Marriott International, Inc. $MAR Stock Position Boosted by Eastern Bank

Eastern Bank lifted its position in Marriott International, Inc. (NASDAQ:MAR) by 8.5% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 74,456 shares of the company’s stock after buying an additional 5,839 shares during the quarter. Eastern Bank’s holdings in Marriott International were worth $27,593,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Evelyn Partners Investment Management Services Ltd acquired a new stake in Marriott International in the first quarter valued at approximately $25,000. Wilkerson Advisory Group LLC raised its holdings in shares of Marriott International by 127.0% during the 1st quarter. Wilkerson Advisory Group LLC now owns 84 shares of the company’s stock valued at $27,000 after purchasing an additional 47 shares in the last quarter. IMG Wealth Management Inc. lifted its stake in shares of Marriott International by 100.0% in the 1st quarter. IMG Wealth Management Inc. now owns 82 shares of the company’s stock valued at $27,000 after purchasing an additional 41 shares during the last quarter. Kemnay Advisory Services Inc. acquired a new position in Marriott International during the fourth quarter worth $27,000. Finally, McMillan Office Inc. bought a new position in Marriott International during the fourth quarter valued at about $27,000. 70.70% of the stock is currently owned by hedge funds and other institutional investors.

Marriott International Price Performance

MAR stock opened at $346.83 on Tuesday. The business has a fifty day moving average price of $379.07 and a 200 day moving average price of $354.58. The stock has a market capitalization of $91.46 billion, a price-to-earnings ratio of 36.39, a P/E/G ratio of 2.92 and a beta of 1.10. Marriott International, Inc. has a fifty-two week low of $255.27 and a fifty-two week high of $410.98.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings data on Monday, August 3rd. The company reported $3.19 earnings per share for the quarter, beating the consensus estimate of $3.08 by $0.11. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The firm had revenue of $2.01 billion during the quarter, compared to analysts’ expectations of $7.19 billion. During the same quarter last year, the company posted $2.65 EPS. The company’s quarterly revenue was up 4.8% compared to the same quarter last year. 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. On average, equities analysts expect that Marriott International, Inc. will post 11.66 earnings per share for the current fiscal year.

Marriott International Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 22nd were issued a $0.73 dividend. This is a boost from Marriott International’s previous quarterly dividend of $0.67. This represents a $2.92 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Friday, May 22nd. Marriott International’s dividend payout ratio is currently 30.64%.

Insider Buying and Selling at Marriott International

In related news, EVP Peggy Roe sold 3,000 shares of the 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 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 sale was disclosed in a legal filing with the SEC, which is available at this link. 11.43% of the stock is owned by corporate insiders.

More Marriott International News

Here are the key news stories impacting Marriott International this week:

• Positive Sentiment: Adjusted second-quarter earnings were $3.19 per share, ahead of the approximately $3.03–$3.06 analyst consensus and above $2.65 a year earlier. Worldwide comparable RevPAR increased 3.4%, led by 5.0% growth in the U.S. and Canada. Marriott International Reports Second Quarter 2026 Results
• Positive Sentiment: Marriott raised its full-year 2026 adjusted EPS guidance to $11.64–$11.81, slightly above the $11.61 consensus, and increased its annual room-revenue growth outlook. The company also added about 17,900 net rooms, expanded its room base 4.5% year over year and ended the quarter with a record pipeline of approximately 629,000 rooms.
• Positive Sentiment: Shareholder returns remained substantial: Marriott repurchased 3.0 million shares for $1.1 billion during the quarter and had returned approximately $2.6 billion through dividends and repurchases by July 29.
• Positive Sentiment: The company began rolling out Ask Bonvoy, an AI-powered conversational search tool on Marriott.com and the Bonvoy app, designed to improve customer experience and encourage direct bookings. Marriott Adds AI-Powered Conversational Search Tool to Drive Direct Bookings
• Neutral Sentiment: Marriott’s elevated valuation increased the market’s expectations for continued strong growth, making an earnings beat less influential when forward guidance or regional trends appeared less robust.
• Negative Sentiment: Third-quarter adjusted EPS guidance of $2.74–$2.82 fell short of the $2.88 consensus estimate. This weaker near-term outlook was the clearest reason for the post-earnings selling.
• Negative Sentiment: International comparable RevPAR declined 0.5% in the second quarter, while Marriott said the Middle East conflict, including disruptions connected with Iran, significantly weighed on sales and travel demand. Marriott Says Middle East Conflict Weighed on Sales
• Negative Sentiment: Investors are also monitoring softer booking trends and ongoing uncertainty around Marriott’s U.S. co-branded credit-card negotiations. Recent reported insider activity showed selling rather than buying, adding to caution but not serving as the primary earnings catalyst.

Analyst Ratings Changes

A number of research analysts recently weighed in on MAR shares. JPMorgan Chase & Co. raised their price objective on Marriott International from $387.00 to $400.00 and gave the company a “neutral” rating in a research note on Tuesday, July 21st. Mizuho lifted their target price on shares of Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Morgan Stanley upped their price target on shares of Marriott International from $353.00 to $380.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Sanford C. Bernstein set a $412.00 target price on Marriott International in a research note on Monday, June 15th. Finally, TD Cowen lifted their price target on Marriott International from $410.00 to $420.00 and gave the stock a “buy” rating in a research report on Tuesday, July 21st. Nine investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $388.59.

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.