Delta Global Management LP Raises Stake in Marriott International, Inc. $MAR

Delta Global Management LP boosted its holdings in Marriott International, Inc. (NASDAQ:MAR) by 28.3% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,067 shares of the company’s stock after purchasing an additional 1,779 shares during the quarter. Delta Global Management LP’s holdings in Marriott International were worth $2,101,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Catalyst Financial Partners LLC grew its stake in shares of Marriott International by 3.3% in the 3rd quarter. Catalyst Financial Partners LLC now owns 1,104 shares of the company’s stock worth $288,000 after buying an additional 35 shares during the last quarter. Lazari Capital Management Inc. grew its stake in shares of Marriott International by 1.6% in the third quarter. Lazari Capital Management Inc. now owns 2,356 shares of the company’s stock worth $614,000 after acquiring an additional 37 shares during the last quarter. L2 Asset Management LLC increased its holdings in shares of Marriott International by 4.0% during the second quarter. L2 Asset Management LLC now owns 996 shares of the company’s stock valued at $272,000 after acquiring an additional 38 shares in the last quarter. HBK Sorce Advisory LLC raised its position in shares of Marriott International by 1.2% in the 3rd quarter. HBK Sorce Advisory LLC now owns 3,512 shares of the company’s stock worth $935,000 after purchasing an additional 40 shares during the last quarter. Finally, RMR Wealth Builders boosted its stake in Marriott International by 3.8% in the 3rd quarter. RMR Wealth Builders now owns 1,147 shares of the company’s stock worth $299,000 after purchasing an additional 42 shares in the last quarter. 70.70% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have weighed in on MAR. Sanford C. Bernstein raised their price objective on shares of Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Citigroup raised their price target on shares of Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research report on Thursday, January 15th. Weiss Ratings restated a “buy (b-)” rating on shares of Marriott International in a report on Thursday, January 22nd. Jefferies Financial Group increased their target price on Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Finally, Evercore boosted their price target on Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a research note on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $343.47.

Marriott International Stock Up 2.6%

Shares of Marriott International stock opened at $321.84 on Tuesday. Marriott International, Inc. has a twelve month low of $205.40 and a twelve month high of $370.00. The company’s 50 day moving average is $331.14 and its 200 day moving average is $299.23. The company has a market cap of $85.28 billion, a price-to-earnings ratio of 33.91, a price-to-earnings-growth ratio of 2.77 and a beta of 1.09.

Marriott International (NASDAQ:MAR) last announced its 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 company had revenue of $6.69 billion for the quarter, compared to analysts’ expectations of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. Marriott International’s quarterly revenue was up 4.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.45 earnings per share. 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 expect that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Announces Dividend

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

Insider Buying and Selling at Marriott International

In other Marriott International news, EVP Drew Pinto sold 4,000 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $359.81, for a total transaction of $1,439,240.00. Following the completion of the sale, the executive vice president directly owned 8,221 shares in the company, valued at $2,957,998.01. The trade was a 32.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider William P. Brown sold 9,456 shares of the stock in a transaction that occurred 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 transaction, the insider owned 11,000 shares in the company, valued at $3,940,750. This trade represents a 46.23% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 95,540 shares of company stock worth $34,274,055. 10.68% of the stock is owned by corporate 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.