Marriott International (NASDAQ:MAR) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Key Points

• Morgan Stanley raised Marriott’s price target from $380 to $384 and maintained an “overweight” rating, implying roughly 4% upside from the prior close. Analysts overall give the stock a “Moderate Buy” consensus rating with a $380 average target.
• Marriott reported quarterly EPS of $3.19, beating the $3.08 consensus estimate, while revenue rose 4.8% year over year to $2.01 billion. The company guided to fiscal 2026 EPS of $11.64–$11.81.
• Marriott shares closed at $369.06, with a market capitalization of approximately $96.2 billion. Insiders recently sold shares, while institutional investors own 70.7% of the company.

Marriott International (NASDAQ:MAR - Get Free Report) had its target price upped by investment analysts at Morgan Stanley from $380.00 to $384.00 in a research note issued on Monday, Benzinga reports. The firm currently has an "overweight" rating on the stock. Morgan Stanley's target price indicates a potential upside of 4.05% from the stock's previous close.

A number of other brokerages also recently commented on MAR. Barclays reduced their price target on Marriott International from $379.00 to $348.00 and set an "equal weight" rating for the company in a report on Tuesday, August 4th. UBS Group reduced their target price on Marriott International from $412.00 to $395.00 and set a "neutral" rating on the stock in a report on Thursday, August 20th. CICC Research started coverage on Marriott International in a research note on Wednesday, August 12th. They set an "outperform" rating and a $410.00 price objective on the stock. Argus decreased their price target on shares of Marriott International from $445.00 to $425.00 and set a "buy" rating for the company in a report on Friday, August 14th. Finally, Robert W. Baird decreased their target price on Marriott International from $394.00 to $393.00 and set a "neutral" rating for the company in a research note on Tuesday, August 4th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $380.00.

Marriott International Price Performance

NASDAQ:MAR traded up $3.17 on Monday, reaching $369.06. The stock had a trading volume of 223,261 shares, compared to its average volume of 1,555,687. The company has a market cap of $96.24 billion, a price-to-earnings ratio of 38.27, a P/E/G ratio of 2.76 and a beta of 1.17. Marriott International has a 12-month low of $256.76 and a 12-month high of $410.98. The firm's fifty day moving average is $349.23 and its two-hundred day moving average is $360.76.

Marriott International (NASDAQ:MAR - Get Free Report) last announced its quarterly earnings data 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 business had revenue of $2.01 billion for the quarter, compared to analyst estimates of $7.19 billion. Marriott International had a net margin of 9.62% and a negative return on equity of 75.81%. During the same period in the prior year, the firm posted $2.65 EPS. The company's revenue was up 4.8% on a year-over-year basis. 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. As a group, research analysts forecast that Marriott International will post 11.69 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, insider David S. Marriott sold 3,500 shares of the company's stock in a transaction on Friday, September 25th. The shares were sold at an average price of $352.09, for a total value of $1,232,315.00. Following the transaction, the insider directly owned 282,383 shares of the company's stock, valued at approximately $99,424,230.47. This represents a 1.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Deborah Harrison sold 3,500 shares of the stock in a transaction that occurred on Friday, September 25th. The stock was sold at an average price of $352.09, for a total value of $1,232,315.00. Following the completion of the transaction, the insider owned 282,383 shares in the company, valued at $99,424,230.47. This represents a 1.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 11.43% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in MAR. Diamant Asset Management Inc. increased its position in shares of Marriott International by 32,607.0% during the first quarter. Diamant Asset Management Inc. now owns 490,605 shares of the company's stock valued at $16,046,000 after buying an additional 489,105 shares during the period. State Street Corp grew its stake in Marriott International by 2.9% in the second quarter. State Street Corp now owns 9,644,773 shares of the company's stock worth $3,574,256,000 after purchasing an additional 272,044 shares during the period. Hsbc Holdings PLC raised its holdings in Marriott International by 62.7% in the fourth quarter. Hsbc Holdings PLC now owns 640,350 shares of the company's stock worth $199,069,000 after purchasing an additional 246,681 shares in the last quarter. Assenagon Asset Management S.A. boosted its holdings in shares of Marriott International by 309.9% during the 1st quarter. Assenagon Asset Management S.A. now owns 307,658 shares of the company's stock valued at $100,626,000 after buying an additional 232,598 shares in the last quarter. Finally, Jupiter Topco LLC purchased a new stake in shares of Marriott International in the 2nd quarter worth about $81,872,000. 70.70% of the stock is owned by institutional investors.

About Marriott International

Marriott International, Inc NASDAQ: MAR is a global hospitality company that operates, franchises, licenses and manages hotels, resorts, residences and other lodging properties. Its portfolio serves business and leisure travelers across a range of price points, from luxury and premium accommodations to select-service and extended-stay properties.

The company's brands include The Ritz-Carlton, St. Regis, JW Marriott, W Hotels, The Luxury Collection, EDITION, Marriott Hotels, Sheraton, Westin, Renaissance, Courtyard, Residence Inn, Fairfield by Marriott, SpringHill Suites, AC Hotels, Aloft, Moxy and Element.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.