AlTi Global Inc. Invests $900,000 in Marriott International, Inc. $MAR

AlTi Global Inc. acquired a new position in Marriott International, Inc. (NASDAQ:MAR) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 3,455 shares of the company’s stock, valued at approximately $900,000.

Other large investors have also recently bought and sold shares of the company. Lazari Capital Management Inc. increased its holdings in shares of Marriott International by 1.6% during the 3rd quarter. Lazari Capital Management Inc. now owns 2,356 shares of the company’s stock worth $614,000 after purchasing an additional 37 shares during the period. L2 Asset Management LLC increased its stake in Marriott International by 4.0% during the second quarter. L2 Asset Management LLC now owns 996 shares of the company’s stock valued at $272,000 after acquiring an additional 38 shares during the period. AE Wealth Management LLC raised its holdings in Marriott International by 2.5% in the 2nd quarter. AE Wealth Management LLC now owns 1,622 shares of the company’s stock valued at $443,000 after acquiring an additional 40 shares in the last quarter. HBK Sorce Advisory LLC grew its holdings in shares of Marriott International by 1.2% during the 3rd quarter. HBK Sorce Advisory LLC now owns 3,512 shares of the company’s stock worth $935,000 after purchasing an additional 40 shares in the last quarter. Finally, Connable Office Inc. increased its position in shares of Marriott International by 0.3% during the second quarter. Connable Office Inc. now owns 11,766 shares of the company’s stock valued at $3,215,000 after purchasing an additional 41 shares during the period. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Marriott International Stock Performance

Shares of NASDAQ:MAR opened at $359.35 on Wednesday. The business has a fifty day moving average of $314.82 and a 200-day moving average of $286.70. Marriott International, Inc. has a twelve month low of $205.40 and a twelve month high of $363.54. The firm has a market cap of $96.43 billion, a PE ratio of 37.95, a price-to-earnings-growth ratio of 2.90 and a beta of 1.13.

Marriott International (NASDAQ:MAR) last issued 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 negative return on equity of 89.29% and a net margin of 10.07%.The company had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. During the same period in the prior year, the company earned $2.45 EPS. The firm’s revenue 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. On average, analysts anticipate that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have weighed in on MAR shares. Sanford C. Bernstein lifted their price target on shares of Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Evercore lifted their target price on shares of Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research report on Thursday, January 22nd. Wells Fargo & Company initiated coverage on shares of Marriott International in a research note on Tuesday, November 18th. They set an “overweight” rating and a $329.00 price target for the company. Citigroup upped their price objective on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research note on Thursday, January 15th. Finally, Morgan Stanley raised their target price on Marriott International from $296.00 to $328.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Three equities research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $316.19.

Marriott International News Summary

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

• Positive Sentiment: Revenue beat and upbeat full‑year guidance — Q4 revenue of $6.69B topped estimates and Marriott issued FY‑2026 EPS guidance of $11.32–11.57 (slightly above consensus), supporting a bullish view on earnings power. Marriott International Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: International and luxury demand drove RevPAR gains — management highlighted stronger international travel and luxury segment performance, which helped RevPAR rise ~6.1% internationally and underpins revenue growth expectations. Marriott Revenue Climbs on International, Luxury Strength
• Positive Sentiment: Analyst bullishness: BMO reiterated Buy and raised the price target to $400, citing stronger‑than‑expected 2026 growth and fee upside (co‑branded card royalties, loyalty program). This supports further upside expectations. Marriott: Stronger-Than-Expected 2026 Growth and Fee Upside Underpin Buy Rating
• Positive Sentiment: Unusually large options activity — nearly 50k call contracts traded, signaling short‑term bullish sentiment from traders and adding momentum to the stock move. (Transaction summary reported in market filings / trade data.)
• Neutral Sentiment: Sector tailwinds: Market commentary points to a broader travel rebound in 2026 (events, premium travel and business travel recovery) that favors hotel operators like Marriott. 3 Stocks to Play the Summer Travel Boom as Demand Surges Again
• Negative Sentiment: EPS slightly missed — adjusted EPS of $2.58 missed the $2.61 consensus by a few cents, tempering the headline beat on revenue and leaving near‑term valuation sensitivity. Marriott Q4 Earnings Lag Estimates, Revenues Top, RevPAR Rises Y/Y
• Negative Sentiment: U.S. business travel weakness and government‑shutdown drag — management warned U.S. room revenue growth will be soft as business travel lags, and the recent government shutdown dented Q4 corporate demand. This is a potential headwind to domestic RevPAR and short‑term growth. Marriott projects weak room revenue growth on sluggish US budget travel demand

Insider Buying and Selling at Marriott International

In other news, CAO Felitia Lee sold 1,617 shares of the business’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $305.98, for a total transaction of $494,769.66. Following the completion of the sale, the chief accounting officer owned 4,893 shares in the company, valued at $1,497,160.14. The trade was a 24.84% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 10.68% of the stock is currently owned by insiders.

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.