Marriott International, Inc. (NASDAQ:MAR) Receives $316.19 Consensus Target Price from Analysts

Shares of Marriott International, Inc. (NASDAQ:MAR) have been given a consensus rating of “Moderate Buy” by the eighteen analysts that are covering the firm, Marketbeat.com reports. Eight equities research analysts have rated the stock with a hold rating, eight have assigned a buy rating and two have given a strong buy rating to the company. The average twelve-month price objective among brokerages that have issued a report on the stock in the last year is $343.2667.

Several research firms recently issued reports on MAR. Sanford C. Bernstein upped their target price on Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. JPMorgan Chase & Co. upped their price objective on Marriott International from $323.00 to $356.00 and gave the stock a “neutral” rating in a research note on Wednesday. Citigroup increased their price objective on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a report on Thursday, January 15th. The Goldman Sachs Group upped 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. Finally, Evercore lifted their price objective on shares of Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research report on Thursday, January 22nd.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Multiple firms raised price targets and reiterated bullish views (Jefferies to $415 buy; Goldman to $398 buy; Wells Fargo to $403 overweight; BMO and others also lifted targets), signaling analyst confidence in upside from international and luxury demand. These Analysts Boost Their Forecasts On Marriott International Following Q4 Results
• Positive Sentiment: Q4 revenue topped expectations ($6.69B vs. ~$6.67B) and RevPAR rose globally (notably +6.1% international), and management gave FY‑2026 EPS guidance (11.32–11.57) and Q1 guidance (2.50–2.55) that underpin growth expectations. Marriott International Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Unusually large call‑option buying (tens of thousands of calls) suggests short‑term bullish positioning by traders/speculators. Marriott International Stock Is Jumping Today: What’s Happening?
• Positive Sentiment: Management says it is “actively investing” in AI and progressing a systems migration — a potential medium‑term efficiency and loyalty‑program enhancement that could boost margins and returns on scale. Marriott ‘actively investing’ in AI, reports progress on system migration
• Neutral Sentiment: Brand/marketing initiatives (e.g., The Ritz‑Carlton x Kilometre Paris collection) support high‑end positioning but are unlikely to move near‑term earnings materially. The Ritz-Carlton x Kilometre Paris: Iconic Destinations, Reimagined in Handcrafted Travel Pieces
• Negative Sentiment: EPS slightly missed (adj. $2.58 vs. ~$2.61 consensus) and the company reported unusual accounting effects (negative ROE) — small misses can pressure sentiment despite the revenue beat. Marriott Q4 earnings / call transcript
• Negative Sentiment: Marriott disclosed a $23M loss tied to ending the Sonder arrangement, plus flagged contract/dispute risks tied to its asset‑light model — these items add near‑term costs and legal/growth uncertainty. Marriott said it lost $23 million in letting go of Sonder
• Negative Sentiment: U.S. business‑travel softness and a government shutdown impact were cited as headwinds; management sees uneven U.S. room‑revenue growth, which could cap near‑term domestic recovery. Marriott forecasts weak room revenue growth on sluggish US budget travel demand

Marriott International Stock Down 0.2%

Shares of MAR opened at $358.75 on Friday. Marriott International has a twelve month low of $205.40 and a twelve month high of $367.73. The stock has a market capitalization of $96.27 billion, a P/E ratio of 37.80, a P/E/G ratio of 3.17 and a beta of 1.13. The company has a 50 day moving average of $315.86 and a 200-day moving average of $287.20.

Marriott International (NASDAQ:MAR) last announced its earnings results on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing the consensus estimate of $2.61 by ($0.03). Marriott International had a negative return on equity of 88.92% 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 quarter in the previous year, the company posted $2.45 EPS. The business’s revenue for the quarter 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. On average, sell-side analysts anticipate that Marriott International will post 10.1 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Marriott International news, CAO Felitia Lee sold 1,617 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $305.98, for a total value of $494,769.66. Following the sale, the chief accounting officer owned 4,893 shares in the company, valued at $1,497,160.14. This represents a 24.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 10.68% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Marriott International

A number of large investors have recently added to or reduced their stakes in MAR. Vanguard Group Inc. raised its holdings in Marriott International by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 20,774,015 shares of the company’s stock valued at $5,410,384,000 after acquiring an additional 230,820 shares in the last quarter. State Street Corp increased its position in shares of Marriott International by 1.2% in the second quarter. State Street Corp now owns 9,488,566 shares of the company’s stock worth $2,592,371,000 after purchasing an additional 114,973 shares during the period. 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. Geode Capital Management LLC grew its stake in Marriott International by 2.0% during the second quarter. Geode Capital Management LLC now owns 5,223,539 shares of the company’s stock worth $1,420,308,000 after buying an additional 102,798 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA increased its holdings in Marriott International by 7.2% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock valued at $1,281,825,000 after buying an additional 330,952 shares during the period. Institutional investors own 70.70% of the company’s stock.

About Marriott International

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.