Lansforsakringar Fondforvaltning AB publ Buys 4,067 Shares of Marriott International, Inc. $MAR

Lansforsakringar Fondforvaltning AB publ grew its stake in Marriott International, Inc. (NASDAQ:MAR) by 5.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 73,759 shares of the company’s stock after acquiring an additional 4,067 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in Marriott International were worth $19,210,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Jackson Grant Investment Advisers Inc. acquired a new stake in Marriott International in the third quarter worth $104,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in Marriott International by 10.1% during the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,521 shares of the company’s stock worth $917,000 after acquiring an additional 324 shares in the last quarter. China Universal Asset Management Co. Ltd. grew its stake in Marriott International by 15.2% in the third quarter. China Universal Asset Management Co. Ltd. now owns 7,166 shares of the company’s stock valued at $1,866,000 after acquiring an additional 947 shares during the period. ICICI Prudential Asset Management Co Ltd increased its holdings in shares of Marriott International by 21.4% in the third quarter. ICICI Prudential Asset Management Co Ltd now owns 4,168 shares of the company’s stock worth $1,086,000 after acquiring an additional 736 shares in the last quarter. Finally, Wealth Alliance LLC raised its position in shares of Marriott International by 8.6% during the third quarter. Wealth Alliance LLC now owns 1,300 shares of the company’s stock worth $339,000 after purchasing an additional 103 shares during the period. Institutional investors and hedge funds own 70.70% of the company’s stock.

Insiders Place Their Bets

In other Marriott International news, insider Rajeev Menon sold 3,492 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $354.00, for a total value of $1,236,168.00. Following the transaction, the insider directly owned 6,000 shares in the company, valued at $2,124,000. The trade was a 36.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Drew Pinto sold 4,000 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $359.81, for a total transaction of $1,439,240.00. Following the completion of the transaction, the executive vice president directly owned 8,221 shares in the company, valued at approximately $2,957,998.01. This represents a 32.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 98,030 shares of company stock worth $35,032,104 in the last three months. Insiders own 10.68% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. The Goldman Sachs Group increased their target price on Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. Sanford C. Bernstein increased their target price on Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Truist Financial boosted their price target on Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a report on Wednesday, February 11th. Finally, Wells Fargo & Company lifted their target price on Marriott International from $353.00 to $403.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $343.27.

Trending Headlines about Marriott International

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)

Marriott International Stock Performance

MAR opened at $347.93 on Monday. The business’s 50-day simple moving average is $324.55 and its 200 day simple moving average is $291.74. The firm has a market capitalization of $92.19 billion, a PE ratio of 36.66, a PEG ratio of 3.07 and a beta of 1.13. Marriott International, Inc. has a 52-week low of $205.40 and a 52-week high of $370.00.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings data 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 negative return on equity of 84.23% and a net margin of 9.93%.The company had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. During the same quarter in the prior year, the company earned $2.45 EPS. 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. On average, research analysts forecast that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Marriott International Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Thursday, February 26th will be paid a dividend of $0.67 per share. The ex-dividend date is Thursday, February 26th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Marriott International’s payout ratio is currently 28.24%.

Marriott International Company 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.