Tidal Investments LLC Boosts Stake in Marriott International, Inc. $MAR

Key Points

• Tidal Investments increased its Marriott stake by 62.5% in the second quarter, adding 13,322 shares to own 34,640 shares valued at approximately $12.8 million. Institutional investors collectively own 70.7% of Marriott’s stock.
• Marriott reported quarterly EPS of $3.19, exceeding the $3.08 consensus estimate, while revenue rose 4.8% year over year. The company projected fiscal 2026 EPS of $11.64–$11.81.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and a $385.88 price target; Marriott also announced a quarterly dividend of $0.73 per share, equivalent to a 0.9% yield.

Tidal Investments LLC increased its position in Marriott International, Inc. (NASDAQ:MAR - Free Report) by 62.5% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 34,640 shares of the company's stock after purchasing an additional 13,322 shares during the quarter. Tidal Investments LLC's holdings in Marriott International were worth $12,837,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Evelyn Partners Investment Management Services Ltd bought a new stake in shares of Marriott International during the 1st quarter valued at $25,000. Wilkerson Advisory Group LLC increased its stake in shares of Marriott International by 127.0% in the 1st quarter. Wilkerson Advisory Group LLC now owns 84 shares of the company's stock worth $27,000 after acquiring an additional 47 shares in the last quarter. IMG Wealth Management Inc. lifted its position in Marriott International by 100.0% during the 1st quarter. IMG Wealth Management Inc. now owns 82 shares of the company's stock valued at $27,000 after acquiring an additional 41 shares during the period. Kemnay Advisory Services Inc. bought a new stake in Marriott International during the fourth quarter worth about $27,000. Finally, McMillan Office Inc. purchased a new stake in Marriott International in the fourth quarter worth about $27,000. 70.70% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Marriott International

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

• Positive Sentiment: Analyst upgrade: TD Cowen upgraded Marriott to “strong buy,” improving investor sentiment and signaling confidence in the company’s earnings outlook.
• Positive Sentiment: Corporate travel distribution expansion: Marriott announced a direct integration with Spotnana, a corporate travel technology platform. The partnership is intended to make Marriott’s hotels more accessible through corporate travel programs, potentially supporting business-travel demand and direct bookings. Marriott furthers corporate hotel distribution strategy with Spotnana integration
• Positive Sentiment: New Zealand expansion: Marriott and CP Group signed an agreement covering three hotels in New Zealand. The deal broadens Marriott’s international footprint and could add future fee revenue as the properties open. Marriott International Signs Landmark Agreement with CP Group for Three Hotels in New Zealand
• Positive Sentiment: Turkey resort development: Marriott and Özak agreed to develop a Ritz-Carlton resort in Kemer, Turkey, adding another premium property to Marriott’s global pipeline. Özak, Marriott sign deal for Ritz-Carlton resort in Kemer
• Neutral Sentiment: Truist raised its price target from $356 to $360 but maintained a “hold” rating, indicating modest expected upside rather than a strong change in its investment view.
• Neutral Sentiment: The latest Bank of America Gaming and Lodging Conference transcript may provide additional management commentary, but no specific new financial catalyst is identified in the headline. Marriott International Presents at Bank of America Gaming and Lodging Conference 2026

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Sanford C. Bernstein set a $412.00 target price on shares of Marriott International in a report on Monday, June 15th. Wolfe Research initiated coverage on Marriott International in a research report on Wednesday, September 2nd. They set a "hold" rating for the company. Morgan Stanley lifted their price objective on Marriott International from $353.00 to $380.00 and gave the company an "overweight" rating in a research note on Friday, July 17th. Wells Fargo & Company cut their target price on Marriott International from $449.00 to $425.00 and set an "overweight" rating on the stock in a research note on Tuesday, August 4th. Finally, CICC Research assumed coverage on Marriott International in a report on Wednesday, August 12th. They set an "outperform" rating for the company. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and ten have assigned a Hold rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $385.88.

Marriott International Stock Up 1.7%

MAR opened at $334.69 on Friday. The stock has a market capitalization of $87.28 billion, a price-to-earnings ratio of 34.68, a PEG ratio of 2.48 and a beta of 1.11. The firm has a 50 day moving average price of $357.84 and a 200-day moving average price of $357.66. Marriott International, Inc. has a twelve month low of $256.76 and a twelve month high of $410.98.

Marriott International (NASDAQ:MAR - Get Free Report) last issued its earnings results on Monday, August 3rd. The company reported $3.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.08 by $0.11. The company had revenue of $2.01 billion for the quarter, compared to analysts' expectations of $7.19 billion. Marriott International had a net margin of 9.62% and a negative return on equity of 75.81%. The firm's quarterly revenue was up 4.8% on a year-over-year basis. During the same quarter last year, the company posted $2.65 earnings per share. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS. As a group, analysts expect that Marriott International, Inc. will post 11.69 earnings per share for the current year.

Marriott International Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Thursday, August 20th will be issued a $0.73 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $2.92 annualized dividend and a dividend yield of 0.9%. Marriott International's payout ratio is presently 30.26%.

About Marriott International

Marriott International, Inc is a global hospitality company that operates, franchises, licenses and manages hotels, resorts and other lodging properties. Its portfolio includes full-service, luxury, select-service and extended-stay accommodations, as well as branded residences, timeshare properties and vacation experiences. Marriott also provides food and beverage, meeting and event services through many of its properties.

The company's brands include Marriott Hotels, The Ritz-Carlton, St.

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