Marriott International, Inc. $MAR Shares Sold by Compass Capital Management Inc.

Compass Capital Management Inc. trimmed its position in Marriott International, Inc. (NASDAQ:MAR) by 11.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 49,429 shares of the company’s stock after selling 6,241 shares during the period. Marriott International accounts for approximately 0.9% of Compass Capital Management Inc.’s investment portfolio, making the stock its 27th biggest holding. Compass Capital Management Inc.’s holdings in Marriott International were worth $15,335,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the company. ICICI Prudential Asset Management Co Ltd increased its position in shares of Marriott International by 3.3% in the 4th quarter. ICICI Prudential Asset Management Co Ltd now owns 4,306 shares of the company’s stock valued at $1,336,000 after acquiring an additional 138 shares during the period. Xponance LLC increased its position in shares of Marriott International by 4.6% in the 4th quarter. Xponance LLC now owns 50,690 shares of the company’s stock valued at $15,726,000 after acquiring an additional 2,225 shares during the period. Canopy Partners LLC acquired a new position in shares of Marriott International in the 4th quarter valued at $218,000. IFM Investors Pty Ltd increased its position in shares of Marriott International by 0.6% in the 4th quarter. IFM Investors Pty Ltd now owns 46,142 shares of the company’s stock valued at $14,315,000 after acquiring an additional 288 shares during the period. Finally, Wescott Financial Advisory Group LLC increased its position in shares of Marriott International by 0.7% in the 4th quarter. Wescott Financial Advisory Group LLC now owns 5,318 shares of the company’s stock valued at $1,650,000 after acquiring an additional 39 shares during the period. 70.70% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms recently issued reports on MAR. Robert W. Baird cut their target price on Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a research report on Thursday, May 7th. Morgan Stanley raised their target price on shares of Marriott International from $350.00 to $353.00 and gave the stock an “overweight” rating in a report on Tuesday, May 12th. Weiss Ratings reissued a “buy (b)” rating on shares of Marriott International in a report on Monday, May 11th. Barclays raised their target price on shares of Marriott International from $372.00 to $376.00 and gave the stock an “equal weight” rating in a report on Thursday, May 7th. Finally, Mizuho raised their target price on shares of Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Eight investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, Marriott International currently has a consensus rating of “Moderate Buy” and an average target price of $382.07.

Marriott International Price Performance

Shares of Marriott International stock opened at $397.06 on Friday. The firm has a fifty day moving average price of $364.27 and a 200 day moving average price of $336.56. Marriott International, Inc. has a 1 year low of $253.55 and a 1 year high of $398.96. The stock has a market cap of $104.70 billion, a PE ratio of 41.66, a price-to-earnings-growth ratio of 3.07 and a beta of 1.10.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, beating the consensus estimate of $2.56 by $0.16. The company had revenue of $1.81 billion for the quarter, compared to analyst estimates of $6.59 billion. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The firm’s revenue was up 6.2% on a year-over-year basis. During the same quarter last year, the business earned $2.32 earnings per share. 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. As a group, equities analysts expect that Marriott International, Inc. will post 11.64 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. This is a boost from Marriott International’s previous quarterly dividend of $0.67. This represents a $2.92 annualized dividend and a yield of 0.7%. The ex-dividend date is Friday, May 22nd. Marriott International’s dividend payout ratio (DPR) is 30.64%.

Insider Buying and Selling

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

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.