Sei Investments Co. Decreases Stake in Marriott International, Inc. $MAR

Key Points

• Sei Investments reduced its Marriott stake by 4.4% in the first quarter, selling 6,348 shares and retaining 136,310 shares valued at approximately $44.6 million. Institutional investors collectively own 70.7% of MAR.
• Marriott is expanding its all-inclusive resort portfolio through an agreement with Catalonia Hotels & Resorts covering new properties in Jamaica and Tanzania, while also pursuing consumer promotions to support leisure demand.
• Analyst sentiment remains moderately positive: TD Cowen raised its price target to $420, and the stock has an average “Moderate Buy” rating with a consensus target of $388.59. Marriott also reported quarterly EPS of $2.72, above estimates, and increased its quarterly dividend to $0.73.

Sei Investments Co. trimmed its holdings in Marriott International, Inc. (NASDAQ:MAR - Free Report) by 4.4% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 136,310 shares of the company's stock after selling 6,348 shares during the quarter. Sei Investments Co. owned about 0.05% of Marriott International worth $44,583,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in MAR. Wilkerson Advisory Group LLC raised its holdings in shares of Marriott International by 127.0% during the first quarter. Wilkerson Advisory Group LLC now owns 84 shares of the company's stock valued at $27,000 after purchasing an additional 47 shares during the last quarter. Kemnay Advisory Services Inc. bought a new stake in Marriott International in the 4th quarter worth approximately $27,000. McMillan Office Inc. purchased a new stake in Marriott International during the 4th quarter valued at $27,000. Basepoint Wealth LLC bought a new position in shares of Marriott International during the 4th quarter valued at $28,000. Finally, Scarborough Advisors LLC purchased a new position in shares of Marriott International in the 1st quarter worth $32,000. Hedge funds and other institutional investors own 70.70% of the company's stock.

Marriott International News Summary

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

• Positive Sentiment: Marriott signed a dual agreement with Catalonia Hotels & Resorts to add all-inclusive properties in Jamaica and Tanzania, expanding its global all-inclusive portfolio and deepening its presence in popular leisure markets. Marriott International Signs Dual Agreement with Catalonia Hotels & Resorts to Bring All-Inclusive Properties to Jamaica and Tanzania
• Positive Sentiment: Additional coverage highlighted Marriott’s expanding all-inclusive footprint in Jamaica and Zanzibar, reinforcing the company’s growth strategy in resort travel. Marriott Expands All-Inclusive Footprint with New Properties in Jamaica, Zanzibar
• Positive Sentiment: Analyst commentary turned more upbeat, with TD Cowen raising its price target to $420 and other firms citing upside potential for MAR. TD Cowen Raises Marriott International NASDAQ: MAR Price Target to $420.00
• Positive Sentiment: Marriott also announced new consumer-facing promotions, including a wedding campaign in the Philippines and an expanded holiday “ice” attraction, which can support brand engagement and ancillary demand. ‘Where Love Takes You’: Marriott International PH launches first wedding campaign

Insider Activity

In other news, EVP Peggy Roe sold 3,000 shares of the firm's stock in a transaction on Monday, May 18th. The shares were sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the sale, the executive vice president directly owned 19,827 shares in the company, valued at $7,168,650.12. This trade represents a 13.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 11.43% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

MAR has been the topic of a number of recent research reports. Mizuho increased their target price on Marriott International from $343.00 to $384.00 and gave the company a "neutral" rating in a report on Thursday, May 7th. Susquehanna boosted their price target on Marriott International from $280.00 to $385.00 and gave the company a "neutral" rating in a research note on Thursday, April 23rd. Barclays raised their price objective on shares of Marriott International from $376.00 to $379.00 and gave the stock an "equal weight" rating in a report on Tuesday, July 21st. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Marriott International in a report on Monday, May 11th. Finally, TD Cowen lifted their price target on shares of Marriott International from $410.00 to $420.00 and gave the stock a "buy" rating in a research note on Tuesday, July 21st. Nine equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $388.59.

Marriott International Price Performance

NASDAQ MAR opened at $374.43 on Monday. Marriott International, Inc. has a 52 week low of $253.76 and a 52 week high of $410.98. The company has a market capitalization of $98.73 billion, a P/E ratio of 39.29, a price-to-earnings-growth ratio of 2.93 and a beta of 1.11. The stock's 50-day moving average price is $378.14 and its 200-day moving average price is $352.45.

Marriott International (NASDAQ:MAR - Get Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.56 by $0.16. The company had revenue of $1.81 billion during the quarter, compared to the consensus estimate of $6.59 billion. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The firm's revenue was up 6.2% on a year-over-year basis. During the same period in the previous year, the company posted $2.32 EPS. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. Research analysts anticipate that Marriott International, Inc. will post 11.66 EPS for the current year.

Marriott International Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd were given a $0.73 dividend. The ex-dividend date was Friday, May 22nd. This is an increase from Marriott International's previous quarterly dividend of $0.67. This represents a $2.92 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International's dividend payout ratio (DPR) is currently 30.64%.

Marriott International Company 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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