Marriott International (NASDAQ:MAR) Trading Down 5.7% – What’s Next?

Shares of Marriott International, Inc. (NASDAQ:MAR) dropped 5.7% during mid-day trading on Monday . The stock traded as low as $348.58 and last traded at $351.4730. 588,321 shares were traded during trading, a decline of 62% from the average daily volume of 1,540,359 shares. The stock had previously closed at $372.83.

Key Marriott International News

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

• Positive Sentiment: Marriott reported second-quarter adjusted EPS of $3.19, above the roughly $3.03–$3.08 analyst expectations and up from $2.65 a year earlier. Adjusted net income was $844 million, while adjusted EBITDA reached $1.592 billion. Marriott International Reports Second Quarter 2026 Results
• Positive Sentiment: Worldwide comparable RevPAR increased 3.4%, led by 5.0% growth in the U.S. and Canada. Marriott also added approximately 17,900 net rooms, with total rooms up 4.5% year over year, and its development pipeline reached a record nearly 629,000 rooms. The company repurchased 3 million shares for $1.1 billion during the quarter. Quarterly Results Release
• Neutral Sentiment: Management raised its annual room-revenue growth outlook, but investors appear to have expected stronger results after Marriott’s substantial prior stock run and elevated valuation. Analysts’ median recent price target was approximately $385.50, although targets varied widely.
• Negative Sentiment: International comparable RevPAR declined 0.5%, with the Middle East conflict—particularly the Iran-related disruption—hurting sales and travel demand. The regional weakness detracted from otherwise solid global operating trends. Marriott Says Middle East Conflict Weighed on Sales
• Negative Sentiment: The company’s outlook and commentary were viewed as less compelling than the earnings beat warranted. Investors are also monitoring uncertainty surrounding the renegotiation of Marriott’s U.S. co-branded credit-card arrangements, which was not included in prior guidance. Marriott Falls as Investors Weigh Earnings and Guidance
• Negative Sentiment: Reported insider activity showed 12 open-market sales and no purchases over the past six months, including sales by senior executives. While not necessarily a near-term fundamental signal, the pattern may add to investor caution.

Wall Street Analyst Weigh In

Several analysts have issued reports on MAR shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Marriott International in a research note on Monday, May 11th. UBS Group boosted their price objective on shares of Marriott International from $336.00 to $412.00 and gave the stock a “neutral” rating in a report on Monday, June 15th. JPMorgan Chase & Co. upped their price objective on shares of Marriott International from $387.00 to $400.00 and gave the company a “neutral” rating in a research note on Tuesday, July 21st. Susquehanna lifted their target price on shares of Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a research report on Thursday, April 23rd. Finally, Mizuho upped their price target on shares of Marriott International from $343.00 to $384.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. Nine equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, Marriott International has an average rating of “Moderate Buy” and an average price target of $388.59.

Marriott International Price Performance

The firm’s 50 day moving average is $379.52 and its 200 day moving average is $354.41. The company has a market capitalization of $91.85 billion, a PE ratio of 36.48, a P/E/G ratio of 2.92 and a beta of 1.11.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings results on Monday, August 3rd. The company reported $3.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.03 by $0.16. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The business had revenue of $2.01 billion for the quarter, compared to analyst estimates of $7.19 billion. During the same quarter last year, the firm earned $2.65 EPS. The company’s revenue was up 4.8% on a year-over-year basis. As a group, analysts predict that Marriott International, Inc. will post 11.66 EPS for the current fiscal year.

Marriott International Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 22nd were paid a $0.73 dividend. The ex-dividend date of this dividend was Friday, May 22nd. This is a boost from Marriott International’s previous quarterly dividend of $0.67. This represents a $2.92 annualized dividend and a dividend yield of 0.8%. Marriott International’s payout ratio is 30.64%.

Insider Buying and Selling at Marriott International

In other news, EVP Peggy Roe sold 3,000 shares of Marriott International stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $361.56, for a total value of $1,084,680.00. Following the sale, the executive vice president directly owned 19,827 shares in the company, valued at approximately $7,168,650.12. This trade represents a 13.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 11.43% of the company’s stock.

Institutional Trading of Marriott International

Several large investors have recently added to or reduced their stakes in the stock. Frederick Financial Consultants LLC lifted its position in shares of Marriott International by 0.8% in the 4th quarter. Frederick Financial Consultants LLC now owns 3,531 shares of the company’s stock worth $1,095,000 after purchasing an additional 28 shares during the period. World Equity Group Inc. raised its stake in Marriott International by 2.0% in the second quarter. World Equity Group Inc. now owns 1,437 shares of the company’s stock worth $533,000 after buying an additional 28 shares in the last quarter. Haven Capital Group Inc. lifted its holdings in Marriott International by 0.3% in the first quarter. Haven Capital Group Inc. now owns 10,064 shares of the company’s stock worth $3,292,000 after buying an additional 30 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its holdings in shares of Marriott International by 1.2% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,472 shares of the company’s stock worth $808,000 after acquiring an additional 30 shares during the period. Finally, Paragon Private Wealth Management LLC raised its position in shares of Marriott International by 4.4% in the 1st quarter. Paragon Private Wealth Management LLC now owns 743 shares of the company’s stock worth $243,000 after acquiring an additional 31 shares in the last quarter. Institutional investors own 70.70% of the company’s stock.

Marriott International Company Profile

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.