QRG Capital Management Inc. Grows Stake in Marriott International, Inc. $MAR

Key Points

• QRG Capital Management raised its Marriott stake 14.1% in Q4 to 23,686 shares valued at about $7.35 million, and institutional investors now own roughly 70.7% of the stock.
• Recent results & guidance: Marriott reported Q4 EPS of $2.58 (missed by $0.03) on $6.69B revenue, set FY2026 EPS guidance of 11.320–11.570, and carries an average analyst rating of "Moderate Buy" with a $357.27 target.
• Insider activity & dividend: Insiders sold about 95,540 shares (~$34.3M) over the past 90 days; the company pays a $0.67 quarterly dividend (0.8% yield) and the stock trades near $354 with a market cap around $93.9B.

QRG Capital Management Inc. increased its holdings in shares of Marriott International, Inc. (NASDAQ:MAR - Free Report) by 14.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 23,686 shares of the company's stock after purchasing an additional 2,931 shares during the quarter. QRG Capital Management Inc.'s holdings in Marriott International were worth $7,348,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. National Pension Service boosted its stake in Marriott International by 1.6% in the third quarter. National Pension Service now owns 603,431 shares of the company's stock valued at $157,158,000 after acquiring an additional 9,530 shares in the last quarter. Legal & General Group Plc increased its position in shares of 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 in the last quarter. AustralianSuper Pty Ltd purchased a new stake in shares of Marriott International in the 3rd quarter valued at about $858,000. Lansforsakringar Fondforvaltning AB publ grew its stake in Marriott International by 5.8% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 73,759 shares of the company's stock worth $19,210,000 after buying an additional 4,067 shares during the last quarter. Finally, Harbor Investment Advisory LLC increased its position in Marriott International by 2.7% during the third quarter. Harbor Investment Advisory LLC now owns 572,367 shares of the company's stock worth $149,067,000 after buying an additional 14,898 shares during the period. 70.70% of the stock is currently owned by hedge funds and other institutional investors.

Marriott International Trading Up 2.1%

Shares of Marriott International stock opened at $354.52 on Wednesday. The company has a 50-day moving average of $341.55 and a two-hundred day moving average of $318.51. Marriott International, Inc. has a 12-month low of $250.01 and a 12-month high of $380.00. The stock has a market cap of $93.92 billion, a PE ratio of 37.36, a price-to-earnings-growth ratio of 2.91 and a beta of 1.11.

Marriott International (NASDAQ:MAR - Get Free Report) last released its quarterly 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 was up 4.1% on a year-over-year basis. During the same quarter in the prior year, the company 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 11.66 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. Stockholders of record on Thursday, February 26th were paid 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 of this dividend was Thursday, February 26th. Marriott International's payout ratio is 28.24%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. BMO Capital Markets raised Marriott International from a "market perform" rating to an "outperform" rating and increased their price objective for the company from $285.00 to $370.00 in a report on Friday, January 9th. Wells Fargo & Company upped their price target on shares of Marriott International from $353.00 to $403.00 and gave the company an "overweight" rating in a research report on Wednesday, February 11th. JPMorgan Chase & Co. increased their price target on shares of Marriott International from $356.00 to $383.00 and gave the stock a "neutral" rating in a research note on Tuesday, April 21st. Jefferies Financial Group lifted their price objective 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. Finally, Truist Financial upped their target price on shares of Marriott International from $283.00 to $350.00 and gave the company a "hold" rating in a report on Wednesday, February 11th. One equities research analyst has 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, Marriott International currently has an average rating of "Moderate Buy" and an average target price of $357.27.

Insiders Place Their Bets

In other news, EVP Benjamin T. Breland sold 2,000 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $358.03, for a total value of $716,060.00. Following the sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Rajeev Menon sold 3,492 shares of Marriott International stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $354.00, for a total value of $1,236,168.00. Following the transaction, the insider owned 6,000 shares of the company's stock, valued at $2,124,000. This represents a 36.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 95,540 shares of company stock worth $34,274,055. 11.43% of the stock is owned by company insiders.

Trending Headlines about Marriott International

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

• Positive Sentiment: Marriott signed deals to enter the Can Gio coastal development — two new hotels planned as part of a major Vietnam coastal project, expanding its footprint in a fast-growing international market and adding pipeline that will generate future management and franchise fees. Marriott, Vinpearl ink agreement for two hotels in Can Gio coastal development
• Positive Sentiment: Vinhomes Green Paradise partnered with Marriott to bring The Ritz‑Carlton and Marriott brands to Can Gio, signaling higher‑profile, luxury placements in the same development that should boost brand exposure and long‑term fee revenue. Vinhomes Green Paradise partners Marriott for Can Gio hotels
• Positive Sentiment: Espire Hospitality signed an agreement for Marriott to manage a new JW Marriott Resort & Spa near Vrindavan, India — another luxury management contract that grows Marriott’s fee‑based, asset‑light portfolio in an important emerging market. Espire Hospitality expands portfolio by entering agreement with Marriott
• Positive Sentiment: Investors (Sculptor Real Estate and Trinity) closed on JW Marriott Marco Island but the property will remain managed by Marriott — a transaction that preserves recurring management and branding revenue without capital deployment by Marriott, supporting its asset‑light strategy. Sculptor Real Estate and Trinity Investments Acquire JW Marriott Marco Island
• Neutral Sentiment: Analyst preview ahead of Q1 earnings (reporting May 6) expects ~12% EPS growth and RevPAR up 1–2%; investors are pricing in modest leisure/international demand strength but results and guidance will be the key near‑term catalyst. Marriott to Report Q1 Earnings: What's in the Offing for the Stock?
• Neutral Sentiment: Marriott Bonvoy launched a Business Access promotion that speeds elite status attainment — this could boost bookings and retention but may compress margins or alter earnings timing depending on uptake. Business access by Marriott Bonvoy promotion offers a shortcut to elite status
• Neutral Sentiment: Travel recognition (best Marriott hotels in Canada) is marketing‑positive for brand strength but has limited immediate financial impact. Best Marriott International Hotels in Canada for 2026
• Neutral Sentiment: Broader market notes (geopolitical and macro items) could temper travel sentiment and create short‑term volatility for hospitality names including MAR. 5 Things to Know Before the Stock Market Opens

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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