Capital World Investors Acquires 4,933 Shares of Marriott International, Inc. $MAR

Key Points

• Capital World Investors added 4,933 shares in the quarter, raising its stake to 643,560 shares (about 0.24% of Marriott) valued at $167.6 million, as institutional investors own roughly 70.7% of the stock.
• Marriott reported EPS of $2.58 (missed by $0.03) on $6.69 billion of revenue (+4.1% YoY) and set FY2026 guidance of $11.320–$11.570 per share, with analysts holding a consensus "Moderate Buy" target of $343.47.
• The company announced a quarterly dividend of $0.67 (annualized $2.68, yield ~0.8%), and the stock trades near $326 with a 52-week range of $205.40–$370.00 and a market cap of $86.5 billion.

Capital World Investors lifted its holdings in shares of Marriott International, Inc. (NASDAQ:MAR - Free Report) by 0.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 643,560 shares of the company's stock after acquiring an additional 4,933 shares during the quarter. Capital World Investors owned approximately 0.24% of Marriott International worth $167,609,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in MAR. Brighton Jones LLC increased its stake in shares of Marriott International by 2.5% in the 4th quarter. Brighton Jones LLC now owns 8,887 shares of the company's stock worth $2,479,000 after acquiring an additional 218 shares in the last quarter. Empowered Funds LLC boosted its stake in Marriott International by 39.1% during the first quarter. Empowered Funds LLC now owns 5,805 shares of the company's stock worth $1,383,000 after acquiring an additional 1,631 shares in the last quarter. Woodline Partners LP increased its stake in shares of Marriott International by 39.6% during the first quarter. Woodline Partners LP now owns 19,332 shares of the company's stock valued at $4,605,000 after purchasing an additional 5,480 shares in the last quarter. Intech Investment Management LLC lifted its holdings in shares of Marriott International by 21.8% during the first quarter. Intech Investment Management LLC now owns 6,035 shares of the company's stock valued at $1,438,000 after purchasing an additional 1,079 shares during the last quarter. Finally, AE Wealth Management LLC boosted its position in shares of Marriott International by 2.5% in the 2nd quarter. AE Wealth Management LLC now owns 1,622 shares of the company's stock worth $443,000 after purchasing an additional 40 shares in the last quarter. 70.70% of the stock is currently owned by institutional investors.

Marriott International Stock Performance

NASDAQ MAR opened at $326.38 on Thursday. Marriott International, Inc. has a one year low of $205.40 and a one year high of $370.00. The stock has a 50-day moving average of $330.80 and a 200 day moving average of $298.01. The company has a market capitalization of $86.49 billion, a price-to-earnings ratio of 34.39, a PEG ratio of 2.88 and a beta of 1.09.

Marriott International (NASDAQ:MAR - Get Free Report) last posted its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.61 by ($0.03). Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The company had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. During the same quarter in the prior year, the company posted $2.45 EPS. Marriott International'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. On average, equities analysts predict that Marriott International, Inc. will post 10.1 earnings per share for the current fiscal year.

Marriott International Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th will be given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 26th. Marriott International's payout ratio is 28.24%.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on MAR. Citigroup lifted their price objective on Marriott International from $285.00 to $345.00 and gave the company a "neutral" rating in a research note on Thursday, January 15th. Sanford C. Bernstein raised their price target on Marriott International from $329.00 to $369.00 and gave the company an "outperform" rating in a report on Tuesday, January 6th. Weiss Ratings reiterated a "buy (b-)" rating on shares of Marriott International in a research note on Thursday, January 22nd. The Goldman Sachs Group increased their price objective on shares of Marriott International from $355.00 to $398.00 and gave the company a "buy" rating in a research report on Wednesday, February 11th. Finally, Jefferies Financial Group lifted their target price on shares of Marriott International from $357.00 to $415.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, Marriott International has an average rating of "Moderate Buy" and a consensus target price of $343.47.

Insider Buying and Selling at Marriott International

In related news, EVP Benjamin T. Breland sold 2,000 shares of the company's stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $358.03, for a total transaction of $716,060.00. Following the completion of the sale, the executive vice president owned 26,399 shares in the company, valued at approximately $9,451,633.97. This represents a 7.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Drew Pinto sold 4,000 shares of the firm's stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $359.81, for a total value of $1,439,240.00. Following the completion of the transaction, the executive vice president directly owned 8,221 shares in the company, valued at $2,957,998.01. The trade was a 32.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 97,157 shares of company stock worth $34,768,825. 10.68% of the stock is owned by corporate insiders.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.