Marriott International, Inc. $MAR Position Decreased by Fundsmith Investment Services LTD.

Key Points

• Fundsmith cut its Marriott stake by 2.7% in Q3, selling 39,981 shares and now holds 1,463,561 shares (~0.55% of Marriott) valued at about $381.2 million, making MAR its ninth-largest holding (5.9% of the fund).
• Significant insider selling: CEO Anthony Capuano sold 63,000 shares (~$22.6M) and EVP Drew Pinto sold 4,000 shares, with insiders offloading 97,157 shares worth $34.77M over the past three months; insiders now own 10.68% of the company.
• Near-term fundamental picture: Marriott missed EPS by $0.03 ($2.58 vs. $2.61) while revenue modestly beat, issued FY2026 EPS guidance of 11.32–11.57, and carries a consensus "Moderate Buy" with an average price target of $343.47.

Fundsmith Investment Services LTD. lowered its holdings in Marriott International, Inc. (NASDAQ:MAR - Free Report) by 2.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,463,561 shares of the company's stock after selling 39,981 shares during the period. Marriott International accounts for 5.9% of Fundsmith Investment Services LTD.'s investment portfolio, making the stock its 9th biggest position. Fundsmith Investment Services LTD. owned about 0.55% of Marriott International worth $381,170,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. National Pension Service lifted its holdings in shares of Marriott International by 1.6% during the 3rd quarter. National Pension Service now owns 603,431 shares of the company's stock worth $157,158,000 after acquiring an additional 9,530 shares during the period. AustralianSuper Pty Ltd purchased a new stake in Marriott International in the third quarter valued at approximately $858,000. Legal & General Group Plc increased its position 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 purchasing an additional 124,759 shares during the last quarter. Headwater Capital Co Ltd purchased a new position in Marriott International during the second quarter worth approximately $21,857,000. Finally, 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 valued at $19,210,000 after purchasing an additional 4,067 shares during the last quarter. 70.70% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Marriott International

In other Marriott International news, EVP Drew Pinto sold 4,000 shares of the company's stock in a transaction dated Tuesday, February 17th. The shares were 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 of the company's stock, valued at $2,957,998.01. This represents a 32.73% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Anthony Capuano sold 63,000 shares of the firm's 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 sale, the chief executive officer owned 113,617 shares of the company's stock, valued at $40,813,498.74. This represents a 35.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 97,157 shares of company stock worth $34,768,825 over the last three months. Insiders own 10.68% of the company's stock.

Marriott International Trading Down 0.8%

Shares of NASDAQ MAR opened at $313.81 on Friday. The stock has a fifty day moving average price of $330.93 and a 200 day moving average price of $298.45. Marriott International, Inc. has a 12-month low of $205.40 and a 12-month high of $370.00. The company has a market cap of $83.15 billion, a P/E ratio of 33.07, a P/E/G ratio of 2.79 and a beta of 1.09.

Marriott International (NASDAQ:MAR - Get Free Report) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $2.58 EPS 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 analyst estimates 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 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 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. On average, sell-side analysts forecast that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Dividend Announcement

The company also recently declared 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 of this dividend is Thursday, February 26th. This represents a $2.68 annualized dividend and a yield of 0.9%. Marriott International's payout ratio is 28.24%.

Analyst Ratings Changes

A number of research firms have recently commented on MAR. Jefferies Financial Group upped their price objective on Marriott International from $357.00 to $415.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Truist Financial boosted their price target on Marriott International from $283.00 to $350.00 and gave the company a "hold" rating in a research report on Wednesday, February 11th. Citigroup raised their price objective on Marriott International from $285.00 to $345.00 and gave the stock a "neutral" rating in a report on Thursday, January 15th. JPMorgan Chase & Co. lifted their price objective on Marriott International from $323.00 to $356.00 and gave the company a "neutral" rating in a research note on Wednesday, February 11th. Finally, Sanford C. Bernstein increased their target price on shares of Marriott International from $329.00 to $369.00 and gave the stock an "outperform" rating in a research report on Tuesday, January 6th. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $343.47.

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?

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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