Marriott International (NASDAQ:MAR) Trading 9.2% Higher – Here’s What Happened

Shares of Marriott International, Inc. (NASDAQ:MAR) were up 9.2% on Tuesday . The stock traded as high as $363.54 and last traded at $361.5960. Approximately 664,297 shares traded hands during trading, a decline of 55% from the average daily volume of 1,470,746 shares. The stock had previously closed at $331.21.

Trending Headlines about Marriott International

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

• Positive Sentiment: Q4 revenue slightly beat estimates driven by international travel and loyalty-program strength — Marriott reported $6.69B in revenue (vs. ~$6.67B est.) and highlighted growth in its Bonvoy members and international demand, a key driver of today’s buying. Marriott shares jump on strong 2025 revenue, international travel boost
• Positive Sentiment: Company set FY‑2026 EPS guidance marginally above consensus (11.320–11.570 vs. ~11.48) and Q1 guidance roughly in line — the guide reduced execution risk for investors and supported the rally. Marriott sets full-year profit guidance ahead of expectations
• Positive Sentiment: RevPAR and luxury/international segments showed meaningful strength — management cited international RevPAR growth (~6.1% Q4) and luxury demand, which boosts margin mix and rev‑per‑room recovery outlook. Marriott Revenue Climbs on International, Luxury Strength
• Neutral Sentiment: Adjusted EPS narrowly missed consensus ($2.58 vs. $2.61), a modest miss that tempered upside but didn’t overwhelm the revenue/guidance story. Investors are treating this as noise given the company’s guidance and international momentum. Marriott International (MAR) Lags Q4 Earnings Estimates
• Negative Sentiment: U.S. demand weakness, especially in the budget segment, limits room‑revenue growth domestically — management flagged uneven U.S. travel that could cap recovery and longer‑term upside in those cohorts. Marriott projects weak room revenue growth on sluggish US budget travel demand
• Negative Sentiment: Business travel was hit by the recent government shutdown, which contributed to the earnings miss and underscores near‑term volatility in corporate travel spend. Marriott misses expectations after shutdown hit business travel

Wall Street Analyst Weigh In

A number of analysts have issued reports on the stock. The Goldman Sachs Group raised shares of Marriott International from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $288.00 to $345.00 in a report on Monday, December 15th. JPMorgan Chase & Co. increased their price target on Marriott International from $294.00 to $323.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. Citigroup upped their target price on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research report on Thursday, January 15th. Evercore raised their price target on Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a research report on Thursday, January 22nd. Finally, Sanford C. Bernstein increased their price objective on shares of Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Three research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $316.19.

Marriott International Price Performance

The company has a market capitalization of $96.25 billion, a price-to-earnings ratio of 37.92, a P/E/G ratio of 2.92 and a beta of 1.13. The firm’s fifty day moving average price is $313.73 and its 200-day moving average price is $286.13.

Marriott International (NASDAQ:MAR) last posted 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 net margin of 10.07% and a negative return on equity of 89.29%. The firm had revenue of $6.69 billion during the quarter, compared to the consensus estimate of $6.67 billion. During the same quarter in the prior year, the business posted $2.45 earnings per share. Marriott International’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, research analysts predict that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Insider Buying and Selling

In other Marriott International news, CAO Felitia Lee sold 1,617 shares of the company’s stock in a transaction dated 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 approximately $1,497,160.14. The trade was a 24.84% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 10.68% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Frederick Financial Consultants LLC boosted its position in Marriott International by 0.8% during the fourth quarter. Frederick Financial Consultants LLC now owns 3,531 shares of the company’s stock valued at $1,095,000 after acquiring an additional 28 shares during the last quarter. Optimize Financial Inc boosted its position in shares of Marriott International by 1.4% during the 4th quarter. Optimize Financial Inc now owns 2,284 shares of the company’s stock valued at $709,000 after purchasing an additional 32 shares in the last quarter. Riversedge Advisors LLC increased its holdings in Marriott International by 3.0% in the fourth quarter. Riversedge Advisors LLC now owns 1,149 shares of the company’s stock worth $357,000 after purchasing an additional 33 shares in the last quarter. Modera Wealth Management LLC lifted its stake in Marriott International by 0.7% in the fourth quarter. Modera Wealth Management LLC now owns 4,747 shares of the company’s stock valued at $1,473,000 after buying an additional 33 shares during the period. Finally, Catalyst Financial Partners LLC grew its position in shares of Marriott International by 3.3% during the 3rd quarter. Catalyst Financial Partners LLC now owns 1,104 shares of the company’s stock worth $288,000 after buying an additional 35 shares during the period. Institutional investors and hedge funds 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.