Natixis Advisors LLC Acquires 41,547 Shares of Marriott International, Inc. $MAR

Key Points

• Natixis Advisors LLC boosted its Marriott stake by 12% in Q3, purchasing 41,547 shares to hold 386,638 shares (~0.14% of the company) worth about $100.7 million.
• CEO Anthony Capuano sold 63,000 shares (≈$22.6M) on Feb 17; insiders sold 97,157 shares (~$34.8M) in the quarter, leaving insiders with 10.68% ownership.
• Marriott missed Q (EPS $2.58 vs. $2.61 est.) while revenue rose 4.1%; the company set FY2026 guidance at $11.32–$11.57 EPS and declared a $0.67 quarterly dividend.

Natixis Advisors LLC increased its holdings in Marriott International, Inc. (NASDAQ:MAR - Free Report) by 12.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 386,638 shares of the company's stock after purchasing an additional 41,547 shares during the period. Natixis Advisors LLC owned approximately 0.14% of Marriott International worth $100,696,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Korea Investment CORP lifted its position in shares of Marriott International by 3.5% in the third quarter. Korea Investment CORP now owns 129,141 shares of the company's stock worth $33,633,000 after buying an additional 4,316 shares during the last quarter. Baltimore Washington Financial Advisors Inc. raised its stake in shares of Marriott International by 3.3% in the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 89,124 shares of the company's stock valued at $23,212,000 after acquiring an additional 2,817 shares in the last quarter. First Trust Advisors LP lifted its holdings in Marriott International by 11.2% in the 3rd quarter. First Trust Advisors LP now owns 203,871 shares of the company's stock worth $53,096,000 after purchasing an additional 20,517 shares during the last quarter. Aptus Capital Advisors LLC boosted its position in Marriott International by 22.8% during the third quarter. Aptus Capital Advisors LLC now owns 101,094 shares of the company's stock worth $26,329,000 after purchasing an additional 18,739 shares during the period. Finally, Crossmark Global Holdings Inc. grew its holdings in Marriott International by 0.7% during the third quarter. Crossmark Global Holdings Inc. now owns 8,772 shares of the company's stock valued at $2,285,000 after purchasing an additional 59 shares during the last quarter. 70.70% of the stock is currently owned by institutional investors.

Marriott International News Roundup

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

• Positive Sentiment: Large development pipeline — Marriott signed 102 hotel deals in South Asia during 2025, strengthening its franchise/management fee pipeline in a fast‑growing region which supports future fee revenue and international growth. Marriott Signs 102 Hotel Deals in South Asia in 2025
• Positive Sentiment: Luxury brand expansion — Marriott signed an agreement to debut St. Regis Hotels & Resorts in New Zealand, extending its high‑margin luxury footprint and brand visibility in a tourism market. Marriott International Signs Agreement to Debut St. Regis Hotels & Resorts in New Zealand
• Positive Sentiment: Regional growth push — Marriott announced significant expansion plans across the Caribbean and Latin America, adding distribution that should boost future fee income and global scale. Marriott Announces Significant Growth and Strategic Expansion in the Caribbean and Latin America
• Positive Sentiment: India pipeline via partner tie‑ups — SAMHI Hotels’ purchase of RARE India and its tie‑up with Marriott to manage a heritage portfolio expands Marriott’s branded presence in India through third‑party operators/franchise partners. SAMHI Hotels buys 70% stake in RARE India, signs Marriott tie-up for heritage portfolio
• Neutral Sentiment: Leadership transition context — an exit interview with CFO Leeny Oberg highlights succession planning and a long, stable tenure; investors will watch the transition but this reads as orderly. Exit Interview: Marriott CFO Leeny Oberg reflects on decades-long career
• Neutral Sentiment: Industry demand signal — a report that Nokomis Capital initiated a stake in Apple Hospitality REIT cites steady demand for Marriott‑branded hotels, a positive industry datapoint but indirect for MAR. Nokomis Capital Initiates Stake in Apple Hospitality REIT as Marriott and Hilton Hotels Drive Steady Demand
• Neutral Sentiment: Unrelated corporate move — James Hunter’s retirement at Marriott Vacations Worldwide (MVW) is notable for MVW shareholders but has limited direct impact on Marriott International. James Hunter to Transition from Role as General Counsel After Nearly 20 Years with Marriott Vacations Worldwide
• Negative Sentiment: Legal risk — Marriott is actively litigating in a privacy case and is seeking to disqualify plaintiffs’ firms, underscoring ongoing legal exposure and potential costs or reputational risk that can weigh on the stock. Marriott Looks to Disqualify Plaintiffs’ Firms in Privacy Fight

Marriott International Stock Down 2.8%

Marriott International stock opened at $323.80 on Monday. The business has a 50 day moving average price of $329.94 and a two-hundred day moving average price of $296.97. Marriott International, Inc. has a 12 month low of $205.40 and a 12 month high of $370.00. The stock has a market cap of $85.80 billion, a price-to-earnings ratio of 34.12, a price-to-earnings-growth ratio of 2.86 and a beta of 1.09.

Marriott International (NASDAQ:MAR - Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing the consensus estimate of $2.61 by ($0.03). The firm 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%.Marriott International's revenue for the quarter was up 4.1% compared to the same quarter last year. During the same period in the previous year, the business 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, analysts expect that Marriott International, Inc. will post 10.1 earnings per share for the current fiscal year.

Marriott International Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th will be issued a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 26th. Marriott International's payout ratio is 28.24%.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Barclays boosted their price objective on shares of Marriott International from $320.00 to $356.00 and gave the stock an "equal weight" rating in a research note on Wednesday, February 11th. JPMorgan Chase & Co. lifted their target price on shares of Marriott International from $323.00 to $356.00 and gave the stock a "neutral" rating in a report on Wednesday, February 11th. Sanford C. Bernstein boosted 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. Evercore raised their price target on Marriott International from $320.00 to $350.00 and gave the company an "outperform" rating in a research report on Thursday, January 22nd. Finally, Jefferies Financial Group lifted their price objective on Marriott International from $357.00 to $415.00 and gave the stock a "buy" rating in a research note on Wednesday, February 11th. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $343.27.

Insider Buying and Selling

In related news, CEO Anthony Capuano sold 63,000 shares of the 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 transaction, 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 transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider David S. Marriott sold 4,747 shares of Marriott International stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $360.00, for a total value of $1,708,920.00. Following the sale, the insider directly owned 591,669 shares in the company, valued at $213,000,840. The trade was a 0.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 97,157 shares of company stock worth $34,768,825. Insiders own 10.68% of the company's stock.

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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