Aristotle Atlantic Partners LLC Has $20.82 Million Stock Holdings in Marriott International, Inc. $MAR

Key Points

• Aristotle Atlantic Partners LLC trimmed its stake in Marriott by 4.6% in Q3 and now holds 79,955 shares valued at about $20.82 million.
• Insiders have been net sellers recently — a total of 97,157 shares worth roughly $34.77 million were sold over the last three months, including CEO Anthony Capuano’s sale of 63,000 shares for about $22.63 million.
• Marriott slightly missed quarterly EPS (reported $2.58 vs. $2.61 expected) but beat revenue estimates, provided FY2026 guidance of 11.32–11.57 EPS (Q1 guidance 2.50–2.55), and carries a Street consensus of a “Moderate Buy” with a $343.47 target.

Aristotle Atlantic Partners LLC trimmed its position in shares of Marriott International, Inc. (NASDAQ:MAR - Free Report) by 4.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 79,955 shares of the company's stock after selling 3,844 shares during the period. Aristotle Atlantic Partners LLC's holdings in Marriott International were worth $20,823,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of MAR. Darwin Wealth Management LLC acquired a new stake in shares of Marriott International during the 2nd quarter valued at about $37,000. Root Financial Partners LLC acquired a new position in Marriott International in the third quarter worth approximately $41,000. Smallwood Wealth Investment Management LLC raised its position in Marriott International by 312.5% during the third quarter. Smallwood Wealth Investment Management LLC now owns 165 shares of the company's stock valued at $43,000 after acquiring an additional 125 shares in the last quarter. ORG Wealth Partners LLC acquired a new stake in Marriott International in the third quarter valued at approximately $44,000. Finally, IAG Wealth Partners LLC grew its position in Marriott International by 468.8% in the third quarter. IAG Wealth Partners LLC now owns 182 shares of the company's stock worth $47,000 after acquiring an additional 150 shares in the last quarter. Hedge funds and other institutional investors own 70.70% of the company's stock.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Signed a landmark agreement with KS Hotels that expands Marriott’s management/franchise pipeline and regional footprint — supports future fee revenue and unit growth. Marriott International Signs Landmark Agreement with KS Hotels
• Positive Sentiment: Morgan Stanley published a bullish forecast for MAR, which could underpin upside if fundamentals and RevPAR trends stay healthy. Morgan Stanley Forecasts Strong Price Appreciation for Marriott International NASDAQ: MAR Stock
• Positive Sentiment: EB-5 repayment milestones tied to Marriott-branded projects (LA Agoura Hills and Nashville Virgin) signal smoother capital outcomes for developer-financed properties, reducing some project-level financing risk. Repayment Milestones for JF19 – LA Agoura Hills Marriott Hotels and JF23 – Nashville Virgin Hotel
• Neutral Sentiment: Management presented at the J.P. Morgan Gaming, Lodging, Restaurant & Leisure forum — useful for investor updates but no new guidance beyond prior FY26 outlook. Marriott International, Inc. (MAR) Presents at J.P. Morgan Gaming, Lodging, Restaurant, and Leisure Management Access Forum Transcript
• Neutral Sentiment: Marketing and loyalty initiatives (Bonvoy Pacific Coast portfolio and “Secret Concierge II” campaign) help brand and demand generation but are longer-term revenue drivers. Marriott Bonvoy Elevates the Pacific Coast in Riviera Nayarit & Puerto Vallarta with its Premium Portfolio Marriott Bonvoy's "Secret Concierge II" Sends Fans on a Global Chase
• Negative Sentiment: Sector selloff tied to the Iran conflict has pressured hotel stocks including Marriott; analysts note limited direct Middle East exposure but short-term risk aversion and travel sentiment weakness have dragged multiples. Marriott, Other Hotel Stocks Have Tumbled During the Iran War. Why They Could Rebound. Marriott, Other Hotel Stocks Have Tumbled During the Iran War. Why They Could Rebound.
• Negative Sentiment: Legal risk: Marriott faces a lawsuit alleging wrongful termination after reporting discrimination — potential reputational and legal costs if escalates. Marriott faces lawsuit for allegedly firing employee who reported discrimination
• Negative Sentiment: Analyst/market commentary highlights MAR is down since the recent earnings release (minor EPS miss and guidance in line) — amplifies near-term selling and raises focus on upcoming quarters for evidence of revenue and margin traction. Marriott (MAR) Down 9% Since Last Earnings Report: Can It Rebound? Marriott (MAR) Down 9% Since Last Earnings Report: Can It Rebound?

Insider Transactions at Marriott International

In other news, insider William P. Brown sold 9,456 shares of the firm's stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total value of $3,387,612.00. Following the sale, the insider owned 11,000 shares in the company, valued at approximately $3,940,750. This trade represents a 46.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Anthony Capuano sold 63,000 shares of the business's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the transaction, the chief executive officer directly owned 113,617 shares in the company, valued at $40,813,498.74. This trade represents a 35.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 97,157 shares of company stock worth $34,768,825. Insiders own 10.68% of the company's stock.

Marriott International Trading Down 0.8%

NASDAQ MAR opened at $313.81 on Friday. The company has a market cap of $83.15 billion, a P/E ratio of 33.07, a P/E/G ratio of 2.77 and a beta of 1.09. Marriott International, Inc. has a 1 year low of $205.40 and a 1 year high of $370.00. The company has a fifty day simple moving average of $330.93 and a 200 day simple moving average of $298.66.

Marriott International (NASDAQ:MAR - Get Free Report) last released its earnings results 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). Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The firm had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. During the same period in the prior year, the firm earned $2.45 EPS. The firm's revenue was up 4.1% on a year-over-year basis. 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. Equities research analysts forecast that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Thursday, February 26th will be paid a dividend of $0.67 per share. The ex-dividend date is Thursday, February 26th. This represents a $2.68 annualized dividend and a yield of 0.9%. Marriott International's dividend payout ratio is presently 28.24%.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on MAR. Truist Financial raised their price target on shares of Marriott International from $283.00 to $350.00 and gave the company a "hold" rating in a report on Wednesday, February 11th. Citigroup upped their price objective on shares of Marriott International from $285.00 to $345.00 and gave the stock a "neutral" rating in a report on Thursday, January 15th. Sanford C. Bernstein raised their target price on Marriott International from $329.00 to $369.00 and gave the company an "outperform" rating in a report on Tuesday, January 6th. Morgan Stanley boosted their price target on Marriott International from $328.00 to $331.00 and gave the stock an "overweight" rating in a research report on Tuesday, March 10th. Finally, Weiss Ratings reissued a "buy (b-)" rating on shares of Marriott International in a report on Thursday, January 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Marriott International has an average rating of "Moderate Buy" and a consensus target price of $343.47.

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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