Rakuten Investment Management Inc. Cuts Stock Holdings in Marriott International, Inc. $MAR

Rakuten Investment Management Inc. lowered its position in Marriott International, Inc. (NASDAQ:MAR) by 33.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 44,124 shares of the company’s stock after selling 22,027 shares during the period. Rakuten Investment Management Inc.’s holdings in Marriott International were worth $13,873,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Frederick Financial Consultants LLC boosted its stake in Marriott International by 0.8% in the fourth quarter. Frederick Financial Consultants LLC now owns 3,531 shares of the company’s stock worth $1,095,000 after buying an additional 28 shares in the last quarter. Transamerica Financial Advisors LLC boosted its stake in Marriott International by 34.8% in the fourth quarter. Transamerica Financial Advisors LLC now owns 120 shares of the company’s stock worth $37,000 after buying an additional 31 shares in the last quarter. Optimize Financial Inc boosted its stake in Marriott International by 1.4% in the fourth quarter. Optimize Financial Inc now owns 2,284 shares of the company’s stock worth $709,000 after buying an additional 32 shares in the last quarter. Bridges Investment Management Inc. boosted its stake in Marriott International by 1.0% in the fourth quarter. Bridges Investment Management Inc. now owns 3,277 shares of the company’s stock worth $1,017,000 after buying an additional 32 shares in the last quarter. Finally, Riversedge Advisors LLC boosted its stake in Marriott International by 3.0% in the fourth quarter. Riversedge Advisors LLC now owns 1,149 shares of the company’s stock worth $357,000 after buying an additional 33 shares in the last quarter. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have issued reports on MAR shares. Robert W. Baird cut their target price 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. JPMorgan Chase & Co. upped their target price on Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a research note on Tuesday, April 21st. Morgan Stanley upped their target price on Marriott International from $350.00 to $353.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 12th. UBS Group boosted their price objective on Marriott International from $336.00 to $412.00 and gave the company a “neutral” rating in a research report on Monday. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Marriott International in a research report on Monday, May 11th. Eight investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, Marriott International currently has a consensus rating of “Moderate Buy” and an average target price of $384.73.

Marriott International Stock Down 0.5%

Shares of Marriott International stock opened at $400.63 on Tuesday. The company has a market cap of $105.64 billion, a PE ratio of 42.04, a P/E/G ratio of 3.20 and a beta of 1.10. The business has a 50 day moving average of $367.02 and a 200 day moving average of $337.99. Marriott International, Inc. has a 52 week low of $253.76 and a 52 week high of $410.98.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, beating the consensus estimate 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 firm had revenue of $1.81 billion during the quarter, compared to the consensus estimate of $6.59 billion. During the same period last year, the company earned $2.32 earnings per share. The company’s revenue was up 6.2% on a year-over-year basis. 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, research analysts anticipate that Marriott International, Inc. will post 11.64 earnings per share for the current year.

Marriott International Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Friday, May 22nd will be issued a dividend of $0.73 per share. The ex-dividend date is Friday, May 22nd. This is a boost from Marriott International’s previous quarterly dividend of $0.67. This represents a $2.92 annualized dividend and a dividend yield of 0.7%. Marriott International’s dividend payout ratio is 30.64%.

Insider Buying and Selling at Marriott International

In other news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the completion of the transaction, the executive vice president directly owned 19,827 shares in the company, valued at $7,168,650.12. This trade represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 11.43% of the stock is owned by insiders.

About Marriott International

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.