Compass Capital Management Inc. Has $15.39 Million Stock Position in Marriott International, Inc. $MAR

Compass Capital Management Inc. lowered its stake in Marriott International, Inc. (NASDAQ:MAR) by 4.8% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 47,063 shares of the company’s stock after selling 2,366 shares during the quarter. Marriott International comprises approximately 0.9% of Compass Capital Management Inc.’s holdings, making the stock its 27th largest holding. Compass Capital Management Inc.’s holdings in Marriott International were worth $15,393,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Evelyn Partners Investment Management Services Ltd bought a new position in Marriott International during the first quarter worth about $25,000. Wilkerson Advisory Group LLC increased its stake in shares of Marriott International by 127.0% in the 1st quarter. Wilkerson Advisory Group LLC now owns 84 shares of the company’s stock valued at $27,000 after acquiring an additional 47 shares during the last quarter. IMG Wealth Management Inc. raised its position 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 acquiring an additional 41 shares during the period. Kemnay Advisory Services Inc. acquired a new position in Marriott International during the fourth quarter valued at approximately $27,000. Finally, McMillan Office Inc. bought a new stake in Marriott International in the fourth quarter valued at approximately $27,000. Institutional investors own 70.70% of the company’s stock.

Marriott International Stock Down 0.7%

Shares of NASDAQ:MAR opened at $372.95 on Friday. The firm has a market cap of $98.34 billion, a price-to-earnings ratio of 39.13, a PEG ratio of 2.94 and a beta of 1.11. Marriott International, Inc. has a 12 month low of $253.76 and a 12 month high of $410.98. The company’s fifty day simple moving average is $379.52 and its 200 day simple moving average is $354.20.

Marriott International (NASDAQ:MAR) last announced its earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, topping analysts’ consensus estimates of $2.56 by $0.16. The firm had revenue of $1.81 billion during the quarter, compared to analyst estimates 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 for the quarter was up 6.2% compared to the same quarter last year. During the same period in the prior 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. Research analysts expect that Marriott International, Inc. will post 11.66 earnings per share for the current fiscal year.

Marriott International Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 22nd were issued a dividend of $0.73 per share. The ex-dividend date was Friday, May 22nd. 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 dividend yield of 0.8%. Marriott International’s dividend payout ratio is 30.64%.

Insider Transactions at Marriott International

In related news, EVP Peggy Roe sold 3,000 shares of Marriott International stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $361.56, for a total value of $1,084,680.00. Following the sale, the executive vice president owned 19,827 shares of the company’s stock, valued at approximately $7,168,650.12. This trade represents a 13.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 11.43% of the company’s stock.

Wall Street Analyst Weigh In

MAR has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. lifted their price target on shares of Marriott International from $387.00 to $400.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 21st. TD Cowen upped their price objective on shares of Marriott International from $410.00 to $420.00 and gave the company a “buy” rating in a research report on Tuesday, July 21st. Robert W. Baird decreased their target price on Marriott International from $388.00 to $386.00 and set a “neutral” rating for the company in a research note on Thursday, May 7th. UBS Group increased their price target on Marriott International from $336.00 to $412.00 and gave the stock a “neutral” rating in a report on Monday, June 15th. Finally, Mizuho lifted their price objective on Marriott International from $343.00 to $384.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. Nine equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, Marriott International has an average rating of “Moderate Buy” and an average target price of $388.59.

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.