Marriott schedules Feb. 10 Q4 call; Cerity Partners cuts stake by 13.1%

MARMAR

Marriott will report Q4 2025 results on February 10, 2026 at 7:00 a.m. ET, followed by a conference call at 8:30 a.m. ET hosted by CEO Anthony Capuano and CFO Leeny Oberg. Cerity Partners trimmed its position by 13.1% to 56,525 shares worth $14.72 million in Q3.

1. Fourth Quarter 2025 Earnings Release Date and Conference Call

Marriott International will report its fourth quarter 2025 results on Tuesday, February 10, 2026, at approximately 7:00 a.m. Eastern Time. Management will host a live conference call for investors at 8:30 a.m. Eastern, featuring President and CEO Anthony Capuano alongside CFO and EVP Development Leeny Oberg. The call will be webcast on Marriott’s investor website, with both replay audio and a transcript available for one year following the event.

2. Institutional Investors Trim and Build Positions

During the third quarter, Cerity Partners LLC reduced its holdings by 13.1%, selling 8,488 shares and ending the period with 56,525 shares valued at approximately 14.7 million dollars. Meanwhile, Brighton Jones LLC increased its stake by 2.5% to 8,887 shares (2.48 million dollars), Empowered Funds LLC added 1,631 shares to reach 5,805 shares (1.38 million dollars), Woodline Partners LP acquired an additional 5,480 shares for a total of 19,332 shares (4.61 million dollars), Integrity Alliance LLC initiated a new position valued at 275,000 dollars, and Intech Investment Management LLC boosted its stake by 21.8% to 6,035 shares (1.44 million dollars). Institutional and hedge fund ownership now accounts for just over 70% of the outstanding shares.

3. Analyst Coverage and Consensus Rating

Analyst houses have delivered a mixed set of recommendations: Barclays maintains an equal weight rating, Wells Fargo commenced coverage with an overweight stance, Truist Financial holds at a neutral rating, Weiss Ratings assigns a buy (b–) recommendation, and Robert W. Baird rates shares as neutral. Among all published research, three firms endorse a strong buy, eight recommend buy and eight advise hold. Based on an aggregation of these opinions, the consensus insight for Marriott International leans toward a moderate buy.

4. Corporate Scale and Brand Portfolio

As of September 30, 2025, Marriott International’s global footprint comprised more than 9,700 properties across over 30 brands in 143 countries and territories. The company’s operations span ownership, management, franchising and licensing across hotel, residential and timeshare segments, supported by its Marriott Bonvoy® travel platform. This broad portfolio underpins both leisure and group travel demand, positioning Marriott to capture post-pandemic recovery trends and international event-driven bookings.

Sources

DP