Marriott International, Inc. $MAR Shares Sold by Covea Finance

Covea Finance lowered its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 5.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 106,958 shares of the company’s stock after selling 6,400 shares during the quarter. Marriott International makes up approximately 1.1% of Covea Finance’s holdings, making the stock its 28th largest position. Covea Finance’s holdings in Marriott International were worth $33,183,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Triumph Capital Management bought a new position in shares of Marriott International during the third quarter worth about $28,000. Darwin Wealth Management LLC bought a new stake in Marriott International in the 2nd quarter valued at about $37,000. Root Financial Partners LLC acquired a new position in Marriott International during the 3rd quarter valued at about $41,000. Smallwood Wealth Investment Management LLC grew its position in Marriott International by 312.5% in the 3rd quarter. Smallwood Wealth Investment Management LLC now owns 165 shares of the company’s stock worth $43,000 after purchasing an additional 125 shares during the last quarter. Finally, ORG Wealth Partners LLC acquired a new stake in shares of Marriott International in the third quarter valued at approximately $44,000. 70.70% of the stock is owned by institutional investors and hedge funds.

Marriott International Stock Down 1.6%

Shares of Marriott International stock opened at $319.76 on Friday. The business has a fifty day simple moving average of $331.15 and a 200-day simple moving average of $300.34. Marriott International, Inc. has a fifty-two week low of $205.40 and a fifty-two week high of $370.00. The firm has a market cap of $84.73 billion, a price-to-earnings ratio of 33.69, a price-to-earnings-growth ratio of 2.86 and a beta of 1.09.

Marriott International (NASDAQ:MAR) last released its 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 negative return on equity of 84.23% and a net margin of 9.93%.The firm had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. During the same period in the previous year, the firm earned $2.45 earnings per share. Marriott International’s 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. Analysts anticipate that Marriott International, Inc. will post 10.1 earnings per share for the current fiscal year.

Marriott International Dividend Announcement

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

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the company. The Goldman Sachs Group increased their price objective on Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. JPMorgan Chase & Co. boosted their price target on Marriott International from $323.00 to $356.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 11th. Jefferies Financial Group increased their price target on Marriott International from $357.00 to $415.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. BMO Capital Markets upgraded shares of Marriott International from a “market perform” rating to an “outperform” rating and lifted their price objective for the company from $285.00 to $370.00 in a research note on Friday, January 9th. Finally, Citigroup upped their price objective on shares of Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a report on Thursday, January 15th. Two investment 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 company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $343.47.

Insider Activity

In other news, insider Rajeev Menon sold 3,492 shares of the firm’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 completion of the sale, the insider directly owned 6,000 shares of the company’s stock, valued at $2,124,000. This trade represents a 36.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Drew Pinto sold 4,000 shares of Marriott International stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $359.81, for a total value of $1,439,240.00. Following the completion of the transaction, the executive vice president owned 8,221 shares in the company, valued at $2,957,998.01. The trade was a 32.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 95,540 shares of company stock valued at $34,274,055 in the last ninety days. 10.68% of the stock is owned by company insiders.

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.