Arrowstreet Capital Limited Partnership Has $212.83 Million Stake in Marriott International, Inc. $MAR

Arrowstreet Capital Limited Partnership trimmed its position in Marriott International, Inc. (NASDAQ:MAR) by 34.8% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 650,715 shares of the company’s stock after selling 346,556 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in Marriott International were worth $212,829,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in MAR. Brighton Jones LLC grew its stake in Marriott International by 2.5% in the 4th quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock valued at $2,479,000 after purchasing an additional 218 shares during the period. Empowered Funds LLC lifted its position in shares of Marriott International by 39.1% in the 1st quarter. Empowered Funds LLC now owns 5,805 shares of the company’s stock worth $1,383,000 after purchasing an additional 1,631 shares during the period. Woodline Partners LP increased its position in Marriott International by 39.6% during the 1st quarter. Woodline Partners LP now owns 19,332 shares of the company’s stock valued at $4,605,000 after buying an additional 5,480 shares in the last quarter. Intech Investment Management LLC grew its position in Marriott International by 21.8% during the 1st quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock valued at $1,438,000 after purchasing an additional 1,079 shares during the last quarter. Finally, Sei Investments Co. increased its position in shares of Marriott International by 3.8% during the second quarter. Sei Investments Co. now owns 137,329 shares of the company’s stock valued at $37,520,000 after acquiring an additional 5,007 shares in the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Marriott International Stock Performance

MAR opened at $374.43 on Friday. The stock has a market capitalization of $98.73 billion, a PE ratio of 39.29, a P/E/G ratio of 2.85 and a beta of 1.11. Marriott International, Inc. has a 1 year low of $253.76 and a 1 year high of $410.98. The company’s 50 day simple moving average is $378.14 and its 200 day simple moving average is $352.16.

Marriott International (NASDAQ:MAR) last announced its earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, beating 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 business had revenue of $1.81 billion for the quarter, compared to the consensus estimate of $6.59 billion. The company’s revenue was up 6.2% on a year-over-year basis. During the same period last year, the business posted $2.32 EPS. 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, sell-side analysts expect that Marriott International, Inc. will post 11.66 earnings per share for the current fiscal year.

Marriott International Increases Dividend

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

Trending Headlines about Marriott International

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

• Positive Sentiment: Marriott signed a dual agreement with Catalonia Hotels & Resorts to add all-inclusive properties in Jamaica and Tanzania, expanding its global all-inclusive portfolio and deepening its presence in popular leisure markets. Marriott International Signs Dual Agreement with Catalonia Hotels & Resorts to Bring All-Inclusive Properties to Jamaica and Tanzania
• Positive Sentiment: Additional coverage highlighted Marriott’s expanding all-inclusive footprint in Jamaica and Zanzibar, reinforcing the company’s growth strategy in resort travel. Marriott Expands All-Inclusive Footprint with New Properties in Jamaica, Zanzibar
• Positive Sentiment: Analyst commentary turned more upbeat, with TD Cowen raising its price target to $420 and other firms citing upside potential for MAR. TD Cowen Raises Marriott International (NASDAQ:MAR) Price Target to $420.00
• Positive Sentiment: Marriott also announced new consumer-facing promotions, including a wedding campaign in the Philippines and an expanded holiday “ice” attraction, which can support brand engagement and ancillary demand. ‘Where Love Takes You’: Marriott International PH launches first wedding campaign

Insider Activity at Marriott International

In related news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at $7,168,650.12. This trade represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 11.43% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently weighed in on MAR. Wells Fargo & Company increased their price objective on shares of Marriott International from $446.00 to $449.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. JPMorgan Chase & Co. lifted their price target on Marriott International from $387.00 to $400.00 and gave the company a “neutral” rating in a report on Tuesday. Sanford C. Bernstein set a $412.00 price target on Marriott International in a research report on Monday, June 15th. Morgan Stanley lifted their target price on shares of Marriott International from $353.00 to $380.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Finally, Susquehanna upped their price target on Marriott International from $280.00 to $385.00 and gave the company a “neutral” rating in a research note on Thursday, April 23rd. Nine analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, Marriott International has a consensus rating of “Moderate Buy” and a consensus target price of $388.59.

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.