its holdings in Marriott International by 9.3% during the 3rd 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 in the last quarter. Hedge funds and other institutional investors 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: Marriott said domestic travel has remained strong since the West Asia conflict, suggesting resilient demand and healthy booking trends for its hotel portfolio. Strong domestic travel since West Asia war: Marriott
• Positive Sentiment: Marriott unveiled 600 Bonvoy experiences for the 2026 FIFA World Cup, which could boost brand engagement and drive additional travel-related spending from loyal customers. Marriott Bonvoy Unveils 600 Experiences for FIFA World Cup 2026 Fans
• Positive Sentiment: Marriott opened its 10,000th property globally in India, a symbolic milestone that highlights the company’s continued expansion and scale across international markets. Marriott International Celebrates 10,000 Properties Globally with the Opening of the JW Marriott Ranthambore Resort & Spa
• Positive Sentiment: Management also highlighted the new JW Marriott Ranthambore opening as a milestone for the brand, reinforcing Marriott’s growth pipeline in India and its luxury positioning. Marriott unveils 10,000th property with opening of JW Marriott in India
• Neutral Sentiment: Analyst coverage remains supportive, with brokerages maintaining a “Moderate Buy” consensus, which is constructive but not a fresh catalyst. Marriott International, Inc. (NASDAQ:MAR) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Marriott’s planned luxury wellness brand joining Bonvoy in late 2026 adds to its long-term growth story, but the launch is still months away. Marriott’s new luxury wellness brand will join Bonvoy in late 2026

Wall Street Analysts Forecast Growth

MAR has been the topic of several recent research reports. Robert W. Baird dropped their target price on shares of Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a report on Thursday, May 7th. Barclays increased their target price on shares of Marriott International from $372.00 to $376.00 and gave the stock an “equal weight” rating in a report on Thursday, May 7th. Wells Fargo & Company increased their target price on shares of Marriott International to $446.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Mizuho raised their price target on shares of Marriott International from $343.00 to $384.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. Finally, JPMorgan Chase & Co. raised their price target on shares of Marriott International from $356.00 to $383.00 and gave the company a “neutral” rating in a report on Tuesday, April 21st. Eight investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, Marriott International presently has an average rating of “Moderate Buy” and an average target price of $382.07.

Marriott International Stock Performance

NASDAQ:MAR opened at $402.54 on Friday. Marriott International, Inc. has a fifty-two week low of $253.55 and a fifty-two week high of $403.25. The stock has a market capitalization of $106.15 billion, a P/E ratio of 42.24, a P/E/G ratio of 3.16 and a beta of 1.10. The company’s 50-day simple moving average is $365.65 and its 200-day simple moving average is $337.03.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, beating analysts’ consensus estimates of $2.56 by $0.16. The business had revenue of $1.81 billion for the quarter, compared to analysts’ expectations of $6.59 billion. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The company’s revenue was up 6.2% compared to the same quarter last year. During the same period last year, the business earned $2.32 EPS. 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. On average, research analysts forecast that Marriott International, Inc. will post 11.64 EPS for the current year.

Marriott International Increases Dividend

The business 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. This is a boost from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date is Friday, May 22nd. This represents a $2.92 dividend on an annualized basis and a yield of 0.7%. Marriott International’s dividend payout ratio (DPR) is 30.64%.

Insider Buying and Selling

In related news, EVP Peggy Roe sold 3,000 shares of Marriott International stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $361.56, for a total value of $1,084,680.00. Following the completion of the sale, the executive vice president directly owned 19,827 shares in the company, 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 Securities & Exchange Commission, which is available at this link. 11.43% of the stock is owned by company 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.