Key Points
- CEO Anthony Capuano sold 63,000 shares on Feb. 17 at an average of $359.22 for $22.63M, cutting his stake by 35.7% to 113,617 shares — the sale, along with other senior executive dispositions, contributed to visible selling pressure on the stock.
- Marriott's Q4 showed mixed results with EPS of $2.58 (missing estimates by $0.03) and revenue of $6.69B, but management set FY‑2026 guidance of $11.32–$11.57 EPS (Q1: $2.50–$2.55), which has supported recent analyst upgrades.
- The company declared a quarterly dividend of $0.67 (annualized $2.68, ~0.8% yield; ex‑dividend Feb. 26), while analysts and institutional buying have lifted the consensus to a "Moderate Buy" with an average target around $343.27.
Marriott International, Inc. (NASDAQ:MAR - Get Free Report) EVP Benjamin Breland sold 2,000 shares of the company's stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $358.03, for a total transaction of $716,060.00. Following the transaction, the executive vice president owned 26,399 shares in the company, valued at $9,451,633.97. This represents a 7.04% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link.
Marriott International Stock Down 1.0%
NASDAQ MAR traded down $3.57 on Friday, reaching $346.32. The company had a trading volume of 521,616 shares, compared to its average volume of 1,642,014. The stock has a market capitalization of $91.77 billion, a P/E ratio of 36.50, a P/E/G ratio of 3.15 and a beta of 1.13. The company's fifty day moving average is $323.56 and its 200 day moving average is $290.70. Marriott International, Inc. has a 52-week low of $205.40 and a 52-week high of $370.00.
Marriott International (NASDAQ:MAR - Get Free Report) last released 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). The firm had revenue of $6.69 billion during the quarter, compared to analysts' expectations of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The business's quarterly revenue was up 4.1% compared to the same quarter last year. During the same period in the prior year, the business earned $2.45 earnings per share. 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. On average, research analysts expect that Marriott International, Inc. will post 10.1 EPS for the current year.
Marriott International Dividend Announcement
The company 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 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 26th. Marriott International's dividend payout ratio (DPR) is 28.24%.
Wall Street Analyst Weigh In
MAR has been the topic of several recent analyst reports. Morgan Stanley increased their price objective on shares of Marriott International from $296.00 to $328.00 and gave the company an "overweight" rating in a research report on Friday, January 16th. The Goldman Sachs Group increased their price target on shares of Marriott International from $355.00 to $398.00 and gave the stock a "buy" rating in a research report on Wednesday, February 11th. Evercore raised their target price on shares of Marriott International from $320.00 to $350.00 and gave the stock an "outperform" rating in a research note 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 stock from $285.00 to $370.00 in a research report on Friday, January 9th. Finally, Citigroup upped their target price on shares of Marriott International from $285.00 to $345.00 and gave the company a "neutral" rating in a research report on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $343.27.
Read Our Latest Stock Report on MAR
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently added to or reduced their stakes in the business. T. Rowe Price Investment Management Inc. increased its holdings in shares of Marriott International by 7.4% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 63,680 shares of the company's stock valued at $19,757,000 after purchasing an additional 4,383 shares during the period. Compound Planning Inc. raised its position in shares of 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 buying an additional 612 shares during the last quarter. Invesco Ltd. increased its stake in shares of Marriott International by 2.7% in the 4th quarter. Invesco Ltd. now owns 4,440,359 shares of the company's stock worth $1,377,577,000 after acquiring an additional 118,504 shares during the last quarter. Birchwood Financial Partners Inc. purchased a new position in Marriott International during the fourth quarter worth about $33,000. Finally, Corient Private Wealth LLC raised its position in 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 purchasing an additional 23,554 shares during the period. 70.70% of the stock is currently owned by hedge funds and other institutional investors.
Marriott International News Roundup
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Management set FY‑2026 EPS guidance above some Street expectations (FY26: $11.32–$11.57; Q1: $2.50–$2.55), supporting upside case and helping sustain analyst upgrades. Q4 & FY2024 Results / Guidance
- Positive Sentiment: Multiple brokerages have raised targets or reiterated Outperform/Overweight ratings in recent weeks, lifting the consensus price target and providing support. MarketBeat Analyst Coverage
- Positive Sentiment: Company declared a quarterly dividend ($0.67/qtr; ex‑dividend Feb 26), signaling cash‑return discipline which can underpin longer‑term investor interest. Dividend Notice
- Positive Sentiment: Retail/momentum coverage (Zacks pieces highlighting MAR as a momentum/consumer discretionary play) could attract buying interest despite short‑term weakness. Zacks Momentum Story
- Neutral Sentiment: Q4 results were mixed: revenue modestly beat estimates and was up year‑over‑year, but EPS missed by ~$0.03 and margins/ROE metrics drew attention — the print supports guidance but tempers enthusiasm. Nasdaq: Q4 Results
- Neutral Sentiment: Marketing initiatives (e.g., Bonvoy festival experiences) and small news items are positive for brand engagement but unlikely to move the stock materially near‑term. MSN: Bonvoy Festival Experiences
- Negative Sentiment: Clustered insider selling — large, disclosed sales by CEO Anthony Capuano (63,000 shares) and multiple other senior executives (including Rajeev Menon, David Marriott and others) created visible supply and likely amplified downward pressure on the stock. CEO Sale (SEC filing) David Marriott Sale (SEC filing)
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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