MAR at a glance
Marriott International (MAR, SEC CIK 1048286) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on September 24, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Marriott International (MAR) reported revenue of $26.2 billion (up 4.3% from FY2024) and net income of $2.6 billion. Diluted EPS was $9.51.
- As of June 30, 2026, 46 institutional investment managers tracked by SignalX reported holding Marriott International (MAR) shares worth $31.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Marriott David S on September 25, 2026 of 3,500 shares at $352.09 per share.
- In the last 90 days, MAR insiders reported 0 open-market purchases ($0) and 3 open-market sales ($3.7M) on Form 4, a net sale of $3.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $26.2B
- +4.3% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$3.7M
- 13F holders
- 46 funds
- $31.0B · −2 vs prior quarter
- Latest 8-K
- Aug 13, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Compliance risk with complex global laws on data privacy, AI technologies, and anti-corruption, leading to potential investigations and costly sanctions
- Geopolitical exposure to travel disruptions from political instability, terrorism, and heightened security, reducing hotel revenues and complicating owner financing
- Operational risk from premature termination of agreements by hotel owners, risking loss of future fees and possible costly legal disputes
- Market disruption from Internet travel intermediaries and AI-enabled booking platforms eroding direct bookings and increasing distribution costs
- Financial risk from goodwill impairment due to adverse legal, competitive, or market changes, potentially triggering significant non-cash charges
Business Overview
- Core business: global franchisor, operator, and licensor of diverse lodging brands with focus on franchising, management, and licensing, owning less than 1% properties
- New: termination of licensing agreement with Sonder Holdings Inc. during 2025, reducing reliance on third-party licensed brands
- Strategic shift: accelerated technology transformation in reservations, property management, and loyalty systems to enhance guest experience and revenue opportunities
- Quantitative: 414,000 associates managed globally, including 148,000 directly employed by Marriott, with 75% US and 68% global room nights booked by Loyalty Program members
- Noteworthy: recognized as a top 5 company on Fortune World’s Best Workplaces in 2025, reflecting strong human capital management and associate satisfaction
Management Discussion & Analysis
- Revenue: Net fee revenues $5.303B, up 5% YoY ($236M increase) driven by franchise fees $3.325B (+7%, $212M), base management fees $1.322B (+3%, $34M), and incentive fees $791M (+3%, $22M)
- Profitability: Segment profits improved in EMEA 525M (+3%), APEC 301M (+8%), U.S. & Canada 2.679B (+1%), but declined 1% in Greater China to $185M
- Best performing segment: U.S. & Canada profit $2.679B with $46M net fee revenue increase; worst: Greater China slight profit decline $185M (-1%)
- Cash flow/capital: Operating cash flow +$463M YoY; capex $604M in 2025; share repurchases $3.3B for 12.1M shares; announced dividends $0.63 to $0.67/share quarterly
- Outlook/risks: 2026 net rooms growth 4.5–5.0%; capex guidance $1.0–$1.1B including technology transformation; focus on capital market conditions and data security incident exposure
AI summary of the MAR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly dividends: $0.67 per share in March and $0.73 per share in June 2026
- Share repurchases and cash dividends as planned stockholder returns
- No material changes to cash requirements versus 2025 Form 10-K
- No material changes to critical accounting policies, methodologies, or assumptions
Risk Factors
- No new risk factors identified; Marriott reported no material changes from the 2025 Form 10-K
- Carried-forward risks remained the applicable framework for investment risk assessment
- No quarter-specific regulatory, legal, compliance, operational, competitive, market, or financial risk updates disclosed
AI summary of the MAR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- $1.25B senior-note issuance: $250M Series NN at 4.875% due 2029 and $1B Series YY at 5.650% due 2036
- Net proceeds approximately $1.233B for general corporate purposes, including acquisitions, capital expenditures, repurchases or debt repayment
Item 2.02: Results of Operations and Financial Condition
- Marriott reporting fiscal-quarter results for quarter ended June 30, 2026
- Press release issued August 3, 2026, with financial results in Exhibit 99
Item EX-99.1: Item EX-99.1
- Q2 reported diluted EPS $2.90; adjusted EPS $3.19, up 20%, supported by adjusted EBITDA $1,592 million, up 13%
- Global RevPAR rose 3.4%, led by U.S. & Canada growth of 5.0%; international RevPAR declined 0.5% amid Middle East weakness
AI summaries of MAR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MAR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Reid Grant | A | Sep 30, 2026 | 69.507 | $359.68 |
| LEWIS AYLWIN B | A | Sep 30, 2026 | 10.079 | $359.68 |
| Marriott David S | Sell | Sep 25, 2026 | 3,500 | $352.09 |
| MARRIOTT J W JR | Sell | Sep 25, 2026 | 3,500 | $352.09 |
| Harrison Deborah Marriott | Sell | Sep 25, 2026 | 3,500 | $352.09 |
| Juliana B. Marriott Marital Trust | J | Sep 8, 2026 | 2,000,000 | - |
| Harrison Deborah Marriott | J | Sep 8, 2026 | 2,000,000 | - |
| Marriott Juliana B. | J | Sep 8, 2026 | 2,000,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $23.7B | $25.1B | $26.2B |
| Operating Income | - | $3.8B | $4.1B |
| Net Income | $3.1B | $2.4B | $2.6B |
| Op. Margin | - | 15.0% | 15.8% |
| Net Margin | 13.0% | 9.5% | 9.9% |
| Balance Sheet | |||
| Total Assets | $25.7B | $26.2B | $27.5B |
| Equity | - | -$3.0B | -$3.8B |
| ROE | - | -79.4% | -69.0% |
| Per Share | |||
| EPS | $10.18 | $8.33 | $9.51 |
| Cash Flow | |||
| Operating CF | - | $2.7B | $3.2B |
| CapEx | $452.0M | $750.0M | - |
Source: XBRL data in Marriott International (MAR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MAR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 46 | $31.03B |
| Q1 2026 | 48 | $27.36B |
| Q4 2025 | 46 | $27.36B |
| Q3 2025 | 47 | $23.59B |
| Q2 2025 | 44 | $23.55B |
| Q1 2025 | 42 | $15.96B |
| Q4 2024 | 38 | $13.93B |
| Q3 2024 | 34 | $5.70B |
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- Citadel Advisors LLC−1.56M (-89%)
- FMR LLC (Fidelity)−265.3K (-4%)
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- Renaissance Technologies LLC−66.5K (-61%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 345 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MAR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 8-K | Sep 24, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 8-K | May 13, 2026 | - | Analysis | |
| 4 | May 13, 2026 | - | - |
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MAR SEC filings: frequently asked questions
Are MAR insiders buying or selling?
In the last 90 days, Marriott International (MAR) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $3.7 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MAR stock?
As of June 30, 2026, the largest Marriott International (MAR) holders among the 13F filers tracked by SignalX were BlackRock ($5.9 billion), Vanguard Capital Management LLC ($5.2 billion), State Street Corp ($3.6 billion), Invesco Ltd ($3.6 billion), FMR LLC (Fidelity) ($2.5 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MAR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Marriott International (MAR) reported revenue of $26.2 billion (up 4.3% from FY2024) and net income of $2.6 billion. Diluted EPS was $9.51. The figures come from the XBRL data in the 10-K.
What are the main risks in MAR's latest 10-K?
In the 10-K filed February 10, 2026, Marriott International (MAR) flagged: Compliance risk with complex global laws on data privacy, AI technologies, and anti-corruption, leading to potential investigations and costly sanctions. Geopolitical exposure to travel disruptions from political instability, terrorism, and heightened security, reducing hotel revenues and complicating owner financing. (AI summary of the Risk Factors section.)
What did MAR report in its latest 8-K?
Marriott International (MAR) filed an 8-K on August 13, 2026 reporting Item 8.01 (Other Events). $1.25B senior-note issuance: $250M Series NN at 4.875% due 2029 and $1B Series YY at 5.650% due 2036.
What are the latest MAR SEC filings?
Marriott International (MAR) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on September 24, 2026 and a Form 4 insider filing on October 1, 2026.
What is MAR's SEC CIK number?
Marriott International (MAR)'s SEC Central Index Key (CIK) is 1048286. EDGAR lists every MAR filing under that number.
Ask anything about MAR
The research agent reads MAR's filings, financials, insider trades and 13F holders, then answers with sources.