MQS Management LLC Purchases New Shares in Marriott International, Inc. $MAR

MQS Management LLC purchased a new stake in Marriott International, Inc. (NASDAQ:MAR) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 2,572 shares of the company’s stock, valued at approximately $798,000.

Several other hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. lifted its stake in Marriott International by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock worth $5,410,384,000 after acquiring an additional 230,820 shares in the last quarter. Wellington Management Group LLP lifted its stake in Marriott International by 21.7% in the 3rd quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock worth $2,389,635,000 after acquiring an additional 1,637,119 shares in the last quarter. Legal & General Group Plc lifted its stake in Marriott International by 9.3% in the 3rd quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock worth $381,654,000 after acquiring an additional 124,759 shares in the last quarter. Fayez Sarofim & Co lifted its stake in Marriott International by 0.5% in the 3rd quarter. Fayez Sarofim & Co now owns 971,981 shares of the company’s stock worth $256,359,000 after acquiring an additional 4,534 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in Marriott International by 26.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 846,740 shares of the company’s stock worth $220,525,000 after acquiring an additional 175,637 shares in the last quarter. 70.70% of the stock is owned by hedge funds and other institutional investors.

Marriott International Stock Performance

Shares of MAR stock opened at $369.15 on Friday. The stock’s 50 day simple moving average is $347.26 and its 200 day simple moving average is $326.54. Marriott International, Inc. has a twelve month low of $253.55 and a twelve month high of $380.00. The company has a market capitalization of $97.34 billion, a price-to-earnings ratio of 38.74, a PEG ratio of 2.94 and a beta of 1.11.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, beating analysts’ consensus estimates of $2.56 by $0.16. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The business had revenue of $1.81 billion for the quarter, compared to the consensus estimate of $6.59 billion. During the same period last year, the business earned $2.32 EPS. The firm’s revenue was up 6.2% compared to the same quarter last year. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. On average, analysts forecast that Marriott International, Inc. will post 11.66 EPS for the current fiscal year.

Marriott International Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, May 22nd will be paid a $0.73 dividend. This represents a $2.92 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, May 22nd. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio (DPR) is 28.12%.

Key Marriott International News

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

• Positive Sentiment: Zacks Research raised its earnings outlook for multiple future periods, including FY2026, FY2027, FY2028 and several quarterly estimates, signaling confidence in Marriott’s long-term profitability and growth trajectory.
• Positive Sentiment: The firm also lifted estimates for Q1 2027, Q3 2027 and Q4 2027, reinforcing the view that earnings momentum could remain strong beyond the near term.
• Positive Sentiment: Marriott announced 75 signings and 50 openings for Series by Marriott in India with The Fern Hotels & Resorts, adding more than 3,556 rooms and highlighting strong owner demand and international expansion. Article Title
• Positive Sentiment: Additional headlines pointed to improving hotel demand in Asia-Pacific and a new all-inclusive resort project in Riviera Maya, both of which suggest healthy travel demand and ongoing development activity.
• Neutral Sentiment: Zacks trimmed a few near-term estimates, including Q2 2026, Q3 2026, Q4 2026 and Q2 2027, but the changes were modest and were outweighed by the upward revisions to later periods.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on MAR shares. Jefferies Financial Group raised 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. Sanford C. Bernstein raised their price target on Marriott International from $400.00 to $402.00 and gave the stock an “outperform” rating in a research note on Friday, May 15th. JPMorgan Chase & Co. raised their price target on Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a research note on Tuesday, April 21st. Mizuho raised their price target on Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. Finally, Robert W. Baird cut their price target on Marriott International from $388.00 to $386.00 and set a “neutral” rating for the company in a research note on Thursday, May 7th. Eight research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Marriott International presently has an average rating of “Moderate Buy” and an average price target of $381.64.

Insider Buying and Selling at Marriott International

In related news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $361.56, for a total value of $1,084,680.00. Following the transaction, the executive vice president directly owned 19,827 shares of the company’s stock, valued at approximately $7,168,650.12. This trade represents a 13.14% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 11.43% of the company’s stock.

Marriott International 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.