Anthony Capuano Sells 63,000 Shares of Marriott International (NASDAQ:MAR) Stock

Marriott International, Inc. (NASDAQ:MAR) CEO Anthony Capuano sold 63,000 shares of the business’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 value of $22,630,860.00. Following the transaction, the chief executive officer directly owned 113,617 shares in the company, valued at approximately $40,813,498.74. This trade represents a 35.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Marriott International Trading Down 0.6%

Shares of NASDAQ MAR opened at $347.93 on Friday. Marriott International, Inc. has a 12 month low of $205.40 and a 12 month high of $370.00. The stock has a 50 day moving average of $324.55 and a 200-day moving average of $291.31. The company has a market capitalization of $92.19 billion, a P/E ratio of 36.66, a P/E/G ratio of 3.10 and a beta of 1.13.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.61 by ($0.03). The business had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The company’s revenue for the quarter was up 4.1% compared to the same quarter last year. During the same period in the prior 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. Analysts predict that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Dividend Announcement

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 given a dividend of $0.67 per share. 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 (DPR) is 28.24%.

Hedge Funds Weigh In On Marriott International

Hedge funds and other institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in Marriott International by 1.1% in the third quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock valued at $5,410,384,000 after acquiring an additional 230,820 shares during the last quarter. State Street Corp boosted its holdings in shares of Marriott International by 1.2% in the 2nd quarter. State Street Corp now owns 9,488,566 shares of the company’s stock valued at $2,592,371,000 after purchasing an additional 114,973 shares in the last quarter. Wellington Management Group LLP increased its stake in shares of Marriott International by 21.7% in the 3rd quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock valued at $2,389,635,000 after purchasing an additional 1,637,119 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Marriott International by 2.0% during the 2nd quarter. Geode Capital Management LLC now owns 5,223,539 shares of the company’s stock worth $1,420,308,000 after buying an additional 102,798 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA boosted its stake in Marriott International by 7.2% in the third quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock valued at $1,281,825,000 after buying an additional 330,952 shares in the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Marriott International News Roundup

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

• Positive Sentiment: Management set FY‑2026 and Q1 guidance above some Street expectations, supporting earnings growth expectations and underpinning analyst upgrades. Q4 & FY2024 Results / Guidance
• Positive Sentiment: Multiple brokerages raised price targets or reiterated Buy/Overweight calls after the results, increasing the consensus target and offering support for the stock. MarketBeat Analyst Coverage
• Positive Sentiment: Company declared a quarterly dividend ($0.67/shr; ex‑dividend Feb 26), signaling cash‑return discipline that can attract income‑sensitive investors. Dividend Notice
• Positive Sentiment: Retail/momentum coverage (Zacks/Yahoo pieces) is highlighting MAR as a consumer‑discretionary beneficiary of cooling inflation and stronger travel demand, which can draw retail buying. Yahoo: Consumer Discretionary Picks
• Neutral Sentiment: Q4 results were mixed: revenue modestly beat and was up year‑over‑year, but EPS missed by about $0.03 and margins/ROE metrics raised questions—supports guidance but tempers upside. Nasdaq: Q4 Results
• Neutral Sentiment: Brand and marketing updates (Bonvoy festival experiences; new JW Marriott all‑inclusive) improve engagement but are unlikely to move the stock materially near‑term. MSN: Bonvoy Festival
• Negative Sentiment: Clustered insider selling — large, disclosed sales by CEO Anthony Capuano (63,000 shares) and multiple senior executives (including Rajeev Menon, David Marriott, EVP sales) created visible supply and likely amplified downward pressure on the share price. These are open SEC‑filed sales that can spook investors even when sales are part of pre‑arranged plans. CEO Sale (SEC filing)

Wall Street Analyst Weigh In

MAR has been the subject of several recent research reports. Truist Financial boosted their price target on Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a research note on Wednesday, February 11th. Barclays upped their price target on shares of Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 11th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Marriott International in a research note on Thursday, January 22nd. Wells Fargo & Company increased 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. Finally, Jefferies Financial Group lifted their price target on shares of Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $343.27.

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.