Public Employees Retirement Association of Colorado lowered its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 3.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 274,008 shares of the company’s stock after selling 8,643 shares during the quarter. Public Employees Retirement Association of Colorado’s holdings in Marriott International were worth $85,008,000 as of its most recent SEC filing.
Several other hedge funds have also recently modified their holdings of MAR. McMillan Office Inc. acquired a new position in Marriott International in the 4th quarter worth approximately $27,000. Triumph Capital Management acquired a new position in Marriott International in the 3rd quarter worth approximately $28,000. Basepoint Wealth LLC acquired a new position in Marriott International in the 4th quarter worth approximately $28,000. Godfrey Financial Associates Inc. acquired a new position in Marriott International in the 4th quarter worth approximately $31,000. Finally, Advocate Investing Services LLC acquired a new position in Marriott International in the 4th quarter worth approximately $31,000. Institutional investors and hedge funds own 70.70% of the company’s stock.
Wall Street Analysts Forecast Growth
Several equities analysts recently weighed in on the stock. Susquehanna increased their price target on shares of Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a report on Thursday, April 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Marriott International in a report on Monday, May 11th. Wells Fargo & Company increased their price target on shares of Marriott International to $446.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Robert W. Baird cut their price target on shares of Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a report on Thursday, May 7th. Finally, Barclays raised their price objective on shares of Marriott International from $372.00 to $376.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 7th. Eight research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, Marriott International currently has a consensus rating of “Moderate Buy” and a consensus price target of $382.07.
Marriott International Stock Performance
Shares of MAR stock opened at $402.54 on Monday. Marriott International, Inc. has a fifty-two week low of $253.55 and a fifty-two week high of $403.25. The stock’s fifty day moving average is $365.65 and its two-hundred day moving average is $337.31. The firm has a market capitalization of $106.15 billion, a P/E ratio of 42.24, a PEG ratio of 3.20 and a beta of 1.10.
Marriott International (NASDAQ:MAR – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, topping the consensus estimate of $2.56 by $0.16. The business had revenue of $1.81 billion for the quarter, compared to analyst estimates of $6.59 billion. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The company’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the firm 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. On average, equities analysts forecast that Marriott International, Inc. will post 11.64 earnings per share for the current year.
Marriott International Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, May 22nd will be given a dividend of $0.73 per share. This represents a $2.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, May 22nd. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio is 30.64%.
Key Stories Impacting Marriott International
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Marriott said domestic travel has remained strong since the West Asia conflict, suggesting resilient demand and healthy booking trends for its hotel portfolio. Strong domestic travel since West Asia war: Marriott
- Positive Sentiment: Marriott unveiled 600 Bonvoy experiences for the 2026 FIFA World Cup, which could boost brand engagement and drive additional travel-related spending from loyal customers. Marriott Bonvoy Unveils 600 Experiences for FIFA World Cup 2026 Fans
- Positive Sentiment: Marriott opened its 10,000th property globally in India, a symbolic milestone that highlights the company’s continued expansion and scale across international markets. Marriott International Celebrates 10,000 Properties Globally with the Opening of the JW Marriott Ranthambore Resort & Spa
- Positive Sentiment: Management also highlighted the new JW Marriott Ranthambore opening as a milestone for the brand, reinforcing Marriott’s growth pipeline in India and its luxury positioning. Marriott unveils 10,000th property with opening of JW Marriott in India
- Neutral Sentiment: Analyst coverage remains supportive, with brokerages maintaining a “Moderate Buy” consensus, which is constructive but not a fresh catalyst. Marriott International, Inc. (NASDAQ:MAR) Given Consensus Recommendation of “Moderate Buy” by Brokerages
- Neutral Sentiment: Marriott’s planned luxury wellness brand joining Bonvoy in late 2026 adds to its long-term growth story, but the launch is still months away. Marriott’s new luxury wellness brand will join Bonvoy in late 2026
Insider Activity
In related news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the completion of the sale, the executive vice president directly 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 document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 11.43% of the company’s stock.
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.
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