BIP Wealth LLC Acquires 1,830 Shares of Marriott International, Inc. $MAR

BIP Wealth LLC boosted its holdings in shares of Marriott International, Inc. (NASDAQ:MAR) by 66.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 4,573 shares of the company’s stock after purchasing an additional 1,830 shares during the quarter. BIP Wealth LLC’s holdings in Marriott International were worth $1,419,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in MAR. Wellington Management Group LLP boosted its stake in Marriott International by 21.7% during the 3rd quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock valued at $2,389,635,000 after purchasing an additional 1,637,119 shares during the period. Massachusetts Financial Services Co. MA raised its holdings in Marriott International by 7.2% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock valued at $1,281,825,000 after acquiring an additional 330,952 shares in the last quarter. Amundi raised its holdings in Marriott International by 52.0% in the 3rd quarter. Amundi now owns 741,408 shares of the company’s stock valued at $201,618,000 after acquiring an additional 253,696 shares in the last quarter. Vanguard Group Inc. raised its holdings in Marriott International by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock valued at $5,410,384,000 after acquiring an additional 230,820 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its holdings in Marriott International by 26.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 846,740 shares of the company’s stock valued at $220,525,000 after acquiring an additional 175,637 shares in the last quarter. Institutional investors own 70.70% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on MAR shares. BMO Capital Markets raised Marriott International from a “market perform” rating to an “outperform” rating and upped their price target for the company from $285.00 to $370.00 in a report on Friday, January 9th. Wells Fargo & Company upped their price target on Marriott International from $353.00 to $403.00 and gave the company an “overweight” 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 upped their price target on Marriott International from $328.00 to $331.00 and gave the company an “overweight” rating in a report on Tuesday, March 10th. Finally, Truist Financial upped their price target on Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a report on Wednesday, February 11th. 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 data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $343.47.

Marriott International Trading Up 5.3%

Shares of MAR opened at $348.58 on Thursday. Marriott International, Inc. has a 1 year low of $208.16 and a 1 year high of $370.00. The stock has a 50 day simple moving average of $333.55 and a 200-day simple moving average of $306.38. The stock has a market cap of $92.35 billion, a PE ratio of 36.73, a PEG ratio of 2.93 and a beta of 1.10.

Marriott International (NASDAQ:MAR) last issued its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The company had revenue of $6.69 billion during the quarter, compared to analyst estimates of $6.67 billion. During the same period in the previous year, the company posted $2.45 earnings per share. The company’s quarterly revenue was up 4.1% on a year-over-year basis. 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. On average, sell-side analysts forecast that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, February 26th were issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Thursday, February 26th. Marriott International’s dividend payout ratio (DPR) is currently 28.24%.

Insider Activity

In related news, insider Rajeev Menon sold 3,492 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $354.00, for a total transaction of $1,236,168.00. Following the completion of the sale, the insider directly owned 6,000 shares of the company’s stock, valued at $2,124,000. This trade represents a 36.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider William P. Brown sold 9,456 shares of the firm’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total value of $3,387,612.00. Following the sale, the insider directly owned 11,000 shares of the company’s stock, valued at $3,940,750. This represents a 46.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 95,540 shares of company stock worth $34,274,055. 10.68% of the stock is currently owned by insiders.

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.