Massachusetts Financial Services Co. MA Sells 189,003 Shares of Marriott International, Inc. $MAR

Key Points

• Massachusetts Financial Services Co. sold 189,003 shares of Marriott in Q4 (a 3.8% reduction), leaving it with 4,732,764 shares—about 1.76% of MAR valued at ~$1.468 billion; institutional investors now own roughly 70.7% of the stock.
• Insiders were net sellers last quarter, disposing of 95,540 shares worth $34.27 million (notable sales by Rajeev Menon and David S. Marriott), trimming insider ownership to 11.43%.
• Marriott slightly missed EPS estimates ($2.58 vs. $2.61) while revenue rose 4.1% year‑over‑year; the company issued FY2026 guidance of 11.320–11.570 EPS and paid a $0.67 quarterly dividend (≈0.8% yield).

Massachusetts Financial Services Co. MA reduced its holdings in shares of Marriott International, Inc. (NASDAQ:MAR - Free Report) by 3.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,732,764 shares of the company's stock after selling 189,003 shares during the quarter. Massachusetts Financial Services Co. MA owned approximately 1.76% of Marriott International worth $1,468,293,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in MAR. Brighton Jones LLC boosted its stake in Marriott International by 2.5% in the 4th quarter. Brighton Jones LLC now owns 8,887 shares of the company's stock valued at $2,479,000 after purchasing an additional 218 shares during the period. Empowered Funds LLC boosted its stake in Marriott International by 39.1% in the 1st quarter. Empowered Funds LLC now owns 5,805 shares of the company's stock valued at $1,383,000 after purchasing an additional 1,631 shares during the period. Woodline Partners LP boosted its stake in Marriott International by 39.6% in the 1st 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 during the period. Intech Investment Management LLC boosted its stake in Marriott International by 21.8% in the 1st 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 period. Finally, Sei Investments Co. boosted its stake in Marriott International by 3.8% in the 2nd quarter. Sei Investments Co. now owns 137,329 shares of the company's stock valued at $37,520,000 after purchasing an additional 5,007 shares during the period. 70.70% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Marriott International news, insider Rajeev Menon sold 6,333 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $356.61, for a total value of $2,258,411.13. Following the transaction, the insider owned 9,492 shares in the company, valued at approximately $3,384,942.12. This represents a 40.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider David S. Marriott sold 4,747 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $360.00, for a total value of $1,708,920.00. Following the completion of the transaction, the insider owned 591,669 shares in the company, valued at approximately $213,000,840. The trade was a 0.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 95,540 shares of company stock valued at $34,274,055. 11.43% of the stock is currently owned by corporate insiders.

Marriott International Price Performance

Shares of Marriott International stock opened at $354.10 on Friday. Marriott International, Inc. has a one year low of $212.53 and a one year high of $370.00. The stock's 50-day moving average is $334.99 and its 200 day moving average is $307.32. The firm has a market cap of $93.81 billion, a price-to-earnings ratio of 37.31, a PEG ratio of 3.11 and a beta of 1.10.

Marriott International (NASDAQ:MAR - Get Free Report) last announced its quarterly 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). The firm had revenue of $6.69 billion during 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 firm's revenue was up 4.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $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 expect that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders 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 annualized dividend and a yield of 0.8%. Marriott International's dividend payout ratio is presently 28.24%.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Morgan Stanley raised its price target to $350 and reiterated an "overweight" rating, signaling renewed analyst confidence in growth versus peers. Morgan Stanley raises MAR target
• Positive Sentiment: Marriott struck a multi‑year global beverage agreement with Coca‑Cola covering ~9,700 hotels — a scale win that should improve guest amenities consistency and could modestly improve procurement terms/revenue capture. Coca-Cola partnership
• Positive Sentiment: Macro tailwind: market reaction to a reported U.S.–Iran ceasefire helped lift hotel stocks, as lower geopolitical risk and energy prices support demand and operating margins. Ceasefire boosts hotel stocks
• Positive Sentiment: Local development: Marriott named as the hospitality partner for the Ambassador Hotel project in Jacksonville (Gateway Jax), supporting branded room growth and local market penetration. Gateway Jax partnership
• Neutral Sentiment: Marriott’s AI initiative in India is framed as augmenting staff rather than replacing them — potential long‑term efficiency gains but limited near‑term revenue impact. Marriott AI in India
• Neutral Sentiment: Coury Hospitality will manage a renovated Hotel Cleveland under Marriott’s Autograph Collection — strengthens branded presence but is a localized operational update. Hotel Cleveland management
• Neutral Sentiment: Data note: a short‑interest report shows zero shares and an anomalous NaN change — appears to be a data error and provides no clear signal on positioning. (No external link available.)
• Negative Sentiment: Critical coverage: an opinion piece highlighting risks for MAR (valuation and concentration of returns) could weigh on sentiment among risk‑focused investors despite recent gains. Risk article on MAR

Wall Street Analysts Forecast Growth

MAR has been the subject of a number of analyst reports. Jefferies Financial Group lifted their price target on shares of Marriott International from $357.00 to $415.00 and gave the company a "buy" rating in a research report on Wednesday, February 11th. Evercore upped their target price on Marriott International from $320.00 to $350.00 and gave the company an "outperform" rating in a research report on Thursday, January 22nd. JPMorgan Chase & Co. upped their target price on Marriott International from $323.00 to $356.00 and gave the company a "neutral" rating in a research report on Wednesday, February 11th. Weiss Ratings reiterated a "buy (b-)" rating on shares of Marriott International in a research report on Thursday, January 22nd. Finally, BMO Capital Markets upgraded Marriott International from a "market perform" rating to an "outperform" rating and upped their target price for the company from $285.00 to $370.00 in a research report on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $344.73.

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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