Marriott International (NASDAQ:MAR – Get Free Report) had its price target hoisted by Mizuho from $343.00 to $384.00 in a research note issued to investors on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the stock. Mizuho’s target price would suggest a potential upside of 6.95% from the company’s current price.
Other equities research analysts also recently issued research reports about the stock. BMO Capital Markets upgraded shares of Marriott International from a “market perform” rating to an “outperform” rating and increased their target price for the stock from $285.00 to $370.00 in a research report on Friday, January 9th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Marriott International in a report on Thursday, January 22nd. The Goldman Sachs Group boosted their target price on Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Citigroup raised their price target on Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Finally, Robert W. Baird reduced their price target on Marriott International from $388.00 to $386.00 and set a “neutral” rating for the company in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $370.60.
Get Our Latest Research Report on MAR
Marriott International Stock Up 1.3%
Marriott International (NASDAQ:MAR – Get Free Report) last issued its earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, topping analysts’ consensus estimates of $2.56 by $0.16. The firm had revenue of $1.81 billion during the quarter, compared to analysts’ expectations of $6.59 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The firm’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same period last year, the firm posted $2.32 earnings per share. 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. Analysts anticipate that Marriott International will post 11.66 earnings per share for the current fiscal year.
Insider Activity at Marriott International
In other Marriott International news, CEO Anthony Capuano sold 63,000 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $359.22, for a total value of $22,630,860.00. Following the completion of the sale, the chief executive officer owned 113,617 shares of the company’s stock, valued at $40,813,498.74. The trade was a 35.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Rajeev Menon sold 6,333 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $356.61, for a total value of $2,258,411.13. Following the sale, the insider directly owned 9,492 shares of the company’s stock, valued at $3,384,942.12. The trade was a 40.02% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 95,540 shares of company stock valued at $34,274,055. Insiders own 11.43% of the company’s stock.
Institutional Investors Weigh In On Marriott International
Several hedge funds have recently modified their holdings of MAR. Frederick Financial Consultants LLC increased its holdings in shares of Marriott International by 0.8% during 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. Haven Capital Group Inc. lifted its position 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 purchasing an additional 30 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in Marriott International by 1.2% in the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,472 shares of the company’s stock valued at $808,000 after buying an additional 30 shares during the period. Transamerica Financial Advisors LLC lifted its holdings in shares of Marriott International by 34.8% during the 4th quarter. Transamerica Financial Advisors LLC now owns 120 shares of the company’s stock worth $37,000 after acquiring an additional 31 shares during the period. Finally, Optimize Financial Inc increased its stake in Marriott International by 1.4% in the fourth quarter. Optimize Financial Inc now owns 2,284 shares of the company’s stock valued at $709,000 after acquiring an additional 32 shares during the period. 70.70% of the stock is owned by institutional investors.
Key Headlines Impacting Marriott International
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Q1 beat and stronger travel metrics: Marriott reported adjusted EPS of $2.72 (above consensus), RevPAR +4.2% worldwide and revenue growth; management raised the full-year RevPAR outlook, signaling demand resilience. Marriott International Reports First Quarter 2026 Results
- Positive Sentiment: Record development pipeline and capital returns: Marriott flagged a record pipeline (4,100+ properties, ~618k rooms, 43% under construction) and repurchased ~2.1M shares in Q1, returning over $1.2B YTD — supportive for long-term fee growth and EPS. Marriott Q1 Earnings Beat Estimates on Higher RevPAR & Fees
- Positive Sentiment: New deals and asset activity expand fee-bearing base: recent franchise/management agreements (Espire partnership, Vinpearl Can Gio hotels) and a $835M property sale that keeps Marriott as manager should drive fee revenue and development pipeline growth. Espire Hospitality partners with Marriott for new luxury resort
- Neutral Sentiment: Guidance is mixed: Marriott raised RevPAR guidance and set FY adjusted EPS at $11.38–11.63 (roughly in line with Street), but Q2 EPS guidance of $2.99–3.06 is marginally below consensus — a slight offset to the upbeat beat. Marriott expects 2026 adjusted EPS of $11.38 to $11.63 as it raises full-year global RevPAR
- Neutral Sentiment: Market reaction context: coverage notes the stock rose on results but still modestly underperformed broader market moves — investors weighing beat/growth vs. valuation and near-term guidance. Marriott International Inc. stock rises Wednesday, still underperforms market
- Negative Sentiment: Valuation/expectations critique: at current multiples some analysts argue upside is stretched after the post-COVID run, flagging limited near-term upside relative to price (bearish view could cap rallies). Marriott International: Its Upside Has Already Traveled Too Long, Too Far
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.
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