Marriott International, Inc. $MAR Shares Sold by Vanguard Group Inc.

Key Points

• Vanguard trimmed its stake in Marriott by 0.5%, selling 93,883 shares and now holds 20,680,132 shares (about 7.71% of the company) valued at roughly $6.416 billion.
• Insider selling accelerated: CEO Anthony Capuano sold 63,000 shares for about $22.63 million, and insiders sold 95,540 shares totaling $34.27 million in the quarter (insiders own 11.43% of the stock).
• Marriott reported Q4 EPS of $2.58 (missing estimates by $0.03) with revenue $6.69 billion, provided FY2026 EPS guidance of 11.320–11.570, and carries a consensus rating of “Moderate Buy” with an average target of $357.27; the stock trades near $367 with a market cap of ~$97.3 billion.

Vanguard Group Inc. reduced its holdings in Marriott International, Inc. (NASDAQ:MAR - Free Report) by 0.5% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 20,680,132 shares of the company's stock after selling 93,883 shares during the quarter. Vanguard Group Inc. owned approximately 7.71% of Marriott International worth $6,415,804,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Riversedge Advisors LLC raised its stake in Marriott International by 3.0% during the fourth quarter. Riversedge Advisors LLC now owns 1,149 shares of the company's stock worth $357,000 after acquiring an additional 33 shares during the period. Modera Wealth Management LLC grew its holdings in shares of Marriott International by 0.7% during the fourth quarter. Modera Wealth Management LLC now owns 4,747 shares of the company's stock valued at $1,473,000 after purchasing an additional 33 shares during the last quarter. Catalyst Financial Partners LLC raised its position in shares of Marriott International by 3.3% during the 3rd quarter. Catalyst Financial Partners LLC now owns 1,104 shares of the company's stock worth $288,000 after purchasing an additional 35 shares during the period. Lazari Capital Management Inc. lifted its holdings in shares of Marriott International by 1.6% in the 3rd quarter. Lazari Capital Management Inc. now owns 2,356 shares of the company's stock worth $614,000 after purchasing an additional 37 shares during the last quarter. Finally, Mechanics Financial Corp boosted its position in Marriott International by 0.9% during the 4th quarter. Mechanics Financial Corp now owns 4,038 shares of the company's stock valued at $1,253,000 after purchasing an additional 37 shares during the period. Institutional investors own 70.70% of the company's stock.

Marriott International Price Performance

Marriott International stock opened at $367.15 on Monday. Marriott International, Inc. has a 12-month low of $231.21 and a 12-month high of $380.00. The stock has a market capitalization of $97.27 billion, a PE ratio of 38.69, a price-to-earnings-growth ratio of 3.23 and a beta of 1.10. The firm has a 50 day simple moving average of $341.12 and a 200-day simple moving average of $315.23.

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). The firm had revenue of $6.69 billion during 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 business's revenue for the quarter was up 4.1% on a year-over-year basis. During the same quarter last year, the company 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, analysts forecast that Marriott International, Inc. will post 11.64 earnings per share for the current fiscal year.

Marriott International Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, February 26th were issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, February 26th. Marriott International's payout ratio is presently 28.24%.

Analysts Set New Price Targets

A number of research firms have issued reports on MAR. BMO Capital Markets upgraded Marriott International from a "market perform" rating to an "outperform" rating and raised their target price for the company from $285.00 to $370.00 in a research note on Friday, January 9th. Jefferies Financial Group boosted their target price on shares of Marriott International from $357.00 to $415.00 and gave the company a "buy" rating in a research note on Wednesday, February 11th. Susquehanna raised their price target on shares of Marriott International from $280.00 to $385.00 and gave the company a "neutral" rating in a research note on Thursday. Evercore boosted their price objective on Marriott International from $320.00 to $350.00 and gave the stock an "outperform" rating in a research report on Thursday, January 22nd. Finally, Truist Financial increased their price objective on Marriott International from $283.00 to $350.00 and gave the stock a "hold" rating in a report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, Marriott International presently has a consensus rating of "Moderate Buy" and an average price target of $357.27.

Insider Transactions at Marriott International

In other Marriott International news, CEO Anthony Capuano sold 63,000 shares of the company'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 completion of the sale, the chief executive officer directly owned 113,617 shares of the company's stock, valued at approximately $40,813,498.74. This represents a 35.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Benjamin T. Breland sold 2,000 shares of Marriott International stock in a transaction that occurred 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 transaction, the executive vice president directly owned 26,399 shares in the company, valued at $9,451,633.97. This represents a 7.04% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 95,540 shares of company stock valued at $34,274,055 in the last quarter. 11.43% of the stock is owned by company 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.

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