UBS Group Has Lowered Expectations for Marriott International (NASDAQ:MAR) Stock Price

Key Points

• UBS Group lowered Marriott’s price target from $412 to $395 while maintaining a “neutral” rating, implying approximately 10.4% upside from the prior close. Analysts overall have a “Moderate Buy” consensus with an average target of $385.65.
• Marriott shares fell 0.6% to $357.80, with the stock trading near its 200-day moving average and below its 12-month high of $410.98. The company reported quarterly EPS of $3.19, exceeding the $3.08 consensus estimate.
• Institutional investors continue to hold significant positions, owning 70.7% of Marriott’s shares. Meanwhile, brand expansion and new luxury offerings support long-term growth, though lowered forward EPS estimates signal caution about the earnings outlook.

Marriott International (NASDAQ:MAR - Get Free Report) had its price target cut by research analysts at UBS Group from $412.00 to $395.00 in a research report issued on Thursday,Benzinga reports. The brokerage currently has a "neutral" rating on the stock. UBS Group's price target points to a potential upside of 10.40% from the stock's previous close.

Several other equities research analysts also recently commented on MAR. Truist Financial boosted their target price on Marriott International from $350.00 to $356.00 and gave the stock a "hold" rating in a report on Tuesday, May 26th. BMO Capital Markets decreased their target price on shares of Marriott International from $410.00 to $395.00 and set an "outperform" rating for the company in a report on Tuesday, August 4th. Stifel Nicolaus increased their price target 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. JPMorgan Chase & Co. boosted their price target on Marriott International from $387.00 to $400.00 and gave the stock a "neutral" rating in a research note on Tuesday, July 21st. Finally, Wells Fargo & Company decreased their target price on Marriott International from $449.00 to $425.00 and set an "overweight" rating for the company in a research report on Tuesday, August 4th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $385.65.

Marriott International Trading Down 0.6%

Shares of MAR traded down $2.15 during midday trading on Thursday, reaching $357.80. The stock had a trading volume of 422,800 shares, compared to its average volume of 1,574,469. The company has a market capitalization of $93.30 billion, a price-to-earnings ratio of 37.08, a price-to-earnings-growth ratio of 2.77 and a beta of 1.10. Marriott International has a 12-month low of $256.76 and a 12-month high of $410.98. The company's 50-day moving average is $372.24 and its 200 day moving average is $357.54.

Marriott International (NASDAQ:MAR - Get Free Report) last posted 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. The company had revenue of $2.01 billion during 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%. Marriott International's revenue for the quarter was up 4.8% on a year-over-year basis. During the same period in the prior year, the business posted $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. Research analysts forecast that Marriott International will post 11.71 EPS for the current fiscal year.

Hedge Funds Weigh In On Marriott International

Several institutional investors have recently bought and sold shares of the stock. Norges Bank bought a new stake in Marriott International during the 4th quarter valued at about $812,570,000. Diamant Asset Management Inc. raised its stake 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 acquiring an additional 489,105 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in Marriott International by 37.9% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,363,845 shares of the company's stock valued at $423,119,000 after purchasing an additional 374,497 shares in the last quarter. Capital International Investors grew its position in shares of 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 buying an additional 272,250 shares in the last quarter. Finally, Amundi lifted its stake in Marriott International by 52.0% in the third quarter. Amundi now owns 741,408 shares of the company's stock worth $201,618,000 after acquiring an additional 253,696 shares during the period. 70.70% of the stock is owned by hedge funds and other institutional investors.

Marriott International News Roundup

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

• Positive Sentiment: Marriott will bring its Ritz-Carlton brand to Cambodia through a partnership with The Royal Group International. The planned luxury property expands Marriott’s presence in Southeast Asia and supports long-term room growth and fee revenue. Marriott International, The Royal Group International to debut Ritz-Carlton brand in Cambodia
• Positive Sentiment: Marriott’s Luxury Collection launched a curated line of travel experiences, helping differentiate the brand and potentially increase engagement and demand among affluent travelers. Marriott's Luxury Collection brand launches line of trips
• Neutral Sentiment: Wall Street analysts remain cautiously optimistic. Marriott has outperformed the broader market and hotel-sector peers, but the stock’s valuation and expectations for continued growth may limit additional upside. Do Wall Street Analysts Like Marriott International Stock?
• Neutral Sentiment: Marriott plans to redeem all $450 million of its 5.450% Series LL notes due in September. The action removes upcoming debt maturity risk, although it uses cash or refinancing capacity. Marriott International Announces Redemption of its 5.450% Series LL Notes Due 2026
• Negative Sentiment: Zacks Research lowered several forward EPS estimates, including Q1 2027, Q3 2027, Q4 2027 and Q1 2028. Although its Q4 2026 and Q2 2027 forecasts increased, the broader revisions signal some uncertainty about Marriott’s future earnings trajectory and likely contributed to investor caution. Zacks Research Has Bearish Forecast for MAR Q3 Earnings

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.

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