BTC Capital Management Inc. Has $8.06 Million Stock Holdings in Marriott International, Inc. $MAR

BTC Capital Management Inc. lowered its holdings in Marriott International, Inc. (NASDAQ:MAR) by 9.1% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 24,644 shares of the company’s stock after selling 2,470 shares during the quarter. BTC Capital Management Inc.’s holdings in Marriott International were worth $8,059,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Frederick Financial Consultants LLC boosted its position in shares of Marriott International by 0.8% in the fourth quarter. Frederick Financial Consultants LLC now owns 3,531 shares of the company’s stock valued at $1,095,000 after acquiring an additional 28 shares during the period. Transamerica Financial Advisors LLC increased its position in Marriott International by 34.8% during the fourth quarter. Transamerica Financial Advisors LLC now owns 120 shares of the company’s stock worth $37,000 after acquiring an additional 31 shares during the period. Optimize Financial Inc raised its stake in Marriott International by 1.4% during the 4th quarter. Optimize Financial Inc now owns 2,284 shares of the company’s stock valued at $709,000 after purchasing an additional 32 shares during the last quarter. Bridges Investment Management Inc. boosted its holdings in Marriott International by 1.0% in the 4th quarter. Bridges Investment Management Inc. now owns 3,277 shares of the company’s stock valued at $1,017,000 after purchasing an additional 32 shares during the period. Finally, Riversedge Advisors LLC grew its position in Marriott International by 3.0% in the 4th quarter. Riversedge Advisors LLC now owns 1,149 shares of the company’s stock worth $357,000 after purchasing an additional 33 shares during the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, EVP Peggy Roe sold 3,000 shares of Marriott International stock in a transaction dated Monday, May 18th. The shares were 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 directly owned 19,827 shares of the company’s stock, valued at $7,168,650.12. This trade represents a 13.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 11.43% of the stock is owned by company insiders.

Marriott International News Roundup

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

Marriott International Trading Down 0.8%

Shares of MAR opened at $383.64 on Thursday. The stock has a 50 day simple moving average of $373.52 and a 200-day simple moving average of $342.33. The stock has a market cap of $101.16 billion, a PE ratio of 40.26, a PEG ratio of 3.08 and a beta of 1.10. Marriott International, Inc. has a 1 year low of $253.76 and a 1 year high of $410.98.

Marriott International (NASDAQ:MAR) last announced 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. The firm had revenue of $1.81 billion for the quarter, compared to analysts’ expectations of $6.59 billion. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The business’s revenue was up 6.2% compared to the same quarter last year. During the same period in the prior year, the business posted $2.32 earnings per share. 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, sell-side analysts forecast that Marriott International, Inc. will post 11.64 EPS for the current fiscal year.

Marriott International Increases Dividend

The company also recently announced 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. This represents a $2.92 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, May 22nd. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s payout ratio is currently 30.64%.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on MAR shares. Sanford C. Bernstein set a $412.00 price objective on shares of Marriott International in a research report on Monday, June 15th. Morgan Stanley boosted their price target on 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. upped their price target on Marriott International from $356.00 to $383.00 and gave the company a “neutral” rating in a report on Tuesday, April 21st. Mizuho lifted their price objective on Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Finally, Truist Financial boosted their price objective on Marriott International from $350.00 to $356.00 and gave the company a “hold” rating in a research report on Tuesday, May 26th. Eight equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $384.73.

Marriott International 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.