Alliancebernstein L.P. Has $430.61 Million Stake in Marriott International, Inc. $MAR

Alliancebernstein L.P. cut its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 1.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,653,380 shares of the company’s stock after selling 32,052 shares during the quarter. Alliancebernstein L.P. owned about 0.62% of Marriott International worth $430,606,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of MAR. Norges Bank bought a new position in shares of Marriott International in the 2nd quarter worth about $638,968,000. Wellington Management Group LLP grew its stake in Marriott International by 21.7% during the third quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock worth $2,389,635,000 after purchasing an additional 1,637,119 shares during the period. Boston Partners bought a new stake in Marriott International in the second quarter worth approximately $196,579,000. Massachusetts Financial Services Co. MA lifted 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 during the period. Finally, Laurel Wealth Advisors LLC boosted its holdings in shares of Marriott International by 27,221.0% during the 2nd 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 in the last quarter. Institutional investors and hedge funds own 70.70% of the company’s stock.

Marriott International Trading Down 0.8%

NASDAQ MAR opened at $313.81 on Monday. The company has a market cap of $83.15 billion, a P/E ratio of 33.07, a PEG ratio of 2.77 and a beta of 1.09. The company has a fifty day simple moving average of $330.93 and a 200 day simple moving average of $298.87. Marriott International, Inc. has a 12-month low of $205.40 and a 12-month high of $370.00.

Marriott International (NASDAQ:MAR) last released its quarterly earnings data on Tuesday, February 10th. The company reported $2.58 earnings per share 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 negative return on equity of 84.23% and a net margin of 9.93%.The business’s quarterly revenue was up 4.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $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. Sell-side analysts predict that Marriott International, Inc. will post 10.1 EPS for the current year.

Marriott International Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders 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 dividend on an annualized basis and a yield of 0.9%. Marriott International’s payout ratio is 28.24%.

Trending Headlines about Marriott International

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

• Positive Sentiment: Signed a landmark agreement with KS Hotels that expands Marriott’s management/franchise pipeline and regional footprint — supports future fee revenue and unit growth. Marriott International Signs Landmark Agreement with KS Hotels
• Positive Sentiment: Morgan Stanley published a bullish forecast for MAR, which could underpin upside if fundamentals and RevPAR trends stay healthy. Morgan Stanley Forecasts Strong Price Appreciation for Marriott International (NASDAQ:MAR) Stock
• Positive Sentiment: EB-5 repayment milestones tied to Marriott-branded projects (LA Agoura Hills and Nashville Virgin) signal smoother capital outcomes for developer-financed properties, reducing some project-level financing risk. Repayment Milestones for JF19 – LA Agoura Hills Marriott Hotels and JF23 – Nashville Virgin Hotel
• Neutral Sentiment: Management presented at the J.P. Morgan Gaming, Lodging, Restaurant & Leisure forum — useful for investor updates but no new guidance beyond prior FY26 outlook. Marriott International, Inc. (MAR) Presents at J.P. Morgan Gaming, Lodging, Restaurant, and Leisure Management Access Forum Transcript
• Neutral Sentiment: Marketing and loyalty initiatives (Bonvoy Pacific Coast portfolio and “Secret Concierge II” campaign) help brand and demand generation but are longer-term revenue drivers. Marriott Bonvoy Elevates the Pacific Coast in Riviera Nayarit & Puerto Vallarta with its Premium Portfolio Marriott Bonvoy’s “Secret Concierge II” Sends Fans on a Global Chase
• Negative Sentiment: Sector selloff tied to the Iran conflict has pressured hotel stocks including Marriott; analysts note limited direct Middle East exposure but short-term risk aversion and travel sentiment weakness have dragged multiples. Marriott, Other Hotel Stocks Have Tumbled During the Iran War. Why They Could Rebound. Marriott, Other Hotel Stocks Have Tumbled During the Iran War. Why They Could Rebound.
• Negative Sentiment: Legal risk: Marriott faces a lawsuit alleging wrongful termination after reporting discrimination — potential reputational and legal costs if escalates. Marriott faces lawsuit for allegedly firing employee who reported discrimination
• Negative Sentiment: Analyst/market commentary highlights MAR is down since the recent earnings release (minor EPS miss and guidance in line) — amplifies near-term selling and raises focus on upcoming quarters for evidence of revenue and margin traction. Marriott (MAR) Down 9% Since Last Earnings Report: Can It Rebound? Marriott (MAR) Down 9% Since Last Earnings Report: Can It Rebound?

Insider Activity

In related news, insider William P. Brown sold 9,456 shares of the company’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total transaction of $3,387,612.00. Following the completion of the sale, the insider owned 11,000 shares in the company, valued at approximately $3,940,750. This represents a 46.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Benjamin T. Breland sold 2,000 shares of the stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $358.03, for a total value of $716,060.00. Following the completion of the sale, the executive vice president directly owned 26,399 shares of the company’s stock, valued at $9,451,633.97. The trade was a 7.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 95,540 shares of company stock worth $34,274,055. Company insiders own 10.68% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on MAR shares. Jefferies Financial Group lifted their price objective on shares of Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Sanford C. Bernstein increased their target price 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. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Marriott International in a research note on Thursday, January 22nd. Wells Fargo & Company upped their price objective on shares of Marriott International from $353.00 to $403.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Finally, JPMorgan Chase & Co. raised their target price on Marriott International from $323.00 to $356.00 and gave the company a “neutral” rating in a research note on Wednesday, February 11th. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $343.47.

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.