Marriott International, Inc. $MAR Shares Sold by Windward Capital Management Co. CA

Windward Capital Management Co. CA lessened its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 3.2% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 104,871 shares of the company’s stock after selling 3,437 shares during the quarter. Marriott International comprises about 2.6% of Windward Capital Management Co. CA’s investment portfolio, making the stock its 10th largest position. Windward Capital Management Co. CA’s holdings in Marriott International were worth $32,535,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Triumph Capital Management acquired a new stake in shares of Marriott International during the third quarter worth $28,000. Darwin Wealth Management LLC bought a new position in shares of Marriott International during the second quarter valued at approximately $37,000. Root Financial Partners LLC bought a new stake in shares of Marriott International in the 3rd quarter worth approximately $41,000. Smallwood Wealth Investment Management LLC boosted its holdings in shares of Marriott International by 312.5% during the third quarter. Smallwood Wealth Investment Management LLC now owns 165 shares of the company’s stock valued at $43,000 after acquiring an additional 125 shares during the period. Finally, ORG Wealth Partners LLC acquired a new position in Marriott International during the 3rd quarter valued at about $44,000. 70.70% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Marriott International news, CEO Anthony Capuano sold 63,000 shares of Marriott International stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total value of $22,630,860.00. Following the transaction, the chief executive officer owned 113,617 shares in the company, valued at approximately $40,813,498.74. The trade was a 35.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Benjamin T. Breland sold 2,000 shares of Marriott International stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $358.03, for a total value of $716,060.00. Following the transaction, the executive vice president owned 26,399 shares in the company, valued at $9,451,633.97. This represents a 7.04% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 95,540 shares of company stock worth $34,274,055. Company insiders own 11.43% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have commented on MAR shares. The Goldman Sachs Group raised their price target on shares of Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Weiss Ratings reissued a “buy (b-)” rating on shares of Marriott International in a report on Thursday, January 22nd. Susquehanna lifted their target price on Marriott International from $280.00 to $385.00 and gave the company a “neutral” rating in a research note on Thursday. Sanford C. Bernstein boosted their price target on Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Finally, Citigroup raised their price target on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a report on Thursday, January 15th. One equities research 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 stock. Based on data from MarketBeat, Marriott International has an average rating of “Moderate Buy” and a consensus target price of $357.27.

Marriott International Price Performance

NASDAQ MAR opened at $368.24 on Friday. Marriott International, Inc. has a 12 month low of $227.55 and a 12 month high of $380.00. The firm has a market capitalization of $97.56 billion, a PE ratio of 38.80, a P/E/G ratio of 3.22 and a beta of 1.10. The company’s 50 day simple moving average is $340.86 and its 200 day simple moving average is $313.91.

Marriott International (NASDAQ:MAR) last issued its quarterly 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 net margin of 9.93% and a negative return on equity of 84.23%. The firm had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. During the same period in the previous year, the business posted $2.45 earnings per share. The business’s revenue for the quarter 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. Sell-side analysts anticipate that Marriott International, Inc. will post 11.67 earnings per share for the current fiscal year.

Marriott International Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th were issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, February 26th. Marriott International’s dividend payout ratio is presently 28.24%.

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.