First American Trust FSB Takes Position in Marriott International, Inc. $MAR

First American Trust FSB acquired a new stake in Marriott International, Inc. (NASDAQ:MAR) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 3,848 shares of the company’s stock, valued at approximately $1,194,000.

Several other institutional investors and hedge funds have also modified their holdings of MAR. Norges Bank acquired a new position in shares of Marriott International in the 4th quarter valued at about $812,570,000. Wellington Management Group LLP lifted its holdings in shares of Marriott International by 21.7% in the 3rd quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock valued at $2,389,635,000 after buying an additional 1,637,119 shares during the period. Capital International Investors raised its holdings in Marriott International by 7.1% in the 4th quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock worth $1,274,475,000 after purchasing an additional 272,250 shares during the period. Amundi boosted its position in Marriott International by 52.0% during the third quarter. Amundi now owns 741,408 shares of the company’s stock worth $201,618,000 after purchasing an additional 253,696 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in Marriott International by 1.1% during the third quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock worth $5,410,384,000 after purchasing an additional 230,820 shares in the last quarter. Institutional investors and hedge funds own 70.70% of the company’s stock.

Marriott International Price Performance

Shares of Marriott International stock opened at $386.23 on Thursday. The business has a 50 day simple moving average of $362.87 and a two-hundred day simple moving average of $335.85. Marriott International, Inc. has a 12 month low of $253.55 and a 12 month high of $398.96. The stock has a market capitalization of $101.84 billion, a P/E ratio of 40.53, a PEG ratio of 3.13 and a beta of 1.10.

Marriott International (NASDAQ:MAR) last announced its earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, beating analysts’ consensus estimates 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 business had revenue of $1.81 billion during the quarter, compared to analysts’ expectations of $6.59 billion. During the same quarter in the prior year, the firm earned $2.32 earnings per share. The business’s 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. As a group, research analysts anticipate that Marriott International, Inc. will post 11.64 EPS for the current fiscal year.

Marriott International Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Friday, May 22nd will be given a $0.73 dividend. This represents a $2.92 dividend on an annualized basis and a dividend yield of 0.8%. This is a boost from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date is Friday, May 22nd. Marriott International’s dividend payout ratio (DPR) is currently 30.64%.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on MAR. Robert W. Baird lowered their price target on Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a research report on Thursday, May 7th. Morgan Stanley increased their price target on Marriott International from $350.00 to $353.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 12th. Susquehanna increased their price target on Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a research report on Thursday, April 23rd. Jefferies Financial Group increased their price target on Marriott International from $357.00 to $415.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Marriott International in a research report on Monday, May 11th. Eight research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $382.07.

Insider Activity

In other 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 directly owned 19,827 shares in the company, valued at $7,168,650.12. This represents a 13.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 11.43% of the stock is owned by company insiders.

Marriott International Company 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.