Marriott International (NASDAQ:MAR) Price Target Raised to $415.00

Marriott International (NASDAQ:MAR) had its price objective lifted by research analysts at Jefferies Financial Group from $357.00 to $415.00 in a report issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the stock. Jefferies Financial Group’s price target points to a potential upside of 15.34% from the company’s previous close.

MAR has been the topic of a number of other research reports. Barclays increased their price objective on shares of Marriott International from $320.00 to $356.00 and gave the stock an “equal weight” rating in a report on Wednesday. JPMorgan Chase & Co. upped their price target on Marriott International from $294.00 to $323.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. The Goldman Sachs Group lifted their price objective on shares of Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a research note on Wednesday. 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 research note on Friday, January 9th. Finally, Morgan Stanley lifted their price target on shares of Marriott International from $296.00 to $328.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $339.63.

Marriott International Stock Performance

Shares of MAR traded up $0.45 during trading hours on Wednesday, reaching $359.80. 1,830,259 shares of the company traded hands, compared to its average volume of 1,619,241. The stock’s fifty day moving average is $314.82 and its 200 day moving average is $286.70. The stock has a market cap of $96.55 billion, a P/E ratio of 38.00, a price-to-earnings-growth ratio of 2.90 and a beta of 1.13. Marriott International has a 1-year low of $205.40 and a 1-year high of $367.73.

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). The company had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. Marriott International had a negative return on equity of 89.29% and a net margin of 10.07%.Marriott International’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same quarter last year, the business earned $2.45 EPS. 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, equities research analysts predict that Marriott International will post 10.1 EPS for the current year.

Insider Transactions at Marriott International

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

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. Red Cedar Investment Management LLC increased its holdings in Marriott International by 56.7% in the 4th quarter. Red Cedar Investment Management LLC now owns 8,411 shares of the company’s stock valued at $2,609,000 after buying an additional 3,042 shares during the period. Motley Fool Asset Management LLC boosted its position in shares of Marriott International by 33.2% during the 4th quarter. Motley Fool Asset Management LLC now owns 24,966 shares of the company’s stock worth $7,745,000 after acquiring an additional 6,225 shares in the last quarter. North Dallas Bank & Trust Co. bought a new position in Marriott International in the fourth quarter valued at approximately $1,831,000. Focus Partners Advisor Solutions LLC lifted its stake in Marriott International by 169.9% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 11,052 shares of the company’s stock worth $3,429,000 after purchasing an additional 6,957 shares during the last quarter. Finally, TIAA Trust National Association boosted its holdings in shares of Marriott International by 5.9% in the 4th quarter. TIAA Trust National Association now owns 7,216 shares of the company’s stock valued at $2,239,000 after purchasing an additional 400 shares in the last quarter. 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: Q4 revenue beat and strong international / luxury demand drove optimism; RevPAR rose year‑over‑year and management issued FY‑2026 and Q1 guidance that the market viewed as constructive. Q4 and Full Year 2025 Results
• Positive Sentiment: Several analysts raised price targets — notably Wells Fargo to $403 (overweight) and BMO reiterated/raised targets to ~$400 — which supports upside sentiment and likely contributed to buying. Analyst Price Target Moves
• Positive Sentiment: Unusual options activity (large call buying) suggests some traders are positioning for further upside after the print.
• Neutral Sentiment: Corporate initiatives and brand marketing (e.g., The Ritz‑Carlton x Kilometre Paris collaboration) help brand momentum but are unlikely to move near‑term fundamentals materially. Ritz‑Carlton x Kilometre Paris
• Neutral Sentiment: Positive analyst pieces and longer‑term bull arguments (e.g., Seeking Alpha / MarketBeat coverage) reinforce growth narratives but mostly affect medium‑term positioning. Growth Justifies Valuation
• Negative Sentiment: EPS slightly missed consensus (adjusted EPS $2.58 vs. ~$2.61), which tempers the results despite the revenue beat and likely explains some mixed analyst reactions. Earnings Recap
• Negative Sentiment: Marriott disclosed a $23M hit tied to ending the Sonder deal (termination/licensing and impairments), a one‑time drag on results. Sonder Breakup Cost
• Negative Sentiment: Management flagged uneven U.S. demand (government shutdown effects on business travel) and new contract‑dispute risks tied to its asset‑light model that could pressure margins or future growth. US Demand / Forecasts Contract Disputes Risk

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.