BCS Wealth Management Cuts Holdings in Marriott International, Inc. $MAR

BCS Wealth Management lowered its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 51.1% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 1,766 shares of the company’s stock after selling 1,846 shares during the period. BCS Wealth Management’s holdings in Marriott International were worth $578,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. McMillan Office Inc. purchased a new stake in Marriott International during the fourth quarter valued at about $27,000. Kemnay Advisory Services Inc. purchased a new position in shares of Marriott International in the 4th quarter worth about $27,000. Basepoint Wealth LLC bought a new position in shares of Marriott International during the 4th quarter valued at about $28,000. Godfrey Financial Associates Inc. purchased a new position in shares of Marriott International during the 4th quarter valued at about $31,000. Finally, Advocate Investing Services LLC bought a new stake in Marriott International in the 4th quarter worth approximately $31,000. 70.70% of the stock is currently owned by hedge funds and other institutional investors.

Marriott International News Summary

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

• Positive Sentiment: Marriott reached an agreement with Blacksand to develop 10 hotels in Saudi Arabia, signaling continued brand expansion and potential future fee growth. Marriott and Blacksand to develop 10 hotels in Saudi Arabia
• Positive Sentiment: Marriott plans to add 100 new hotels in China with CG Hospitality, expanding its pipeline in another major international market. Marriott plans 100 new hotels in China with CG Hospitality partnership
• Positive Sentiment: Marriott opened a new St. Regis resort in Mexico, showing continued momentum in luxury openings and broadening its resort footprint. Marriott opens new St. Regis resort in Mexico
• Neutral Sentiment: Marriott CEO comments on AI agents suggest the company sees technology as more of a threat to online travel agencies than to hotels, but the impact on MAR’s earnings is indirect for now. Marriott CEO: Why AI Agents Threaten Online Travel Agencies, Not Hotels
• Neutral Sentiment: Reports about hotel owners seeking more Bonvoy revenue point to ongoing negotiations around loyalty economics, but there is no clear immediate financial impact yet. Marriott (MAR) Hotel Owners Seek More Bonvoy Revenue
• Neutral Sentiment: General “best hotel stocks” and “hotel stocks to watch” roundups may reflect sector interest, but they are not company-specific catalysts. Best Hotel Stocks To Follow Now – June 23rd Hotel Stocks To Watch Now – June 22nd

Insider Activity

In related news, EVP Peggy Roe sold 3,000 shares of the company’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 completion of the transaction, the executive vice president owned 19,827 shares in the company, valued at $7,168,650.12. This represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 11.43% of the company’s stock.

Marriott International Trading Down 0.8%

MAR stock opened at $383.64 on Thursday. The stock has a market capitalization of $101.16 billion, a price-to-earnings ratio of 40.26, a PEG ratio of 3.08 and a beta of 1.10. The firm’s 50-day moving average price is $373.52 and its two-hundred day moving average price is $342.33. Marriott International, Inc. has a 12-month low of $253.76 and a 12-month high of $410.98.

Marriott International (NASDAQ:MAR) last posted its earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, topping analysts’ consensus estimates of $2.56 by $0.16. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The company had revenue of $1.81 billion during the quarter, compared to analyst estimates of $6.59 billion. During the same period in the prior year, the business posted $2.32 earnings per share. Marriott International’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. Equities analysts predict that Marriott International, Inc. will post 11.64 EPS for the current year.

Marriott International Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Friday, May 22nd will be given a $0.73 dividend. The ex-dividend date is Friday, May 22nd. This represents a $2.92 dividend on an annualized basis and a dividend yield of 0.8%. This is an increase from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio is 30.64%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on MAR. Wells Fargo & Company increased their price target on shares of Marriott International to $446.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. Morgan Stanley raised their price objective on Marriott International from $350.00 to $353.00 and gave the company an “overweight” rating in a research note on Tuesday, May 12th. Weiss Ratings reiterated a “buy (b)” rating on shares of Marriott International in a report on Monday, May 11th. Robert W. Baird dropped their target price on Marriott International from $388.00 to $386.00 and set a “neutral” rating for the company in a report on Thursday, May 7th. Finally, JPMorgan Chase & Co. raised their price target on Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 21st. Eight investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $384.73.

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.