Northbridge Financial Group LLC Takes Position in Marriott International, Inc. $MAR

Northbridge Financial Group LLC purchased a new stake in shares of Marriott International, Inc. (NASDAQ:MAR) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 2,718 shares of the company’s stock, valued at approximately $843,000.

A number of other hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. increased its stake in shares of Marriott International by 1.1% during the third quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock valued at $5,410,384,000 after acquiring an additional 230,820 shares during the period. Wellington Management Group LLP increased its stake in shares of Marriott International by 21.7% during the third quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock valued at $2,389,635,000 after acquiring an additional 1,637,119 shares during the period. Legal & General Group Plc increased its stake in shares of Marriott International by 9.3% during the third quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock valued at $381,654,000 after acquiring an additional 124,759 shares during the period. Fayez Sarofim & Co grew its holdings in Marriott International by 0.5% during the third quarter. Fayez Sarofim & Co now owns 971,981 shares of the company’s stock worth $256,359,000 after acquiring an additional 4,534 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its holdings in Marriott International by 26.2% during the third quarter. Arrowstreet Capital Limited Partnership now owns 846,740 shares of the company’s stock worth $220,525,000 after acquiring an additional 175,637 shares during the period. Institutional investors and hedge funds own 70.70% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. JPMorgan Chase & Co. lifted their target price on Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a report on Tuesday, April 21st. Morgan Stanley lifted their target price on Marriott International from $350.00 to $353.00 and gave the stock an “overweight” rating in a report on Tuesday, May 12th. Wells Fargo & Company lifted their price target on shares of Marriott International to $446.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. Weiss Ratings restated a “buy (b)” rating on shares of Marriott International in a research report on Monday, May 11th. Finally, Barclays lifted their price target on shares of Marriott International from $372.00 to $376.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 7th. Eight equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $376.13.

More Marriott International News

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

• Positive Sentiment: Marriott expanded its Marriott Bonvoy Outdoors offering through a new partnership with Outside Interactive, adding guest experience benefits tied to adventure travel across 350+ properties in the U.S. and Canada, which supports brand engagement and could help drive incremental demand. Article Title
• Positive Sentiment: Marriott’s CFO is scheduled to speak at the Morgan Stanley Travel & Leisure Conference on June 1, which can keep investor attention on the company and may reinforce management’s outlook. Article Title
• Positive Sentiment: A Chicago landmark is reportedly being converted into a Marriott hotel, suggesting continued expansion of the brand and additional long-term pipeline growth. Article Title
• Neutral Sentiment: Wall Street coverage highlighted Marriott’s outlook and broker sentiment, but the item is primarily a recap of analyst views rather than a clear new catalyst. Article Title
• Neutral Sentiment: An EVP sold 3,000 shares in an SEC-disclosed transaction. Insider sales can weigh on sentiment, but the size is modest relative to the executive’s remaining stake and does not by itself change fundamentals. Article Title

Insider Activity

In other news, insider Rajeev Menon sold 3,492 shares of the business’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $354.00, for a total transaction of $1,236,168.00. Following the transaction, the insider directly owned 6,000 shares in the company, valued at $2,124,000. The trade was a 36.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Peggy Roe sold 3,000 shares of the business’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the transaction, the executive vice president owned 19,827 shares in the company, valued at approximately $7,168,650.12. This represents a 13.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 11.43% of the company’s stock.

Marriott International Trading Down 0.1%

Shares of MAR opened at $358.69 on Wednesday. Marriott International, Inc. has a 1-year low of $253.55 and a 1-year high of $380.00. The stock has a market capitalization of $94.58 billion, a P/E ratio of 37.64, a P/E/G ratio of 2.86 and a beta of 1.11. The business’s 50-day moving average price is $344.70 and its 200 day moving average price is $324.71.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, topping the consensus estimate of $2.56 by $0.16. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The firm had revenue of $1.81 billion for the quarter, compared to analysts’ expectations of $6.59 billion. During the same period in the previous year, the company posted $2.32 EPS. The company’s quarterly revenue was up 6.2% compared to the same quarter last year. 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, research analysts predict that Marriott International, Inc. will post 11.65 earnings per share for the current year.

Marriott International Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd will be paid a dividend of $0.73 per share. This is a boost from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $2.92 annualized dividend and a yield of 0.8%. Marriott International’s dividend payout ratio (DPR) is presently 28.12%.

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.