MQS Management LLC Makes New $798,000 Investment in Marriott International, Inc. $MAR

MQS Management LLC purchased a new position in Marriott International, Inc. (NASDAQ:MAR) during the 4th quarter, HoldingsChannel reports. The firm purchased 2,572 shares of the company’s stock, valued at approximately $798,000.

Several other institutional investors also recently added to or reduced their stakes in the business. National Pension Service grew its holdings in shares of Marriott International by 1.6% during the 3rd quarter. National Pension Service now owns 603,431 shares of the company’s stock worth $157,158,000 after purchasing an additional 9,530 shares in the last quarter. Legal & General Group Plc grew its holdings in shares of Marriott International by 9.3% during the 3rd quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock worth $381,654,000 after purchasing an additional 124,759 shares in the last quarter. AustralianSuper Pty Ltd acquired a new stake in shares of Marriott International during the 3rd quarter worth approximately $858,000. Lansforsakringar Fondforvaltning AB publ grew its holdings in shares of Marriott International by 5.8% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 73,759 shares of the company’s stock worth $19,210,000 after purchasing an additional 4,067 shares in the last quarter. Finally, Natixis Advisors LLC grew its holdings in shares of Marriott International by 12.0% during the 3rd quarter. Natixis Advisors LLC now owns 386,638 shares of the company’s stock worth $100,696,000 after purchasing an additional 41,547 shares in the last quarter. 70.70% of the stock is owned by institutional investors.

Marriott International Price Performance

Shares of MAR stock opened at $369.15 on Friday. The stock’s fifty day simple moving average is $347.26 and its 200 day simple moving average is $326.54. The firm has a market cap of $97.34 billion, a price-to-earnings ratio of 38.74, a P/E/G ratio of 2.94 and a beta of 1.11. Marriott International, Inc. has a one year low of $253.55 and a one year high of $380.00.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, topping analysts’ consensus estimates of $2.56 by $0.16. The company had revenue of $1.81 billion for the quarter, compared to analyst estimates of $6.59 billion. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The business’s revenue was up 6.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.32 earnings per share. 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 anticipate 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. Shareholders of record on Friday, May 22nd will be paid a $0.73 dividend. This is an increase from Marriott International’s previous quarterly dividend of $0.67. This represents a $2.92 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Friday, May 22nd. Marriott International’s payout ratio is presently 28.12%.

Analyst Ratings Changes

Several brokerages have recently weighed in on MAR. The Goldman Sachs Group lifted their price objective on Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Robert W. Baird decreased their price objective on Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a report on Thursday, May 7th. Morgan Stanley lifted their price objective on Marriott International from $350.00 to $353.00 and gave the stock an “overweight” rating in a report on Tuesday, May 12th. Susquehanna boosted their price target on Marriott International from $280.00 to $385.00 and gave the company a “neutral” rating in a research note on Thursday, April 23rd. Finally, Truist Financial boosted their price target on Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a research note on Wednesday, February 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.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $381.64.

Key Marriott International News

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

• Positive Sentiment: Zacks Research raised its earnings outlook for multiple future periods, including FY2026, FY2027, FY2028 and several quarterly estimates, signaling confidence in Marriott’s long-term profitability and growth trajectory.
• Positive Sentiment: The firm also lifted estimates for Q1 2027, Q3 2027 and Q4 2027, reinforcing the view that earnings momentum could remain strong beyond the near term.
• Positive Sentiment: Marriott announced 75 signings and 50 openings for Series by Marriott in India with The Fern Hotels & Resorts, adding more than 3,556 rooms and highlighting strong owner demand and international expansion. Article Title
• Positive Sentiment: Additional headlines pointed to improving hotel demand in Asia-Pacific and a new all-inclusive resort project in Riviera Maya, both of which suggest healthy travel demand and ongoing development activity.
• Neutral Sentiment: Zacks trimmed a few near-term estimates, including Q2 2026, Q3 2026, Q4 2026 and Q2 2027, but the changes were modest and were outweighed by the upward revisions to later periods.

Insider Buying and Selling

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the business’s stock in a transaction 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 transaction, the executive vice president owned 19,827 shares of the company’s stock, valued at approximately $7,168,650.12. The trade was a 13.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 11.43% of the company’s stock.

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.