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

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

More Marriott International News

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

• Positive Sentiment: Marriott reported adjusted Q2 EPS of $3.19, ahead of analysts’ roughly $3.06–$3.08 estimates and up from $2.65 a year earlier. Fee revenue increased 13%, while higher hotel pricing, room additions and RevPAR gains supported profitability. Marriott International Q2 Earnings Top Estimates
• Positive Sentiment: Management raised its full-year 2026 EPS outlook to $11.64–$11.81 from $11.38–$11.63 and increased its annual RevPAR outlook, reflecting stronger U.S. demand and continued fee growth. The expanded room pipeline, conversions, Bonvoy membership and co-branded credit-card income provide additional support for future earnings. Marriott’s Raised 2026 Outlook
• Positive Sentiment: Marriott is expanding its Bonvoy rewards collaboration with BetMGM into Alberta, potentially increasing loyalty engagement and cross-platform customer activity. The company also began rolling out “Ask Bonvoy,” an AI-powered search tool intended to improve direct bookings and reduce reliance on third-party channels. Marriott Bonvoy and BetMGM Collaboration
• Positive Sentiment: A bullish analysis argues that Marriott’s asset-light loyalty and fee model can outgrow the broader hotel cycle, with projected 2026–2027 EPS growth of approximately 11%–14% annually and a fair value estimate of $400. Marriott Loyalty Engine Analysis

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. Mizuho decreased their price objective on shares of Marriott International from $384.00 to $374.00 and set a “neutral” rating on the stock in a research report on Tuesday. UBS Group reiterated a “neutral” rating on shares of Marriott International in a report on Tuesday. Stifel Nicolaus upped their target price on Marriott International from $352.00 to $365.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Barclays lowered their price objective on shares of Marriott International from $379.00 to $348.00 and set an “equal weight” rating for the company in a report on Tuesday. Finally, Sanford C. Bernstein set a $412.00 price target on shares of Marriott International in a research report on Monday, June 15th. Nine analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, Marriott International presently has a consensus rating of “Moderate Buy” and an average target price of $386.65.

Marriott International Price Performance

The company has a 50 day moving average of $378.50 and a two-hundred day moving average of $354.76. The company has a market capitalization of $91.03 billion, a PE ratio of 36.22, a PEG ratio of 2.71 and a beta of 1.10.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings results on Monday, August 3rd. The company reported $3.19 earnings per share for the quarter, topping the consensus estimate of $3.08 by $0.11. The company had revenue of $2.01 billion for the quarter, compared to the consensus estimate of $7.19 billion. Marriott International had a negative return on equity of 80.29% and a net margin of 9.62%.The firm’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.65 EPS. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS. On average, equities analysts anticipate that Marriott International, Inc. will post 11.68 EPS for the current year.

Marriott International Increases Dividend

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

Insider Activity

In related news, EVP Peggy Roe sold 3,000 shares of the stock in a transaction on Monday, May 18th. The stock was sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the sale, the executive vice president directly owned 19,827 shares of the company’s stock, valued at $7,168,650.12. This trade represents a 13.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 11.43% of the stock is currently owned by insiders.

Institutional Trading of Marriott International

Large investors have recently added to or reduced their stakes in the business. Brighton Jones LLC raised its holdings in Marriott International by 2.5% in the 4th quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock worth $2,479,000 after purchasing an additional 218 shares during the period. Empowered Funds LLC lifted its position in shares of Marriott International by 39.1% during the 1st quarter. Empowered Funds LLC now owns 5,805 shares of the company’s stock valued at $1,383,000 after buying an additional 1,631 shares in the last quarter. Woodline Partners LP increased its holdings in Marriott International by 39.6% in the 1st quarter. Woodline Partners LP now owns 19,332 shares of the company’s stock worth $4,605,000 after acquiring an additional 5,480 shares in the last quarter. Intech Investment Management LLC raised its stake in Marriott International by 21.8% during the 1st quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock worth $1,438,000 after acquiring an additional 1,079 shares during the period. Finally, Sei Investments Co. boosted its position in shares of Marriott International by 3.8% in the second quarter. Sei Investments Co. now owns 137,329 shares of the company’s stock worth $37,520,000 after purchasing an additional 5,007 shares during the period. 70.70% of the stock is currently owned by institutional investors.

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.