Marriott International (NASDAQ:MAR) Reaches New 52-Week High on Analyst Upgrade

Marriott International, Inc. (NASDAQ:MAR)’s stock price reached a new 52-week high on Thursday after JPMorgan Chase & Co. raised their price target on the stock from $323.00 to $356.00. JPMorgan Chase & Co. currently has a neutral rating on the stock. Marriott International traded as high as $367.73 and last traded at $358.75, with a volume of 2491348 shares changing hands. The stock had previously closed at $359.35.

MAR has been the subject of a number of other reports. Barclays upped their target price on Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a research report on Wednesday. Evercore increased their price objective on shares of Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a research note on Thursday, January 22nd. Sanford C. Bernstein boosted their target price on shares of Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. Finally, The Goldman Sachs Group boosted their price objective on shares of Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $343.27.

Insider Buying and Selling

In other Marriott International news, CAO Felitia Lee sold 1,617 shares of Marriott International stock in a transaction on Monday, December 15th. The stock was sold at an average price of $305.98, for a total value of $494,769.66. Following the completion of the sale, the chief accounting officer owned 4,893 shares of the company’s stock, valued at approximately $1,497,160.14. This trade represents a 24.84% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 10.68% of the company’s stock.

More Marriott International News

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

• Positive Sentiment: Multiple firms raised price targets and reiterated bullish views (Jefferies to $415 buy; Goldman to $398 buy; Wells Fargo to $403 overweight; BMO and others also lifted targets), signaling analyst confidence in upside from international and luxury demand. These Analysts Boost Their Forecasts On Marriott International Following Q4 Results
• Positive Sentiment: Q4 revenue topped expectations ($6.69B vs. ~$6.67B) and RevPAR rose globally (notably +6.1% international), and management gave FY‑2026 EPS guidance (11.32–11.57) and Q1 guidance (2.50–2.55) that underpin growth expectations. Marriott International Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Unusually large call‑option buying (tens of thousands of calls) suggests short‑term bullish positioning by traders/speculators. Marriott International Stock Is Jumping Today: What’s Happening?
• Positive Sentiment: Management says it is “actively investing” in AI and progressing a systems migration — a potential medium‑term efficiency and loyalty‑program enhancement that could boost margins and returns on scale. Marriott ‘actively investing’ in AI, reports progress on system migration
• Neutral Sentiment: Brand/marketing initiatives (e.g., The Ritz‑Carlton x Kilometre Paris collection) support high‑end positioning but are unlikely to move near‑term earnings materially. The Ritz-Carlton x Kilometre Paris: Iconic Destinations, Reimagined in Handcrafted Travel Pieces
• Negative Sentiment: EPS slightly missed (adj. $2.58 vs. ~$2.61 consensus) and the company reported unusual accounting effects (negative ROE) — small misses can pressure sentiment despite the revenue beat. Marriott Q4 earnings / call transcript
• Negative Sentiment: Marriott disclosed a $23M loss tied to ending the Sonder arrangement, plus flagged contract/dispute risks tied to its asset‑light model — these items add near‑term costs and legal/growth uncertainty. Marriott said it lost $23 million in letting go of Sonder
• Negative Sentiment: U.S. business‑travel softness and a government shutdown impact were cited as headwinds; management sees uneven U.S. room‑revenue growth, which could cap near‑term domestic recovery. Marriott forecasts weak room revenue growth on sluggish US budget travel demand

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Frederick Financial Consultants LLC boosted its holdings in Marriott International by 0.8% in the fourth quarter. Frederick Financial Consultants LLC now owns 3,531 shares of the company’s stock worth $1,095,000 after purchasing an additional 28 shares during the last quarter. Optimize Financial Inc lifted its holdings in shares of Marriott International by 1.4% during the 4th quarter. Optimize Financial Inc now owns 2,284 shares of the company’s stock valued at $709,000 after buying an additional 32 shares during the period. Bridges Investment Management Inc. grew its holdings in shares of Marriott International by 1.0% in the fourth quarter. Bridges Investment Management Inc. now owns 3,277 shares of the company’s stock worth $1,017,000 after acquiring an additional 32 shares during the period. Riversedge Advisors LLC increased its position in Marriott International by 3.0% during the fourth quarter. Riversedge Advisors LLC now owns 1,149 shares of the company’s stock valued at $357,000 after acquiring an additional 33 shares during the last quarter. Finally, Modera Wealth Management LLC lifted its holdings in Marriott International by 0.7% in the fourth quarter. Modera Wealth Management LLC now owns 4,747 shares of the company’s stock valued at $1,473,000 after acquiring an additional 33 shares during the period. 70.70% of the stock is owned by hedge funds and other institutional investors.

Marriott International Price Performance

The firm has a 50-day simple moving average of $315.86 and a 200-day simple moving average of $287.20. The firm has a market capitalization of $96.27 billion, a PE ratio of 37.80, a PEG ratio of 3.17 and a beta of 1.13.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing the consensus estimate of $2.61 by ($0.03). The business had revenue of $6.69 billion for the quarter, compared to analysts’ expectations of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 88.92%. Marriott International’s revenue for the quarter was up 4.1% compared to the same quarter last year. During the same period in the previous year, the company earned $2.45 EPS. Marriott International has set its FY 2026 guidance at 11.320-11.570 EPS and its Q1 2026 guidance at 2.500-2.550 EPS. Equities analysts expect that Marriott International, Inc. will post 10.1 earnings per share for the current year.

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.