Marriott International (NASDAQ:MAR – Free Report) had its price target upped by Truist Financial from $283.00 to $350.00 in a report issued on Wednesday,Benzinga reports. Truist Financial currently has a hold rating on the stock.
MAR has been the topic of a number of other reports. Wells Fargo & Company upped their target price on shares of Marriott International from $353.00 to $403.00 and gave the company an “overweight” rating in a report on Wednesday. JPMorgan Chase & Co. boosted their price target on Marriott International from $294.00 to $323.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Marriott International in a report on Thursday, January 22nd. BMO Capital Markets upgraded shares of Marriott International from a “market perform” rating to an “outperform” rating and upped their target price for the company from $285.00 to $370.00 in a research note on Friday, January 9th. Finally, Morgan Stanley boosted their price objective on shares of Marriott International from $296.00 to $328.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, Marriott International has a consensus rating of “Moderate Buy” and an average target price of $343.27.
Check Out Our Latest Research Report on MAR
Marriott International Stock Performance
Marriott International (NASDAQ:MAR – Get Free Report) last posted its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). Marriott International had a net margin of 9.93% and a negative return on equity of 88.92%. The business had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. During the same quarter in the prior year, the firm earned $2.45 earnings per share. The company’s revenue for the quarter was up 4.1% on a year-over-year basis. Marriott International has set its FY 2026 guidance at 11.320-11.570 EPS and its Q1 2026 guidance at 2.500-2.550 EPS. As a group, analysts predict that Marriott International will post 10.1 EPS for the current fiscal year.
Insider Transactions at Marriott International
In other news, CAO Felitia Lee sold 1,617 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $305.98, for a total transaction of $494,769.66. Following the transaction, the chief accounting officer directly owned 4,893 shares of the company’s stock, valued at approximately $1,497,160.14. This trade represents a 24.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 10.68% of the stock is owned by corporate insiders.
Hedge Funds Weigh In On Marriott International
Institutional investors have recently modified their holdings of the business. Oppenheimer Asset Management Inc. bought a new position in Marriott International in the second quarter worth $613,000. National Pension Service increased its position in Marriott International by 1.6% during the third quarter. National Pension Service now owns 603,431 shares of the company’s stock valued at $157,158,000 after acquiring an additional 9,530 shares during the last quarter. AustralianSuper Pty Ltd purchased a new position in Marriott International in the third quarter worth about $858,000. Headwater Capital Co Ltd purchased a new position in shares of Marriott International in the second quarter worth approximately $21,857,000. Finally, Harbor Investment Advisory LLC lifted its position in shares of Marriott International by 2.7% in the third quarter. Harbor Investment Advisory LLC now owns 572,367 shares of the company’s stock valued at $149,067,000 after acquiring an additional 14,898 shares in the last quarter. Institutional investors and hedge funds own 70.70% of the company’s stock.
Trending Headlines about Marriott International
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Analysts raised forecasts and price targets after Q4 results and guidance; notable upgrades include Jefferies to $415 and Goldman Sachs to $398, supporting upside sentiment. These Analysts Boost Their Forecasts On Marriott International Following Q4 Results
- Positive Sentiment: Marriott hit a new 52‑week high after the analyst upgrade wave, signaling strong investor interest. Marriott International (NASDAQ:MAR) Sets New 52-Week High After Analyst Upgrade
- Positive Sentiment: International travel strength — especially Asia‑Pacific — is driving revenue and development: Marriott reports exceptional APAC momentum and India accounted for 42% of its fresh 2025 pipeline, supporting long‑term room growth. Marriott sees strong growth in Asia Pacific region, India contributes 42% of fresh pipeline in 2025 APAC excluding China reports exceptional growth
- Positive Sentiment: Company saying it’s “actively investing” in AI and making progress on system migration — potential for operating efficiencies and better guest/product personalization over time. Marriott ‘actively investing’ in AI, reports progress on system migration
- Positive Sentiment: Q4 revenue topped estimates and management issued strong FY/Q1 EPS guidance (supporting the bullish analyst reaction). Marriott Q4 Earnings: Revenues Top, RevPAR Rises
- Positive Sentiment: Unusually heavy call‑option buying on the stock (large open interest spike) signals speculative/bullish positioning by options traders, which can amplify short‑term upside.
- Neutral Sentiment: Q4 adjusted EPS missed estimates by $0.03 (reported $2.58 vs. $2.61); revenue beat but the tiny EPS miss adds nuance to the beat. Q4 EPS and revenue comparison
- Neutral Sentiment: Some rate/coverage changes are mixed: a few firms raised price targets but kept neutral/equal‑weight or hold ratings (e.g., JPMorgan, Barclays, Truist), so analyst views aren’t uniformly bullish.
- Negative Sentiment: Macro/US demand risk — Reuters and other outlets flagged weaker U.S. budget/business travel and projected softer room revenue growth domestically, which could slow near‑term comps. Marriott forecasts uneven US travel demand
- Negative Sentiment: Operational/legal risks: disclosed contract disputes tied to its asset‑light model (potential profitability and growth headwinds) and a $23M hit from ending the Sonder agreement. Contract disputes risk Sonder breakup cost $23M
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.
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