47,567 Shares in Marriott International, Inc. $MAR Acquired by Empirical Asset Management LLC

Empirical Asset Management LLC acquired a new stake in shares of Marriott International, Inc. (NASDAQ:MAR) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 47,567 shares of the company’s stock, valued at approximately $116,000.

Several other hedge funds and other institutional investors also recently modified their holdings of MAR. Fox Run Management L.L.C. bought a new stake in shares of Marriott International during the 3rd quarter worth $360,000. JFS Wealth Advisors LLC raised its stake in Marriott International by 454.5% during the third quarter. JFS Wealth Advisors LLC now owns 488 shares of the company’s stock worth $127,000 after acquiring an additional 400 shares in the last quarter. Mufg Securities Americas Inc. boosted its stake in shares of Marriott International by 20.6% in the 3rd quarter. Mufg Securities Americas Inc. now owns 6,076 shares of the company’s stock valued at $1,582,000 after purchasing an additional 1,038 shares in the last quarter. Compound Planning Inc. grew its holdings in shares of Marriott International by 10.5% during the 3rd quarter. Compound Planning Inc. now owns 2,601 shares of the company’s stock valued at $677,000 after purchasing an additional 247 shares during the last quarter. Finally, Private Advisory Group LLC increased its position in Marriott International by 75.4% during the 3rd quarter. Private Advisory Group LLC now owns 1,305 shares of the company’s stock worth $340,000 after purchasing an additional 561 shares in the last quarter. Institutional investors own 70.70% of the company’s stock.

Trending Headlines about Marriott International

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

• Positive Sentiment: W Atlanta Downtown will be converted to a JW Marriott this spring, a luxury rebrand that should boost RevPAR potential and group/wellness-driven revenue at a premium price point. W Atlanta Downtown will convert to JW Marriott
• Positive Sentiment: Marriott reported robust signings across Europe, the Middle East & Africa in 2025 and is deepening its Middle East pipeline — evidence of continued franchise/management-led unit growth in higher-margin international markets. Marriott International Announces Robust Growth Momentum Across Europe, Middle East & Africa in 2025
• Positive Sentiment: Marriott is expanding in India (new Le Méridien Dehradun opening) and has public ambitions to reach all 785 Indian districts — a large domestic pipeline that supports long-term unit growth and conversion opportunities. Marriott’s Le Méridien Dehradun Resort & Spa opens in Uttarakhand
• Positive Sentiment: Zacks Research raised several near-term EPS estimates for 2026 (Q1/Q2/Q3/Q4 and FY2026), signaling improved near-term earnings visibility and supporting the stock’s valuation multiple expansion.
• Neutral Sentiment: Industry coverage is highlighting Marriott as one of three hotel stocks to watch amid persistent headwinds — the piece underscores Marriott’s membership/loyalty momentum and conversions but warns of macro pressure on travel demand. 3 Hotel Stocks to Watch for Now as Industry Headwinds Persist
• Neutral Sentiment: Marriott management (CEO Anthony Capuano and CRO Drew Pinto) will speak at the J.P. Morgan Gaming, Lodging, Restaurant & Leisure Forum on March 12; the webcast provides a direct opportunity for guidance color and Q&A that could move the stock. Marriott to speak at J.P. Morgan forum
• Neutral Sentiment: Long-form coverage (Forbes) discusses Marriott’s strategy for growth, AI and reinvention over the next 100 years — supportive for investors focused on structural initiatives but not an immediate catalyst. Marriott’s Next 100 Years: Growth, AI And Reinvention
• Negative Sentiment: Zacks trimmed some 2027 quarter and full-year estimates (modest cuts to Q1/Q2 2027 and FY2027 from prior forecasts), introducing a degree of uncertainty about longer-term margin/earnings upside; investors may weigh these cuts against the 2026 upgrades.

Insider Activity at Marriott International

In related news, CEO Anthony Capuano sold 63,000 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the completion of the sale, the chief executive officer owned 113,617 shares of the company’s stock, valued at $40,813,498.74. This trade represents a 35.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Rajeev Menon sold 3,492 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $354.00, for a total value of $1,236,168.00. Following the transaction, the insider owned 6,000 shares in the company, valued at $2,124,000. The trade was a 36.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 97,157 shares of company stock worth $34,768,825 over the last quarter. 10.68% of the stock is owned by company insiders.

Marriott International Price Performance

Shares of MAR opened at $350.57 on Friday. The business has a 50-day moving average of $327.60 and a 200-day moving average of $293.68. Marriott International, Inc. has a 1 year low of $205.40 and a 1 year high of $370.00. The company has a market capitalization of $92.89 billion, a price-to-earnings ratio of 36.94, a price-to-earnings-growth ratio of 3.07 and a beta of 1.13.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The firm had revenue of $6.69 billion during the quarter, compared to the consensus estimate of $6.67 billion. During the same period in the prior year, the company posted $2.45 earnings per share. The company’s revenue for the quarter 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. As a group, sell-side analysts anticipate that Marriott International, Inc. will post 10.1 EPS for the current year.

Marriott International Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Thursday, February 26th will be given a dividend of $0.67 per share. The ex-dividend date is Thursday, February 26th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Marriott International’s dividend payout ratio is presently 28.24%.

Analysts Set New Price Targets

A number of research firms have weighed in on MAR. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Marriott International in a research note on Thursday, January 22nd. The Goldman Sachs Group upped their target price on Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Evercore lifted their price target on Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research note on Thursday, January 22nd. Truist Financial upped their price objective on Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a research note on Wednesday, February 11th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Marriott International from $323.00 to $356.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 11th. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $343.27.

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.