BDF Gestion lessened its stake in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 17.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,230 shares of the company’s stock after selling 1,713 shares during the quarter. BDF Gestion’s holdings in Marriott International were worth $2,143,000 at the end of the most recent reporting period.
Other large investors also recently added to or reduced their stakes in the company. Pallas Capital Advisors LLC raised its holdings in shares of Marriott International by 0.4% during the 2nd quarter. Pallas Capital Advisors LLC now owns 8,649 shares of the company’s stock worth $2,363,000 after acquiring an additional 37 shares during the period. CreativeOne Wealth LLC raised its stake in Marriott International by 2.1% during the first quarter. CreativeOne Wealth LLC now owns 1,831 shares of the company’s stock worth $436,000 after purchasing an additional 38 shares during the period. L2 Asset Management LLC grew its stake in shares of Marriott International by 4.0% in the 2nd quarter. L2 Asset Management LLC now owns 996 shares of the company’s stock valued at $272,000 after buying an additional 38 shares during the period. Valmark Advisers Inc. increased its holdings in shares of Marriott International by 1.6% during the 2nd quarter. Valmark Advisers Inc. now owns 2,462 shares of the company’s stock worth $673,000 after buying an additional 39 shares during the last quarter. Finally, Geneos Wealth Management Inc. raised its position in shares of Marriott International by 1.7% during the 1st quarter. Geneos Wealth Management Inc. now owns 2,387 shares of the company’s stock valued at $569,000 after buying an additional 40 shares during the period. 70.70% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades
Several equities research analysts have issued reports on MAR shares. Weiss Ratings reissued a “buy (b-)” rating on shares of Marriott International in a research note on Wednesday, October 8th. The Goldman Sachs Group upgraded shares of Marriott International from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $288.00 to $345.00 in a report on Monday, December 15th. Morgan Stanley lowered their target price on shares of Marriott International from $302.00 to $296.00 and set an “overweight” rating for the company in a research note on Wednesday, October 22nd. BMO Capital Markets boosted their price target on shares of Marriott International from $280.00 to $285.00 and gave the company a “market perform” rating in a research note on Wednesday, November 5th. Finally, Wells Fargo & Company began coverage on shares of Marriott International in a research report on Tuesday, November 18th. They set an “overweight” rating and a $329.00 price objective for the company. Three investment analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $297.00.
Marriott International Stock Performance
NASDAQ MAR opened at $310.16 on Friday. The firm has a market cap of $83.23 billion, a price-to-earnings ratio of 32.75, a PEG ratio of 2.96 and a beta of 1.16. The firm has a 50 day simple moving average of $285.23 and a 200-day simple moving average of $273.60. Marriott International, Inc. has a one year low of $205.40 and a one year high of $311.69.
Marriott International (NASDAQ:MAR – Get Free Report) last released its earnings results on Tuesday, November 4th. The company reported $2.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.38 by $0.09. The company had revenue of $1.73 billion for the quarter, compared to analyst estimates of $6.46 billion. Marriott International had a net margin of 10.07% and a negative return on equity of 89.29%. Marriott International has set its Q4 2025 guidance at 2.540-2.620 EPS and its FY 2025 guidance at 9.980-10.060 EPS. Equities analysts predict that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.
Marriott International Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Wednesday, December 31st. Shareholders of record on Thursday, November 20th will be issued a dividend of $0.67 per share. The ex-dividend date is Thursday, November 20th. This represents a $2.68 annualized dividend and a yield of 0.9%. Marriott International’s dividend payout ratio is 28.30%.
Marriott International News Roundup
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Zacks Research nudged several near-term EPS estimates slightly higher (Q3 2026, Q2 2027, Q3 2027), signaling incremental upside to the company’s earnings trajectory and supporting investor confidence in the recovery/organic growth. (Zacks estimates)
- Positive Sentiment: Marriott continues to expand its pipeline and premium footprint: agreement to bring EDITION to Cape Town’s V&A Waterfront (adds a high-profile, luxury asset that can lift RevPAR in a key gateway market). Marriott International and V&A Waterfront Holdings Announce Agreement to Bring EDITION to Cape Town’s Iconic Waterfront
- Positive Sentiment: Operational growth and rebranding at a flagship: JW Marriott Las Vegas and Rampart Casino will rebrand as The Resort at Summerlin after a $75M renovation—a move that should support premium positioning and future ADR gains. JW Marriott Las Vegas and Rampart Casino Announce Property-Wide Rebrand
- Positive Sentiment: Franchise expansion indicators: Marriott hit 100 signings for its City Express brand in the U.S. and Canada and debuted a Fairfield in Mactan—evidence of steady development momentum that should contribute to fee-based and franchise revenue over time. Marriott Reaches 100 Signings for City Express Hotels Marriott debuts Fairfield brand in Mactan
- Positive Sentiment: Zacks highlighted Marriott among “stocks to watch” near all-time highs, reinforcing momentum narrative that can attract momentum/inflow buying. 3 Stocks to Watch Near All-Time Highs: COF, MAR, TSLA
- Neutral Sentiment: Analyst consensus remains constructive (average “Moderate Buy”), but opinions are mixed—this supports demand while keeping upside tied to execution. Marriott International, Inc. (NASDAQ:MAR) Receives Average Recommendation of “Moderate Buy” from Analysts
- Neutral Sentiment: Barclays raised its price target to $276 — a revision in analyst view but a target below recent market levels, so the move is mixed in implications for near-term upside. Barclays Raises Marriott International (NASDAQ:MAR) Price Target to $276.00
- Negative Sentiment: Legal/environmental risk: Kenya’s environment court will revisit a claim that the Ritz-Carlton Maasai Mara camp (operated by Marriott) may be impacting wildebeest migration routes. A court-ordered review or restrictions could hit operations, reputation, and luxury pricing at a high-ADR asset. Kenya’s environment court to consider a claim that a lux safari camp was harming wildebeests routes
Insider Buying and Selling
In other news, insider Deborah Marriott Harrison sold 70,000 shares of Marriott International stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $291.63, for a total value of $20,414,100.00. Following the completion of the transaction, the insider owned 175,210 shares in the company, valued at approximately $51,096,492.30. This trade represents a 28.55% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Benjamin T. Breland sold 1,650 shares of the company’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $286.10, for a total transaction of $472,065.00. Following the sale, the executive vice president owned 18,225 shares in the company, valued at $5,214,172.50. The trade was a 8.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 88,289 shares of company stock worth $25,669,425 over the last ninety days. Company insiders own 10.68% of the company’s stock.
Marriott International 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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