Baltimore Washington Financial Advisors Inc. boosted its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 3.3% during the third quarter, Holdings Channel reports. The firm owned 89,124 shares of the company’s stock after purchasing an additional 2,817 shares during the quarter. Baltimore Washington Financial Advisors Inc.’s holdings in Marriott International were worth $23,212,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also added to or reduced their stakes in the stock. AlphaQuest LLC raised its stake in Marriott International by 2,750.0% during the 2nd quarter. AlphaQuest LLC now owns 114 shares of the company’s stock valued at $31,000 after buying an additional 110 shares during the last quarter. Addison Advisors LLC bought a new position in Marriott International in the second quarter valued at about $34,000. Darwin Wealth Management LLC purchased a new position in Marriott International in the second quarter worth about $37,000. Root Financial Partners LLC bought a new stake in shares of Marriott International during the 3rd quarter valued at about $41,000. Finally, Smallwood Wealth Investment Management LLC boosted its holdings in shares of Marriott International by 312.5% in the third quarter. Smallwood Wealth Investment Management LLC now owns 165 shares of the company’s stock worth $43,000 after buying an additional 125 shares during the last quarter. Institutional investors own 70.70% of the company’s stock.
Analyst Ratings Changes
A number of research firms have commented on MAR. Barclays raised their price target on Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a report on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Marriott International in a report on Thursday, January 22nd. Morgan Stanley boosted their target price on shares of Marriott International from $296.00 to $328.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. The Goldman Sachs Group raised their target price on shares of Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Finally, Sanford C. Bernstein lifted their price target on shares of Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $343.27.
Insider Activity at Marriott International
In related news, CEO Anthony Capuano sold 63,000 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the sale, the chief executive officer owned 113,617 shares in the company, valued at approximately $40,813,498.74. This represents a 35.67% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider William P. Brown sold 9,456 shares of the firm’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total value of $3,387,612.00. Following the completion of 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 97,157 shares of company stock valued at $34,768,825 over the last ninety days. 10.68% of the stock is currently owned by company insiders.
Key Stories Impacting Marriott International
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Large development pipeline — Marriott signed 102 hotel deals in South Asia during 2025, strengthening its franchise/management fee pipeline in a fast‑growing region which supports future fee revenue and international growth. Marriott Signs 102 Hotel Deals in South Asia in 2025
- Positive Sentiment: Luxury brand expansion — Marriott signed an agreement to debut St. Regis Hotels & Resorts in New Zealand, extending its high‑margin luxury footprint and brand visibility in a tourism market. Marriott International Signs Agreement to Debut St. Regis Hotels & Resorts in New Zealand
- Positive Sentiment: Regional growth push — Marriott announced significant expansion plans across the Caribbean and Latin America, adding distribution that should boost future fee income and global scale. Marriott Announces Significant Growth and Strategic Expansion in the Caribbean and Latin America
- Positive Sentiment: India pipeline via partner tie‑ups — SAMHI Hotels’ purchase of RARE India and its tie‑up with Marriott to manage a heritage portfolio expands Marriott’s branded presence in India through third‑party operators/franchise partners. SAMHI Hotels buys 70% stake in RARE India, signs Marriott tie-up for heritage portfolio
- Neutral Sentiment: Leadership transition context — an exit interview with CFO Leeny Oberg highlights succession planning and a long, stable tenure; investors will watch the transition but this reads as orderly. Exit Interview: Marriott CFO Leeny Oberg reflects on decades-long career
- Neutral Sentiment: Industry demand signal — a report that Nokomis Capital initiated a stake in Apple Hospitality REIT cites steady demand for Marriott‑branded hotels, a positive industry datapoint but indirect for MAR. Nokomis Capital Initiates Stake in Apple Hospitality REIT as Marriott and Hilton Hotels Drive Steady Demand
- Neutral Sentiment: Unrelated corporate move — James Hunter’s retirement at Marriott Vacations Worldwide (MVW) is notable for MVW shareholders but has limited direct impact on Marriott International. James Hunter to Transition from Role as General Counsel After Nearly 20 Years with Marriott Vacations Worldwide
- Negative Sentiment: Legal risk — Marriott is actively litigating in a privacy case and is seeking to disqualify plaintiffs’ firms, underscoring ongoing legal exposure and potential costs or reputational risk that can weigh on the stock. Marriott Looks to Disqualify Plaintiffs’ Firms in Privacy Fight
Marriott International Price Performance
NASDAQ:MAR opened at $323.80 on Friday. The company has a market cap of $85.80 billion, a price-to-earnings ratio of 34.12, a PEG ratio of 2.94 and a beta of 1.09. Marriott International, Inc. has a 1 year low of $205.40 and a 1 year high of $370.00. The stock’s 50 day simple moving average is $329.94 and its two-hundred day simple moving average is $296.53.
Marriott International (NASDAQ:MAR – Get Free Report) last posted its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). The business had revenue of $6.69 billion during the quarter, compared to analysts’ expectations 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 revenue for the quarter was up 4.1% compared to the same quarter last year. During the same period last year, the business posted $2.45 earnings per share. 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. As a group, analysts anticipate that Marriott International, Inc. will post 10.1 EPS for the current year.
Marriott International Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Thursday, February 26th will be issued a $0.67 dividend. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International’s dividend payout ratio (DPR) is presently 28.24%.
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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