Asset Dedication LLC grew its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 24,600.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,976 shares of the company’s stock after buying an additional 1,968 shares during the quarter. Asset Dedication LLC’s holdings in Marriott International were worth $613,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. National Pension Service lifted its holdings in Marriott International by 1.6% in the third quarter. National Pension Service now owns 603,431 shares of the company’s stock worth $157,158,000 after buying an additional 9,530 shares during the period. Legal & General Group Plc lifted its holdings in Marriott International by 9.3% in the third quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock worth $381,654,000 after buying an additional 124,759 shares during the period. AustralianSuper Pty Ltd purchased a new stake in Marriott International in the third quarter worth about $858,000. Lansforsakringar Fondforvaltning AB publ lifted its holdings in Marriott International by 5.8% in the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 73,759 shares of the company’s stock worth $19,210,000 after buying an additional 4,067 shares during the period. Finally, Harbor Investment Advisory LLC lifted its holdings in Marriott International by 2.7% in the third quarter. Harbor Investment Advisory LLC now owns 572,367 shares of the company’s stock worth $149,067,000 after buying an additional 14,898 shares during the period. 70.70% of the stock is owned by institutional investors.
More Marriott International News
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Momentum/price action: market reports show MAR reached an all‑time high, reflecting strong demand and positive investor sentiment around travel recovery and earnings outlook. Marriott International stock hits all-time high
- Positive Sentiment: Supplier change that could boost margins/guest experience: Marriott plans to switch from Pepsi to Coca‑Cola for beverage supply — a chainwide supplier shift that can affect costs, marketing partnerships and in‑hotel F&B margins (positive if Coke offers better terms or co‑marketing). Marriott to switch from Pepsi to Coke
- Positive Sentiment: Expansion into luxury Saudi market: Marriott appointed a Red Sea marketing lead to deepen its push into Saudi luxury tourism tied to Vision 2030, supporting long‑term room growth in premium segments. Growth in high‑margin international luxury can lift RevPAR and franchise/management fees. Marriott Deepens Saudi Luxury Push
- Positive Sentiment: Institutional demand: Assetmark increased its MAR stake in the latest 13F filing, a sign of continued institutional accumulation and vote of confidence. Assetmark Inc. Has $12.08 Million Position
- Neutral Sentiment: Debt listing/notes: A listing references Marriott DL‑Notes (2025/27) — routine bond market activity that affects liquidity and capital structure but isn’t a direct earnings driver unless it signals large new issuance. Marriott International Inc.DL-Notes 2025(25/27) Bond
- Neutral Sentiment: Local/marketing activations: New Courtyard event programming (Phuket) is positive for brand engagement but is a small, localized revenue driver. Introducing “The Summer Social” at Courtyard by Marriott Phuket
- Neutral Sentiment: Industry trend piece (India): Coverage of hotels/airlines entering food delivery in India could signal competitive local moves, but direct impact on Marriott’s global franchise economics is limited for now. Why Indian Hotels and Airlines Are Taking a Slice of Food Delivery Apps
- Neutral Sentiment: Unrelated name overlap: A mining press release references “Marriott” properties sold in Timmins, Ontario — not related to Marriott International and not material. Plato Gold Corp. Announces Closing of Sale
- Negative Sentiment: Analyst view limits upside: Barclays raised its price target to $372 but kept an “equal weight” rating — the PT sits near/below current trading, signaling limited analyst upside and a cautious near‑term outlook. Barclays raises price target on Marriott
Analysts Set New Price Targets
Insiders Place Their Bets
In other Marriott International news, CEO Anthony Capuano sold 63,000 shares of Marriott International stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total value 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 approximately $40,813,498.74. The trade was a 35.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Drew Pinto sold 4,000 shares of Marriott International stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $359.81, for a total transaction of $1,439,240.00. Following the transaction, 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 position. The SEC filing for this sale provides additional information. Insiders have sold a total of 95,540 shares of company stock worth $34,274,055 in the last 90 days. Insiders own 11.43% of the company’s stock.
Marriott International Stock Up 4.3%
Shares of MAR opened at $377.93 on Friday. The company has a market capitalization of $100.12 billion, a P/E ratio of 39.82, a price-to-earnings-growth ratio of 3.18 and a beta of 1.10. The firm has a 50 day moving average of $339.15 and a 200 day moving average of $311.25. Marriott International, Inc. has a twelve month low of $212.53 and a twelve month high of $379.56.
Marriott International (NASDAQ:MAR – Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing the consensus estimate of $2.61 by ($0.03). The firm had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. Marriott International’s revenue was up 4.1% on a year-over-year basis. During the same period last year, the business earned $2.45 EPS. 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, sell-side analysts expect that Marriott International, Inc. will post 10.1 EPS for the current year.
Marriott International Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th were given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, February 26th. Marriott International’s 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.
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