9823 Capital L.P. Invests $419,000 in Marriott International, Inc. $MAR

9823 Capital L.P. acquired a new position in Marriott International, Inc. (NASDAQ:MAR) in the 4th quarter, HoldingsChannel reports. The firm acquired 1,351 shares of the company’s stock, valued at approximately $419,000. Marriott International accounts for about 0.3% of 9823 Capital L.P.’s holdings, making the stock its 23rd biggest position.

Several other institutional investors and hedge funds have also recently modified their holdings of MAR. DV Equities LLC purchased a new stake in shares of Marriott International during the fourth quarter valued at approximately $96,000. Camarda Financial Advisors LLC increased its position in Marriott International by 22.3% in the fourth quarter. Camarda Financial Advisors LLC now owns 6,245 shares of the company’s stock worth $1,937,000 after buying an additional 1,137 shares during the last quarter. Cetera Investment Advisers increased its position in Marriott International by 6.3% in the fourth quarter. Cetera Investment Advisers now owns 93,852 shares of the company’s stock worth $29,117,000 after buying an additional 5,581 shares during the last quarter. Prosperity Bancshares Inc purchased a new stake in Marriott International in the fourth quarter worth $112,000. Finally, Equitable Holdings Inc. increased its position in Marriott International by 21.5% in the fourth quarter. Equitable Holdings Inc. now owns 5,433 shares of the company’s stock worth $1,686,000 after buying an additional 961 shares during the last quarter. 70.70% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the company. JPMorgan Chase & Co. raised their target price on Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 21st. Susquehanna raised their target price on Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a research report on Thursday, April 23rd. Robert W. Baird cut their price target on Marriott International from $388.00 to $386.00 and set a “neutral” rating for the company in a report on Thursday, May 7th. UBS Group raised their price target on Marriott International from $336.00 to $412.00 and gave the stock a “neutral” rating in a report on Monday. Finally, Wells Fargo & Company raised their price target on Marriott International to $446.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Eight investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, Marriott International has an average rating of “Moderate Buy” and an average target price of $384.73.

Marriott International News Summary

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

• Positive Sentiment: Marriott is expanding its W Hotels brand in India through a partnership with DS Group, with a new Delhi-NCR launch planned by 2027, which supports long-term international growth. DS Group partners with Marriott International to expand W Hotels in India
• Positive Sentiment: Marriott launched a beta version of its AI-powered “Ask Bonvoy” travel search tool, signaling continued investment in technology to improve booking and trip-planning engagement. Marriott International Launches Beta AI Hotel Search Tool, Ask Bonvoy
• Positive Sentiment: A new Aloft by Marriott property opened in Manchester, adding to Marriott’s global footprint and reinforcing brand momentum in Europe. Europe’s largest Aloft by Marriott hotel opens in Manchester
• Positive Sentiment: Marriott is highlighting destination marketing, including travel promotion for Guyana and its luxury hospitality offerings, which may help support demand across its portfolio. Marriott International invites travelers to discover Guyana, South America’s best-kept secret
• Neutral Sentiment: Industry roundup pieces on hotel stocks and Marriott-related luxury branding add little direct incremental insight, though they suggest the sector remains in focus. Hotel Stocks Worth Watching – June 16th
• Negative Sentiment: Several reports say hotel owners are rebelling against Marriott’s Bonvoy loyalty program, arguing that its rules are unfavorable to operators; that could create franchise tension and pressure sentiment around the stock. Hotel Owners Are Rebelling Against Marriott’s Loyalty Program

Marriott International Stock Down 1.1%

NASDAQ MAR opened at $394.61 on Thursday. The stock’s 50-day simple moving average is $369.50 and its two-hundred day simple moving average is $339.29. Marriott International, Inc. has a twelve month low of $253.76 and a twelve month high of $410.98. The company has a market capitalization of $104.05 billion, a price-to-earnings ratio of 41.41, a PEG ratio of 3.18 and a beta of 1.10.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, beating analysts’ consensus estimates 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 business had revenue of $1.81 billion for the quarter, compared to the consensus estimate of $6.59 billion. During the same quarter last year, the business posted $2.32 earnings per share. The company’s revenue for the quarter was up 6.2% on a year-over-year basis. 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. On average, equities analysts expect that Marriott International, Inc. will post 11.64 earnings per share for the current fiscal year.

Marriott International Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd will be given a dividend of $0.73 per share. The ex-dividend date is Friday, May 22nd. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. This represents a $2.92 dividend on an annualized basis and a yield of 0.7%. Marriott International’s dividend payout ratio (DPR) is 30.64%.

Insiders Place Their Bets

In other news, EVP Peggy Roe sold 3,000 shares of Marriott International stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $361.56, for a total value of $1,084,680.00. Following the transaction, the executive vice president owned 19,827 shares in the company, valued at approximately $7,168,650.12. The trade was a 13.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 11.43% of the stock is 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.