Cerity Partners LLC Trims Stock Position in Marriott International, Inc. $MAR

Cerity Partners LLC decreased its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 13.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 56,525 shares of the company’s stock after selling 8,488 shares during the quarter. Cerity Partners LLC’s holdings in Marriott International were worth $14,721,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its stake in Marriott International by 2.5% in the fourth quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock valued at $2,479,000 after buying an additional 218 shares during the last quarter. Empowered Funds LLC boosted its stake in Marriott International by 39.1% during 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 grew 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 worth $4,605,000 after purchasing an additional 5,480 shares during the last quarter. Integrity Alliance LLC. acquired a new position in Marriott International in the first quarter valued at $275,000. Finally, Intech Investment Management LLC boosted its stake in shares of Marriott International by 21.8% during the first quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock worth $1,438,000 after buying an additional 1,079 shares during the period. 70.70% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have commented on MAR shares. Barclays upped their price objective on Marriott International from $274.00 to $276.00 and gave the company an “equal weight” rating in a research note on Wednesday, December 17th. Wells Fargo & Company began coverage on Marriott International in a report on Tuesday, November 18th. They issued an “overweight” rating and a $329.00 target price on the stock. Truist Financial increased their price target on Marriott International from $278.00 to $283.00 and gave the stock a “hold” rating in a report on Thursday, December 4th. Weiss Ratings reissued a “buy (b-)” rating on shares of Marriott International in a research note on Wednesday, October 8th. Finally, Robert W. Baird lowered their target price on shares of Marriott International from $287.00 to $285.00 and set a “neutral” rating on the stock in a report on Tuesday, October 21st. Three equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Marriott International currently has a consensus rating of “Moderate Buy” and a consensus target price of $306.81.

Trending Headlines about Marriott International

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

• Positive Sentiment: BMO Capital Markets upgraded MAR from “market perform” to “outperform” and raised its price target to $370, signaling stronger analyst conviction and ~12% upside to current levels. Benzinga
• Positive Sentiment: Sanford C. Bernstein raised its price target for Marriott to $369, another bullish analyst revision that supports upward momentum in the stock. American Banking News
• Positive Sentiment: Marriott Bonvoy struck a multi‑year global partnership with the ICC (cricket) to be the official accommodation partner, and will also provide fan access for FIFA World Cup 2026 — agreements that expand brand visibility, group and event travel demand, and loyalty engagement in key international markets. ICC announcement
• Positive Sentiment: Company announced a strategic regional leadership realignment: a unified U.S./Canada/CALA structure under Satya Anand, Neal Jones to lead EMEA, Federico Greppi to head CALA, and other continent leadership changes — a move positioned to streamline regional operations and accelerate execution. PR Newswire
• Positive Sentiment: Market commentary highlights Marriott as a momentum and dividend‑backed stock (Zacks, Motley Fool pieces), reinforcing investor interest from both growth and income perspectives. Zacks
• Neutral Sentiment: Smaller development deals (e.g., Lumbini Palace Resort in Nepal) and loyalty UX updates were reported; these support long‑term pipeline and member engagement but are unlikely to move the stock materially on their own. MSN / Lumbini deal

Insider Buying and Selling

In other Marriott International news, CAO Felitia Lee sold 1,617 shares of the firm’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $305.98, for a total transaction of $494,769.66. Following the completion of the transaction, the chief accounting officer directly owned 4,893 shares in the company, valued at approximately $1,497,160.14. This trade represents a 24.84% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Deborah Marriott Harrison sold 70,000 shares of the company’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $291.63, for a total transaction of $20,414,100.00. Following the completion of the sale, the insider directly owned 175,210 shares in the company, valued at $51,096,492.30. This trade represents a 28.55% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 88,289 shares of company stock valued at $25,669,425 in the last three months. 10.68% of the stock is owned by insiders.

Marriott International Stock Up 1.0%

Shares of MAR opened at $328.18 on Friday. The company has a market capitalization of $88.07 billion, a PE ratio of 34.65, a P/E/G ratio of 2.56 and a beta of 1.16. Marriott International, Inc. has a 52-week low of $205.40 and a 52-week high of $331.09. The company has a 50-day simple moving average of $300.42 and a 200-day simple moving average of $279.35.

Marriott International (NASDAQ:MAR) last issued its earnings results on Tuesday, November 4th. The company reported $2.47 earnings per share for the quarter, topping the consensus estimate of $2.38 by $0.09. Marriott International had a net margin of 10.07% and a negative return on equity of 89.29%. The company had revenue of $1.73 billion for the quarter, compared to analyst estimates of $6.46 billion. Marriott International has set its Q4 2025 guidance at 2.540-2.620 EPS and its FY 2025 guidance at 9.980-10.060 EPS. On average, research analysts anticipate that Marriott International, Inc. will post 10.1 EPS for the current year.

Marriott International Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Thursday, November 20th were issued a dividend of $0.67 per share. The ex-dividend date of this dividend was Thursday, November 20th. This represents a $2.68 annualized dividend and a yield of 0.8%. Marriott International’s payout ratio is currently 28.30%.

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.