Marriott International (NASDAQ:MAR) Price Target Cut to $348.00 by Analysts at Barclays

Key Points

• Barclays cut Marriott’s price target to $348 from $379 and maintained an “equal weight” rating, implying only about 0.34% upside from the prior close. Analysts overall remain moderately bullish, with an average target of $388.65.
• Marriott reported adjusted EPS of $3.19, ahead of estimates, while revenue rose 4.8% year over year and comparable RevPAR increased 3.4% globally. The company raised its full-year 2026 EPS outlook to $11.64–$11.81.
• Despite strong U.S. performance and guidance, international RevPAR declined 0.5% amid Middle East-related travel weakness, while third-quarter EPS guidance of $2.74–$2.82 fell below consensus and raised concerns about near-term momentum.

Marriott International (NASDAQ:MAR - Get Free Report) had its target price dropped by stock analysts at Barclays from $379.00 to $348.00 in a research note issued to investors on Tuesday,Benzinga reports. The firm presently has an "equal weight" rating on the stock. Barclays's price target points to a potential upside of 0.34% from the company's previous close.

Other research analysts also recently issued research reports about the stock. Wells Fargo & Company raised their price target on shares of Marriott International from $446.00 to $449.00 and gave the stock an "overweight" rating in a research note on Thursday, July 16th. UBS Group boosted their price objective on shares of Marriott International from $336.00 to $412.00 and gave the company a "neutral" rating in a research report on Monday, June 15th. Morgan Stanley raised their target price on shares of Marriott International from $353.00 to $380.00 and gave the stock an "overweight" rating in a research report on Friday, July 17th. BMO Capital Markets decreased their price target on shares of Marriott International from $410.00 to $395.00 and set an "outperform" rating for the company in a research note on Tuesday. Finally, TD Cowen increased their price objective on Marriott International from $410.00 to $420.00 and gave the stock a "buy" rating in a research note on Tuesday, July 21st. Nine equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, Marriott International has an average rating of "Moderate Buy" and an average target price of $388.65.

Marriott International Stock Performance

Shares of MAR stock opened at $346.83 on Tuesday. The stock has a 50 day moving average price of $379.07 and a 200 day moving average price of $354.58. Marriott International has a 52-week low of $255.27 and a 52-week high of $410.98. The firm has a market capitalization of $91.46 billion, a P/E ratio of 36.39, a P/E/G ratio of 2.92 and a beta of 1.10.

Marriott International (NASDAQ:MAR - Get Free Report) last released its earnings results on Monday, August 3rd. The company reported $3.19 earnings per share for the quarter, topping analysts' consensus estimates of $3.08 by $0.11. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The business had revenue of $2.01 billion for the quarter, compared to analyst estimates of $7.19 billion. During the same quarter last year, the firm posted $2.65 earnings per share. The business's revenue was up 4.8% compared to the same quarter last year. 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, sell-side analysts forecast that Marriott International will post 11.66 EPS for the current year.

Insider Activity at Marriott International

In other news, EVP Peggy Roe sold 3,000 shares of the company's stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $361.56, for a total value of $1,084,680.00. Following the completion of the sale, the executive vice president owned 19,827 shares of the company's stock, valued at approximately $7,168,650.12. This represents a 13.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 11.43% of the company's stock.

Institutional Trading of Marriott International

A number of hedge funds have recently bought and sold shares of MAR. Evelyn Partners Investment Management Services Ltd bought a new stake in Marriott International during the 1st quarter valued at $25,000. Wilkerson Advisory Group LLC lifted its stake in shares of Marriott International by 127.0% during the 1st quarter. Wilkerson Advisory Group LLC now owns 84 shares of the company's stock worth $27,000 after purchasing an additional 47 shares during the last quarter. IMG Wealth Management Inc. grew its stake in Marriott International by 100.0% in the first quarter. IMG Wealth Management Inc. now owns 82 shares of the company's stock valued at $27,000 after purchasing an additional 41 shares during the last quarter. Kemnay Advisory Services Inc. purchased a new stake in shares of Marriott International during the fourth quarter valued at about $27,000. Finally, McMillan Office Inc. bought a new position in shares of Marriott International during the 4th quarter worth approximately $27,000. Hedge funds and other institutional investors own 70.70% of the company's stock.

Key Marriott International News

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.

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.