Dorato Capital Management Makes New Investment in Marriott International, Inc. $MAR

Dorato Capital Management bought a new stake in Marriott International, Inc. (NASDAQ:MAR) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 1,548 shares of the company’s stock, valued at approximately $495,000.

A number of other hedge funds have also bought and sold shares of the company. Abacus Planning Group Inc. bought a new position in Marriott International during the 4th quarter worth approximately $208,000. Frank Rimerman Advisors LLC increased its holdings in shares of Marriott International by 6.8% in the 4th quarter. Frank Rimerman Advisors LLC now owns 3,558 shares of the company’s stock valued at $1,104,000 after acquiring an additional 226 shares during the last quarter. Nilsine Partners LLC raised its position in shares of Marriott International by 3.4% during the 4th quarter. Nilsine Partners LLC now owns 3,428 shares of the company’s stock valued at $1,064,000 after acquiring an additional 114 shares in the last quarter. Nisa Investment Advisors LLC lifted its stake in Marriott International by 1.7% during the fourth quarter. Nisa Investment Advisors LLC now owns 103,490 shares of the company’s stock worth $32,107,000 after purchasing an additional 1,720 shares during the last quarter. Finally, Moody Lynn & Lieberson LLC increased its stake in Marriott International by 3.6% during the fourth quarter. Moody Lynn & Lieberson LLC now owns 5,190 shares of the company’s stock valued at $1,610,000 after purchasing an additional 180 shares during the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CEO Anthony Capuano sold 63,000 shares of Marriott International stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the sale, the chief executive officer directly owned 113,617 shares in the company, valued at $40,813,498.74. The trade was a 35.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider William P. Brown sold 9,456 shares of the company’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total transaction of $3,387,612.00. Following the completion of the sale, the insider directly owned 11,000 shares of the company’s stock, valued at $3,940,750. The trade was a 46.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 95,540 shares of company stock worth $34,274,055 over the last ninety days. 10.68% of the stock is currently owned by company insiders.

Marriott International Stock Down 0.5%

MAR stock opened at $331.93 on Friday. The stock has a market cap of $87.94 billion, a PE ratio of 34.98, a price-to-earnings-growth ratio of 2.94 and a beta of 1.10. The firm’s 50-day simple moving average is $331.81 and its 200 day simple moving average is $304.10. Marriott International, Inc. has a fifty-two week low of $205.40 and a fifty-two week high of $370.00.

Marriott International (NASDAQ:MAR) last posted its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (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 for the quarter, compared to analyst estimates of $6.67 billion. During the same period in the previous year, the firm earned $2.45 earnings per share. The company’s revenue for the quarter was up 4.1% on a year-over-year basis. 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. Equities analysts forecast that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Dividend Announcement

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

Analyst Ratings Changes

A number of research analysts have recently issued reports on MAR shares. JPMorgan Chase & Co. raised their price target 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. Barclays increased their price objective 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. Truist Financial lifted their target price on Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a research note on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Marriott International in a report on Thursday, January 22nd. Finally, Citigroup raised their price target on Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a report on Thursday, January 15th. 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 stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $343.47.

Trending Headlines about Marriott International

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

• Positive Sentiment: Joint venture with Italian luxury-wellness brand Lefay expands Marriott’s fee-based luxury portfolio and development pipeline, supporting higher-margin, differentiated growth opportunities. This could boost future fee revenue and alternate-income streams. Marriott enters luxury wellness with Lefay brand deal
• Positive Sentiment: Marriott’s expanded footprint in Greece signals continued international development momentum and room-night growth in a leisure-heavy market, supporting long-term revenue and fee generation as tourism recovers. Marriott Dramatically Expands Footprint in Greece
• Positive Sentiment: Industry focus on conversions (brands converting existing hotels into midscale flags) highlights a lower-capex, faster-growth route Marriott can use to scale midscale supply — a potential margin- and ROIC-accretive growth lever if execution is strong. Same Place, New Name. IHG, Marriott, and Hyatt Eye Conversions for Midscale Growth
• Positive Sentiment: Unusually high call-option volume on MAR indicates short-term bullish interest from traders; such flow can precede upward pressure if investors are positioning for positive catalysts. Stock Traders Buy High Volume of Call Options on Marriott International (NASDAQ:MAR)
• Positive Sentiment: Recognition as a Top 10 Fortune & Great Place To Work supports talent retention and brand reputation — a long-term positive for operating consistency and guest experience. Marriott International Named a Top 10 Fortune and Great Place To Work
• Neutral Sentiment: Marriott Bonvoy’s return as an official partner of the Hong Kong Sevens is a marketing/loyalty play that supports brand visibility in APAC but has limited near-term financial impact. Marriott Bonvoy Returns as an Official Partner of the Cathay/HSBC Hong Kong Sevens 2026
• Neutral Sentiment: New affordable Marriott brand opening in Osaka and Marriott India’s workforce initiatives are operational/development updates that support brand depth and HR stability but are unlikely to move the stock materially on their own. This affordable Marriott brand just debuted in one of our favorite destinations in Japan Marriott India Tells Gen Z to Clock Off on Time — and Says It’s Working
• Neutral Sentiment: Appointment of Marriott’s former CFO to Yum! Brands’ board is a reminder of executive mobility; not a direct operational change for Marriott. Yum! Brands Appoints Former Marriott International CFO Kathleen (Leeny) K. Oberg to Board
• Neutral Sentiment: Articles about mining-property transactions that use “Marriott” in the property name are unrelated to Marriott International and should be disregarded by investors focused on the hotel operator. Mayfair Gold Announces Acquisition of the Guibord, Marriott and Holloway Properties from Plato Gold

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.