Compass Capital Management Inc. Has $15.39 Million Position in Marriott International, Inc. $MAR

Compass Capital Management Inc. cut its holdings in shares of Marriott International, Inc. (NASDAQ:MAR) by 4.8% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 47,063 shares of the company’s stock after selling 2,366 shares during the period. Marriott International comprises approximately 0.9% of Compass Capital Management Inc.’s holdings, making the stock its 27th largest holding. Compass Capital Management Inc.’s holdings in Marriott International were worth $15,393,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Norges Bank acquired a new stake in shares of Marriott International in the fourth quarter valued at about $812,570,000. Diamant Asset Management Inc. boosted its position in Marriott International by 32,607.0% during the first quarter. Diamant Asset Management Inc. now owns 490,605 shares of the company’s stock valued at $16,046,000 after purchasing an additional 489,105 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Marriott International by 37.9% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,363,845 shares of the company’s stock valued at $423,119,000 after purchasing an additional 374,497 shares in the last quarter. Capital International Investors raised its stake in shares of Marriott International by 7.1% during the 4th quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock worth $1,274,475,000 after purchasing an additional 272,250 shares in the last quarter. Finally, Amundi boosted its holdings in shares of Marriott International by 52.0% in the 3rd quarter. Amundi now owns 741,408 shares of the company’s stock valued at $201,618,000 after buying an additional 253,696 shares during the last quarter. Institutional investors own 70.70% of the company’s stock.

Analyst Upgrades and Downgrades

MAR has been the topic of a number of recent analyst reports. Mizuho boosted 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. Stifel Nicolaus increased their price target on shares of Marriott International from $352.00 to $365.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Robert W. Baird lowered their price objective on shares of Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a research note on Thursday, May 7th. Wells Fargo & Company upped their target price on shares of Marriott International from $446.00 to $449.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. Finally, Morgan Stanley lifted their price target on Marriott International from $353.00 to $380.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Nine equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $388.59.

Marriott International Trading Down 0.7%

MAR opened at $372.95 on Friday. The stock’s fifty day simple moving average is $379.52 and its 200 day simple moving average is $354.20. Marriott International, Inc. has a 1-year low of $253.76 and a 1-year high of $410.98. The stock has a market cap of $98.34 billion, a PE ratio of 39.13, a price-to-earnings-growth ratio of 2.94 and a beta of 1.11.

Marriott International (NASDAQ:MAR) last released its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, topping analysts’ consensus estimates of $2.56 by $0.16. The firm had revenue of $1.81 billion during the quarter, compared to analysts’ expectations of $6.59 billion. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The company’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same period in the previous year, the business posted $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. Equities analysts forecast that Marriott International, Inc. will post 11.66 earnings per share for the current year.

Marriott International Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 22nd were paid a $0.73 dividend. This is an increase from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date was Friday, May 22nd. This represents a $2.92 dividend on an annualized basis and a yield of 0.8%. Marriott International’s dividend payout ratio (DPR) is currently 30.64%.

Insiders Place Their Bets

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $361.56, for a total value of $1,084,680.00. Following the transaction, the executive vice president directly owned 19,827 shares of the company’s stock, valued at $7,168,650.12. This represents a 13.14% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 11.43% of the stock is currently owned by corporate 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.