Key Points
- Insider sale: David S. Marriott sold 4,747 shares at $360 per share for about $1.71 million on Feb. 17, trimming his stake by 0.80%, and another insider, Rena Hozore Reiss, also filed a sale recently.
- Mixed quarterly results and upbeat guidance: Q4 revenue beat at $6.69B while EPS missed slightly ($2.58 vs. $2.61), but management set FY2026 EPS guidance of $11.32–$11.57 and Q1 guidance of $2.50–$2.55, prompting several analysts to raise price targets and leaving a consensus "Moderate Buy" (~$343 target).
- Dividend announced: Marriott declared a $0.67 quarterly dividend ($2.68 annualized, ~0.8% yield) with an ex-dividend date of Feb. 26 and payment on Mar. 31.
Marriott International, Inc. (NASDAQ:MAR - Get Free Report) insider David Marriott sold 4,747 shares of the business's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $360.00, for a total transaction of $1,708,920.00. Following the completion of the sale, the insider directly owned 591,669 shares of the company's stock, valued at $213,000,840. This represents a 0.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.
Marriott International Stock Down 1.1%
Shares of MAR opened at $356.00 on Thursday. The stock has a market capitalization of $94.33 billion, a P/E ratio of 37.51, a PEG ratio of 3.13 and a beta of 1.13. The firm has a fifty day simple moving average of $322.49 and a two-hundred day simple moving average of $290.28. Marriott International, Inc. has a twelve month low of $205.40 and a twelve month high of $370.00.
Marriott International (NASDAQ:MAR - Get Free Report) last announced its quarterly 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). The business had revenue of $6.69 billion for the quarter, compared to analysts' expectations of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The firm's revenue for the quarter was up 4.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.45 EPS. 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 expect that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.
Marriott International Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Thursday, February 26th will be paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, February 26th. Marriott International's dividend payout ratio (DPR) is presently 28.24%.
Marriott International News Summary
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Analysts and guidance support upside — several firms raised price targets and gave Buy/Overweight calls after the company’s results; management set FY2026 EPS guidance of $11.32–$11.57 and Q1 guidance of $2.50–$2.55, which is above some Street expectations. This underpins the bullish case. MarketBeat MAR Coverage
- Positive Sentiment: Sector momentum / stock-pick stories — Zacks published bullish pieces arguing MAR is a momentum play and included MAR in a list of consumer-discretionary names benefiting as inflation cools and travel demand improves. These narratives can attract momentum and retail buying. Zacks: Momentum Stock
- Neutral Sentiment: Quarterly results were mixed — Q4 revenue of $6.69B slightly beat estimates and revenue was up ~4.1% y/y, but EPS missed consensus by a small $0.03; margins and a negative ROE metric drew attention. The print supports the guidance but the minor EPS miss tempers the headline. Nasdaq: Q4 & FY2024 Results
- Positive Sentiment: Dividend declared — Marriott announced a $0.67 quarterly dividend (ex‑dividend Feb 26, payable Mar 31). Yield is low (~0.7%) but the payout and 28% payout ratio signal cash-return discipline. MarketBeat Dividend Notice
- Negative Sentiment: Insider selling — EVP Rena Hozore Reiss sold 2,512 shares at ~$357 (filed) and insider David S. Marriott sold 4,747 shares at $360 on Feb 17. Multiple disclosed sales can spook investors even if they represent small % changes in holdings. David S. Marriott Sale Rena Hozore Reiss Sale
Institutional Trading of Marriott International
Several institutional investors have recently added to or reduced their stakes in the business. Kemnay Advisory Services Inc. bought a new stake in shares of Marriott International during the 4th quarter valued at $27,000. McMillan Office Inc. bought a new stake in Marriott International during the fourth quarter valued at about $27,000. Triumph Capital Management purchased a new position in shares of Marriott International in the third quarter valued at about $28,000. Basepoint Wealth LLC bought a new position in shares of Marriott International in the fourth quarter worth about $28,000. Finally, AlphaQuest LLC raised its stake in Marriott International by 2,750.0% during the 2nd quarter. AlphaQuest LLC now owns 114 shares of the company's stock valued at $31,000 after purchasing an additional 110 shares during the period. 70.70% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes
A number of brokerages have recently commented on MAR. Evercore boosted their target price 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. Barclays boosted their price objective on shares of Marriott International from $320.00 to $356.00 and gave the stock an "equal weight" rating in a research note on Wednesday, February 11th. JPMorgan Chase & Co. raised their target price on shares of Marriott International from $323.00 to $356.00 and gave the company a "neutral" rating in a research note on Wednesday, February 11th. Sanford C. Bernstein boosted their price target on Marriott International from $329.00 to $369.00 and gave the stock an "outperform" rating in a research report on Tuesday, January 6th. Finally, Morgan Stanley raised their price objective on Marriott International from $296.00 to $328.00 and gave the company an "overweight" rating in a research report on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $343.27.
Check Out Our Latest Research Report on Marriott International
Marriott International Company Profile
(
Get Free Report)
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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