Securian Asset Management Inc. Has $1.88 Million Stock Position in Marriott International, Inc. $MAR

Securian Asset Management Inc. cut its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 44.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,056 shares of the company’s stock after selling 4,799 shares during the quarter. Securian Asset Management Inc.’s holdings in Marriott International were worth $1,879,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. Vanguard Group Inc. increased its position in shares of Marriott International by 1.1% during the third quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock worth $5,410,384,000 after buying an additional 230,820 shares during the period. Wellington Management Group LLP increased its position in shares of Marriott International by 21.7% during the third quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock worth $2,389,635,000 after buying an additional 1,637,119 shares during the period. Massachusetts Financial Services Co. MA increased its position in shares of Marriott International by 7.2% during the third quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock worth $1,281,825,000 after buying an additional 330,952 shares during the period. Legal & General Group Plc increased its position in shares of Marriott International by 9.3% during the third quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock worth $381,654,000 after buying an additional 124,759 shares during the period. Finally, Fayez Sarofim & Co increased its position in shares of Marriott International by 0.5% during the third quarter. Fayez Sarofim & Co now owns 971,981 shares of the company’s stock worth $256,359,000 after buying an additional 4,534 shares during the period. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Marriott International

In related news, insider William P. Brown sold 9,456 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total transaction of $3,387,612.00. Following the transaction, the insider directly owned 11,000 shares of the company’s stock, valued at $3,940,750. This trade represents a 46.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider David S. Marriott sold 4,747 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $360.00, for a total transaction of $1,708,920.00. Following the transaction, the insider directly owned 591,669 shares in the company, valued at $213,000,840. The trade was a 0.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 95,540 shares of company stock valued at $34,274,055 over the last three months. Insiders own 11.43% of the company’s stock.

Marriott International Trading Up 0.0%

Marriott International stock opened at $353.32 on Tuesday. Marriott International, Inc. has a 1-year low of $253.55 and a 1-year high of $380.00. The firm has a market capitalization of $93.17 billion, a price-to-earnings ratio of 37.07, a price-to-earnings-growth ratio of 2.99 and a beta of 1.11. The firm’s fifty day moving average price is $342.22 and its two-hundred day moving average price is $321.10.

Marriott International (NASDAQ:MAR) last released 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 net margin of 9.72% and a negative return on equity of 80.97%. The firm had revenue of $1.81 billion for the quarter, compared to analyst estimates of $6.59 billion. During the same period last year, the firm earned $2.32 earnings per share. The business’s quarterly 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, research analysts forecast that Marriott International, Inc. will post 11.56 EPS for the current year.

Marriott International Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, May 22nd will be given a dividend of $0.73 per share. The ex-dividend date of this dividend is Friday, May 22nd. This is an increase from Marriott International’s previous quarterly dividend of $0.67. This represents a $2.92 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International’s payout ratio is 28.12%.

Wall Street Analyst Weigh In

MAR has been the subject of several recent analyst reports. JPMorgan Chase & Co. increased their price objective on shares of Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 21st. The Goldman Sachs Group increased their target price on shares of Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Truist Financial increased their target price on shares of Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a research note on Wednesday, February 11th. Barclays increased their target price on shares of Marriott International from $372.00 to $376.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 7th. Finally, Wells Fargo & Company increased their target price on shares of Marriott International to $446.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $373.73.

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.