Nisa Investment Advisors LLC lifted its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 103,490 shares of the company’s stock after acquiring an additional 1,720 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Marriott International were worth $32,107,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Riversedge Advisors LLC lifted its holdings in Marriott International by 3.0% during the fourth quarter. Riversedge Advisors LLC now owns 1,149 shares of the company’s stock valued at $357,000 after purchasing an additional 33 shares in the last quarter. Catalyst Financial Partners LLC increased its stake in shares of Marriott International by 3.3% in the third quarter. Catalyst Financial Partners LLC now owns 1,104 shares of the company’s stock worth $288,000 after purchasing an additional 35 shares in the last quarter. Lazari Capital Management Inc. raised its position in shares of Marriott International by 1.6% during the 3rd quarter. Lazari Capital Management Inc. now owns 2,356 shares of the company’s stock valued at $614,000 after purchasing an additional 37 shares during the period. L2 Asset Management LLC lifted its stake in shares of Marriott International by 4.0% during the 2nd quarter. L2 Asset Management LLC now owns 996 shares of the company’s stock valued at $272,000 after buying an additional 38 shares in the last quarter. Finally, HBK Sorce Advisory LLC boosted its holdings in Marriott International by 1.2% in the 3rd quarter. HBK Sorce Advisory LLC now owns 3,512 shares of the company’s stock worth $935,000 after buying an additional 40 shares during the period. Institutional investors own 70.70% of the company’s stock.
Marriott International News Summary
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Marriott announced a joint venture to bring Lefay — a recognized luxury wellness hospitality brand — into its portfolio as a dedicated luxury wellness offering, leveraging Marriott Bonvoy distribution and opening a new high-margin segment for fee and management revenue. Marriott International and Lefay Announce Milestone Deal
- Positive Sentiment: Series by Marriott made its Japan debut with Sugata Hotel Osaka Shinsaibashi, signaling continued brand expansion in Asia and incremental franchise/management fee upside from higher-demand markets. Series by Marriott Debuts in Japan
- Positive Sentiment: Marriott expanded its Vietnam pipeline with 10 new hotels and opened a Four Points by Sheraton in Cape Verde, reinforcing international room growth and long-term franchise/management fee visibility. Marriott expands Vietnam pipeline
- Positive Sentiment: Conversion/renovation financing closed (C-PACE $11M) to convert the MCM Elegante into a dual-branded Marriott property; such deals improve asset quality and expand fee-bearing rooms without Marriott carrying hotel-level debt. MCM Elegante Hotel secures C-PACE funds
- Neutral Sentiment: Unusually large options flow — about 32,765 call contracts traded (?933% above average) — signals heightened short-term bullish positioning by traders but does not guarantee fundamental change.
- Negative Sentiment: Local developments: JW Marriott Marco Island will face higher property taxes after a recent purchase, which may modestly raise operating costs at that asset. JW Marriott Marco Island to pay more in property taxes
Marriott International Stock Performance
Marriott International (NASDAQ:MAR – Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $2.58 earnings per share 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 quarter last year, the firm earned $2.45 EPS. The company’s revenue was up 4.1% on a year-over-year basis. 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. Equities analysts forecast that Marriott International, Inc. will post 10.1 EPS for the current year.
Marriott International Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Thursday, February 26th were paid a dividend of $0.67 per share. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International’s dividend payout ratio is currently 28.24%.
Insider Activity
In related news, insider Rajeev Menon sold 3,492 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $354.00, for a total transaction of $1,236,168.00. Following the completion of the sale, the insider directly owned 6,000 shares of the company’s stock, valued at approximately $2,124,000. This trade represents a 36.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Benjamin T. Breland sold 2,000 shares of the company’s 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 completion of the transaction, the executive vice president directly owned 26,399 shares in the company, valued at $9,451,633.97. This trade represents a 7.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 95,540 shares of company stock worth $34,274,055 in the last three months. Corporate insiders own 10.68% of the company’s stock.
Analyst Upgrades and Downgrades
Several equities analysts have recently commented on MAR shares. Citigroup boosted their price objective on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research report on Thursday, January 15th. The Goldman Sachs Group lifted their target price on Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Morgan Stanley increased their price objective on shares of Marriott International from $328.00 to $331.00 and gave the company an “overweight” rating in a report on Tuesday, March 10th. Evercore boosted their target price on shares of Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, January 22nd. Finally, Barclays raised their target price on shares of Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 11th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $343.47.
Read Our Latest Research Report on Marriott International
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.
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