Barclays PLC Sells 57,111 Shares of Marriott International, Inc. $MAR

Barclays PLC cut its stake in Marriott International, Inc. (NASDAQ:MAR) by 5.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 994,484 shares of the company’s stock after selling 57,111 shares during the quarter. Barclays PLC owned about 0.37% of Marriott International worth $259,003,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the stock. National Pension Service grew its position in shares of Marriott International by 1.6% during the 3rd quarter. National Pension Service now owns 603,431 shares of the company’s stock valued at $157,158,000 after purchasing an additional 9,530 shares in the last quarter. AustralianSuper Pty Ltd purchased a new stake in shares of Marriott International in the third quarter worth $858,000. Headwater Capital Co Ltd purchased a new position in Marriott International during the second quarter worth about $21,857,000. Harbor Investment Advisory LLC raised its holdings in shares of Marriott International by 2.7% in the 3rd quarter. Harbor Investment Advisory LLC now owns 572,367 shares of the company’s stock valued at $149,067,000 after acquiring an additional 14,898 shares in the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ grew its holdings in shares of Marriott International by 5.8% during the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 73,759 shares of the company’s stock worth $19,210,000 after purchasing an additional 4,067 shares in the last quarter. Institutional investors own 70.70% of the company’s stock.

Insider Transactions at Marriott International

In other Marriott International news, CEO Anthony Capuano sold 63,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the transaction, the chief executive officer owned 113,617 shares in the company, valued at approximately $40,813,498.74. This represents a 35.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider William P. Brown sold 9,456 shares of Marriott International stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total value of $3,387,612.00. Following the sale, the insider owned 11,000 shares in the company, valued at $3,940,750. This represents a 46.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 97,157 shares of company stock worth $34,768,825. 10.68% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the stock. JPMorgan Chase & Co. lifted their target price on shares of Marriott International from $323.00 to $356.00 and gave the company a “neutral” rating in a research report on Wednesday, February 11th. The Goldman Sachs Group raised their price objective on shares of Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Wells Fargo & Company upped their target price on shares of Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Morgan Stanley increased their target price on Marriott International from $296.00 to $328.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Finally, Citigroup lifted their price target on Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. 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. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $343.27.

Marriott International News Roundup

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

• Positive Sentiment: Large development pipeline — Marriott signed 102 hotel deals in South Asia during 2025, strengthening its franchise/management fee pipeline in a fast‑growing region which supports future fee revenue and international growth. Marriott Signs 102 Hotel Deals in South Asia in 2025
• Positive Sentiment: Luxury brand expansion — Marriott signed an agreement to debut St. Regis Hotels & Resorts in New Zealand, extending its high‑margin luxury footprint and brand visibility in a tourism market. Marriott International Signs Agreement to Debut St. Regis Hotels & Resorts in New Zealand
• Positive Sentiment: Regional growth push — Marriott announced significant expansion plans across the Caribbean and Latin America, adding distribution that should boost future fee income and global scale. Marriott Announces Significant Growth and Strategic Expansion in the Caribbean and Latin America
• Positive Sentiment: India pipeline via partner tie‑ups — SAMHI Hotels’ purchase of RARE India and its tie‑up with Marriott to manage a heritage portfolio expands Marriott’s branded presence in India through third‑party operators/franchise partners. SAMHI Hotels buys 70% stake in RARE India, signs Marriott tie-up for heritage portfolio
• Neutral Sentiment: Leadership transition context — an exit interview with CFO Leeny Oberg highlights succession planning and a long, stable tenure; investors will watch the transition but this reads as orderly. Exit Interview: Marriott CFO Leeny Oberg reflects on decades-long career
• Neutral Sentiment: Industry demand signal — a report that Nokomis Capital initiated a stake in Apple Hospitality REIT cites steady demand for Marriott‑branded hotels, a positive industry datapoint but indirect for MAR. Nokomis Capital Initiates Stake in Apple Hospitality REIT as Marriott and Hilton Hotels Drive Steady Demand
• Neutral Sentiment: Unrelated corporate move — James Hunter’s retirement at Marriott Vacations Worldwide (MVW) is notable for MVW shareholders but has limited direct impact on Marriott International. James Hunter to Transition from Role as General Counsel After Nearly 20 Years with Marriott Vacations Worldwide
• Negative Sentiment: Legal risk — Marriott is actively litigating in a privacy case and is seeking to disqualify plaintiffs’ firms, underscoring ongoing legal exposure and potential costs or reputational risk that can weigh on the stock. Marriott Looks to Disqualify Plaintiffs’ Firms in Privacy Fight

Marriott International Price Performance

Shares of NASDAQ:MAR opened at $323.80 on Friday. Marriott International, Inc. has a 1 year low of $205.40 and a 1 year high of $370.00. The stock’s 50-day moving average is $329.94 and its 200 day moving average is $296.53. The company has a market cap of $85.80 billion, a PE ratio of 34.12, a P/E/G ratio of 2.94 and a beta of 1.09.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings data 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). The business had revenue of $6.69 billion during the quarter, compared to the consensus estimate of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.Marriott International’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.45 earnings per share. 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. Analysts expect that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Announces Dividend

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

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.