Marriott International, Inc. $MAR Shares Sold by Strs Ohio

Strs Ohio cut its stake in Marriott International, Inc. (NASDAQ:MAR) by 13.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 67,850 shares of the company’s stock after selling 10,810 shares during the quarter. Strs Ohio’s holdings in Marriott International were worth $21,050,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. SevenBridge Financial Group LLC raised its position in Marriott International by 4.8% in the fourth quarter. SevenBridge Financial Group LLC now owns 11,143 shares of the company’s stock valued at $3,529,000 after purchasing an additional 512 shares during the period. Composition Wealth LLC raised its position in Marriott International by 6.9% in the fourth quarter. Composition Wealth LLC now owns 7,502 shares of the company’s stock valued at $2,328,000 after purchasing an additional 482 shares during the period. Horizon Investments LLC raised its position in Marriott International by 2.6% in the fourth quarter. Horizon Investments LLC now owns 5,726 shares of the company’s stock valued at $1,776,000 after purchasing an additional 146 shares during the period. Robertson Stephens Wealth Management LLC raised its position in Marriott International by 69.5% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 2,555 shares of the company’s stock valued at $793,000 after purchasing an additional 1,048 shares during the period. Finally, Fifth Third Bancorp raised its position in Marriott International by 19.3% in the fourth quarter. Fifth Third Bancorp now owns 117,558 shares of the company’s stock valued at $36,471,000 after purchasing an additional 19,027 shares during the period. 70.70% of the stock is owned by hedge funds and other institutional investors.

Marriott International Stock Performance

Shares of NASDAQ MAR opened at $354.97 on Monday. Marriott International, Inc. has a 1 year low of $246.50 and a 1 year high of $380.00. The firm has a market cap of $94.04 billion, a price-to-earnings ratio of 37.40, a PEG ratio of 2.98 and a beta of 1.11. The stock’s 50-day simple moving average is $341.42 and its 200-day simple moving average is $317.88.

Marriott International (NASDAQ:MAR) last announced its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The business had revenue of $6.69 billion for the quarter, compared to analysts’ expectations of $6.67 billion. During the same period in the previous year, the firm posted $2.45 earnings per share. The firm’s revenue 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. As a group, research analysts predict that Marriott International, Inc. will post 11.66 EPS for the current year.

Marriott International Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, February 26th were issued a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Thursday, February 26th. Marriott International’s payout ratio is currently 28.24%.

Wall Street Analyst Weigh In

Several research firms have commented on MAR. Wells Fargo & Company raised their price objective on Marriott International from $353.00 to $403.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Jefferies Financial Group raised their price objective on Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Sanford C. Bernstein raised their price objective on Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Morgan Stanley lifted their target price on Marriott International from $331.00 to $350.00 and gave the stock an “overweight” rating in a research report on Friday, April 10th. Finally, Truist Financial lifted their target price on Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a research report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $357.27.

Insider Transactions at Marriott International

In related news, EVP Drew Pinto sold 4,000 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $359.81, for a total value of $1,439,240.00. Following the completion of the sale, the executive vice president directly owned 8,221 shares of the company’s stock, valued at $2,957,998.01. The trade was a 32.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Benjamin T. Breland sold 2,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $358.03, for a total value of $716,060.00. Following the completion of the sale, the executive vice president directly owned 26,399 shares of the company’s stock, valued at approximately $9,451,633.97. This represents a 7.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 95,540 shares of company stock valued at $34,274,055 over the last 90 days. Corporate insiders own 11.43% of the company’s stock.

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

About Marriott International

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.