Marriott International (NASDAQ:MAR) EVP Sells $1,439,240.00 in Stock

Marriott International, Inc. (NASDAQ:MAR) EVP Drew Pinto sold 4,000 shares of Marriott International stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $359.81, for a total value of $1,439,240.00. Following the completion of the sale, the executive vice president owned 8,221 shares in the company, valued at $2,957,998.01. This represents a 32.73% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

Marriott International Price Performance

Shares of NASDAQ:MAR traded down $6.11 during midday trading on Thursday, reaching $349.89. 1,734,007 shares of the company’s stock were exchanged, compared to its average volume of 1,645,483. The firm’s 50 day simple moving average is $323.56 and its two-hundred day simple moving average is $290.70. Marriott International, Inc. has a fifty-two week low of $205.40 and a fifty-two week high of $370.00. The stock has a market cap of $92.71 billion, a price-to-earnings ratio of 36.87, a P/E/G ratio of 3.15 and a beta of 1.13.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The company had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. During the same quarter in the prior year, the business earned $2.45 earnings per share. Marriott International’s revenue was up 4.1% on a year-over-year basis. 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. Equities research analysts predict that Marriott International, Inc. will post 10.1 earnings per share for the current fiscal year.

Marriott International Dividend Announcement

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

Key Marriott International News

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

• Positive Sentiment: Management set FY‑2026 EPS guidance of $11.32–$11.57 and Q1 guidance of $2.50–$2.55, which supports earnings visibility and helped trigger analyst target increases. Read More.
• Positive Sentiment: Analysts and bullish writeups are drawing attention — Zacks ran pieces framing MAR as a momentum/consumer discretionary buy as inflation cools and travel demand strengthens. These stories can attract retail and momentum flows. Read More. Read More.
• Positive Sentiment: Dividend declared — a $0.67 quarterly dividend (ex‑dividend Feb 26, payable Mar 31) signals cash‑return discipline, modestly supportive for income‑oriented investors. Read More.
• Neutral Sentiment: Q4 results were mixed: revenue (~$6.69B) slightly beat estimates and was +4.1% y/y, but EPS missed by $0.03 and margins/ROE metrics drew attention — the print underpins guidance but tempers enthusiasm. Read More.
• Neutral Sentiment: Marketing/loyalty activation: Marriott Bonvoy launched a 1‑Point Drop festival experience program — positive for engagement but unlikely to move near‑term revenue materially. Read More.
• Negative Sentiment: Insider selling disclosed — David S. Marriott sold 4,747 shares at ~$360 (Feb 17) and EVP Rena Hozore Reiss sold 2,512 shares at ~$357. Multiple filings, even at small ownership percentages, can spook investors and add downward pressure. Read More. Read More.

Institutional Investors Weigh In On Marriott International

A number of hedge funds and other institutional investors have recently modified their holdings of MAR. Oppenheimer Asset Management Inc. purchased a new stake in Marriott International during the second quarter worth $613,000. National Pension Service boosted its position in shares of Marriott International by 1.6% in the 3rd quarter. National Pension Service now owns 603,431 shares of the company’s stock worth $157,158,000 after buying an additional 9,530 shares in the last quarter. AustralianSuper Pty Ltd acquired a new stake in Marriott International in the 3rd quarter valued at about $858,000. Headwater Capital Co Ltd acquired a new position in Marriott International during the second quarter worth about $21,857,000. Finally, Harbor Investment Advisory LLC lifted its holdings in shares of Marriott International by 2.7% in the third quarter. Harbor Investment Advisory LLC now owns 572,367 shares of the company’s stock valued at $149,067,000 after purchasing an additional 14,898 shares in the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. Truist Financial increased their target price on Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a research note on Wednesday, February 11th. Sanford C. Bernstein increased their price target on shares of Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. BMO Capital Markets upgraded shares of Marriott International from a “market perform” rating to an “outperform” rating and lifted their price objective for the company from $285.00 to $370.00 in a report on Friday, January 9th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Marriott International in a report on Thursday, January 22nd. Finally, JPMorgan Chase & Co. upped their price objective on Marriott International from $323.00 to $356.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 11th. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, Marriott International has an average rating of “Moderate Buy” and a consensus price target of $343.27.

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.