Barclays PLC Reduces Stake in Marriott International, Inc. $MAR

Barclays PLC cut its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 32.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 668,051 shares of the company’s stock after selling 326,433 shares during the period. Barclays PLC’s holdings in Marriott International were worth $207,256,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of MAR. Norges Bank purchased a new position in Marriott International during the fourth quarter valued at $812,570,000. Wellington Management Group LLP lifted its position in Marriott International by 21.7% during the third 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 in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Marriott International by 37.9% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,363,845 shares of the company’s stock valued at $423,119,000 after purchasing an additional 374,497 shares in the last quarter. Capital International Investors lifted its position in Marriott International by 7.1% during the fourth quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock valued at $1,274,475,000 after purchasing an additional 272,250 shares in the last quarter. Finally, Amundi lifted its position in Marriott International by 52.0% during the third quarter. Amundi now owns 741,408 shares of the company’s stock valued at $201,618,000 after purchasing an additional 253,696 shares in the last quarter. 70.70% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Marriott said domestic travel has remained strong since the West Asia conflict, suggesting resilient demand and healthy booking trends for its hotel portfolio. Strong domestic travel since West Asia war: Marriott
• Positive Sentiment: Marriott unveiled 600 Bonvoy experiences for the 2026 FIFA World Cup, which could boost brand engagement and drive additional travel-related spending from loyal customers. Marriott Bonvoy Unveils 600 Experiences for FIFA World Cup 2026 Fans
• Positive Sentiment: Marriott opened its 10,000th property globally in India, a symbolic milestone that highlights the company’s continued expansion and scale across international markets. Marriott International Celebrates 10,000 Properties Globally with the Opening of the JW Marriott Ranthambore Resort & Spa
• Positive Sentiment: Management also highlighted the new JW Marriott Ranthambore opening as a milestone for the brand, reinforcing Marriott’s growth pipeline in India and its luxury positioning. Marriott unveils 10,000th property with opening of JW Marriott in India
• Neutral Sentiment: Analyst coverage remains supportive, with brokerages maintaining a “Moderate Buy” consensus, which is constructive but not a fresh catalyst. Marriott International, Inc. (NASDAQ:MAR) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Marriott’s planned luxury wellness brand joining Bonvoy in late 2026 adds to its long-term growth story, but the launch is still months away. Marriott’s new luxury wellness brand will join Bonvoy in late 2026

Marriott International Stock Performance

Shares of MAR stock opened at $402.54 on Monday. Marriott International, Inc. has a 12-month low of $253.55 and a 12-month high of $403.25. The stock’s 50-day moving average price is $365.65 and its 200-day moving average price is $337.31. The stock has a market capitalization of $106.15 billion, a price-to-earnings ratio of 42.24, a price-to-earnings-growth ratio of 3.20 and a beta of 1.10.

Marriott International (NASDAQ:MAR) last issued its earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.56 by $0.16. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The firm had revenue of $1.81 billion for the quarter, compared to analysts’ expectations of $6.59 billion. During the same period in the previous year, the firm posted $2.32 earnings per share. The business’s revenue was up 6.2% compared to the same quarter last year. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. As a group, research analysts predict that Marriott International, Inc. will post 11.64 EPS for the current fiscal year.

Marriott International Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd will be paid a dividend of $0.73 per share. The ex-dividend date of this dividend is Friday, May 22nd. This is an increase from Marriott International’s previous quarterly dividend of $0.67. This represents a $2.92 annualized dividend and a yield of 0.7%. Marriott International’s payout ratio is presently 30.64%.

Insiders Place Their Bets

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the sale, the executive vice president directly owned 19,827 shares of the company’s stock, valued at $7,168,650.12. The trade was a 13.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 11.43% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on MAR shares. Sanford C. Bernstein raised their price target on Marriott International from $400.00 to $402.00 and gave the company an “outperform” rating in a report on Friday, May 15th. Weiss Ratings reissued a “buy (b)” rating on shares of Marriott International in a report on Monday, May 11th. Wells Fargo & Company raised their price target on Marriott International to $446.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Morgan Stanley raised their price target on Marriott International from $350.00 to $353.00 and gave the company an “overweight” rating in a report on Tuesday, May 12th. Finally, Mizuho raised their price target on Marriott International from $343.00 to $384.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. Eight investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $382.07.

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.