Jefferies Financial Group Raises Marriott International (NASDAQ:MAR) Price Target to $415.00

Marriott International (NASDAQ:MAR) had its target price boosted by research analysts at Jefferies Financial Group from $357.00 to $415.00 in a report issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the stock. Jefferies Financial Group’s target price would indicate a potential upside of 16.88% from the stock’s previous close.

Several other equities analysts have also weighed in on the stock. Weiss Ratings restated a “buy (b-)” rating on shares of Marriott International in a report on Thursday, January 22nd. Wells Fargo & Company boosted their price objective on Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a research note on Wednesday. JPMorgan Chase & Co. increased their target price on Marriott International from $294.00 to $323.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. Morgan Stanley boosted their price target on Marriott International from $296.00 to $328.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Finally, BMO Capital Markets upgraded shares of Marriott International from a “market perform” rating to an “outperform” rating and lifted their price objective for the company from $285.00 to $370.00 in a research note on Friday, January 9th. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, Marriott International has a consensus rating of “Moderate Buy” and a consensus price target of $343.27.

Marriott International Price Performance

Marriott International stock opened at $355.08 on Wednesday. Marriott International has a 12 month low of $205.40 and a 12 month high of $370.00. The company has a market cap of $94.09 billion, a price-to-earnings ratio of 37.42, a price-to-earnings-growth ratio of 3.15 and a beta of 1.13. The stock’s 50-day moving average is $317.04 and its 200-day moving average is $287.67.

Marriott International (NASDAQ:MAR) last posted its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). The business had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The firm’s revenue for the quarter was up 4.1% compared to the same quarter last year. During the same period last year, the company posted $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. Research analysts anticipate that Marriott International will post 10.1 EPS for the current year.

Insider Activity

In other news, CAO Felitia Lee sold 1,617 shares of the stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $305.98, for a total transaction of $494,769.66. Following the completion of the transaction, the chief accounting officer directly owned 4,893 shares in the company, valued at approximately $1,497,160.14. This represents a 24.84% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 10.68% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. Frederick Financial Consultants LLC lifted its position in shares of Marriott International by 0.8% during 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 Marriott International by 1.4% during the 4th quarter. Optimize Financial Inc now owns 2,284 shares of the company’s stock worth $709,000 after buying an additional 32 shares during the last quarter. Bridges Investment Management Inc. grew its position in shares of Marriott International by 1.0% in the 4th 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 in the last quarter. Riversedge Advisors LLC raised its position in shares of Marriott International by 3.0% during the 4th quarter. Riversedge Advisors LLC now owns 1,149 shares of the company’s stock valued at $357,000 after acquiring an additional 33 shares in the last quarter. Finally, Modera Wealth Management LLC lifted its stake in Marriott International by 0.7% during the fourth quarter. Modera Wealth Management LLC now owns 4,747 shares of the company’s stock worth $1,473,000 after purchasing an additional 33 shares during the last quarter. 70.70% of the stock is owned by institutional investors and hedge funds.

Key Marriott International News

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

• Positive Sentiment: Board declared a quarterly cash dividend of $0.67/share, which supports income investors and signals confidence in cash flow. Marriott Dividend Release
• Positive Sentiment: Analysts lifted price targets and ratings after Q4 results and guidance (Goldman, Jefferies, Wells Fargo and others raised PTs), providing continued buy‑side support. Analyst Upgrades Summary
• Positive Sentiment: Company issued FY‑2026 EPS guidance (11.320–11.570) and Q1 guidance (2.500–2.550), and reported revenue slightly above expectations — guidance and top‑line strength are supportive for forward earnings forecasts. Q4 Results & Guidance
• Positive Sentiment: International expansion driving growth: Asia‑Pacific (ex‑China) momentum and a strong India pipeline (India = 42% of 2025 pipeline) support overseas revenue upside as U.S. demand softens. Asia‑Pacific Growth
• Positive Sentiment: Management is “actively investing” in AI and migrating systems, which could improve margins and guest personalization over time. AI Investment Article
• Neutral Sentiment: Opened Crystal Cove Barbados, the first Tribute Portfolio all‑inclusive resort — incremental unit growth but limited immediate earnings impact. Crystal Cove Opening
• Neutral Sentiment: Brand and lifestyle initiatives (e.g., The Ritz‑Carlton x Kilometre collaboration) are PR/brand positives but not material to near‑term cash flow. Ritz‑Carlton Collaboration
• Negative Sentiment: Q4 EPS missed by a small amount (miss of $0.03) and management disclosed a $23M hit from the breakup with Sonder — one‑time charges that can dent near‑term reported earnings. Sonder Breakup Charges
• Negative Sentiment: Newly flagged contract‑dispute risks tied to Marriott’s asset‑light model could pose legal, profitability and growth headwinds if disputes escalate. Contract Disputes Risk
• Negative Sentiment: Some market commentary and short‑idea pieces warn the stock may be extended or vulnerable to a pullback despite upgrades, adding selling pressure from momentum traders. Short Idea / Bearish Commentary

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.