Marriott International (NASDAQ:MAR) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Marriott International (NASDAQ:MAR) had its target price hoisted by equities research analysts at Morgan Stanley from $380.00 to $384.00 in a research note issued on Monday, Benzinga reports. The firm presently has an “overweight” rating on the stock. Morgan Stanley’s price target points to a potential upside of 3.36% from the company’s current price.

Several other research analysts have also recently commented on MAR. UBS Group lowered their target price on shares of Marriott International from $412.00 to $395.00 and set a “neutral” rating on the stock in a report on Thursday, August 20th. TD Cowen upgraded Marriott International to a “strong-buy” rating in a research note on Tuesday, September 8th. Erste Group Bank began coverage on Marriott International in a research report on Thursday, August 27th. They set a “buy” rating on the stock. CICC Research began coverage on Marriott International in a research note on Wednesday, August 12th. They set an “outperform” rating and a $410.00 price objective on the stock. Finally, BMO Capital Markets lowered their price objective on Marriott International from $410.00 to $395.00 and set an “outperform” rating on the stock in a research note on Tuesday, August 4th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $380.00.

Marriott International Stock Performance

MAR stock opened at $371.50 on Monday. Marriott International has a 52 week low of $256.76 and a 52 week high of $410.98. The company has a market capitalization of $96.88 billion, a PE ratio of 33.69, a price-to-earnings-growth ratio of 2.79 and a beta of 1.17. The company’s 50-day simple moving average is $350.20 and its 200 day simple moving average is $361.39.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings data on Monday, August 3rd. The company reported $3.19 earnings per share for the quarter, topping the consensus estimate of $3.08 by $0.11. The business had revenue of $2.01 billion during the quarter, compared to analysts’ expectations of $7.19 billion. Marriott International had a net margin of 9.62% and a negative return on equity of 75.81%. The business’s revenue was up 4.8% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.65 EPS. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS. On average, analysts forecast that Marriott International will post 11.69 EPS for the current year.

Insider Activity

In other news, insider David Marriott sold 3,500 shares of the business’s stock in a transaction that occurred on Friday, September 25th. The shares were sold at an average price of $352.09, for a total value of $1,232,315.00. Following the completion of the transaction, the insider directly owned 282,383 shares in the company, valued at approximately $99,424,230.47. The trade was a 1.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Deborah Harrison sold 3,500 shares of the business’s stock in a transaction that occurred on Friday, September 25th. The shares were sold at an average price of $352.09, for a total transaction of $1,232,315.00. Following the completion of the transaction, the insider owned 282,383 shares of the company’s stock, valued at $99,424,230.47. The trade was a 1.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 11.43% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. B. Riley Wealth Advisors Inc. lifted its stake in Marriott International by 15.6% during the third quarter. B. Riley Wealth Advisors Inc. now owns 2,776 shares of the company’s stock worth $987,000 after purchasing an additional 375 shares during the last quarter. Krilogy Financial LLC increased its stake in shares of Marriott International by 37.9% in the 3rd quarter. Krilogy Financial LLC now owns 793 shares of the company’s stock valued at $293,000 after purchasing an additional 218 shares during the last quarter. Forvis Mazars Wealth Advisors LLC increased its stake in shares of Marriott International by 24.5% in the 3rd quarter. Forvis Mazars Wealth Advisors LLC now owns 8,045 shares of the company’s stock valued at $2,862,000 after purchasing an additional 1,581 shares during the last quarter. Contravisory Investment Management Inc. raised its holdings in shares of Marriott International by 135.4% during the 3rd quarter. Contravisory Investment Management Inc. now owns 7,666 shares of the company’s stock worth $2,727,000 after buying an additional 4,410 shares in the last quarter. Finally, Ring Mountain Capital LLC raised its holdings in shares of Marriott International by 7.7% during the 3rd quarter. Ring Mountain Capital LLC now owns 682 shares of the company’s stock worth $243,000 after buying an additional 49 shares in the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Marriott International

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

• Positive Sentiment: Higher analyst price target: Morgan Stanley raised its price target for Marriott from $380 to $384 and maintained an “Overweight” rating, implying approximately 3.4% upside from the referenced $371.50 price. The move reinforces confidence in Marriott’s earnings outlook. Morgan Stanley Adjusts Price Target on Marriott International
• Positive Sentiment: 2026 earnings estimates edged higher: Erste Group Bank raised its fiscal 2026 EPS forecast to $11.75 from $11.73 and reiterated a “Buy” rating. The new estimate is above the $11.69 consensus forecast, suggesting slightly stronger expected profitability. Erste Group Bank Marriott earnings estimate update
• Positive Sentiment: International expansion continues: Marriott opened its first City Express property in South Asia, City Express by Marriott Udaipur Nathdwara Highway in India, and also launched Marriott Hotels’ first property in Jakarta. New properties expand Marriott’s fee-generating global network and increase exposure to growing travel markets. City Express by Marriott Debuts in India Marriott Hotels Opens First Property in Jakarta
• Positive Sentiment: Brand engagement initiatives: Marriott is hosting the China Open delegation at its new Beijing Marriott Marquis and introducing enhanced Bonvoy upgrade visibility and runner-focused amenities. These efforts may support occupancy, loyalty engagement and customer retention, though their direct earnings impact is likely limited. Beijing Marriott Marquis Hotel Hosts China Open Delegation
• Neutral Sentiment: Technical and valuation context: Marriott remains about 10.4% below its 52-week high, while its referenced price-to-earnings ratio of 38.5 and PEG ratio of 2.76 indicate that substantial earnings growth is already reflected in the share price. Marriott International Stock Trades Below Its 52-Week High

Marriott International Company Profile

Marriott International, Inc (NASDAQ: MAR) is a global hospitality company that operates, franchises, licenses and manages hotels, resorts, residences and other lodging properties. Its portfolio serves business and leisure travelers across a range of price points, from luxury and premium accommodations to select-service and extended-stay properties.

The company’s brands include The Ritz-Carlton, St. Regis, JW Marriott, W Hotels, The Luxury Collection, EDITION, Marriott Hotels, Sheraton, Westin, Renaissance, Courtyard, Residence Inn, Fairfield by Marriott, SpringHill Suites, AC Hotels, Aloft, Moxy and Element.