NEOS Investment Management LLC Boosts Stake in Marriott International, Inc. $MAR

NEOS Investment Management LLC boosted its stake in shares of Marriott International, Inc. (NASDAQ:MAR) by 9.9% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 194,871 shares of the company’s stock after purchasing an additional 17,546 shares during the period. NEOS Investment Management LLC’s holdings in Marriott International were worth $72,217,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank bought a new position in shares of Marriott International in the fourth quarter worth approximately $812,570,000. World Investment Advisors boosted its holdings in Marriott International by 130.8% in the 4th quarter. World Investment Advisors now owns 16,014 shares of the company’s stock worth $4,968,000 after buying an additional 9,075 shares during the period. Jefferies Financial Group Inc. raised its holdings in Marriott International by 183.7% during the fourth quarter. Jefferies Financial Group Inc. now owns 56,180 shares of the company’s stock valued at $17,429,000 after acquiring an additional 36,380 shares during the period. Dai ichi Life Insurance Company Ltd lifted its position in shares of Marriott International by 37.7% in the first quarter. Dai ichi Life Insurance Company Ltd now owns 12,686 shares of the company’s stock valued at $4,149,000 after acquiring an additional 3,476 shares in the last quarter. Finally, Hsbc Holdings PLC boosted its stake in shares of Marriott International by 62.7% in the fourth quarter. Hsbc Holdings PLC now owns 640,350 shares of the company’s stock worth $199,069,000 after acquiring an additional 246,681 shares during the period. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Marriott International News Roundup

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

• Positive Sentiment: Marriott opened two hotels in Uganda, marking the company’s brand debut in the country. The expansion increases Marriott’s presence in an emerging African market and supports long-term room-growth and fee revenue. Marriott opens two hotels in Uganda
• Positive Sentiment: Pacifica Hotels signed a franchise agreement to develop the Westin Hokkaido Furano Resort in Japan. The project expands Marriott’s luxury resort pipeline through an asset-light franchise model, which can add fee income without requiring substantial company-owned capital. Westin Hokkaido Furano Resort franchise agreement
• Positive Sentiment: Marriott and LG Electronics will pilot a cloud-based, in-room entertainment platform at approximately 40 hotels. The initiative could improve the guest experience and provide a foundation for additional digital services, although near-term financial benefits are likely limited. LG and Marriott hotel TV platform pilot
• Neutral Sentiment: Erste Group Bank issued a fiscal 2026 earnings estimate for Marriott, providing fresh analyst modeling but no clear change to the company’s outlook. FY2026 earnings estimate for MAR
• Neutral Sentiment: Wolfe Research initiated coverage with a “Peer Perform” or hold-equivalent rating, suggesting analysts see fairly balanced upside and downside at current valuation levels. Wolfe Research Marriott coverage
• Negative Sentiment: A Zacks review noted that MAR remained lower since its most recent earnings report, indicating lingering investor concerns despite Marriott’s quarterly earnings beat and continued revenue growth. Why Marriott is down since its earnings report

Marriott International Trading Up 0.9%

Shares of Marriott International stock opened at $336.07 on Friday. The firm has a market cap of $87.64 billion, a PE ratio of 34.83, a PEG ratio of 2.51 and a beta of 1.11. The stock has a 50 day moving average of $362.64 and a 200 day moving average of $358.56. Marriott International, Inc. has a 12 month low of $256.76 and a 12 month high of $410.98.

Marriott International (NASDAQ:MAR) last released its quarterly earnings data on Monday, August 3rd. The company reported $3.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.08 by $0.11. The business had revenue of $2.01 billion for the quarter, compared to the consensus estimate of $7.19 billion. Marriott International had a negative return on equity of 75.81% and a net margin of 9.62%.The company’s revenue was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.65 EPS. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS. As a group, equities research analysts forecast that Marriott International, Inc. will post 11.7 earnings per share for the current fiscal year.

Marriott International Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Thursday, August 20th will be paid a dividend of $0.73 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $2.92 dividend on an annualized basis and a yield of 0.9%. Marriott International’s dividend payout ratio is presently 30.26%.

Wall Street Analyst Weigh In

Several analysts recently issued reports on MAR shares. Wells Fargo & Company decreased their target price on Marriott International from $449.00 to $425.00 and set an “overweight” rating on the stock in a research note on Tuesday, August 4th. Morgan Stanley upped their price target on Marriott International from $353.00 to $380.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. JPMorgan Chase & Co. lifted their price objective on shares of Marriott International from $387.00 to $400.00 and gave the company a “neutral” rating in a research report on Tuesday, July 21st. Mizuho lowered their target price on shares of Marriott International from $384.00 to $374.00 and set a “neutral” rating on the stock in a report on Tuesday, August 4th. Finally, Wolfe Research assumed coverage on shares of Marriott International in a research note on Wednesday. They set a “hold” rating for the company. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $385.65.

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.