Dimensional Fund Advisors LP Grows Position in Marriott International, Inc. $MAR

Dimensional Fund Advisors LP increased its holdings in shares of Marriott International, Inc. (NASDAQ:MAR) by 11.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 712,692 shares of the company’s stock after purchasing an additional 73,252 shares during the quarter. Dimensional Fund Advisors LP owned 0.27% of Marriott International worth $185,662,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of MAR. Vanguard Group Inc. raised its stake in shares of Marriott International by 1.1% in the 3rd 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 period. State Street Corp boosted its position in shares of Marriott International by 1.2% during the 2nd quarter. State Street Corp now owns 9,488,566 shares of the company’s stock worth $2,592,371,000 after purchasing an additional 114,973 shares during the period. Geode Capital Management LLC increased its holdings in Marriott International by 2.0% in the 2nd quarter. Geode Capital Management LLC now owns 5,223,539 shares of the company’s stock valued at $1,420,308,000 after purchasing an additional 102,798 shares during the last quarter. Massachusetts Financial Services Co. MA raised its position 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 purchasing an additional 330,952 shares during the period. Finally, Invesco Ltd. lifted its stake in Marriott International by 5.0% during the second quarter. Invesco Ltd. now owns 4,330,656 shares of the company’s stock worth $1,183,178,000 after purchasing an additional 206,820 shares in the last quarter. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Trending Headlines about Marriott International

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

• Positive Sentiment: Large development pipeline — Marriott signed 102 hotel deals in South Asia during 2025, strengthening its franchise/management fee pipeline in a fast‑growing region which supports future fee revenue and international growth. Marriott Signs 102 Hotel Deals in South Asia in 2025
• Positive Sentiment: Luxury brand expansion — Marriott signed an agreement to debut St. Regis Hotels & Resorts in New Zealand, extending its high‑margin luxury footprint and brand visibility in a tourism market. Marriott International Signs Agreement to Debut St. Regis Hotels & Resorts in New Zealand
• Positive Sentiment: Regional growth push — Marriott announced significant expansion plans across the Caribbean and Latin America, adding distribution that should boost future fee income and global scale. Marriott Announces Significant Growth and Strategic Expansion in the Caribbean and Latin America
• Positive Sentiment: India pipeline via partner tie‑ups — SAMHI Hotels’ purchase of RARE India and its tie‑up with Marriott to manage a heritage portfolio expands Marriott’s branded presence in India through third‑party operators/franchise partners. SAMHI Hotels buys 70% stake in RARE India, signs Marriott tie-up for heritage portfolio
• Neutral Sentiment: Leadership transition context — an exit interview with CFO Leeny Oberg highlights succession planning and a long, stable tenure; investors will watch the transition but this reads as orderly. Exit Interview: Marriott CFO Leeny Oberg reflects on decades-long career
• Neutral Sentiment: Industry demand signal — a report that Nokomis Capital initiated a stake in Apple Hospitality REIT cites steady demand for Marriott‑branded hotels, a positive industry datapoint but indirect for MAR. Nokomis Capital Initiates Stake in Apple Hospitality REIT as Marriott and Hilton Hotels Drive Steady Demand
• Neutral Sentiment: Unrelated corporate move — James Hunter’s retirement at Marriott Vacations Worldwide (MVW) is notable for MVW shareholders but has limited direct impact on Marriott International. James Hunter to Transition from Role as General Counsel After Nearly 20 Years with Marriott Vacations Worldwide
• Negative Sentiment: Legal risk — Marriott is actively litigating in a privacy case and is seeking to disqualify plaintiffs’ firms, underscoring ongoing legal exposure and potential costs or reputational risk that can weigh on the stock. Marriott Looks to Disqualify Plaintiffs’ Firms in Privacy Fight

Marriott International Price Performance

MAR opened at $323.80 on Monday. The business has a fifty day moving average price of $329.94 and a 200 day moving average price of $296.97. Marriott International, Inc. has a 12 month low of $205.40 and a 12 month high of $370.00. The stock has a market capitalization of $85.80 billion, a price-to-earnings ratio of 34.12, a PEG ratio of 2.86 and a beta of 1.09.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings results 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 net margin of 9.93% and a negative return on equity of 84.23%. The company had revenue of $6.69 billion during the quarter, compared to analyst estimates of $6.67 billion. During the same period in the prior year, the business earned $2.45 EPS. Marriott International’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 anticipate that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Marriott International Dividend Announcement

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

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on MAR. Barclays lifted their price objective on Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 11th. Truist Financial raised their target price on Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a report on Wednesday, February 11th. Citigroup boosted their price target on shares of Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Sanford C. Bernstein increased their price target on shares of Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Finally, Morgan Stanley lifted their price objective 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. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $343.27.

Insider Buying and Selling

In other news, EVP Drew Pinto sold 4,000 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $359.81, for a total value of $1,439,240.00. Following the sale, the executive vice president directly owned 8,221 shares in the company, valued at approximately $2,957,998.01. This trade represents a 32.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Rajeev Menon sold 3,492 shares of the business’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $354.00, for a total transaction of $1,236,168.00. Following the transaction, the insider owned 6,000 shares of the company’s stock, valued at approximately $2,124,000. The trade was a 36.79% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 97,157 shares of company stock worth $34,768,825. Corporate insiders own 10.68% of the company’s stock.

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.