PKO Investment Management Joint Stock Co Increases Stock Position in Marriott International, Inc. $MAR

Key Points

• PKO Investment Management increased its stake in Marriott by 32.5%, buying 4,000 shares to hold 16,300 shares worth about $5,057,000 at quarter-end.
• Multiple analysts raised price targets (e.g., Wells Fargo to $403, Goldman Sachs to $398), leaving a consensus rating of "Moderate Buy" and a consensus price target of $357.27.
• Insiders have been net sellers recently, offloading 95,540 shares (≈$34.27M) in the last 90 days, while corporate insiders still own 11.43% of the stock.

PKO Investment Management Joint Stock Co grew its position in shares of Marriott International, Inc. (NASDAQ:MAR - Free Report) by 32.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,300 shares of the company's stock after purchasing an additional 4,000 shares during the period. PKO Investment Management Joint Stock Co's holdings in Marriott International were worth $5,057,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. SevenBridge Financial Group LLC boosted its stake in Marriott International by 4.8% during the fourth quarter. SevenBridge Financial Group LLC now owns 11,143 shares of the company's stock valued at $3,529,000 after buying an additional 512 shares during the last quarter. Composition Wealth LLC increased its stake in Marriott International by 6.9% in the 4th quarter. Composition Wealth LLC now owns 7,502 shares of the company's stock worth $2,328,000 after acquiring an additional 482 shares during the last quarter. Horizon Investments LLC increased its stake in Marriott International by 2.6% in the 4th quarter. Horizon Investments LLC now owns 5,726 shares of the company's stock worth $1,776,000 after acquiring an additional 146 shares during the last quarter. Robertson Stephens Wealth Management LLC raised its holdings in shares of Marriott International by 69.5% during the 4th quarter. Robertson Stephens Wealth Management LLC now owns 2,555 shares of the company's stock worth $793,000 after acquiring an additional 1,048 shares in the last quarter. Finally, Fifth Third Bancorp boosted its position in shares of Marriott International by 19.3% during the 4th quarter. Fifth Third Bancorp now owns 117,558 shares of the company's stock valued at $36,471,000 after acquiring an additional 19,027 shares during the last quarter. 70.70% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Truist Financial boosted their price target on shares of Marriott International from $283.00 to $350.00 and gave the stock a "hold" rating in a research report on Wednesday, February 11th. Wells Fargo & Company lifted their price objective on shares of Marriott International from $353.00 to $403.00 and gave the stock an "overweight" rating in a research note on Wednesday, February 11th. Citigroup upped their target price on shares of Marriott International from $285.00 to $345.00 and gave the company a "neutral" rating in a research report on Thursday, January 15th. Susquehanna increased their price target on shares of Marriott International from $280.00 to $385.00 and gave the company a "neutral" rating in a report on Thursday, April 23rd. Finally, The Goldman Sachs Group boosted their price objective on Marriott International from $355.00 to $398.00 and gave the stock a "buy" rating in a research note on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $357.27.

Insider Activity

In other news, 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 sale, the insider directly owned 591,669 shares in the company, valued at approximately $213,000,840. This represents a 0.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Rajeev Menon sold 6,333 shares of the business's stock in a transaction on Wednesday, February 18th. The shares were 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 of the company's stock, valued at approximately $3,384,942.12. The trade was a 40.02% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, 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 Stock Down 1.9%

NASDAQ MAR opened at $354.97 on Friday. Marriott International, Inc. has a 52 week low of $246.50 and a 52 week high of $380.00. The firm has a market capitalization of $94.04 billion, a price-to-earnings ratio of 37.40, a PEG ratio of 2.98 and a beta of 1.11. The company has a fifty day moving average of $341.42 and a two-hundred day moving average of $317.53.

Marriott International (NASDAQ:MAR - Get Free Report) last announced its earnings results 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). Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The firm had revenue of $6.69 billion during the quarter, compared to analysts' expectations of $6.67 billion. During the same period in the prior year, the company posted $2.45 EPS. The company's revenue was up 4.1% compared to the same quarter last year. 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. Equities research analysts anticipate that Marriott International, Inc. will post 11.66 EPS for the current year.

Marriott International Dividend Announcement

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

Key Headlines Impacting 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

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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