Marriott International, Inc. $MAR Shares Sold by Aureus Asset Management LLC

Aureus Asset Management LLC reduced its stake in Marriott International, Inc. (NASDAQ:MAR) by 39.5% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 14,387 shares of the company’s stock after selling 9,411 shares during the quarter. Aureus Asset Management LLC’s holdings in Marriott International were worth $4,706,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. First Trust Advisors LP grew its holdings in shares of Marriott International by 115.7% during the first quarter. First Trust Advisors LP now owns 133,155 shares of the company’s stock valued at $43,551,000 after buying an additional 71,425 shares during the last quarter. ABN Amro Investment Solutions lifted its position in Marriott International by 2.8% during the 1st quarter. ABN Amro Investment Solutions now owns 127,796 shares of the company’s stock worth $41,798,000 after acquiring an additional 3,483 shares during the period. Oslo Pensjonsforsikring AS purchased a new stake in Marriott International during the 1st quarter valued at about $95,000. Andra AP fonden acquired a new position in shares of Marriott International in the first quarter valued at about $9,812,000. Finally, Wilkerson Advisory Group LLC raised its stake in shares of Marriott International by 127.0% in the first quarter. Wilkerson Advisory Group LLC now owns 84 shares of the company’s stock worth $27,000 after purchasing an additional 47 shares during the last quarter. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Insiders Place Their Bets

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the 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 transaction, the executive vice president owned 19,827 shares in the company, valued at approximately $7,168,650.12. This represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 11.43% of the company’s stock.

Analysts Set New Price Targets

MAR has been the topic of a number of recent research reports. Susquehanna upped their target price on Marriott International from $280.00 to $385.00 and gave the company a “neutral” rating in a research report on Thursday, April 23rd. Truist Financial raised their price target on shares of Marriott International from $350.00 to $356.00 and gave the stock a “hold” rating in a research report on Tuesday, May 26th. Wells Fargo & Company lifted their price objective on shares of Marriott International from $446.00 to $449.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. UBS Group increased their price objective on shares of Marriott International from $336.00 to $412.00 and gave the stock a “neutral” rating in a research note on Monday, June 15th. Finally, Barclays raised their target price on shares of Marriott International from $376.00 to $379.00 and gave the stock an “equal weight” rating in a report on Tuesday. Nine research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $388.59.

Marriott International Price Performance

MAR opened at $369.80 on Thursday. The firm has a fifty day moving average price of $377.50 and a 200 day moving average price of $351.65. Marriott International, Inc. has a 1 year low of $253.76 and a 1 year high of $410.98. The stock has a market cap of $97.51 billion, a P/E ratio of 38.80, a P/E/G ratio of 2.88 and a beta of 1.11.

Marriott International (NASDAQ:MAR) last released its quarterly 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. The company had revenue of $1.81 billion for the quarter, compared to analyst estimates of $6.59 billion. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The firm’s revenue was up 6.2% on a year-over-year basis. During the same quarter last year, the business earned $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. Equities analysts expect that Marriott International, Inc. will post 11.66 EPS for the current year.

Marriott International Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 22nd were paid a $0.73 dividend. The ex-dividend date was Friday, May 22nd. This represents a $2.92 annualized dividend and a dividend yield of 0.8%. This is a boost from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio (DPR) is presently 30.64%.

Key Headlines Impacting Marriott International

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

• Positive Sentiment: JPMorgan, TD Cowen, and Barclays all raised their price targets on Marriott International (MAR), with TD Cowen reiterating a buy rating and implying further upside. These higher targets can support investor sentiment around the stock. Marriott price target raised by JPMorgan Chase & Co.
• Positive Sentiment: Marriott is rolling out new growth initiatives, including its first national wedding campaign in the Philippines and new branded apartment rental projects, signaling efforts to expand beyond traditional hotel stays and tap new demand sources. Marriott International PH launches first national wedding campaign
• Positive Sentiment: The company continues to broaden its footprint with new hotel and brand openings, including City Express by Marriott’s entry into Canada and a Courtyard by Marriott project in Penang Mainland, which can reinforce long-term revenue growth. City Express by Marriott enters Canada with Port Hope opening
• Neutral Sentiment: Some commentary argues Marriott International (MAR) looks overvalued based on cash flow and earnings, and another note questioned valuation after the company’s first branded apartment rental project. These pieces may temper enthusiasm, but they do not change the company’s growth story on their own. Marriott (MAR) Stock Looks Overvalued On Cash Flow And Earnings

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.