Key Points
- Insider Rajeev Menon sold 3,492 shares on Feb 19 for $354 each (total $1,236,168) after a prior sale of 6,333 shares, reducing his stake to 6,000 shares and joining a cluster of senior executive sales that could weigh on the stock.
- Marriott's Q4 revenue of $6.69B modestly beat estimates but EPS of $2.58 missed by $0.03; management issued FY2026 guidance of $11.32–$11.57 and Q1 guidance of $2.50–$2.55, which spurred several analyst upgrades.
- The company declared a quarterly dividend of $0.67 (0.8% yield; ex‑dividend Feb 26), and analysts hold a consensus "Moderate Buy" rating with a $343.27 price target.
Marriott International, Inc. (NASDAQ:MAR - Get Free Report) insider Rajeev Menon sold 3,492 shares of the firm's stock in a transaction dated 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 owned 6,000 shares of the company's stock, valued at $2,124,000. This trade represents a 36.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available 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 shares were sold at an average price of $356.61, for a total value of $2,258,411.13.
Marriott International Trading Down 0.6%
Shares of NASDAQ MAR opened at $347.93 on Friday. The company has a market capitalization of $92.19 billion, a P/E ratio of 36.66, a P/E/G ratio of 3.10 and a beta of 1.13. Marriott International, Inc. has a 12 month low of $205.40 and a 12 month high of $370.00. The stock has a 50 day moving average of $324.55 and a 200-day moving average of $291.31.
Marriott International (NASDAQ:MAR - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing analysts' consensus estimates of $2.61 by ($0.03). The company had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The company's revenue for the quarter was up 4.1% compared to the same quarter last year. During the same period last year, the firm 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. Analysts predict that Marriott International, Inc. will post 10.1 EPS 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. Shareholders of record on Thursday, February 26th will be issued a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 26th. Marriott International's dividend payout ratio is currently 28.24%.
Analyst Upgrades and Downgrades
MAR has been the topic of a number of recent research reports. Wells Fargo & Company increased their target price on Marriott International from $353.00 to $403.00 and gave the stock an "overweight" rating in a research note on Wednesday, February 11th. Barclays lifted their target price on Marriott International from $320.00 to $356.00 and gave the stock an "equal weight" rating in a report on Wednesday, February 11th. BMO Capital Markets upgraded shares of Marriott International from a "market perform" rating to an "outperform" rating and upped their price target for the company from $285.00 to $370.00 in a research note on Friday, January 9th. JPMorgan Chase & Co. boosted their price objective on shares of Marriott International from $323.00 to $356.00 and gave the company a "neutral" rating in a report on Wednesday, February 11th. Finally, Sanford C. Bernstein raised their target price on shares of Marriott International from $329.00 to $369.00 and gave the stock an "outperform" rating in a report on Tuesday, January 6th. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $343.27.
View Our Latest Analysis on Marriott International
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)
Hedge Funds Weigh In On Marriott International
Several hedge funds have recently bought and sold shares of the company. Kemnay Advisory Services Inc. acquired a new stake in shares of Marriott International during the 4th quarter worth approximately $27,000. McMillan Office Inc. bought a new position in shares of Marriott International in the 4th quarter valued at $27,000. Triumph Capital Management acquired a new position in shares of Marriott International during the 3rd quarter worth $28,000. Basepoint Wealth LLC acquired a new stake in Marriott International in the fourth quarter valued at about $28,000. Finally, AlphaQuest LLC grew its position in Marriott International by 2,750.0% in the second quarter. AlphaQuest LLC now owns 114 shares of the company's stock valued at $31,000 after acquiring an additional 110 shares during the last quarter. 70.70% of the stock is owned by institutional investors.
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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