Marriott International, Inc. engages in operating, franchising, and licensing hotel, residential, timeshare, and other lodging properties worldwide. It operates its properties under the JW Marriott, The Ritz-Carlton, The Luxury Collection, W Hotels, St. Regis, EDITION, Bvlgari, Marriott Hotels, Sheraton, Westin, Autograph Collection, Renaissance Hotels, Le Méridien, Delta Hotels by Marriott, Tribute Portfolio, Gaylord Hotels, Design Hotels, Marriott Executive Apartments, Apartments by Marriott Bonvoy, Courtyard by Marriott, Fairfield by Marriott, Residence Inn by Marriott, SpringHill Suites by Marriott, Four Points by Sheraton, TownePlace Suites by Marriott, Aloft Hotels, AC Hotels by Marriott, Moxy Hotels, Element Hotels, Protea Hotels by Marriott, and City Express by Marriott brand names, as well as operates residences, timeshares, and yachts. The company was founded in 1927 and is headquartered in Bethesda, Maryland.

Marriott International

Looking at the universe of stocks we cover at Dividend Channel, on 8/21/25, Energizer Holdings Inc (Symbol: ENR), Primo Brands Corp (Symbol: PRMB), and Marriott International, Inc. (Symbol: MAR) will all trade ex-dividend for their respective upcoming dividends. Energizer Holdings Inc will pay its quarterly dividend of $0.30 on 9/10/25, Primo Brands Corp will pay its quarterly dividend of $0.10 on 9/4/25, and Marriott International, Inc. will pay its quarterly dividend of $0.67 on 9/30/25. As a percentage of ENR's recent stock price of $27.45, this dividend works out to approximately 1.09%, so look for shares of Energizer Holdings Inc to trade 1.09% lower — all else being equal — when ENR shares open for trading on 8/21/25. Similarly, investors should look for PRMB to open 0.40% lower in price and for MAR to open 0.25% lower, all else being equal.
Below are dividend history charts for ENR, PRMB, and MAR, showing historical dividends prior to the most recent ones declared.
Energizer Holdings Inc (Symbol: ENR):
Primo Brands Corp (Symbol: PRMB):
Marriott International, Inc. (Symbol: MAR):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 4.37% for Energizer Holdings Inc, 1.60% for Primo Brands Corp, and 1.01% for Marriott International, Inc..
Free Report: Top 8%+ Dividends (paid monthly)
In Tuesday trading, Energizer Holdings Inc shares are currently down about 1.6%, Primo Brands Corp shares are up about 2%, and Marriott International, Inc. shares are up about 0.4% on the day.
Also see:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: Energizer Holdings, Primo Brands and Marriott International

Carlisle Companies today announced that its Board of Directors approved a 10% increase in the Company's regular quarterly dividend from $1.00 to $1.10 per share, or to $4.40 per share on an annualized basis. The dividend is payable on September 2, 2025, to shareholders of record at the close of business on August 19, 2025. Chris Koch, Chair, President and Chief Executive Officer, said, "This year's increase marks Carlisle's 49th consecutive annual dividend increase and demonstrates our long track record of exceptional free cash flow generation and our commitment to consistently return capital to our shareholders as part of our superior capital allocation strategy."
The Board of Directors of Sun Life Financial today announced that a dividend of $0.88 per share on the common shares of the Company has been declared, payable September 29, 2025 to shareholders of record at the close of business on August 27, 2025. This is the same amount paid in the previous quarter.
NIKE announced today that its Board of Directors has declared a quarterly cash dividend of $0.40 per share on the Company's outstanding Class A and Class B Common Stock payable on October 1, 2025, to shareholders of record at the close of business on September 2, 2025.
Marriott International today announced that its board of directors declared a quarterly cash dividend of 67 cents per share of common stock. The dividend is payable on September 30, 2025, to shareholders of record as of the close of business on August 21, 2025. The company also announced that its board has increased the authorization to repurchase the company's Class A common stock by an additional 25 million shares, which are in addition to the approximately 7.4 million shares that remained available as of July 30, 2025, for repurchase under prior authorizations. Year-to-date through July 30, the company has repurchased 6.4 million shares for $1.7 billion.
The Board of Directors of FedEx today declared a quarterly cash dividend of $1.45 per share on FedEx common stock, in line with the company's continued focus on delivering stockholder value. The dividend is payable October 1, 2025, to stockholders of record at the close of business on September 8, 2025.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Daily Dividend Report: CSL,SLF,NKE,MAR,FDX

(RTTNews) - Marriott International Inc. (MAR) released a profit for second quarter that beat the Street estimates.
The company's earnings came in at $763 million, or $2.78 per share. This compares with $772 million, or $2.69 per share, last year.
Excluding items, Marriott International Inc. reported adjusted earnings of $728 million or $2.65 per share for the period.
Analysts on average had expected the company to earn $2.62 per share. Analysts' estimates typically exclude special items.
The company's revenue for the period rose 4.7% to $6.744 billion from $6.439 billion last year.
Marriott International Inc. earnings at a glance (GAAP) :
-Earnings: $763 Mln. vs. $772 Mln. last year. -EPS: $2.78 vs. $2.69 last year. -Revenue: $6.744 Bln vs. $6.439 Bln last year.
-Guidance: Next quarter EPS guidance: $2.31 to $2.39 Full year EPS guidance: $9.85 to $10.08
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Marriott International Inc. Q2 Profit Beats Estimates

(RTTNews) - Marriott International Inc. (MAR) will host a conference call at 8:30 AM ET on August 5, 2025, to discuss Q2 25 earnings results.
To access the live webcast, log on to https://marriott.gcs-web.com/events-and-presentations
To listen to the call, dial 800-274-8461 (US) or +1 203-518-9814 (International), Conference ID MAR2Q25.
For a replay call, dial 800-723-0389 (US) or +1 402-220-2647 (International), conference ID MAR2Q25.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Marriott International Q2 25 Earnings Conference Call At 8:30 AM ET

The following companies are expected to report earnings prior to market open on 08/05/2025. Visit our Earnings Calendar for a full list of expected earnings releases.
Caterpillar, Inc. (CAT)is reporting for the quarter ending June 30, 2025. The machinery company's consensus earnings per share forecast from the 11 analysts that follow the stock is $4.88. This value represents a 18.53% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CAT is 22.81 vs. an industry ratio of 17.40, implying that they will have a higher earnings growth than their competitors in the same industry.
Eaton Corporation, PLC (ETN)is reporting for the quarter ending June 30, 2025. The machinery company's consensus earnings per share forecast from the 10 analysts that follow the stock is $2.92. This value represents a 6.96% increase compared to the same quarter last year. In the past year ETN has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 0.74%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for ETN is 31.72 vs. an industry ratio of 19.40, implying that they will have a higher earnings growth than their competitors in the same industry.
Pfizer, Inc. (PFE)is reporting for the quarter ending June 30, 2025. The large cap pharmaceutical company's consensus earnings per share forecast from the 6 analysts that follow the stock is $0.58. This value represents a 3.33% decrease compared to the same quarter last year. In the past year PFE has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 43.75%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for PFE is 7.65 vs. an industry ratio of 13.50.
Duke Energy Corporation (DUK)is reporting for the quarter ending June 30, 2025. The electric power utilities company's consensus earnings per share forecast from the 6 analysts that follow the stock is $1.19. This value represents a 0.85% increase compared to the same quarter last year. DUK missed the consensus earnings per share in the 3rd calendar quarter of 2024 by -6.36%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for DUK is 19.48 vs. an industry ratio of 29.30.
Transdigm Group Incorporated (TDG)is reporting for the quarter ending June 30, 2025. The aerospace and defense company's consensus earnings per share forecast from the 6 analysts that follow the stock is $9.05. This value represents a 8.25% increase compared to the same quarter last year. In the past year TDG has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 3.28%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for TDG is 45.21 vs. an industry ratio of 54.60.
Apollo Global Management, Inc. (APO)is reporting for the quarter ending June 30, 2025. The finance/investment management company's consensus earnings per share forecast from the 8 analysts that follow the stock is $1.75. This value represents a 22.38% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for APO is 19.21 vs. an industry ratio of 13.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Marriott International (MAR)is reporting for the quarter ending June 30, 2025. The hotel company's consensus earnings per share forecast from the 9 analysts that follow the stock is $2.64. This value represents a 5.60% increase compared to the same quarter last year. MAR missed the consensus earnings per share in the 3rd calendar quarter of 2024 by -2.16%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for MAR is 25.56 vs. an industry ratio of 12.50, implying that they will have a higher earnings growth than their competitors in the same industry.
Zoetis Inc. (ZTS)is reporting for the quarter ending June 30, 2025. The drug company's consensus earnings per share forecast from the 10 analysts that follow the stock is $1.62. This value represents a 3.85% increase compared to the same quarter last year. In the past year ZTS has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 5.71%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for ZTS is 23.54 vs. an industry ratio of -0.40, implying that they will have a higher earnings growth than their competitors in the same industry.
MPLX LP (MPLX)is reporting for the quarter ending June 30, 2025. The oil (production/pipeline) company's consensus earnings per share forecast from the 5 analysts that follow the stock is $1.07. This value represents a 6.96% decrease compared to the same quarter last year. MPLX missed the consensus earnings per share in the 3rd calendar quarter of 2024 by -4.72%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for MPLX is 11.57 vs. an industry ratio of 18.30.
Marathon Petroleum Corporation (MPC)is reporting for the quarter ending June 30, 2025. The oil refining company's consensus earnings per share forecast from the 6 analysts that follow the stock is $3.22. This value represents a 21.84% decrease compared to the same quarter last year. In the past year MPC has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 61.9%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for MPC is 20.61 vs. an industry ratio of 9.40, implying that they will have a higher earnings growth than their competitors in the same industry.
Cummins Inc. (CMI)is reporting for the quarter ending June 30, 2025. The engines company's consensus earnings per share forecast from the 8 analysts that follow the stock is $4.99. This value represents a 5.13% decrease compared to the same quarter last year. In the past year CMI has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 23.65%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CMI is 17.22 vs. an industry ratio of 17.20, implying that they will have a higher earnings growth than their competitors in the same industry.
Public Service Enterprise Group Incorporated (PEG)is reporting for the quarter ending June 30, 2025. The electric power utilities company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.71. This value represents a 12.70% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for PEG is 22.19 vs. an industry ratio of 29.30.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Earnings Report for August 5, 2025 : CAT, ETN, PFE, DUK, TDG, APO, MAR, ZTS, MPLX, MPC, CMI, PEG

Hyatt Hotels Corporation stock (NYSE: H) has had a strong run recently, gaining 10% over the past month, outpacing the broader S&P 500’s 3% return and peer Marriott International’s (NASDAQ: MAR) 7% gain. But after a rally like that, the key question is: what’s next?
A major catalyst came on June 30, when Hyatt announced a $2B sale of Playa Hotels’ real estate to Tortuga Resorts. While offloading assets may seem concerning, Hyatt retained long-term management contracts, transforming the deal into a high-margin, recurring revenue stream. The move underscores Hyatt’s shift toward an asset-light model, in line with broader industry trends favoring fee-based income over capital-heavy ownership. That shift boosts capital efficiency and appeals to investors. That said, those seeking growth with less volatility than individual stocks might explore the High Quality portfolio, which has outpaced the S&P 500 with returns exceeding 91% since inception.
Q1 Earnings: Mixed Headlines
In Q1 2025, Hyatt posted adjusted earnings per share of $0.46, beating expectations despite flat revenue. RevPAR (revenue per available room) rose 5.7%, and net rooms increased by 10.5%, driving fee income higher. However, reported net income dropped 96% year-over-year, largely due to tough comparisons as last year included gains from asset sales and elevated interest expenses.
Despite the noise, the market focused on the fundamentals. Hyatt repurchased $149 million in stock and reaffirmed its commitment to the asset-light model.
Guidance: Slight Trim, But Growth Still Intact
Management nudged down full-year RevPAR guidance to 1–3%, reflecting a more cautious view of global travel trends. Still, Hyatt maintained its full-year adjusted EBITDA outlook of $1.08 to $1.135 billion, representing 6–12% growth. Looking ahead, investors will focus on key indicators: stability in RevPAR, macro signals around consumer travel demand, and the strength of Hyatt’s fee pipeline.
The Bigger Picture
Valuation-wise, Hyatt trades at a P/E of 19.2 and P/S of 2.2, both lower than Marriott’s 31.3 P/E and 3.1 P/S, suggesting more reasonable pricing. Over the past three years, Hyatt has delivered 22.8% annualized revenue growth, outpacing Marriott’s 18.3% and the S&P 500’s 5.5%. Profitability, however, remains a drag. Hyatt’s operating margin sits at 7.2%, less than half of Marriott’s 15.4%, and its operating cash flow margin is 8.2% vs. Marriott’s 10.3%.
On resilience, Hyatt fell 33.2% during the 2022 inflation shock and 60.6% during the Covid selloff, showing higher sensitivity to downturns than the S&P 500. Still, with strong room growth, a move to an asset-light model, and solid liquidity of $1.8B in cash and a 12.9% cash-to-assets ratio, Hyatt could have more upside, especially if travel momentum holds through 2025. Also, see our analysis on Hyatt Valuation.
Bottom Line
Hyatt’s rally reflects growing confidence in its asset-light transition and expanding fee income. While margins lag Marriott’s, its valuation, growth profile, and capital flexibility make it worth watching.
Investing in a single stock can be risky. For those looking for growth with lower volatility, diversified portfolios like the Trefis High Quality portfolio offer a compelling alternative. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.
Invest with Trefis Market-Beating Portfolios
See all Trefis Price Estimates
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

What's Happening With Hyatt's Stock?

The following are the top rated Consumer Discretionary stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
ROSS STORES INC (ROST) is a large-cap growth stock in the Retail (Apparel) industry. The rating according to our strategy based on Peter Lynch is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Ross Stores, Inc. is engaged in operating two brands of off-price retail apparel and home fashion stores-Ross Dress for Less (Ross) and dds DISCOUNTS. Ross is the off-price apparel and home fashion chain in the United States, with approximately 1,831 locations in 43 states, the District of Columbia, and Guam. Ross offers in-season, name brand and designer apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 60% off department and specialty store regular prices every day. Ross target customers are primarily from middle-income households. It also operates approximately 355 dds DISCOUNTS stores in 22 states. dds DISCOUNTS features more moderately-priced in- season, name brand apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 70% off moderate department and discount store regular prices every day. It operates a total of approximately 2,186 stores.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ROSS STORES INC
TRI POINTE HOMES INC (DELAWARE) (TPH) is a mid-cap value stock in the Construction Services industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Tri Pointe Homes, Inc. operates as a homebuilder, which is engaged in the design, construction, and sale of single-family attached and detached homes. It operates in two businesses: homebuilding and financial services. Its homebuilding operations consists of three segments: West Region, which includes Arizona, California, Nevada, and Washington; Central Region, which includes Colorado, Texas and Utah, and East Region, which includes the District of Columbia, Florida, Maryland, North Carolina, South Carolina, and Virginia. Its financial services operation (Tri Pointe Solutions) comprises its Tri Pointe Connect mortgage financing operations, its Tri Pointe Assurance title and escrow services operations, and its Tri Pointe Advantage property and casualty insurance agency operations. Tri Pointe Solutions provides mortgage loans to homebuyers through Tri Pointe Connect, title and escrow services through Tri Pointe Assurance, and property and casualty insurance through Tri Pointe Advantage.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of TRI POINTE HOMES INC (DELAWARE)
MARRIOTT VACATIONS WORLDWIDE CORP (VAC) is a mid-cap value stock in the Hotels & Motels industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Marriott Vacations Worldwide Corporation is a global vacation company that offers vacation ownership, exchange, rental and resort and property management, along with related businesses, products, and services. Its segments include Vacation Ownership, and Exchange & Third-Party Management. Vacation Ownership segment includes a portfolio of resorts. It is a worldwide developer, marketer, seller and manager of vacation ownership and related products under the Marriott Vacation Club, Grand Residences by Marriott, Sheraton Vacation Club, Westin Vacation Club, and Hyatt Vacation Club brands. It is a worldwide developer, marketer and seller of vacation ownership and related products under The Ritz-Carlton Club brand. Exchange & Third-Party Management segment includes an exchange network and membership programs, as well as the provision of management services to other resorts and lodging properties. These services are provided through its Interval International and Aqua-Aston businesses.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MARRIOTT VACATIONS WORLDWIDE CORP
MARRIOTT INTERNATIONAL INC (MAR) is a large-cap growth stock in the Hotels & Motels industry. The rating according to our strategy based on Peter Lynch is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Marriott International, Inc. is an operator, franchisor, and licensor of hotel, residential, timeshare, and other lodging properties under various brand names. Its segments include U.S. and Canada, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific, excluding China. Its brand portfolio offers a range of brands and lodging offerings in hospitality. Its brands are categorized by style of offering: Classic and Distinctive. The classic brands offer time-honored hospitality for the modern traveler. The distinctive brands offer memorable experiences with a perspective, each of which it groups into four tiers: Luxury, Premium, Select, and Midscale. Its hotel brands include JW Marriott, The Ritz-Carlton, The Luxury Collection, W Hotels, Marriott Hotels, Sheraton, Delta Hotels by Marriott, Marriott Executive Apartments, Courtyard by Marriott, SpringHill Suites by Marriott, TownePlace Suites by Marriott, City Express by Marriott Four Points Express by Sheraton, and others.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MARRIOTT INTERNATIONAL INC
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Consumer Discretionary Stocks Based On Peter Lynch - 7/17/2025

(RTTNews) - Marriott International (MAR) announced that Leeny Oberg, Chief Financial Officer and Executive Vice President, Development, will retire on March 31, 2026, after 26 years with the company. Two seasoned Marriott executives have been appointed as her successors. Next year, Jen Mason will become the company's Chief Financial Officer and Shawn Hill will take on the role of Chief Development Officer.
The company announced that Jen Mason, a 33-year Marriott veteran, will assume the role of Executive Vice President and Chief Financial Officer once Oberg steps down from that role. Mason, 55, joined Marriott in 1992 and currently serves as Global Officer, Treasurer and Risk Management. Since joining Marriott in 1992, Mason has held several leadership roles, including CFO for the company's largest segment, the U.S. & Canada division, senior vice president of IT Business Partnership & Planning, as well as senior vice president, Sales & Marketing Planning Support. In addition, the company appoints Shawn Hill, 54, to the role of Executive Vice President and Chief Development Officer effective January 1, 2026, initially reporting to Oberg, and after Oberg steps down from her role, to Capuano. Hill, who has been with the company for nearly 28 years, is currently Chief Development Officer for Marriott's Asia Pacific Excluding China (APEC) region.
Hill started his career with Marriott in 1997. He worked at Marriott's headquarters in Bethesda, Maryland in Accounting, Finance, and Asset Management before moving to Hong Kong to join the Asia Pacific Development team in 2005.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Marriott CFO And EVP Leeny Oberg To Retire In 2026; Names Two Longtime Executives As Successors

(RTTNews) - Macy's Inc. (M) announced that its wholly-owned subsidiary, Macy's Retail Holdings, LLC, priced an offering of $500 million in aggregate principal amount of 7.375% senior notes due 2033 in a private offering at an offering price of 100% of the principal amount thereof. The Notes will have a maturity date of August 1, 2033.
The closing of the offering of the Notes is expected to occur on July 29, 2025, subject to customary closing conditions. The Notes will be senior unsecured obligations of the Issuer and will be unconditionally guaranteed on a senior unsecured basis by the Company.
The company plans to use the proceeds from the offering of the Notes, together with cash on hand, to fund its separately announced concurrent tender offer, redeem approximately $587 million of certain of its existing outstanding senior notes and debentures and pay fees, premium and expenses in connection therewith and this offering.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Macy's Prices Offering Of $500 Mln Of 7.375% Senior Notes Due 2033

Rajeev Menon, the President of $MAR, sold 2,500 shares of the company on 06-24-2025 for an estimated $670,709. We received data on the trade from a recent SEC filing. This was a sale of approximately 30.5% of their shares of this class of stock. Following this trade, they now own 5,706 shares of this class of $MAR stock.
$MAR Insider Trading Activity
$MAR insiders have traded $MAR stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $MAR stock by insiders over the last 6 months:
KATHLEEN K. OBERG (EVP & CFO) has made 0 purchases and 2 sales selling 14,498 shares for an estimated $4,031,436.
WILLIAM P BROWN (Group Pres., US and Canada) sold 12,642 shares for an estimated $3,610,934
ANTHONY CAPUANO (President & CEO) sold 12,000 shares for an estimated $3,166,799
RENA HOZORE REISS (EVP & General Counsel) sold 3,500 shares for an estimated $1,003,274
RAJEEV MENON (President, APEC) sold 2,500 shares for an estimated $670,709
BENJAMIN T. BRELAND (CHRO & EVP, Global Ops. Serv.) has made 0 purchases and 2 sales selling 1,850 shares for an estimated $503,985.
SUSAN C SCHWAB sold 1,053 shares for an estimated $292,331
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$MAR Hedge Fund Activity
We have seen 571 institutional investors add shares of $MAR stock to their portfolio, and 811 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
JPMORGAN CHASE & CO added 3,800,718 shares (+103.8%) to their portfolio in Q1 2025, for an estimated $905,331,027
JENNISON ASSOCIATES LLC removed 2,158,274 shares (-99.9%) from their portfolio in Q1 2025, for an estimated $514,100,866
ALLIANCEBERNSTEIN L.P. added 1,129,555 shares (+194.7%) to their portfolio in Q1 2025, for an estimated $269,060,001
WELLINGTON MANAGEMENT GROUP LLP added 766,309 shares (+16.4%) to their portfolio in Q1 2025, for an estimated $182,534,803
CAPITAL RESEARCH GLOBAL INVESTORS removed 711,150 shares (-66.3%) from their portfolio in Q1 2025, for an estimated $169,395,930
GOLDMAN SACHS GROUP INC removed 700,773 shares (-27.7%) from their portfolio in Q1 2025, for an estimated $166,924,128
CAPITAL INTERNATIONAL INVESTORS removed 666,927 shares (-14.1%) from their portfolio in Q1 2025, for an estimated $158,862,011
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$MAR Congressional Stock Trading
Members of Congress have traded $MAR stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MAR stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$MAR Analyst Ratings
Wall Street analysts have issued reports on $MAR in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
Evercore ISI issued a "Outperform" rating on 02/04/2025
Morgan Stanley issued a "Overweight" rating on 01/14/2025
To track analyst ratings and price targets for $MAR, check out Quiver Quantitative's $MAR forecast page.
$MAR Price Targets
Multiple analysts have issued price targets for $MAR recently. We have seen 5 analysts offer price targets for $MAR in the last 6 months, with a median target of $285.0.
Here are some recent targets:
Christopher Stathoulopoulos from Susquehanna set a target price of $280.0 on 05/16/2025
An analyst from Morgan Stanley set a target price of $298.0 on 03/04/2025
Duane Pfennigwerth from Evercore ISI set a target price of $330.0 on 02/04/2025
Daniel Politzer from Wells Fargo set a target price of $285.0 on 02/04/2025
Michael Bellisario from Robert W. Baird set a target price of $285.0 on 02/03/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.