Marriott International, Inc. $MAR Shares Sold by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. cut its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 9.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 75,060 shares of the company’s stock after selling 8,066 shares during the quarter. Assenagon Asset Management S.A.’s holdings in Marriott International were worth $23,287,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in MAR. Brighton Jones LLC increased its stake in Marriott International by 2.5% in the 4th quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock valued at $2,479,000 after purchasing an additional 218 shares in the last quarter. Empowered Funds LLC boosted its position in Marriott International by 39.1% during the first quarter. Empowered Funds LLC now owns 5,805 shares of the company’s stock worth $1,383,000 after purchasing an additional 1,631 shares in the last quarter. Woodline Partners LP grew its holdings in Marriott International by 39.6% in the first quarter. Woodline Partners LP now owns 19,332 shares of the company’s stock valued at $4,605,000 after purchasing an additional 5,480 shares during the last quarter. Intech Investment Management LLC increased its position in shares of Marriott International by 21.8% in the first quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock valued at $1,438,000 after buying an additional 1,079 shares in the last quarter. Finally, Boston Partners acquired a new position in shares of Marriott International during the 2nd quarter worth $196,579,000. Institutional investors and hedge funds own 70.70% of the company’s stock.

More Marriott International News

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

• Positive Sentiment: Marriott Bonvoy formed a partnership with Ethiopian Airlines to broaden loyalty benefits across Africa — a market with growing travel demand that can drive incremental Bonvoy members and room nights. Marriott Bonvoy partners with Ethiopian Airlines
• Positive Sentiment: ASMALLWORLD added a new Marriott Bonvoy benefit for its members, extending curated premium travel perks and potentially increasing engagement among high‑value travelers — positive for loyalty monetization. ASMALLWORLD Introduces New Marriott Bonvoy(R) Benefit for Members
• Positive Sentiment: Marriott was named a 2026 Where You Work Matters Platinum Employer, the highest distinction — a recruiting/retention win that supports operational stability and service quality across its global portfolio. Marriott International Named a 2026 Where You Work Matters Platinum Employer
• Positive Sentiment: Global Partners and Marriott unveiled two luxury branded residences at Dubai Creek — branded residences diversify fee streams (licensing/management) and reinforce Marriott’s luxury pipeline in a high‑value market. Global Partners and Marriott unveil two luxury branded residences in Dubai Creek
• Positive Sentiment: Marriott strengthened its relationship with Sun Group by signing 10 hotels — a meaningful pipeline win that supports medium‑term unit growth and fee revenue. Marriott International and Sun Group Strengthen Strategic Relationship with the Signing of 10 Hotels
• Positive Sentiment: FOUND Hotels (Series by Marriott) conversion in Santa Barbara expands the lifestyle/franchise footprint and brings expanded Bonvoy distribution — incremental low‑capex growth for the brand. Best Western Plus Pepper Tree Inn Santa Barbara Converts to Marriott Lifestyle Brand
• Neutral Sentiment: JW Marriott Marco Island is changing owners in an $835M deal (Sculptor acquisition) — signals strong luxury asset demand but has limited direct impact on Marriott’s fee‑light business model unless management/franchise terms change. JW Marriott Marco Island Beach Resort to sell in $835M deal
• Neutral Sentiment: Marketing/editorial coverage (e.g., destination-weddings trends) highlights Marriott’s execution in niche demand segments — supportive for brand demand but not a near‑term earnings driver. What’s Next in Destination Weddings: Spring 2026 Trends from Mexico & the Caribbean
• Neutral Sentiment: Recent short‑interest reports show contradictory/erroneous zero/share data and NaN changes — appears to be a data glitch, so no clear signal from short interest at this time. (No external link; data item flagged internally.)

Insider Activity at Marriott International

In other Marriott International news, insider David S. Marriott sold 4,747 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $360.00, for a total transaction of $1,708,920.00. Following the transaction, the insider owned 591,669 shares of the company’s stock, valued at $213,000,840. This trade represents a 0.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Anthony Capuano sold 63,000 shares of Marriott International stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the completion of the transaction, the chief executive officer owned 113,617 shares in the company, valued at approximately $40,813,498.74. This trade represents a 35.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 95,540 shares of company stock worth $34,274,055. Corporate insiders own 10.68% of the company’s stock.

Marriott International Stock Performance

Shares of NASDAQ MAR opened at $326.79 on Thursday. The firm has a market cap of $86.59 billion, a P/E ratio of 34.44, a price-to-earnings-growth ratio of 2.86 and a beta of 1.09. Marriott International, Inc. has a 1 year low of $205.40 and a 1 year high of $370.00. The firm’s 50 day moving average price is $331.38 and its 200 day moving average price is $301.84.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). The business had revenue of $6.69 billion for the quarter, compared to analysts’ expectations of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.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 company 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. As a group, equities analysts predict that Marriott International, Inc. will post 10.1 EPS for the current year.

Marriott International Announces Dividend

The firm 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 $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 26th. Marriott International’s dividend payout ratio (DPR) is presently 28.24%.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on MAR. Citigroup increased their price objective on shares of Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research note on Thursday, January 15th. Barclays increased 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 report on Wednesday, February 11th. Wells Fargo & Company lifted their price objective on Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Marriott International in a report on Thursday, January 22nd. Finally, Morgan Stanley boosted their price target on Marriott International from $328.00 to $331.00 and gave the stock an “overweight” rating in a report on Tuesday, March 10th. Two 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 stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price 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.