Marriott International (NASDAQ:MAR) Insider Rajeev Menon Sells 3,492 Shares

Marriott International, Inc. (NASDAQ:MAR) insider Rajeev Menon sold 3,492 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $354.00, for a total value of $1,236,168.00. Following the completion of the sale, the insider owned 6,000 shares of the company’s stock, valued at $2,124,000. This represents a 36.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

Rajeev Menon also recently made the following trade(s):

• On Wednesday, February 18th, Rajeev Menon sold 6,333 shares of Marriott International stock. The stock was sold at an average price of $356.61, for a total value of $2,258,411.13.

Marriott International Price Performance

Shares of NASDAQ:MAR opened at $347.93 on Friday. The company has a market capitalization of $92.19 billion, a price-to-earnings ratio of 36.66, a P/E/G ratio of 3.10 and a beta of 1.13. The firm’s 50 day simple moving average is $324.55 and its 200 day simple moving average is $291.31. Marriott International, Inc. has a fifty-two week low of $205.40 and a fifty-two week high of $370.00.

Marriott International (NASDAQ:MAR) last posted its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing the consensus estimate of $2.61 by ($0.03). Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The firm had revenue of $6.69 billion during the quarter, compared to analyst estimates of $6.67 billion. During the same quarter last year, the business posted $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. Equities research analysts expect that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Marriott International Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th will be issued a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Thursday, February 26th. Marriott International’s dividend payout ratio is 28.24%.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on MAR shares. Morgan Stanley increased their target price on Marriott International from $296.00 to $328.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Evercore increased their price objective on shares of Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a research report on Thursday, January 22nd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. BMO Capital Markets upgraded Marriott International from a “market perform” rating to an “outperform” rating and increased their target price for the stock from $285.00 to $370.00 in a report on Friday, January 9th. Finally, Citigroup boosted their price target on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a report on Thursday, January 15th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $343.27.

Institutional Investors Weigh In On Marriott International

Several institutional investors and hedge funds have recently added to or reduced their stakes in MAR. T. Rowe Price Investment Management Inc. grew its holdings in shares of Marriott International by 7.4% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 63,680 shares of the company’s stock valued at $19,757,000 after acquiring an additional 4,383 shares in the last quarter. Compound Planning Inc. grew its stake in Marriott International by 23.5% in the fourth quarter. Compound Planning Inc. now owns 3,213 shares of the company’s stock valued at $997,000 after purchasing an additional 612 shares in the last quarter. Invesco Ltd. increased its position in shares of Marriott International by 2.7% during the 4th quarter. Invesco Ltd. now owns 4,440,359 shares of the company’s stock worth $1,377,577,000 after purchasing an additional 118,504 shares during the last quarter. Birchwood Financial Partners Inc. bought a new stake in shares of Marriott International during the 4th quarter worth approximately $33,000. Finally, Corient Private Wealth LLC grew its stake in shares of Marriott International by 12.8% in the fourth quarter. Corient Private Wealth LLC now owns 206,955 shares of the company’s stock valued at $62,973,000 after buying an additional 23,554 shares in the last quarter. 70.70% of the stock is owned by institutional investors.

Key Stories Impacting Marriott International

Here are the key news stories impacting Marriott International this week:

• Positive Sentiment: Management set FY‑2026 and Q1 guidance above some Street expectations, supporting earnings growth expectations and underpinning analyst upgrades. Q4 & FY2024 Results / Guidance
• Positive Sentiment: Multiple brokerages raised price targets or reiterated Buy/Overweight calls after the results, increasing the consensus target and offering support for the stock. MarketBeat Analyst Coverage
• Positive Sentiment: Company declared a quarterly dividend ($0.67/shr; ex‑dividend Feb 26), signaling cash‑return discipline that can attract income‑sensitive investors. Dividend Notice
• Positive Sentiment: Retail/momentum coverage (Zacks/Yahoo pieces) is highlighting MAR as a consumer‑discretionary beneficiary of cooling inflation and stronger travel demand, which can draw retail buying. Yahoo: Consumer Discretionary Picks
• Neutral Sentiment: Q4 results were mixed: revenue modestly beat and was up year‑over‑year, but EPS missed by about $0.03 and margins/ROE metrics raised questions—supports guidance but tempers upside. Nasdaq: Q4 Results
• Neutral Sentiment: Brand and marketing updates (Bonvoy festival experiences; new JW Marriott all‑inclusive) improve engagement but are unlikely to move the stock materially near‑term. MSN: Bonvoy Festival
• Negative Sentiment: Clustered insider selling — large, disclosed sales by CEO Anthony Capuano (63,000 shares) and multiple senior executives (including Rajeev Menon, David Marriott, EVP sales) created visible supply and likely amplified downward pressure on the share price. These are open SEC‑filed sales that can spook investors even when sales are part of pre‑arranged plans. CEO Sale (SEC filing)

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.