Barclays PLC Cuts Position in Marriott International, Inc. $MAR

Barclays PLC trimmed its holdings in shares of Marriott International, Inc. (NASDAQ:MAR) by 5.4% in the 3rd quarter, Holdings Channel.com reports. The firm owned 994,484 shares of the company’s stock after selling 57,111 shares during the period. Barclays PLC’s holdings in Marriott International were worth $259,003,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. AlphaQuest LLC raised its stake in Marriott International by 2,750.0% during the second 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 purchased a new stake in shares of Marriott International in the second quarter worth $34,000. Darwin Wealth Management LLC purchased a new position in shares of Marriott International in the 2nd quarter worth about $37,000. Root Financial Partners LLC bought a new position in Marriott International in the 3rd quarter worth about $41,000. Finally, Smallwood Wealth Investment Management LLC grew its position in Marriott International by 312.5% during the 3rd quarter. Smallwood Wealth Investment Management LLC now owns 165 shares of the company’s stock valued at $43,000 after purchasing an additional 125 shares during the last quarter. Institutional investors own 70.70% of the company’s stock.

Marriott International Price Performance

MAR stock opened at $323.80 on Friday. The company has a market cap of $85.80 billion, a P/E ratio of 34.12, a price-to-earnings-growth 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 fifty day moving average price is $329.94 and its 200-day moving average price is $296.53.

Marriott International (NASDAQ:MAR) last announced its 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 firm had revenue of $6.69 billion during the quarter, compared to analysts’ expectations of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The company’s revenue for the quarter was up 4.1% on a year-over-year basis. During the same period in the previous 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 expect that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Marriott International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Thursday, February 26th will be given a dividend of $0.67 per share. 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 payout ratio is presently 28.24%.

Analysts Set New Price Targets

Several research analysts have issued reports on MAR shares. Wells Fargo & Company lifted their target price on shares of Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Evercore boosted their price objective on shares of Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, January 22nd. Truist Financial increased their target price on Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a research note on Wednesday, February 11th. The Goldman Sachs Group boosted their price target on Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Finally, Morgan Stanley increased their price objective on Marriott International from $296.00 to $328.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $343.27.

Insider Buying and Selling

In related news, insider David S. Marriott sold 4,747 shares of Marriott International stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $360.00, for a total transaction of $1,708,920.00. Following the transaction, the insider directly owned 591,669 shares in the company, valued at approximately $213,000,840. The trade was a 0.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Anthony Capuano sold 63,000 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the sale, the chief executive officer directly owned 113,617 shares of the company’s stock, valued at approximately $40,813,498.74. This trade represents a 35.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 97,157 shares of company stock worth $34,768,825 in the last quarter. Company insiders own 10.68% of the company’s stock.

Marriott International News Roundup

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

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.