Choreo LLC Has $7.97 Million Holdings in Marriott International, Inc. $MAR

Choreo LLC raised its stake in Marriott International, Inc. (NASDAQ:MAR) by 6.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 30,586 shares of the company’s stock after buying an additional 1,961 shares during the quarter. Choreo LLC’s holdings in Marriott International were worth $7,966,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in Marriott International by 4.5% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 479,081 shares of the company’s stock worth $124,772,000 after acquiring an additional 20,601 shares during the last quarter. Catalyst Financial Partners LLC boosted its position in shares of Marriott International by 3.3% during the third quarter. Catalyst Financial Partners LLC now owns 1,104 shares of the company’s stock worth $288,000 after purchasing an additional 35 shares in the last quarter. Empirical Asset Management LLC bought a new stake in shares of Marriott International in the 3rd quarter valued at $116,000. Fox Run Management L.L.C. acquired a new stake in Marriott International during the 3rd quarter worth $360,000. Finally, JFS Wealth Advisors LLC lifted its holdings 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. 70.70% of the stock is owned by institutional investors.

Marriott International Stock Performance

NASDAQ:MAR opened at $341.73 on Friday. Marriott International, Inc. has a 52-week low of $205.40 and a 52-week high of $370.00. The company has a market cap of $90.55 billion, a P/E ratio of 36.01, a P/E/G ratio of 3.10 and a beta of 1.13. The stock’s 50-day simple moving average is $328.23 and its 200 day simple moving average is $294.26.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share 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 company had revenue of $6.69 billion during the quarter, compared to the consensus estimate of $6.67 billion. During the same quarter in the prior year, the business earned $2.45 earnings per share. The firm’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, equities analysts predict that Marriott International, Inc. will post 10.1 earnings per share for the current fiscal year.

Marriott International Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th will be paid a $0.67 dividend. The ex-dividend date is Thursday, February 26th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Marriott International’s dividend payout ratio (DPR) is currently 28.24%.

More Marriott International News

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

• Positive Sentiment: Zacks increased several near-term EPS forecasts (Q1–Q4 2026 and portions of 2026–2027) and raised FY2026 estimates, suggesting better-than-expected recovery momentum and higher near-term earnings visibility. These upgrades are constructive for MAR’s earnings trajectory and valuation in the near term.
• Positive Sentiment: Marriott is expanding its higher-margin luxury pipeline and international footprint — e.g., the W Atlanta Downtown conversion to JW Marriott (luxury repositioning) and announced record EMEA signings — supporting long-term unit growth and fee-based revenue potential. W Atlanta Downtown will convert to JW Marriott Marriott deepens Middle East footprint
• Neutral Sentiment: Sector commentary notes persistent hotel-industry headwinds but highlights growth levers — memberships, conversions and loyalty programs — where Marriott is competitive. This keeps the story mixed: positive operational levers but ongoing macro/industry pressure. 3 Hotel Stocks to Watch
• Negative Sentiment: Zacks also issued mixed/negative adjustments to parts of 2027: cuts to Q1 and Q2 2027 and a modest downgrade to FY2027 (from $12.81 to $12.72), creating uncertainty about longer‑term margin recovery and smoothing of results. These downward tweaks likely contributed to intraday selling pressure as investors re‑price medium‑term growth assumptions.
• Neutral Sentiment: Zacks’ FY2028 EPS projection of $14.12 (well above current consensus of ~$10.10) signals bullish long‑range assumptions but also introduces forecast dispersion — some investors may view that as optimistic and discount near-term risk, adding to volatility.

Insider Activity at Marriott International

In other Marriott International news, EVP Drew Pinto sold 4,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $359.81, for a total value of $1,439,240.00. Following the sale, the executive vice president owned 8,221 shares in the company, valued at $2,957,998.01. This represents a 32.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Rajeev Menon sold 6,333 shares of Marriott International stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $356.61, for a total value of $2,258,411.13. Following the transaction, the insider owned 9,492 shares of the company’s stock, valued at $3,384,942.12. This represents a 40.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 97,157 shares of company stock worth $34,768,825 over the last ninety days. Company insiders own 10.68% of the company’s stock.

Analyst Ratings Changes

MAR has been the topic of a number of research analyst reports. Morgan Stanley raised their price target on Marriott International from $296.00 to $328.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Evercore raised their target price on shares of Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, January 22nd. Truist Financial upped their price target on shares of Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a report on Wednesday, February 11th. JPMorgan Chase & Co. raised their price objective on shares of Marriott International from $323.00 to $356.00 and gave the stock a “neutral” rating in a report on Wednesday, February 11th. Finally, Barclays upped their target price on shares of Marriott International from $320.00 to $356.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 11th. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Marriott International has an average rating of “Moderate Buy” and a consensus target price of $343.27.

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.