Marriott International, Inc. $MAR Stake Lessened by Trillium Asset Management LLC

Trillium Asset Management LLC trimmed its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 40.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 46,918 shares of the company’s stock after selling 31,918 shares during the quarter. Trillium Asset Management LLC’s holdings in Marriott International were worth $17,388,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Norges Bank bought a new position in shares of Marriott International during the fourth quarter worth about $812,570,000. Diamant Asset Management Inc. raised its stake in Marriott International by 32,607.0% during the first quarter. Diamant Asset Management Inc. now owns 490,605 shares of the company’s stock valued at $16,046,000 after buying an additional 489,105 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Marriott International by 37.9% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,363,845 shares of the company’s stock worth $423,119,000 after buying an additional 374,497 shares during the last quarter. Capital International Investors grew its position in shares of 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 acquiring an additional 272,250 shares in the last quarter. Finally, Amundi increased its holdings in shares of Marriott International by 52.0% in the 3rd quarter. Amundi now owns 741,408 shares of the company’s stock valued at $201,618,000 after acquiring an additional 253,696 shares during the last quarter. Institutional investors own 70.70% of the company’s stock.

Wall Street Analyst Weigh In

MAR has been the topic of several research analyst reports. Wells Fargo & Company reduced their price objective on Marriott International from $449.00 to $425.00 and set an “overweight” rating on the stock in a research note on Tuesday, August 4th. Sanford C. Bernstein set a $412.00 target price on shares of Marriott International in a report on Monday, June 15th. BMO Capital Markets reduced their price target on shares of Marriott International from $410.00 to $395.00 and set an “outperform” rating on the stock in a research report on Tuesday, August 4th. UBS Group lowered their price objective on shares of Marriott International from $412.00 to $395.00 and set a “neutral” rating for the company in a research report on Thursday. Finally, Susquehanna increased their price objective on shares of Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a research note on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, Marriott International presently has a consensus rating of “Moderate Buy” and a consensus target price of $385.65.

Marriott International Trading Down 0.9%

Shares of NASDAQ:MAR opened at $356.60 on Friday. The firm’s 50 day moving average is $371.43 and its two-hundred day moving average is $357.83. The firm has a market capitalization of $92.99 billion, a P/E ratio of 36.95, a PEG ratio of 2.79 and a beta of 1.10. Marriott International, Inc. has a 52 week low of $256.76 and a 52 week high of $410.98.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings data on Monday, August 3rd. The company reported $3.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.08 by $0.11. The business had revenue of $2.01 billion during the quarter, compared to analyst estimates of $7.19 billion. Marriott International had a negative return on equity of 75.81% and a net margin of 9.62%.The business’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same period in the prior year, the company posted $2.65 EPS. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS. Analysts predict that Marriott International, Inc. will post 11.71 EPS for the current year.

Marriott International Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.73 per share. This represents a $2.92 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, August 20th. Marriott International’s dividend payout ratio (DPR) is 30.26%.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Marriott is partnering with Royal Group International to introduce the Ritz-Carlton brand in Cambodia, expanding its luxury hotel presence in a developing Southeast Asian market. Marriott and Royal Group to debut Ritz-Carlton in Cambodia
• Positive Sentiment: The Luxury Collection launched a new line of travel experiences, supporting Marriott’s effort to deepen engagement with affluent customers and strengthen its premium-brand portfolio. Marriott’s Luxury Collection launches travel experiences
• Neutral Sentiment: UBS lowered its price target from $412 to $395 and shifted to a Neutral rating. Although the revised target still implies substantial upside, the reduction signals more limited near-term conviction. UBS lowers Marriott price target
• Neutral Sentiment: Marriott announced plans to redeem all $450 million of its 5.450% Series LL notes due September 2026. The transaction removes near-term debt maturity risk but uses cash for repayment. Marriott announces redemption of Series LL notes
• Negative Sentiment: Zacks Research issued a bearish outlook for third-quarter earnings, while cutting several forward EPS estimates, including Q1 2027, Q3 2027, Q4 2027 and Q1 2028. The revisions suggest analysts see some moderation in Marriott’s earnings growth.

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.