NEOS Investment Management LLC Increases Holdings in Marriott International, Inc. $MAR

NEOS Investment Management LLC raised its stake in Marriott International, Inc. (NASDAQ:MAR) by 9.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 194,871 shares of the company’s stock after acquiring an additional 17,546 shares during the period. NEOS Investment Management LLC owned approximately 0.07% of Marriott International worth $72,217,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of MAR. Frederick Financial Consultants LLC grew its position in Marriott International by 0.8% during the 4th quarter. Frederick Financial Consultants LLC now owns 3,531 shares of the company’s stock valued at $1,095,000 after purchasing an additional 28 shares during the last quarter. World Equity Group Inc. lifted its stake in shares of Marriott International by 2.0% in the second quarter. World Equity Group Inc. now owns 1,437 shares of the company’s stock worth $533,000 after buying an additional 28 shares in the last quarter. Haven Capital Group Inc. grew its holdings in shares of Marriott International by 0.3% during the first quarter. Haven Capital Group Inc. now owns 10,064 shares of the company’s stock valued at $3,292,000 after buying an additional 30 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of Marriott International by 1.2% during the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,472 shares of the company’s stock valued at $808,000 after acquiring an additional 30 shares in the last quarter. Finally, Paragon Private Wealth Management LLC raised its holdings in Marriott International by 4.4% in the 1st quarter. Paragon Private Wealth Management LLC now owns 743 shares of the company’s stock worth $243,000 after acquiring an additional 31 shares during the last quarter. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the company. Barclays reduced their target price on Marriott International from $379.00 to $348.00 and set an “equal weight” rating for the company in a report on Tuesday, August 4th. JPMorgan Chase & Co. increased their price objective on Marriott International from $387.00 to $400.00 and gave the company a “neutral” rating in a research report on Tuesday, July 21st. Robert W. Baird reduced their price objective on Marriott International from $394.00 to $393.00 and set a “neutral” rating for the company in a report on Tuesday, August 4th. CICC Research initiated coverage on shares of Marriott International in a research note on Wednesday, August 12th. They set an “outperform” rating on the stock. Finally, Morgan Stanley raised 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. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat, Marriott International presently has a consensus rating of “Moderate Buy” and a consensus price target of $385.65.

Marriott International Price Performance

NASDAQ MAR opened at $336.07 on Friday. The stock has a market capitalization of $87.64 billion, a price-to-earnings ratio of 34.83, a PEG ratio of 2.51 and a beta of 1.11. Marriott International, Inc. has a 1-year low of $256.76 and a 1-year high of $410.98. The business’s fifty day moving average price is $362.64 and its 200-day moving average price is $358.56.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings data on Monday, August 3rd. The company reported $3.19 EPS for the quarter, topping the consensus estimate of $3.08 by $0.11. Marriott International had a negative return on equity of 75.81% and a net margin of 9.62%.The company had revenue of $2.01 billion during the quarter, compared to analyst estimates of $7.19 billion. During the same quarter in the previous year, the company posted $2.65 earnings per share. Marriott International’s 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. Equities research analysts anticipate that Marriott International, Inc. will post 11.7 EPS for the current year.

Marriott International Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, August 20th will be paid a $0.73 dividend. This represents a $2.92 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Marriott International’s dividend payout ratio is 30.26%.

Marriott International News Summary

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

• Positive Sentiment: Marriott opened two hotels in Uganda, marking the company’s brand debut in the country. The expansion increases Marriott’s presence in an emerging African market and supports long-term room-growth and fee revenue. Marriott opens two hotels in Uganda
• Positive Sentiment: Pacifica Hotels signed a franchise agreement to develop the Westin Hokkaido Furano Resort in Japan. The project expands Marriott’s luxury resort pipeline through an asset-light franchise model, which can add fee income without requiring substantial company-owned capital. Westin Hokkaido Furano Resort franchise agreement
• Positive Sentiment: Marriott and LG Electronics will pilot a cloud-based, in-room entertainment platform at approximately 40 hotels. The initiative could improve the guest experience and provide a foundation for additional digital services, although near-term financial benefits are likely limited. LG and Marriott hotel TV platform pilot
• Neutral Sentiment: Erste Group Bank issued a fiscal 2026 earnings estimate for Marriott, providing fresh analyst modeling but no clear change to the company’s outlook. FY2026 earnings estimate for MAR
• Neutral Sentiment: Wolfe Research initiated coverage with a “Peer Perform” or hold-equivalent rating, suggesting analysts see fairly balanced upside and downside at current valuation levels. Wolfe Research Marriott coverage
• Negative Sentiment: A Zacks review noted that MAR remained lower since its most recent earnings report, indicating lingering investor concerns despite Marriott’s quarterly earnings beat and continued revenue growth. Why Marriott is down since its earnings report

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.