Danske Bank A S Grows Stock Holdings in Marriott International, Inc. $MAR

Key Points

• Danske Bank A/S raised its stake in Marriott by 7.7% in Q4, adding 8,660 shares to hold 121,046 shares valued at about $37.55 million.
• Significant insider selling: CEO Anthony Capuano sold 63,000 shares (≈$22.6M) and insiders have sold 95,540 shares (~$34.27M) over the past 90 days, trimming insider ownership to 11.43%.
• Marriott slightly missed quarterly EPS ($2.58 vs. $2.61) but issued FY2026 guidance of 11.320–11.570 EPS; the stock trades with a market cap near $94 billion and a P/E around 37.4.

Danske Bank A S grew its position in shares of Marriott International, Inc. (NASDAQ:MAR - Free Report) by 7.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 121,046 shares of the company's stock after acquiring an additional 8,660 shares during the period. Danske Bank A S's holdings in Marriott International were worth $37,553,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. National Pension Service increased 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 worth $157,158,000 after buying an additional 9,530 shares during the last quarter. Legal & General Group Plc increased its stake in Marriott International by 9.3% during 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 bought a new stake in shares of Marriott International in the 3rd quarter valued at approximately $858,000. Lansforsakringar Fondforvaltning AB publ boosted its holdings in shares of Marriott International by 5.8% in 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 during the period. Finally, Harbor Investment Advisory LLC increased 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 valued at $149,067,000 after purchasing an additional 14,898 shares during the last quarter. Hedge funds and other institutional investors own 70.70% of the company's stock.

Marriott International Trading Down 1.9%

Shares of MAR opened at $354.97 on Friday. The firm has a fifty day moving average price of $341.42 and a 200-day moving average price of $317.16. The firm has a market capitalization of $94.04 billion, a P/E ratio of 37.40, a P/E/G ratio of 3.03 and a beta of 1.11. Marriott International, Inc. has a 12-month low of $246.50 and a 12-month high of $380.00.

Marriott International (NASDAQ:MAR - Get Free Report) last posted its quarterly 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 company had revenue of $6.69 billion during the quarter, compared to analysts' expectations 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 quarterly revenue was up 4.1% on a year-over-year basis. During the same period in the prior year, the business earned $2.45 EPS. 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. Analysts predict that Marriott International, Inc. will post 11.66 earnings per share for the current year.

Marriott International Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, February 26th were issued a $0.67 dividend. The ex-dividend date was Thursday, February 26th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International's payout ratio is presently 28.24%.

Trending Headlines about Marriott International

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

• Positive Sentiment: Heavy call buying suggests bullish positioning — traders bought ~31,615 call options on Apr. 30 (a ~928% jump vs. typical volume), which can amplify upside expectations into earnings and raise short‑term demand for the stock.
• Positive Sentiment: New premium property pipeline could support revenue growth and RevPAR recovery — Marriott will open the world’s first JW Marriott all‑inclusive in Costa Rica and has debuted The Luxury Collection in Rhodes, Greece, expanding luxury footprint and loyalty engagement. Costa Rica To Welcome The World’s First JW Marriott All‑Inclusive Marriott debuts The Luxury Collection in Rhodes, Greece
• Neutral Sentiment: Analyst/earnings focus: Zacks previews Q1 metrics expectations — investors are positioning ahead of the Q1 print, which can create volatility; the preview narrows what will move shares (beat vs. miss on RevPAR, fees and margin recovery). Gear Up for Marriott (MAR) Q1 Earnings: Wall Street Estimates for Key Metrics
• Neutral Sentiment: Sector comps: strong results from other lodging and travel-related names (and a Hotelling/EV trend in MarketBeat coverage) support a constructive backdrop, but some technicals suggest the rally may be stretched. Does Marriott’s Massive Rally Mean It’s Time to Check Out?
• Neutral Sentiment: Consumer engagement angle: pieces on best Marriott credit cards can modestly support loyalty spend and booking frequency but are unlikely to move the stock materially near-term. The best credit cards for maximizing Marriott stays in 2026
• Negative Sentiment: Reputational/political risk: a public comment from Marriott’s CEO about defending room access regardless of political views sparked headlines — such statements can attract controversy and activist attention, introducing short-term PR risk. Marriott CEO on why you have to defend both DEI and ICE’s right to a hotel room

Insider Buying and Selling

In other news, insider David S. Marriott sold 4,747 shares of the firm's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $360.00, for a total transaction of $1,708,920.00. Following the transaction, the insider owned 591,669 shares in the company, valued at approximately $213,000,840. This trade represents a 0.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Anthony Capuano sold 63,000 shares of Marriott International stock in a transaction dated 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 completion of the sale, the chief executive officer owned 113,617 shares of the company's stock, valued at $40,813,498.74. The trade was a 35.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 95,540 shares of company stock valued at $34,274,055 over the last 90 days. 11.43% of the stock is owned by insiders.

Analyst Ratings Changes

A number of brokerages recently issued reports on MAR. JPMorgan Chase & Co. raised their price target on Marriott International from $356.00 to $383.00 and gave the stock a "neutral" rating in a research report on Tuesday, April 21st. Barclays increased their target price on shares of Marriott International from $356.00 to $372.00 and gave the company an "equal weight" rating in a research note on Thursday, April 16th. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Marriott International in a research note on Thursday, January 22nd. Evercore increased their price objective on shares of Marriott International from $320.00 to $350.00 and gave the stock an "outperform" rating in a research report on Thursday, January 22nd. Finally, Citigroup raised their price objective on shares of Marriott International from $285.00 to $345.00 and gave the stock a "neutral" rating in a research note on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $357.27.

Marriott International 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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