Barclays Lowers Marriott International (NASDAQ:MAR) Price Target to $348.00

Marriott International (NASDAQ:MAR) had its target price decreased by investment analysts at Barclays from $379.00 to $348.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Barclays‘s target price would suggest a potential upside of 0.34% from the stock’s current price.

MAR has been the subject of several other reports. Susquehanna increased their price objective on Marriott International from $280.00 to $385.00 and gave the company a “neutral” rating in a research note on Thursday, April 23rd. Sanford C. Bernstein set a $412.00 target price on shares of Marriott International in a research note on Monday, June 15th. Morgan Stanley lifted their price objective on Marriott International from $353.00 to $380.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Truist Financial raised their price target on shares of Marriott International from $350.00 to $356.00 and gave the stock a “hold” rating in a report on Tuesday, May 26th. Finally, Stifel Nicolaus boosted their price objective on shares of Marriott International from $352.00 to $365.00 and gave the company a “hold” rating in a report on Friday, July 17th. Nine equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $388.65.

Marriott International Stock Down 7.0%

Shares of MAR stock opened at $346.83 on Tuesday. Marriott International has a 52-week low of $255.27 and a 52-week high of $410.98. The stock has a market cap of $91.46 billion, a PE ratio of 36.39, a price-to-earnings-growth ratio of 2.92 and a beta of 1.10. The business has a 50-day simple moving average of $379.07 and a 200-day simple moving average of $354.58.

Marriott International (NASDAQ:MAR) last released its quarterly earnings data on Monday, August 3rd. The company reported $3.19 earnings per share for the quarter, beating analysts’ consensus estimates of $3.08 by $0.11. The company had revenue of $2.01 billion during the quarter, compared to analysts’ expectations of $7.19 billion. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The firm’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.65 earnings per share. 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. Sell-side 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, EVP Peggy Roe sold 3,000 shares of Marriott International stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 19,827 shares of the company’s stock, valued at $7,168,650.12. The trade was a 13.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Insiders own 11.43% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. Invesco Ltd. grew its position in shares of Marriott International by 2.7% during the fourth quarter. Invesco Ltd. now owns 4,440,359 shares of the company’s stock worth $1,377,577,000 after acquiring an additional 118,504 shares during the last quarter. Capital International Investors boosted its stake in Marriott International by 7.1% during the 4th quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock worth $1,274,475,000 after purchasing an additional 272,250 shares during the period. Norges Bank purchased a new position in Marriott International during the 4th quarter worth $812,570,000. Price T Rowe Associates Inc. MD increased its stake in Marriott International by 13.2% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,879,028 shares of the company’s stock valued at $582,952,000 after purchasing an additional 219,579 shares during the period. Finally, Charles Schwab Investment Management Inc. boosted its stake in shares of Marriott International by 1.2% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 1,619,423 shares of the company’s stock worth $502,410,000 after buying an additional 19,387 shares during the period. Hedge funds and other institutional investors own 70.70% of the company’s stock.

Key Headlines Impacting Marriott International

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

• Positive Sentiment: Marriott reported adjusted diluted EPS of $3.19, ahead of the roughly $3.06–$3.08 analyst consensus and up from $2.65 a year earlier. Worldwide comparable RevPAR increased 3.4%, led by 5.0% growth in the U.S. and Canada. Marriott International Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised its full-year 2026 adjusted EPS outlook to $11.64–$11.81, above the prior range and broadly above consensus expectations. It also increased its annual room-revenue growth outlook, supported by higher hotel prices, fee growth and continued room expansion.
• Positive Sentiment: Marriott added approximately 17,900 net rooms during the quarter, grew net rooms 4.5% year over year and reached a record development pipeline of about 629,000 rooms. The company also repurchased $1.1 billion of stock in the quarter. Quarterly Results Release
• Neutral Sentiment: Marriott began rolling out Ask Bonvoy, an AI-powered conversational search tool on Marriott.com and the Bonvoy app, intended to improve customer engagement and drive more direct bookings. Marriott Adds AI-Powered Conversational Search Tool
• Negative Sentiment: International comparable RevPAR declined 0.5%, with the Middle East conflict significantly weighing on travel demand and sales. The weakness overshadowed stronger U.S. performance and raised concerns about the pace of global recovery. Marriott Says Middle East Conflict Weighed on 2Q Sales
• Negative Sentiment: Third-quarter adjusted EPS guidance of $2.74–$2.82 fell short of the approximately $2.88 consensus estimate, suggesting near-term earnings momentum may be weaker than investors expected. Marriott’s strong results and valuation had already set a high bar.
• Negative Sentiment: Reported revenue growth and international demand were viewed as insufficient to support the stock’s premium valuation. Ongoing insider selling and uncertainty surrounding the renegotiation of Marriott’s U.S. co-branded credit-card arrangements add further investor caution.

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.