Russell Investments Group Ltd. Boosts Holdings in Marriott International, Inc. $MAR

Key Points

• Russell Investments boosted its stake in Marriott by 8.0% in the third quarter to 209,697 shares, representing 0.08% of the company and valued at about $54.66 million.
• Insiders have been net sellers: CEO Anthony Capuano sold 63,000 shares (≈$22.63M) and insiders sold 97,157 shares totaling $34.77M over the last three months; insiders now own 10.68% of the stock.
• Marriott slightly missed quarterly EPS ($2.58 vs. $2.61) while revenue rose 4.1% to $6.69B, announced a $0.67 quarterly dividend (annual $2.68, yield 0.8%), and carries a MarketBeat average analyst target of $343.47 ("Moderate Buy").

Russell Investments Group Ltd. lifted its holdings in Marriott International, Inc. (NASDAQ:MAR - Free Report) by 8.0% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 209,697 shares of the company's stock after acquiring an additional 15,483 shares during the quarter. Russell Investments Group Ltd. owned 0.08% of Marriott International worth $54,661,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the business. Catalyst Financial Partners LLC boosted its position in Marriott International by 3.3% during the third quarter. Catalyst Financial Partners LLC now owns 1,104 shares of the company's stock valued at $288,000 after buying an additional 35 shares during the period. Lazari Capital Management Inc. lifted its stake 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 valued at $614,000 after acquiring an additional 37 shares during the last quarter. L2 Asset Management LLC boosted its holdings in Marriott International by 4.0% during the 2nd quarter. L2 Asset Management LLC now owns 996 shares of the company's stock valued at $272,000 after acquiring an additional 38 shares during the period. AE Wealth Management LLC grew its position in Marriott International by 2.5% during the 2nd quarter. AE Wealth Management LLC now owns 1,622 shares of the company's stock worth $443,000 after acquiring an additional 40 shares during the last quarter. Finally, HBK Sorce Advisory LLC increased its stake in Marriott International by 1.2% in the 3rd quarter. HBK Sorce Advisory LLC now owns 3,512 shares of the company's stock worth $935,000 after purchasing an additional 40 shares during the period. Hedge funds and other institutional investors own 70.70% of the company's stock.

Insider Transactions at Marriott International

In other Marriott International news, CEO Anthony Capuano sold 63,000 shares of the stock in a transaction on Tuesday, February 17th. The stock was 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 in the company, valued at approximately $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 Securities & Exchange Commission, which can be accessed through this link. Also, insider David S. Marriott sold 4,747 shares of the business's stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $360.00, for a total transaction of $1,708,920.00. Following the sale, the insider owned 591,669 shares in the company, valued at approximately $213,000,840. This trade represents a 0.80% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 97,157 shares of company stock worth $34,768,825. 10.68% of the stock is owned by insiders.

Marriott International Trading Down 0.9%

Shares of Marriott International stock opened at $326.00 on Wednesday. Marriott International, Inc. has a 12-month low of $205.40 and a 12-month high of $370.00. The company has a market cap of $86.38 billion, a P/E ratio of 34.35, a PEG ratio of 2.91 and a beta of 1.09. The company's fifty day simple moving average is $330.47 and its two-hundred day simple moving average is $297.81.

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 analysts' consensus estimates 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 company had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. During the same period in the previous year, the firm posted $2.45 EPS. The company's revenue for the quarter was up 4.1% on a year-over-year basis. 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. Analysts predict that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Announces Dividend

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

Analysts Set New Price Targets

A number of analysts have recently weighed in on MAR shares. Jefferies Financial Group increased their price objective on Marriott International from $357.00 to $415.00 and gave the company a "buy" rating in a research note on Wednesday, February 11th. Sanford C. Bernstein upped their price target on shares of Marriott International from $329.00 to $369.00 and gave the company an "outperform" rating in a report on Tuesday, January 6th. JPMorgan Chase & Co. raised their price target 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. Citigroup boosted their price objective 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. Finally, The Goldman Sachs Group increased their target price on shares of Marriott International from $355.00 to $398.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Marriott International currently has an average rating of "Moderate Buy" and an average target price of $343.47.

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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