Arrowstreet Capital Limited Partnership Increases Stake in Marriott International, Inc. $MAR

Arrowstreet Capital Limited Partnership boosted its holdings in Marriott International, Inc. (NASDAQ:MAR) by 17.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 997,271 shares of the company’s stock after purchasing an additional 150,531 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in Marriott International were worth $309,393,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. McMillan Office Inc. bought a new position in Marriott International during the fourth quarter valued at approximately $27,000. Triumph Capital Management bought a new position in Marriott International during the third quarter valued at approximately $28,000. Basepoint Wealth LLC bought a new position in Marriott International during the fourth quarter valued at approximately $28,000. Godfrey Financial Associates Inc. bought a new position in Marriott International during the fourth quarter valued at approximately $31,000. Finally, Advocate Investing Services LLC bought a new position in Marriott International in the fourth quarter worth approximately $31,000. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Marriott International Price Performance

Shares of MAR opened at $402.54 on Monday. Marriott International, Inc. has a 1-year low of $253.55 and a 1-year high of $403.25. The company has a 50-day moving average of $365.65 and a 200 day moving average of $337.31. The firm has a market capitalization of $106.15 billion, a price-to-earnings ratio of 42.24, a PEG ratio of 3.20 and a beta of 1.10.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings data 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 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 quarter last year, the business posted $2.32 EPS. The firm’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 anticipate that Marriott International, Inc. will post 11.64 earnings per share for the current fiscal year.

Marriott International Increases Dividend

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

Analysts Set New Price Targets

Several research analysts have weighed in on MAR shares. Wells Fargo & Company increased their price target on shares of Marriott International to $446.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. Susquehanna raised their target price 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. Morgan Stanley raised their target price on shares of Marriott International from $350.00 to $353.00 and gave the company an “overweight” rating in a research note on Tuesday, May 12th. JPMorgan Chase & Co. lifted their price objective on shares of Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a research note on Tuesday, April 21st. Finally, Truist Financial lifted their price objective 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. Eight research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $382.07.

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

Insider Activity at Marriott International

In other news, EVP Peggy Roe sold 3,000 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $361.56, for a total value of $1,084,680.00. Following the completion of the sale, 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 position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 11.43% of the company’s stock.

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.