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

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

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 Stock Down 0.6%

Shares of NASDAQ MAR traded down $1.96 during midday trading on Friday, hitting $347.93. The stock had a trading volume of 2,276,683 shares, compared to its average volume of 1,696,199. Marriott International, Inc. has a 1 year low of $205.40 and a 1 year high of $370.00. The company has a market capitalization of $92.19 billion, a PE ratio of 36.66, a P/E/G ratio of 3.15 and a beta of 1.13. The stock has a 50 day simple moving average of $323.56 and a 200-day simple moving average of $290.70.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $2.58 earnings per share 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 84.23%. The firm had revenue of $6.69 billion during the quarter, compared to analysts’ expectations of $6.67 billion. During the same quarter in the previous year, the business posted $2.45 EPS. 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 expect that Marriott International, Inc. will post 10.1 earnings per share for the current fiscal year.

Marriott International Dividend Announcement

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

Wall Street Analyst Weigh In

Several research firms have recently commented on MAR. BMO Capital Markets upgraded Marriott International from a “market perform” rating to an “outperform” rating and lifted their price target for the stock from $285.00 to $370.00 in a report on Friday, January 9th. Citigroup increased their price target on shares of Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research note on Thursday, January 15th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. Evercore boosted their price objective on shares of Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday, January 22nd. Finally, Barclays lifted their price target on shares of Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a research report on Wednesday, February 11th. Two research 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 data from MarketBeat.com, Marriott International presently has an average rating of “Moderate Buy” and a consensus price target of $343.27.

Marriott International News Roundup

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)

Institutional Trading of Marriott International

Several hedge funds have recently made changes to their positions in the business. Oppenheimer Asset Management Inc. purchased a new position in Marriott International in the second quarter valued at $613,000. National Pension Service increased its holdings in shares of Marriott International by 1.6% in the 3rd 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 stake in Marriott International during the third quarter worth approximately $858,000. Headwater Capital Co Ltd acquired a new position in Marriott International in the second quarter valued at approximately $21,857,000. Finally, Harbor Investment Advisory LLC increased its stake in 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 purchasing an additional 14,898 shares during the last quarter. Institutional investors and hedge funds own 70.70% of the company’s stock.

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.