Insider Selling: Marriott International (NASDAQ:MAR) Insider Sells $2,258,411.13 in Stock

Marriott International, Inc. (NASDAQ:MAR) insider Rajeev Menon sold 6,333 shares of the stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $356.61, for a total transaction of $2,258,411.13. Following 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

Marriott International Price Performance

Shares of NASDAQ MAR traded down $6.11 during mid-day trading on Thursday, hitting $349.89. The company had a trading volume of 1,734,007 shares, compared to its average volume of 1,645,483. The stock has a market cap of $92.71 billion, a price-to-earnings ratio of 36.87, a PEG ratio of 3.15 and a beta of 1.13. 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 12 month low of $205.40 and a 12 month high of $370.00.

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

Marriott International Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th will be given 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 payout ratio is 28.24%.

Institutional Investors Weigh In On Marriott International

A number of large investors have recently made changes to their positions in the company. Kemnay Advisory Services Inc. purchased a new position in Marriott International during the 4th quarter worth approximately $27,000. McMillan Office Inc. purchased a new stake in shares of Marriott International in the fourth quarter valued at $27,000. Triumph Capital Management acquired a new stake in shares of Marriott International in the third quarter worth $28,000. Basepoint Wealth LLC acquired a new position in Marriott International during the fourth quarter valued at $28,000. Finally, AlphaQuest LLC lifted its stake in Marriott International by 2,750.0% in the 2nd quarter. AlphaQuest LLC now owns 114 shares of the company’s stock worth $31,000 after acquiring an additional 110 shares in the last quarter. Institutional investors and hedge funds own 70.70% of the company’s stock.

Analyst Upgrades and Downgrades

MAR has been the topic of a number of recent analyst reports. Jefferies Financial Group boosted their price target on shares of Marriott International from $357.00 to $415.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Sanford C. Bernstein boosted their target price on Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Evercore increased their price target on Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research note on Thursday, January 22nd. Truist Financial boosted their price objective on Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a research note on Wednesday, February 11th. Finally, Wells Fargo & Company raised their target price on Marriott International from $353.00 to $403.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, Marriott International currently has a consensus rating of “Moderate Buy” and a consensus target price of $343.27.

Key Stories Impacting Marriott International

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.

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.