Ghe LLC Acquires New Position in Marriott International, Inc. $MAR

Ghe LLC acquired a new stake in Marriott International, Inc. (NASDAQ:MAR) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund acquired 6,002 shares of the company’s stock, valued at approximately $1,862,000. Marriott International accounts for 0.6% of Ghe LLC’s portfolio, making the stock its 25th largest holding.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in MAR. Triumph Capital Management bought a new stake in Marriott International in the 3rd quarter valued at about $28,000. Rachor Investment Advisory Services LLC bought a new stake in Marriott International in the 4th quarter valued at about $32,000. Darwin Wealth Management LLC bought a new stake in Marriott International in the 2nd quarter valued at about $37,000. IAG Wealth Partners LLC raised its stake in Marriott International by 468.8% in the 3rd quarter. IAG Wealth Partners LLC now owns 182 shares of the company’s stock valued at $47,000 after acquiring an additional 150 shares during the period. Finally, MMA Asset Management LLC bought a new stake in Marriott International in the 3rd quarter valued at about $52,000. 70.70% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

MAR has been the topic of a number of research reports. Robert W. Baird lowered their price objective on Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a research note on Thursday, May 7th. Truist Financial lifted their target price on Marriott International from $350.00 to $356.00 and gave the company a “hold” rating in a report on Tuesday. JPMorgan Chase & Co. lifted their target price on Marriott International from $356.00 to $383.00 and gave the company a “neutral” rating in a report on Tuesday, April 21st. 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 report on Wednesday, February 11th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Marriott International in a report on Monday, May 11th. Eight equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, Marriott International has an average rating of “Moderate Buy” and a consensus price target of $382.07.

Marriott International Trading Up 1.3%

Shares of NASDAQ MAR opened at $373.81 on Wednesday. Marriott International, Inc. has a 12 month low of $253.55 and a 12 month high of $380.00. The firm has a market capitalization of $98.57 billion, a price-to-earnings ratio of 39.22, a PEG ratio of 2.93 and a beta of 1.11. The business has a 50-day moving average of $349.52 and a 200-day moving average of $328.30.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, topping the consensus estimate of $2.56 by $0.16. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The company had revenue of $1.81 billion during the quarter, compared to analyst estimates of $6.59 billion. During the same quarter in the previous year, the firm earned $2.32 earnings per share. Marriott International’s revenue was up 6.2% on a year-over-year basis. 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, analysts predict that Marriott International, Inc. will post 11.66 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. Stockholders of record on Friday, May 22nd will be issued a dividend of $0.73 per share. 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. This represents a $2.92 annualized dividend and a dividend yield of 0.8%. Marriott International’s payout ratio is presently 30.64%.

Insider Transactions at Marriott International

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $361.56, for a total value of $1,084,680.00. Following the completion of the sale, the executive vice president owned 19,827 shares of the company’s stock, valued at $7,168,650.12. This represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 11.43% of the stock is currently owned by corporate insiders.

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.