Marriott International, Inc. $MAR Shares Sold by New York State Teachers Retirement System

New York State Teachers Retirement System lessened its holdings in shares of Marriott International, Inc. (NASDAQ:MAR) by 3.9% in the third quarter, according to its most recent filing with the SEC. The firm owned 175,248 shares of the company’s stock after selling 7,154 shares during the quarter. New York State Teachers Retirement System owned about 0.06% of Marriott International worth $45,642,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Vanguard Group Inc. lifted its holdings in Marriott International by 1.5% in the second quarter. Vanguard Group Inc. now owns 20,543,195 shares of the company’s stock worth $5,612,606,000 after purchasing an additional 306,717 shares during the period. State Street Corp lifted its stake in shares of Marriott International by 1.2% in the 2nd quarter. State Street Corp now owns 9,488,566 shares of the company’s stock worth $2,592,371,000 after acquiring an additional 114,973 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Marriott International by 2.0% in the second quarter. Geode Capital Management LLC now owns 5,223,539 shares of the company’s stock valued at $1,420,308,000 after acquiring an additional 102,798 shares in the last quarter. Invesco Ltd. increased its stake in shares of Marriott International by 5.0% during the second quarter. Invesco Ltd. now owns 4,330,656 shares of the company’s stock valued at $1,183,178,000 after acquiring an additional 206,820 shares during the period. Finally, Norges Bank bought a new stake in Marriott International during the second quarter worth approximately $638,968,000. 70.70% of the stock is owned by institutional investors and hedge funds.

Marriott International Trading Up 1.0%

Shares of MAR opened at $328.18 on Monday. The business’s 50-day moving average price is $300.42 and its 200 day moving average price is $279.44. The stock has a market capitalization of $88.07 billion, a P/E ratio of 34.65, a P/E/G ratio of 2.56 and a beta of 1.16. Marriott International, Inc. has a 1-year low of $205.40 and a 1-year high of $331.09.

Marriott International (NASDAQ:MAR) last announced its earnings results on Tuesday, November 4th. The company reported $2.47 EPS 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 during the quarter, compared to analysts’ expectations 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 predict that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Marriott International Dividend Announcement

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

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Wells Fargo & Company began coverage on Marriott International in a research report on Tuesday, November 18th. They set an “overweight” rating and a $329.00 price target on the stock. Robert W. Baird decreased their target price on Marriott International from $287.00 to $285.00 and set a “neutral” rating for the company in a research note on Tuesday, October 21st. Morgan Stanley dropped their price target on shares of Marriott International from $302.00 to $296.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 22nd. BMO Capital Markets upgraded shares of Marriott International from a “market perform” rating to an “outperform” rating and raised their price objective for the company from $285.00 to $370.00 in a research report on Friday. Finally, The Goldman Sachs Group upgraded shares of Marriott International from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $288.00 to $345.00 in a report on Monday, December 15th. Three 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. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $306.81.

Insiders Place Their Bets

In related news, EVP Rena Hozore Reiss sold 5,483 shares of the stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $287.11, for a total value of $1,574,224.13. Following the completion of the sale, the executive vice president directly owned 39,360 shares of the company’s stock, valued at approximately $11,300,649.60. This represents a 12.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Peggy Roe sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $292.12, for a total transaction of $584,240.00. Following the sale, the executive vice president owned 17,466 shares of the company’s stock, valued at approximately $5,102,167.92. This represents a 10.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 88,289 shares of company stock valued at $25,669,425 over the last quarter. 10.68% of the stock is owned by insiders.

More Marriott International News

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

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.