Teacher Retirement System of Texas Has $12.88 Million Stock Position in Marriott International, Inc. $MAR

Key Points

• Teacher Retirement System of Texas increased its stake in Marriott by 15.6% to 41,516 shares, a holding valued at approximately $12.88 million as of the latest 13F filing.
• Marriott reported Q results of $2.58 EPS (vs. $2.61 est.) and $6.69 billion revenue, and issued FY2026 guidance of 11.320–11.570 EPS (analysts expect ~11.68 EPS).
• Insiders sold 95,540 shares worth about $34.27 million last quarter; institutional ownership is ~70.7% and analysts rate the stock a "Moderate Buy" with an average target of $357.27.

Teacher Retirement System of Texas lifted its position in Marriott International, Inc. (NASDAQ:MAR - Free Report) by 15.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 41,516 shares of the company's stock after buying an additional 5,588 shares during the quarter. Teacher Retirement System of Texas' holdings in Marriott International were worth $12,880,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of MAR. Triumph Capital Management bought a new position in Marriott International during the third quarter worth $28,000. Darwin Wealth Management LLC bought a new position in Marriott International during the second quarter worth $37,000. Root Financial Partners LLC bought a new position in Marriott International during the third quarter worth $41,000. Smallwood Wealth Investment Management LLC increased its position in Marriott International by 312.5% during the third quarter. Smallwood Wealth Investment Management LLC now owns 165 shares of the company's stock worth $43,000 after acquiring an additional 125 shares during the period. Finally, ORG Wealth Partners LLC bought a new position in Marriott International during the third quarter worth $44,000. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Marriott International Price Performance

Shares of Marriott International stock opened at $367.15 on Friday. The firm has a market capitalization of $97.27 billion, a PE ratio of 38.69, a price-to-earnings-growth ratio of 3.23 and a beta of 1.10. The company's fifty day moving average price is $341.12 and its two-hundred day moving average price is $314.57. Marriott International, Inc. has a 52-week low of $231.21 and a 52-week high of $380.00.

Marriott International (NASDAQ:MAR - Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.61 by ($0.03). The business had revenue of $6.69 billion during the quarter, compared to the consensus estimate of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The company's quarterly revenue was up 4.1% compared to the same quarter last year. During the same period last year, the firm 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. Analysts predict that Marriott International, Inc. will post 11.68 earnings per share for the current fiscal year.

Marriott International Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th were issued a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, February 26th. Marriott International's payout ratio is 28.24%.

Insiders Place Their Bets

In other news, insider William P. Brown sold 9,456 shares of the company's stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total value of $3,387,612.00. Following the sale, the insider owned 11,000 shares of the company's stock, valued at approximately $3,940,750. This represents a 46.23% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Benjamin T. Breland sold 2,000 shares of the company's stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $358.03, for a total transaction of $716,060.00. Following the completion of the sale, the executive vice president directly owned 26,399 shares in the company, valued at approximately $9,451,633.97. The trade was a 7.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 95,540 shares of company stock worth $34,274,055 in the last quarter. 11.43% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages recently issued reports on MAR. Evercore boosted their target price on shares of Marriott International from $320.00 to $350.00 and gave the stock an "outperform" rating in a research report on Thursday, January 22nd. Truist Financial boosted their target price 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. Morgan Stanley boosted their target price on shares of Marriott International from $331.00 to $350.00 and gave the stock an "overweight" rating in a research report on Friday, April 10th. Citigroup boosted their target price on shares of Marriott International from $285.00 to $345.00 and gave the stock a "neutral" rating in a research report on Thursday, January 15th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Marriott International from $356.00 to $383.00 and gave the company a "neutral" rating in a report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Marriott International currently has an average rating of "Moderate Buy" and an average target price of $357.27.

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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