Andra AP fonden Makes New $9.81 Million Investment in Marriott International, Inc. $MAR

Andra AP fonden acquired a new stake in shares of Marriott International, Inc. (NASDAQ:MAR) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 30,001 shares of the company’s stock, valued at approximately $9,812,000.

A number of other institutional investors have also added to or reduced their stakes in the company. Wilkerson Advisory Group LLC lifted its holdings in shares of Marriott International by 127.0% in the 1st quarter. Wilkerson Advisory Group LLC now owns 84 shares of the company’s stock worth $27,000 after acquiring an additional 47 shares during the last quarter. Cassaday & Co Wealth Management LLC raised its position in Marriott International by 5.0% in the 1st quarter. Cassaday & Co Wealth Management LLC now owns 78,050 shares of the company’s stock worth $25,528,000 after purchasing an additional 3,685 shares during the period. Commonwealth Financial Services LLC lifted its stake in Marriott International by 4.9% in the first quarter. Commonwealth Financial Services LLC now owns 1,758 shares of the company’s stock worth $575,000 after purchasing an additional 82 shares during the last quarter. Meeder Asset Management Inc. boosted its position in Marriott International by 57.6% during the first quarter. Meeder Asset Management Inc. now owns 104 shares of the company’s stock valued at $34,000 after buying an additional 38 shares during the period. Finally, Meeder Advisory Services Inc. grew its stake in shares of Marriott International by 8.9% during the first quarter. Meeder Advisory Services Inc. now owns 7,293 shares of the company’s stock valued at $2,385,000 after buying an additional 593 shares during the last quarter. Institutional investors own 70.70% of the company’s stock.

Insider Transactions at Marriott International

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 value of $1,084,680.00. Following the transaction, the executive vice president directly owned 19,827 shares of the company’s stock, valued at approximately $7,168,650.12. This represents a 13.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 11.43% of the company’s stock.

Key Marriott International News

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

• Positive Sentiment: TD Cowen raised its price target on Marriott International (MAR) to $420 and reiterated a Buy rating, signaling stronger upside expectations. Article Title
• Positive Sentiment: JPMorgan Chase increased its target to $400, implying further upside even though it kept a Neutral rating. Article Title
• Positive Sentiment: Marriott announced new growth-oriented initiatives and market expansion, including branded apartment rentals in Cleveland and new hotel openings in Canada and the Philippines, which support its long-term network growth.
• Neutral Sentiment: Barclays lifted its price target to $379 but maintained an Equal Weight rating, indicating a more balanced outlook on the shares. Article Title
• Neutral Sentiment: Marriott Philippines launched its first wedding campaign, and Marriott also rolled out a new points partnership with Japan Airlines; these items are positive brand and loyalty developments but are unlikely to move the stock meaningfully on their own.
• Negative Sentiment: Some headlines highlight Marriott’s efforts to attract younger travelers and keep demand strong, which suggests ongoing competition for consumer attention in a discretionary travel market.

Marriott International Trading Up 0.2%

MAR opened at $367.81 on Wednesday. The company has a market cap of $96.99 billion, a price-to-earnings ratio of 38.60, a price-to-earnings-growth ratio of 2.92 and a beta of 1.11. The stock has a fifty day simple moving average of $377.11 and a two-hundred day simple moving average of $351.23. Marriott International, Inc. has a 12-month low of $253.76 and a 12-month high of $410.98.

Marriott International (NASDAQ:MAR) last released 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 firm had revenue of $1.81 billion for the quarter, compared to the consensus estimate of $6.59 billion. During the same period in the prior year, the firm earned $2.32 EPS. The company’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. On average, analysts predict that Marriott International, Inc. will post 11.65 EPS for the current year.

Marriott International Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd were paid a dividend of $0.73 per share. The ex-dividend date was Friday, May 22nd. This represents a $2.92 dividend on an annualized basis and a yield of 0.8%. This is an increase from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio (DPR) is 30.64%.

Analysts Set New Price Targets

Several research analysts recently commented on the stock. Truist Financial lifted their target price on shares of Marriott International from $350.00 to $356.00 and gave the stock a “hold” rating in a research note on Tuesday, May 26th. Barclays raised their price target on shares of Marriott International from $376.00 to $379.00 and gave the stock an “equal weight” rating in a report on Tuesday. Susquehanna upped their price objective on shares of Marriott International from $280.00 to $385.00 and gave the company a “neutral” rating in a research note on Thursday, April 23rd. Stifel Nicolaus increased their target price on shares of Marriott International from $352.00 to $365.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Finally, JPMorgan Chase & Co. boosted their price target on Marriott International from $387.00 to $400.00 and gave the company a “neutral” rating in a report on Tuesday. Nine investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Marriott International currently has an average rating of “Moderate Buy” and an average target price of $388.59.

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.