Two Sigma Securities LLC Sells 6,516 Shares of Marriott International, Inc. $MAR

Key Points

• Two Sigma Securities cut its Marriott stake by 89.5% in the second quarter, selling 6,516 shares and retaining 765 shares valued at approximately $284,000. Institutional investors collectively own 70.7% of MAR.
• Marriott reported quarterly EPS of $3.19, exceeding the $3.08 consensus estimate, while revenue rose 4.8% year over year. The company issued fiscal 2026 EPS guidance of $11.64–$11.81.
• Marriott continues expanding through new hotel openings and franchise agreements, including two hotels in Uganda and a Westin resort in Japan. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $385.65, while the company’s quarterly dividend implies a 0.9% yield.

Two Sigma Securities LLC lowered its stake in Marriott International, Inc. (NASDAQ:MAR - Free Report) by 89.5% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 765 shares of the company's stock after selling 6,516 shares during the quarter. Two Sigma Securities LLC's holdings in Marriott International were worth $284,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in MAR. Evelyn Partners Investment Management Services Ltd purchased a new position in Marriott International during the first quarter valued at approximately $25,000. Wilkerson Advisory Group LLC raised its position in shares of Marriott International by 127.0% during the 1st 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 period. IMG Wealth Management Inc. lifted its stake in shares of 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 buying an additional 41 shares in the last quarter. Kemnay Advisory Services Inc. bought a new position in Marriott International in the 4th quarter worth $27,000. Finally, McMillan Office Inc. purchased a new stake in Marriott International in the 4th quarter worth $27,000. 70.70% of the stock is currently owned by institutional investors.

Marriott International News Summary

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

• Positive Sentiment: Marriott opened two hotels in Uganda, marking the company’s brand debut in the country. The expansion increases Marriott’s presence in an emerging African market and supports long-term room-growth and fee revenue. Marriott opens two hotels in Uganda
• Positive Sentiment: Pacifica Hotels signed a franchise agreement to develop the Westin Hokkaido Furano Resort in Japan. The project expands Marriott’s luxury resort pipeline through an asset-light franchise model, which can add fee income without requiring substantial company-owned capital. Westin Hokkaido Furano Resort franchise agreement
• Positive Sentiment: Marriott and LG Electronics will pilot a cloud-based, in-room entertainment platform at approximately 40 hotels. The initiative could improve the guest experience and provide a foundation for additional digital services, although near-term financial benefits are likely limited. LG and Marriott hotel TV platform pilot
• Neutral Sentiment: Erste Group Bank issued a fiscal 2026 earnings estimate for Marriott, providing fresh analyst modeling but no clear change to the company’s outlook. FY2026 earnings estimate for MAR
• Neutral Sentiment: Wolfe Research initiated coverage with a “Peer Perform” or hold-equivalent rating, suggesting analysts see fairly balanced upside and downside at current valuation levels. Wolfe Research Marriott coverage
• Negative Sentiment: A Zacks review noted that MAR remained lower since its most recent earnings report, indicating lingering investor concerns despite Marriott’s quarterly earnings beat and continued revenue growth. Why Marriott is down since its earnings report

Marriott International Trading Up 0.9%

Shares of Marriott International stock opened at $336.07 on Friday. The firm has a market cap of $87.64 billion, a PE ratio of 34.83, a PEG ratio of 2.51 and a beta of 1.11. The stock has a 50 day moving average of $362.64 and a 200 day moving average of $358.56. Marriott International, Inc. has a 12 month low of $256.76 and a 12 month high of $410.98.

Marriott International (NASDAQ:MAR - Get Free Report) last released its quarterly earnings data on Monday, August 3rd. The company reported $3.19 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.08 by $0.11. The business had revenue of $2.01 billion for the quarter, compared to the consensus estimate of $7.19 billion. Marriott International had a negative return on equity of 75.81% and a net margin of 9.62%.The company's revenue was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.65 EPS. 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, equities research analysts forecast that Marriott International, Inc. will post 11.7 earnings per share for the current fiscal year.

Marriott International Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. TD Cowen upped their price objective on Marriott International from $410.00 to $420.00 and gave the stock a "buy" rating in a research note on Tuesday, July 21st. Truist Financial boosted their price target on Marriott International from $350.00 to $356.00 and gave the stock a "hold" rating in a report on Tuesday, May 26th. Robert W. Baird cut their price objective on shares of Marriott International from $394.00 to $393.00 and set a "neutral" rating for the company in a report on Tuesday, August 4th. JPMorgan Chase & Co. boosted their target price on shares of Marriott International from $387.00 to $400.00 and gave the stock a "neutral" rating in a report on Tuesday, July 21st. Finally, Mizuho dropped their target price on shares of Marriott International from $384.00 to $374.00 and set a "neutral" rating for the company in a research report on Tuesday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $385.65.

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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