Sapient Capital LLC Trims Stake in Marriott International, Inc. $MAR

Sapient Capital LLC trimmed its position in Marriott International, Inc. (NASDAQ:MAR) by 4.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 56,668 shares of the company’s stock after selling 2,590 shares during the quarter. Sapient Capital LLC’s holdings in Marriott International were worth $21,001,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Evelyn Partners Investment Management Services Ltd purchased a new stake in shares of Marriott International in the 1st quarter worth approximately $25,000. McMillan Office Inc. purchased a new stake in Marriott International during the fourth quarter worth $27,000. Kemnay Advisory Services Inc. bought a new stake in Marriott International during the 4th quarter valued at $27,000. Wilkerson Advisory Group LLC increased its holdings in shares of Marriott International by 127.0% in the 1st quarter. Wilkerson Advisory Group LLC now owns 84 shares of the company’s stock valued at $27,000 after acquiring an additional 47 shares during the period. Finally, IMG Wealth Management Inc. raised its position in shares of Marriott International by 100.0% in the 1st quarter. IMG Wealth Management Inc. now owns 82 shares of the company’s stock worth $27,000 after acquiring an additional 41 shares in the last quarter. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Insider Buying and Selling at Marriott International

In other news, EVP Peggy Roe sold 3,000 shares of Marriott International stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 19,827 shares of the company’s stock, valued at $7,168,650.12. The trade was a 13.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 11.43% of the stock is currently owned by company insiders.

Marriott International Price Performance

NASDAQ MAR opened at $353.91 on Monday. The company has a fifty day moving average of $377.05 and a 200 day moving average of $355.45. The company has a market capitalization of $92.29 billion, a PE ratio of 36.67, a P/E/G ratio of 2.75 and a beta of 1.10. Marriott International, Inc. has a 1 year low of $256.49 and a 1 year 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 for the quarter, beating analysts’ consensus estimates of $3.08 by $0.11. The business had revenue of $2.01 billion during the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter last year, the business 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. Research analysts expect that Marriott International, Inc. will post 11.7 earnings per share for the current year.

Marriott International Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, August 20th will be given a $0.73 dividend. This represents a $2.92 annualized dividend and a yield of 0.8%. The ex-dividend date is Thursday, August 20th. Marriott International’s dividend payout ratio is currently 30.26%.

Analysts Set New Price Targets

MAR has been the topic of a number of recent research reports. Robert W. Baird dropped their price objective on Marriott International from $394.00 to $393.00 and set a “neutral” rating on the stock in a research report on Tuesday, August 4th. Wells Fargo & Company decreased their price target on shares of Marriott International from $449.00 to $425.00 and set an “overweight” rating for the company in a research report on Tuesday, August 4th. TD Cowen raised their price target on shares of Marriott International from $410.00 to $420.00 and gave the company a “buy” rating in a report on Tuesday, July 21st. Truist Financial boosted their price objective on shares of Marriott International from $350.00 to $356.00 and gave the stock a “hold” rating in a research note on Tuesday, May 26th. Finally, Morgan Stanley increased their target price on shares of Marriott International from $353.00 to $380.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Nine analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $386.65.

Marriott International Company Profile

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.