Comerica Bank Has $9.48 Million Stake in Marriott International, Inc. $MAR

Key Points

• Comerica Bank trimmed its position in Marriott by 17.6% in Q4, selling 6,518 shares and leaving it with 30,562 shares valued at about $9.48 million.
• Insiders sold a total of 95,540 shares worth roughly $34.27 million last quarter (including EVP Drew Pinto and Benjamin Breland), leaving company insiders with 11.43% ownership.
• Wall Street sentiment is cautiously positive with a consensus rating of "Moderate Buy" and a target of $357.27; MAR trades near its 52-week high ($380) and the company guided FY2026 EPS to 11.32–11.57.

Comerica Bank decreased its position in Marriott International, Inc. (NASDAQ:MAR - Free Report) by 17.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 30,562 shares of the company's stock after selling 6,518 shares during the period. Comerica Bank's holdings in Marriott International were worth $9,482,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of MAR. Brighton Jones LLC lifted its holdings in Marriott International by 2.5% in the fourth quarter. Brighton Jones LLC now owns 8,887 shares of the company's stock valued at $2,479,000 after buying an additional 218 shares during the period. Empowered Funds LLC lifted its holdings in Marriott International by 39.1% in the first quarter. Empowered Funds LLC now owns 5,805 shares of the company's stock valued at $1,383,000 after buying an additional 1,631 shares during the period. Woodline Partners LP lifted its holdings in Marriott International by 39.6% in the first quarter. Woodline Partners LP now owns 19,332 shares of the company's stock valued at $4,605,000 after buying an additional 5,480 shares during the period. Intech Investment Management LLC lifted its holdings in Marriott International by 21.8% in the first quarter. Intech Investment Management LLC now owns 6,035 shares of the company's stock valued at $1,438,000 after buying an additional 1,079 shares during the period. Finally, Sei Investments Co. lifted its holdings in Marriott International by 3.8% in the second quarter. Sei Investments Co. now owns 137,329 shares of the company's stock valued at $37,520,000 after buying an additional 5,007 shares during the period. Institutional investors and hedge funds own 70.70% of the company's stock.

Insider Activity at Marriott International

In other news, EVP Drew Pinto sold 4,000 shares of the business's stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $359.81, for a total transaction of $1,439,240.00. Following the completion of the sale, the executive vice president directly owned 8,221 shares of the company's stock, valued at $2,957,998.01. The trade was a 32.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Benjamin T. Breland sold 2,000 shares of the business's stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $358.03, for a total transaction of $716,060.00. Following the sale, the executive vice president directly owned 26,399 shares of the company's stock, valued at approximately $9,451,633.97. The trade was a 7.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 95,540 shares of company stock valued at $34,274,055 over the last quarter. 11.43% of the stock is currently owned by company insiders.

Marriott International Price Performance

NASDAQ:MAR opened at $353.95 on Thursday. The firm has a 50-day moving average of $341.19 and a 200-day moving average of $316.85. The company has a market cap of $93.77 billion, a PE ratio of 37.30, a PEG ratio of 3.17 and a beta of 1.10. Marriott International, Inc. has a one year low of $231.21 and a one year high of $380.00.

Marriott International (NASDAQ:MAR - Get Free Report) last posted its earnings results on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing the consensus estimate of $2.61 by ($0.03). The business had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The company's revenue was up 4.1% on a year-over-year basis. During the same period in the previous 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 expect that Marriott International, Inc. will post 11.64 earnings per share for the current fiscal year.

Marriott International Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Thursday, February 26th were given a dividend of $0.67 per share. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Marriott International's payout ratio is presently 28.24%.

Marriott International News Summary

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

• Positive Sentiment: Zacks preview: Analysts say Marriott has the “right combination” to deliver an earnings beat in next week’s release, which could re-accelerate upside if the company outperforms guidance expectations. Marriott International (MAR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
• Positive Sentiment: Growth in India: Coverage highlights Marriott’s “people-first” approach to scaling in India — a constructive long-term revenue and pipeline signal for international expansion. Inside Marriott’s people-first playbook for scaling hospitality in India
• Neutral Sentiment: Valuation/rotation debate: Multiple pieces question whether Marriott’s recent multi-month rally has left upside limited and whether now is a time to take profits — this can increase volatility as investors reassess multiples vs. growth. Does Marriott’s Massive Rally Mean It’s Time to Check Out?
• Neutral Sentiment: Investor commentary: Coverage asking whether the rally is sustainable reiterates the need to watch upcoming results and guidance cadence rather than signaling new company-specific fundamentals. Does Marriott's massive rally mean it's time to check out?
• Neutral Sentiment: Sector catalysts: Nearby earnings for peers (Hyatt, Royal Caribbean) will inform travel demand and pricing trends; strong or weak results across the group could move MAR along with the sector. Hyatt to Post Q1 Earnings: What's in the Cards for the Stock? RCL Set to Report Q1 Earnings: Will Strong Demand Continue?
• Negative Sentiment: ESG/headline risk: Activists protested Marriott over missed commitments on cage-free eggs — this raises reputational and ESG scrutiny that can pressure sentiment among sustainability-focused investors. 'Hiding Something Under The Bed': Animal Welfare Activists Protest Marriott International’s Failure To Deliver On Cage-Free Egg Commitment

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. Truist Financial upped their price objective 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. Morgan Stanley upped their price objective on shares of Marriott International from $331.00 to $350.00 and gave the company an "overweight" rating in a report on Friday, April 10th. Evercore upped their price objective on shares of Marriott International from $320.00 to $350.00 and gave the company an "outperform" rating in a report on Thursday, January 22nd. Barclays upped their price objective on shares of Marriott International from $356.00 to $372.00 and gave the company an "equal weight" rating in a report on Thursday, April 16th. Finally, Jefferies Financial Group upped their price objective on shares of Marriott International from $357.00 to $415.00 and gave the company a "buy" rating in a report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the company's stock. According to MarketBeat.com, Marriott International currently has a consensus rating of "Moderate Buy" and a consensus target price of $357.27.

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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