Marriott International (NASDAQ:MAR) Price Target Raised to $372.00

Marriott International (NASDAQ:MAR) had its price target lifted by Barclays from $356.00 to $372.00 in a report released on Thursday morning,Benzinga reports. Barclays currently has an equal weight rating on the stock.

A number of other research analysts have also weighed in on MAR. The Goldman Sachs Group increased their price target on Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Citigroup upped their price objective on shares of Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a report on Thursday, January 15th. BMO Capital Markets raised shares of Marriott International from a “market perform” rating to an “outperform” rating and increased their price objective for the company from $285.00 to $370.00 in a research report on Friday, January 9th. Truist Financial lifted their target price on shares of Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a report on Wednesday, February 11th. Finally, Sanford C. Bernstein upped their price target on shares of Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $353.36.

Marriott International Stock Performance

Shares of MAR stock opened at $377.93 on Thursday. Marriott International has a 52-week low of $212.53 and a 52-week high of $379.56. The stock has a market cap of $100.12 billion, a price-to-earnings ratio of 39.82, a PEG ratio of 3.18 and a beta of 1.10. The firm’s 50-day moving average is $339.15 and its 200-day moving average is $311.25.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings results 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 negative return on equity of 84.23% and a net margin of 9.93%.The business had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. During the same period last year, the firm earned $2.45 EPS. Marriott International’s quarterly revenue was up 4.1% compared to the same quarter last year. 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. Sell-side analysts predict that Marriott International will post 10.1 EPS for the current fiscal year.

Marriott International Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Thursday, February 26th were issued a dividend of $0.67 per share. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. Marriott International’s dividend payout ratio (DPR) is currently 28.24%.

Insider Buying and Selling

In related news, insider William P. Brown sold 9,456 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total value of $3,387,612.00. Following the transaction, the insider directly owned 11,000 shares in the company, valued at approximately $3,940,750. This represents a 46.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Rajeev Menon sold 3,492 shares of Marriott International stock in a transaction dated Thursday, February 19th. The stock was 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 owned 6,000 shares of the company’s stock, valued at $2,124,000. This trade represents a 36.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 95,540 shares of company stock valued at $34,274,055 in the last 90 days. 11.43% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Marriott International

A number of hedge funds have recently added to or reduced their stakes in the stock. Norges Bank acquired a new stake in shares of Marriott International during the 4th quarter worth $812,570,000. Wellington Management Group LLP raised its stake in Marriott International by 21.7% in the third quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock valued at $2,389,635,000 after purchasing an additional 1,637,119 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Marriott International by 37.9% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,363,845 shares of the company’s stock worth $423,119,000 after purchasing an additional 374,497 shares during the period. Massachusetts Financial Services Co. MA grew its stake in Marriott International by 7.2% during the third quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock worth $1,281,825,000 after buying an additional 330,952 shares in the last quarter. Finally, Capital International Investors increased its holdings in Marriott International by 7.1% in the 4th quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock valued at $1,274,475,000 after buying an additional 272,250 shares during the period. Institutional investors own 70.70% of the company’s stock.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Momentum/price action: market reports show MAR reached an all‑time high, reflecting strong demand and positive investor sentiment around travel recovery and earnings outlook. Marriott International stock hits all-time high
• Positive Sentiment: Supplier change that could boost margins/guest experience: Marriott plans to switch from Pepsi to Coca‑Cola for beverage supply — a chainwide supplier shift that can affect costs, marketing partnerships and in‑hotel F&B margins (positive if Coke offers better terms or co‑marketing). Marriott to switch from Pepsi to Coke
• Positive Sentiment: Expansion into luxury Saudi market: Marriott appointed a Red Sea marketing lead to deepen its push into Saudi luxury tourism tied to Vision 2030, supporting long‑term room growth in premium segments. Growth in high‑margin international luxury can lift RevPAR and franchise/management fees. Marriott Deepens Saudi Luxury Push
• Positive Sentiment: Institutional demand: Assetmark increased its MAR stake in the latest 13F filing, a sign of continued institutional accumulation and vote of confidence. Assetmark Inc. Has $12.08 Million Position
• Neutral Sentiment: Debt listing/notes: A listing references Marriott DL‑Notes (2025/27) — routine bond market activity that affects liquidity and capital structure but isn’t a direct earnings driver unless it signals large new issuance. Marriott International Inc.DL-Notes 2025(25/27) Bond
• Neutral Sentiment: Local/marketing activations: New Courtyard event programming (Phuket) is positive for brand engagement but is a small, localized revenue driver. Introducing “The Summer Social” at Courtyard by Marriott Phuket
• Neutral Sentiment: Industry trend piece (India): Coverage of hotels/airlines entering food delivery in India could signal competitive local moves, but direct impact on Marriott’s global franchise economics is limited for now. Why Indian Hotels and Airlines Are Taking a Slice of Food Delivery Apps
• Neutral Sentiment: Unrelated name overlap: A mining press release references “Marriott” properties sold in Timmins, Ontario — not related to Marriott International and not material. Plato Gold Corp. Announces Closing of Sale
• Negative Sentiment: Analyst view limits upside: Barclays raised its price target to $372 but kept an “equal weight” rating — the PT sits near/below current trading, signaling limited analyst upside and a cautious near‑term outlook. Barclays raises price target on Marriott

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.