Envestnet Asset Management Inc. Sells 18,528 Shares of Marriott International, Inc. $MAR

Envestnet Asset Management Inc. trimmed its holdings in shares of Marriott International, Inc. (NASDAQ:MAR) by 12.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 125,587 shares of the company’s stock after selling 18,528 shares during the quarter. Envestnet Asset Management Inc.’s holdings in Marriott International were worth $32,708,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in MAR. AlphaQuest LLC lifted its holdings in Marriott International by 2,750.0% in the 2nd quarter. AlphaQuest LLC now owns 114 shares of the company’s stock worth $31,000 after purchasing an additional 110 shares during the last quarter. Addison Advisors LLC bought a new position in shares of Marriott International in the second quarter valued at approximately $34,000. Darwin Wealth Management LLC acquired a new stake in shares of Marriott International in the second quarter worth $37,000. Harel Insurance Investments & Financial Services Ltd. acquired a new position in Marriott International in the 2nd quarter valued at $38,000. Finally, Westside Investment Management Inc. increased its stake in shares of Marriott International by 198.0% in the second quarter. Westside Investment Management Inc. now owns 149 shares of the company’s stock worth $41,000 after purchasing an additional 99 shares during the period. Institutional investors own 70.70% of the company’s stock.

More Marriott International News

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

• Positive Sentiment: Multiple firms raised price targets and reiterated bullish views (Jefferies to $415 buy; Goldman to $398 buy; Wells Fargo to $403 overweight; BMO and others also lifted targets), signaling analyst confidence in upside from international and luxury demand. These Analysts Boost Their Forecasts On Marriott International Following Q4 Results
• Positive Sentiment: Q4 revenue topped expectations ($6.69B vs. ~$6.67B) and RevPAR rose globally (notably +6.1% international), and management gave FY‑2026 EPS guidance (11.32–11.57) and Q1 guidance (2.50–2.55) that underpin growth expectations. Marriott International Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Unusually large call‑option buying (tens of thousands of calls) suggests short‑term bullish positioning by traders/speculators. Marriott International Stock Is Jumping Today: What’s Happening?
• Positive Sentiment: Management says it is “actively investing” in AI and progressing a systems migration — a potential medium‑term efficiency and loyalty‑program enhancement that could boost margins and returns on scale. Marriott ‘actively investing’ in AI, reports progress on system migration
• Neutral Sentiment: Brand/marketing initiatives (e.g., The Ritz‑Carlton x Kilometre Paris collection) support high‑end positioning but are unlikely to move near‑term earnings materially. The Ritz-Carlton x Kilometre Paris: Iconic Destinations, Reimagined in Handcrafted Travel Pieces
• Negative Sentiment: EPS slightly missed (adj. $2.58 vs. ~$2.61 consensus) and the company reported unusual accounting effects (negative ROE) — small misses can pressure sentiment despite the revenue beat. Marriott Q4 earnings / call transcript
• Negative Sentiment: Marriott disclosed a $23M loss tied to ending the Sonder arrangement, plus flagged contract/dispute risks tied to its asset‑light model — these items add near‑term costs and legal/growth uncertainty. Marriott said it lost $23 million in letting go of Sonder
• Negative Sentiment: U.S. business‑travel softness and a government shutdown impact were cited as headwinds; management sees uneven U.S. room‑revenue growth, which could cap near‑term domestic recovery. Marriott forecasts weak room revenue growth on sluggish US budget travel demand

Analysts Set New Price Targets

A number of research analysts have recently commented on MAR shares. JPMorgan Chase & Co. upped their price target on Marriott International from $323.00 to $356.00 and gave the stock a “neutral” rating in a report on Wednesday. Wells Fargo & Company upped their target price on shares of Marriott International from $353.00 to $403.00 and gave the company an “overweight” rating in a research note on Wednesday. Citigroup raised their price target on shares of Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a research report on Thursday, January 15th. Robert W. Baird reduced their target price on shares of Marriott International from $287.00 to $285.00 and set a “neutral” rating for the company in a research note on Tuesday, October 21st. Finally, BMO Capital Markets upgraded Marriott International from a “market perform” rating to an “outperform” rating and boosted their price target for the company from $285.00 to $370.00 in a research note on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $343.27.

Marriott International Trading Down 0.2%

NASDAQ MAR opened at $358.75 on Thursday. Marriott International, Inc. has a 1-year low of $205.40 and a 1-year high of $367.73. The company has a market capitalization of $96.27 billion, a price-to-earnings ratio of 37.80, a PEG ratio of 3.17 and a beta of 1.13. The stock’s 50 day moving average is $315.86 and its two-hundred day moving average is $287.20.

Marriott International (NASDAQ:MAR) last posted its earnings results on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing the consensus estimate of $2.61 by ($0.03). Marriott International had a negative return on equity of 88.92% and a net margin of 9.93%.The company had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. During the same quarter last year, the business earned $2.45 EPS. Marriott International’s quarterly revenue was up 4.1% compared to the same quarter last year. Marriott International has set its FY 2026 guidance at 11.320-11.570 EPS and its Q1 2026 guidance at 2.500-2.550 EPS. On average, analysts predict that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Insider Activity

In other news, CAO Felitia Lee sold 1,617 shares of Marriott International stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $305.98, for a total value of $494,769.66. Following the completion of the transaction, the chief accounting officer owned 4,893 shares in the company, valued at approximately $1,497,160.14. The trade was a 24.84% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 10.68% of the company’s stock.

Marriott International Company 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.