Anchyra Partners LLC Acquires Shares of 8,176 Marriott International, Inc. $MAR

Key Points

• Anchyra Partners LLC bought a new position in Marriott (NASDAQ:MAR) in Q4 of 8,176 shares valued at about $2.54 million, representing roughly 0.8% of its portfolio and the firm's 20th largest holding.
• Research firms have been lifting targets on Marriott—Goldman Sachs to $398 and Wells Fargo to $403—leaving a MarketBeat consensus rating of "Moderate Buy" with an average price target of $357.27.
• Company insiders have been net sellers recently: CEO Anthony Capuano sold 63,000 shares for about $22.63 million, and insiders sold 95,540 shares (~$34.27M) over the last 90 days, though insiders still own 11.43% of the stock.

Anchyra Partners LLC bought a new position in Marriott International, Inc. (NASDAQ:MAR - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 8,176 shares of the company's stock, valued at approximately $2,537,000. Marriott International makes up about 0.8% of Anchyra Partners LLC's portfolio, making the stock its 20th biggest position.

Several other institutional investors and hedge funds have also made changes to their positions in the company. National Pension Service boosted its holdings in shares of Marriott International by 1.6% in the 3rd quarter. National Pension Service now owns 603,431 shares of the company's stock valued at $157,158,000 after buying an additional 9,530 shares during the period. Legal & General Group Plc lifted its holdings in Marriott International by 9.3% in the third quarter. Legal & General Group Plc now owns 1,465,420 shares of the company's stock worth $381,654,000 after acquiring an additional 124,759 shares during the last quarter. AustralianSuper Pty Ltd acquired a new position in Marriott International in the third quarter valued at approximately $858,000. Lansforsakringar Fondforvaltning AB publ grew its holdings in shares of Marriott International by 5.8% during the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 73,759 shares of the company's stock valued at $19,210,000 after purchasing an additional 4,067 shares during the last quarter. Finally, Harbor Investment Advisory LLC raised its position in shares of Marriott International by 2.7% during the 3rd quarter. Harbor Investment Advisory LLC now owns 572,367 shares of the company's stock worth $149,067,000 after purchasing an additional 14,898 shares during the period. 70.70% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. Sanford C. Bernstein boosted their price objective on Marriott International from $329.00 to $369.00 and gave the company an "outperform" rating in a research report on Tuesday, January 6th. Citigroup raised their target price on Marriott International from $285.00 to $345.00 and gave the company a "neutral" rating in a research note on Thursday, January 15th. The Goldman Sachs Group upped their price target on shares of Marriott International from $355.00 to $398.00 and gave the stock a "buy" rating in a research report on Wednesday, February 11th. Barclays increased their price objective on shares of Marriott International from $356.00 to $372.00 and gave the stock an "equal weight" rating in a report on Thursday, April 16th. Finally, Wells Fargo & Company boosted their target price on shares of Marriott International from $353.00 to $403.00 and gave the company an "overweight" rating in a research note on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have given a Hold rating to the company's stock. According to data from MarketBeat.com, Marriott International presently has a consensus rating of "Moderate Buy" and an average price target of $357.27.

Marriott International Stock Performance

NASDAQ:MAR opened at $367.15 on Monday. The stock has a market cap of $97.27 billion, a price-to-earnings ratio of 38.69, a PEG ratio of 3.23 and a beta of 1.10. Marriott International, Inc. has a 1 year low of $231.21 and a 1 year high of $380.00. The business has a fifty day moving average of $341.12 and a 200-day moving average of $315.23.

Marriott International (NASDAQ:MAR - Get Free Report) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing analysts' consensus estimates of $2.61 by ($0.03). The company had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. Marriott International's revenue for the quarter was up 4.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.45 earnings per share. Marriott International has set its FY 2026 guidance at 11.320-11.570 EPS and its Q1 2026 guidance at 2.500-2.550 EPS. On average, equities research analysts predict that Marriott International, Inc. will post 11.64 EPS for the current year.

Marriott International Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, February 26th were paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Thursday, February 26th. Marriott International's dividend payout ratio (DPR) is currently 28.24%.

Insider Activity

In other Marriott International news, insider Rajeev Menon sold 3,492 shares of the company's stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $354.00, for a total value of $1,236,168.00. Following the completion of the sale, the insider directly owned 6,000 shares in the company, valued at $2,124,000. This represents a 36.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Anthony Capuano sold 63,000 shares of Marriott International stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total value of $22,630,860.00. Following the transaction, the chief executive officer owned 113,617 shares in the company, valued at approximately $40,813,498.74. This trade represents a 35.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 95,540 shares of company stock valued at $34,274,055 over the last 90 days. Corporate insiders own 11.43% of the company's stock.

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.

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