Marriott International, Inc. $MAR Shares Sold by United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund lessened its holdings in Marriott International, Inc. (NASDAQ:MAR) by 9.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 243,798 shares of the company’s stock after selling 24,478 shares during the quarter. Marriott International accounts for approximately 2.3% of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings, making the stock its 12th largest holding. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund owned 0.09% of Marriott International worth $63,495,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of MAR. Catalyst Financial Partners LLC grew its position in Marriott International by 3.3% during the 3rd quarter. Catalyst Financial Partners LLC now owns 1,104 shares of the company’s stock worth $288,000 after purchasing an additional 35 shares during the last quarter. Lazari Capital Management Inc. lifted its stake in shares of Marriott International by 1.6% during the third quarter. Lazari Capital Management Inc. now owns 2,356 shares of the company’s stock worth $614,000 after buying an additional 37 shares during the period. L2 Asset Management LLC grew 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 buying an additional 38 shares during the last quarter. AE Wealth Management LLC increased its position in shares of Marriott International by 2.5% in the 2nd quarter. AE Wealth Management LLC now owns 1,622 shares of the company’s stock valued at $443,000 after acquiring an additional 40 shares during the period. Finally, HBK Sorce Advisory LLC lifted its position in Marriott International by 1.2% during the 3rd quarter. HBK Sorce Advisory LLC now owns 3,512 shares of the company’s stock worth $935,000 after acquiring an additional 40 shares during the period. Institutional investors and hedge funds own 70.70% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Morgan Stanley raised their price objective on Marriott International from $296.00 to $328.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Truist Financial increased their price target on shares of Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a report on Wednesday, February 11th. JPMorgan Chase & Co. lifted their price objective on shares of Marriott International from $323.00 to $356.00 and gave the company a “neutral” rating in a research note on Wednesday, February 11th. Sanford C. Bernstein increased their price objective on shares of Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Finally, Citigroup boosted their target price 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. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, Marriott International currently has an average rating of “Moderate Buy” and a consensus price target of $343.27.

Trending Headlines about Marriott International

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

• Positive Sentiment: Large development pipeline — Marriott signed 102 hotel deals in South Asia during 2025, strengthening its franchise/management fee pipeline in a fast‑growing region which supports future fee revenue and international growth. Marriott Signs 102 Hotel Deals in South Asia in 2025
• Positive Sentiment: Luxury brand expansion — Marriott signed an agreement to debut St. Regis Hotels & Resorts in New Zealand, extending its high‑margin luxury footprint and brand visibility in a tourism market. Marriott International Signs Agreement to Debut St. Regis Hotels & Resorts in New Zealand
• Positive Sentiment: Regional growth push — Marriott announced significant expansion plans across the Caribbean and Latin America, adding distribution that should boost future fee income and global scale. Marriott Announces Significant Growth and Strategic Expansion in the Caribbean and Latin America
• Positive Sentiment: India pipeline via partner tie‑ups — SAMHI Hotels’ purchase of RARE India and its tie‑up with Marriott to manage a heritage portfolio expands Marriott’s branded presence in India through third‑party operators/franchise partners. SAMHI Hotels buys 70% stake in RARE India, signs Marriott tie-up for heritage portfolio
• Neutral Sentiment: Leadership transition context — an exit interview with CFO Leeny Oberg highlights succession planning and a long, stable tenure; investors will watch the transition but this reads as orderly. Exit Interview: Marriott CFO Leeny Oberg reflects on decades-long career
• Neutral Sentiment: Industry demand signal — a report that Nokomis Capital initiated a stake in Apple Hospitality REIT cites steady demand for Marriott‑branded hotels, a positive industry datapoint but indirect for MAR. Nokomis Capital Initiates Stake in Apple Hospitality REIT as Marriott and Hilton Hotels Drive Steady Demand
• Neutral Sentiment: Unrelated corporate move — James Hunter’s retirement at Marriott Vacations Worldwide (MVW) is notable for MVW shareholders but has limited direct impact on Marriott International. James Hunter to Transition from Role as General Counsel After Nearly 20 Years with Marriott Vacations Worldwide
• Negative Sentiment: Legal risk — Marriott is actively litigating in a privacy case and is seeking to disqualify plaintiffs’ firms, underscoring ongoing legal exposure and potential costs or reputational risk that can weigh on the stock. Marriott Looks to Disqualify Plaintiffs’ Firms in Privacy Fight

Insider Activity

In related news, EVP Drew Pinto sold 4,000 shares of Marriott International stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $359.81, for a total value of $1,439,240.00. Following the sale, the executive vice president owned 8,221 shares of the company’s stock, valued at approximately $2,957,998.01. This trade represents a 32.73% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Anthony Capuano sold 63,000 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the transaction, the chief executive officer owned 113,617 shares of the company’s stock, valued at $40,813,498.74. This represents a 35.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 97,157 shares of company stock worth $34,768,825. Insiders own 10.68% of the company’s stock.

Marriott International Stock Performance

Shares of Marriott International stock opened at $323.80 on Friday. Marriott International, Inc. has a fifty-two week low of $205.40 and a fifty-two week high of $370.00. The company has a market cap of $85.80 billion, a P/E ratio of 34.12, a price-to-earnings-growth ratio of 2.86 and a beta of 1.09. The firm has a 50-day simple moving average of $329.94 and a two-hundred day simple moving average of $296.74.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing the consensus estimate of $2.61 by ($0.03). The business had revenue of $6.69 billion during 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 revenue for the quarter was up 4.1% on a year-over-year basis. During the same quarter in the prior year, the firm 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. Equities research analysts forecast that Marriott International, Inc. will post 10.1 EPS for the current year.

Marriott International Announces Dividend

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

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.