Cibc World Market Inc. Buys 8,994 Shares of Marriott International, Inc. $MAR

Cibc World Market Inc. raised its stake in Marriott International, Inc. (NASDAQ:MAR) by 177.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,071 shares of the company’s stock after purchasing an additional 8,994 shares during the quarter. Cibc World Market Inc.’s holdings in Marriott International were worth $3,665,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Norges Bank bought a new stake in Marriott International during the second quarter worth $638,968,000. Boston Partners bought a new stake in shares of Marriott International in the 2nd quarter valued at about $196,579,000. Massachusetts Financial Services Co. MA grew its holdings in Marriott International by 7.2% during the third quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock worth $1,281,825,000 after purchasing an additional 330,952 shares during the period. Laurel Wealth Advisors LLC increased its position in Marriott International by 27,221.0% during the second quarter. Laurel Wealth Advisors LLC now owns 315,558 shares of the company’s stock worth $86,214,000 after buying an additional 314,403 shares during the last quarter. Finally, Vanguard Group Inc. raised its stake in Marriott International by 1.5% in the second quarter. Vanguard Group Inc. now owns 20,543,195 shares of the company’s stock valued at $5,612,606,000 after buying an additional 306,717 shares during the period. Institutional investors and hedge funds own 70.70% of the company’s stock.

Insider Buying and Selling at Marriott International

In related news, CAO Felitia Lee sold 1,617 shares of the business’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $305.98, for a total value of $494,769.66. Following the transaction, the chief accounting officer directly owned 4,893 shares of the company’s stock, valued at approximately $1,497,160.14. The trade was a 24.84% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 10.68% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research firms have weighed in on MAR. Morgan Stanley increased their price target on shares of Marriott International from $296.00 to $328.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Wells Fargo & Company lifted their price target on Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Barclays upped their price objective on Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a report on Wednesday, February 11th. BMO Capital Markets raised shares of Marriott International from a “market perform” rating to an “outperform” rating and boosted their target price for the company from $285.00 to $370.00 in a research report on Friday, January 9th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, Marriott International has a consensus rating of “Moderate Buy” and an average price target of $343.27.

Marriott International Stock Down 0.3%

NASDAQ:MAR opened at $353.89 on Monday. Marriott International, Inc. has a twelve month low of $205.40 and a twelve month high of $370.00. The firm has a market capitalization of $93.77 billion, a PE ratio of 37.29, a price-to-earnings-growth ratio of 3.07 and a beta of 1.13. The stock’s 50-day simple moving average is $318.27 and its 200 day simple moving average is $288.45.

Marriott International (NASDAQ:MAR) last posted its earnings results on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing the consensus estimate of $2.61 by ($0.03). Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The business had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. During the same quarter in the prior year, the business earned $2.45 earnings per share. The firm’s quarterly revenue 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. On average, analysts anticipate that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Dividend Announcement

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

Key Headlines Impacting Marriott International

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

• Positive Sentiment: Zacks upgraded MAR to a Zacks Rank #2 (Buy), citing improving earnings prospects — a near-term catalyst for bullish sentiment and buying interest. Marriott (MAR) Upgraded to Buy
• Positive Sentiment: An analyst upgrade helped push MAR to a new 52‑week high recently, reflecting renewed investor optimism after earnings/guidance and upgrade flow. Marriott Sets New 52-Week High After Analyst Upgrade
• Positive Sentiment: Broader consumer-sentiment improvement (6‑month high) and easing inflation expectations are boosting discretionary stocks, and MAR is highlighted among names seeing upbeat earnings revisions tied to potential rate cuts. Consumer Sentiment Hits 6-Month High
• Positive Sentiment: Regional growth remains a tailwind: Marriott reported record growth in the APEC/Asia‑Pacific regions (India a major contributor to the development pipeline), supporting longer‑term room count and fee revenue growth. Marriott Sees Strong Growth in Asia Pacific
• Positive Sentiment: Board declared a quarterly cash dividend of $0.67/share (ex‑dividend Feb 26), providing an income component for shareholders and signaling confidence in cash flow. Marriott Declares Quarterly Cash Dividend
• Positive Sentiment: Brand expansion continues with openings such as the Crystal Cove Barbados Tribute Portfolio all‑inclusive resort — incremental unit growth supports fee-based revenue over time. Marriott Opens Crystal Cove Barbados
• Neutral Sentiment: Management says it is “actively investing” in AI and migrating systems — this should improve operating efficiency and guest experiences over time but is execution‑dependent. Marriott Actively Investing in AI
• Neutral Sentiment: Q4 results were mixed: revenue modestly beat estimates while EPS slightly missed ($2.58 vs. $2.61); management still provided FY‑2026 EPS guidance (11.320–11.570) and Q1 guidance, which anchors expectations but leaves room for investor reaction. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Some market commentary argues MAR may be extended after the rally (“overstayed in the buy zone”), highlighting valuation risk (elevated P/E and PEG) that could pressure the stock if growth or margin upside disappoints. Marriott Has Overstayed in the Buy Zone

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.