Barclays Issues Positive Forecast for Marriott International (NASDAQ:MAR) Stock Price

Marriott International (NASDAQ:MAR) had its target price upped by Barclays from $372.00 to $376.00 in a research report sent to investors on Thursday,Benzinga reports. They currently have an equal weight rating on the stock.

Several other analysts also recently weighed in on the company. Jefferies Financial Group upped their target price on Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. 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. Morgan Stanley upped their price target on shares of Marriott International from $331.00 to $350.00 and gave the company an “overweight” rating in a research report on Friday, April 10th. BMO Capital Markets raised shares of Marriott International from a “market perform” rating to an “outperform” rating and upped their target price for the company from $285.00 to $370.00 in a report on Friday, January 9th. Finally, Mizuho raised their price target on Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $373.73.

Marriott International Trading Down 2.1%

Shares of MAR opened at $351.53 on Thursday. The firm’s fifty day simple moving average is $342.05 and its 200-day simple moving average is $319.85. The firm has a market capitalization of $93.13 billion, a price-to-earnings ratio of 36.89, a PEG ratio of 3.01 and a beta of 1.11. Marriott International has a twelve month low of $253.55 and a twelve month high of $380.00.

Marriott International (NASDAQ:MAR) last released its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, beating analysts’ consensus estimates of $2.56 by $0.16. The business had revenue of $1.81 billion for the quarter, compared to the consensus estimate of $6.59 billion. Marriott International had a negative return on equity of 85.94% and a net margin of 9.72%.The business’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.32 EPS. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. On average, analysts predict that Marriott International will post 11.68 earnings per share for the current fiscal year.

Marriott International Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, February 26th were issued a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Thursday, February 26th. Marriott International’s dividend payout ratio is currently 28.24%.

Insider Activity at Marriott International

In other news, insider William P. Brown sold 9,456 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total transaction of $3,387,612.00. Following the completion of the transaction, the insider directly owned 11,000 shares of the company’s stock, valued at approximately $3,940,750. This represents a 46.23% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Rajeev Menon sold 6,333 shares of Marriott International stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $356.61, for a total value of $2,258,411.13. Following the completion of the sale, the insider owned 9,492 shares in the company, valued at approximately $3,384,942.12. This trade represents a 40.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 95,540 shares of company stock worth $34,274,055 in the last three months. 11.43% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Marriott International

Several institutional investors have recently modified their holdings of the company. Cassaday & Co Wealth Management LLC boosted its position in Marriott International by 5.0% during the first quarter. Cassaday & Co Wealth Management LLC now owns 78,050 shares of the company’s stock worth $25,528,000 after purchasing an additional 3,685 shares in the last quarter. Commonwealth Financial Services LLC raised its stake in Marriott International by 4.9% in the 1st quarter. Commonwealth Financial Services LLC now owns 1,758 shares of the company’s stock valued at $575,000 after purchasing an additional 82 shares during the last quarter. Meeder Asset Management Inc. lifted its holdings in Marriott International by 57.6% in the 1st quarter. Meeder Asset Management Inc. now owns 104 shares of the company’s stock valued at $34,000 after purchasing an additional 38 shares in the last quarter. Meeder Advisory Services Inc. grew its holdings in shares of Marriott International by 8.9% during the first quarter. Meeder Advisory Services Inc. now owns 7,293 shares of the company’s stock worth $2,385,000 after buying an additional 593 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in shares of Marriott International by 0.8% during the first quarter. Dimensional Fund Advisors LP now owns 727,472 shares of the company’s stock valued at $237,893,000 after buying an additional 5,530 shares during the period. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Marriott International News Summary

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

• Positive Sentiment: Q1 beat and raised guidance — MAR reported EPS of $2.72 (above consensus) and raised FY2026 guidance (adjusted EPS $11.38–$11.63) and full‑year RevPAR outlook to ~2–3%, signaling resilient travel demand and higher fee income. This is the primary driver of the stock move. Marriott Q1 2026 Earnings Call Summary
• Positive Sentiment: Room revenue metrics: global RevPAR rose ~4.2% in Q1 and select‑service/luxury segments showed broad improvement — supports margin leverage and fee growth. Marriott reports 4.2% rise in Q1 global RevPAR
• Positive Sentiment: Analysts revise models upward and lift targets — several firms raised price targets (Wells Fargo to $446, Mizuho to $384, Barclays to $376) after the quarter, adding upward pressure to the stock. These Analysts Revise Their Forecasts On Marriott After Q1 Results
• Positive Sentiment: Development pipeline & fee mix support long‑term growth — company highlighted a record development pipeline and higher management/franchise fees, which improve recurring revenue and margin visibility. Marriott Q1 Earnings Beat on Higher RevPAR & Fees
• Neutral Sentiment: Brand/marketing PR — Ritz‑Carlton experiential partnerships (SailGP) and new resort deals bolster brand and customer engagement but have limited immediate earnings impact. Ritz-Carlton SailGP partnership
• Neutral Sentiment: Property transactions/management deals (e.g., $835M Marco JW sale keeping Marriott management) change asset mix but are not core to fee revenue guidance. $835M sale: Marco JW
• Negative Sentiment: Valuation and profit‑taking concerns — some analysts/commentators argue MAR’s upside has already moved far and the stock now trades at a premium (PE ~36.9), which could cap near‑term returns if growth slows. Marriott: Its Upside Has Already Traveled Too Long, Too Far
• Negative Sentiment: Relative performance risk — coverage notes the stock can still underperform broader market despite gains; mixed analyst ratings (several neutral/equal‑weight) reflect cautious positioning. MarketWatch: stock rises but underperforms

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.