Insider Selling: Marriott International (NASDAQ:MAR) Insider Sells $2,258,411.13 in Stock

Marriott International, Inc. (NASDAQ:MAR) insider Rajeev Menon sold 6,333 shares of the company’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $356.61, for a total value of $2,258,411.13. Following the sale, the insider owned 9,492 shares of the company’s stock, valued at $3,384,942.12. This trade represents a 40.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink.

Rajeev Menon also recently made the following trade(s):

• On Thursday, February 19th, Rajeev Menon sold 3,492 shares of Marriott International stock. The stock was sold at an average price of $354.00, for a total transaction of $1,236,168.00.

Marriott International Price Performance

Shares of MAR stock opened at $347.93 on Friday. The firm has a 50-day moving average of $324.55 and a 200-day moving average of $291.53. Marriott International, Inc. has a one year low of $205.40 and a one year high of $370.00. The company has a market cap of $92.20 billion, a P/E ratio of 36.66, a P/E/G ratio of 3.08 and a beta of 1.13.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings data 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). Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The firm had revenue of $6.69 billion during the quarter, compared to the consensus estimate of $6.67 billion. During the same period in the previous year, the company posted $2.45 earnings per share. The company’s revenue for the quarter was up 4.1% on a year-over-year basis. 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. As a group, research analysts expect that Marriott International, Inc. will post 10.1 earnings per share for the current fiscal year.

Marriott International Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th will be paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, February 26th. Marriott International’s dividend payout ratio is 28.24%.

Analyst Ratings Changes

Several research firms recently weighed in on MAR. Jefferies Financial Group increased their price target on shares of Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. JPMorgan Chase & Co. raised their price target on shares of Marriott International from $323.00 to $356.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 11th. Citigroup upped their price objective on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research note on Thursday, January 15th. Barclays boosted their target price on Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 11th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Marriott International in a research note on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat, Marriott International currently has an average rating of “Moderate Buy” and a consensus target price of $343.27.

Institutional Trading of Marriott International

A number of hedge funds and other institutional investors have recently made changes to their positions in MAR. Kemnay Advisory Services Inc. purchased a new position in Marriott International during the 4th quarter valued at about $27,000. McMillan Office Inc. bought a new position in shares of Marriott International in the fourth quarter valued at approximately $27,000. Basepoint Wealth LLC bought a new stake in Marriott International during the 4th quarter worth approximately $28,000. Godfrey Financial Associates Inc. purchased a new stake in Marriott International in the 4th quarter worth approximately $31,000. Finally, Advocate Investing Services LLC bought a new position in Marriott International in the 4th quarter valued at $31,000. 70.70% of the stock is currently owned by institutional investors.

Marriott International News Roundup

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

• Positive Sentiment: Management set FY‑2026 and Q1 guidance above some Street expectations, supporting earnings growth expectations and underpinning analyst upgrades. Q4 & FY2024 Results / Guidance
• Positive Sentiment: Multiple brokerages raised price targets or reiterated Buy/Overweight calls after the results, increasing the consensus target and offering support for the stock. MarketBeat Analyst Coverage
• Positive Sentiment: Company declared a quarterly dividend ($0.67/shr; ex‑dividend Feb 26), signaling cash‑return discipline that can attract income‑sensitive investors. Dividend Notice
• Positive Sentiment: Retail/momentum coverage (Zacks/Yahoo pieces) is highlighting MAR as a consumer‑discretionary beneficiary of cooling inflation and stronger travel demand, which can draw retail buying. Yahoo: Consumer Discretionary Picks
• Neutral Sentiment: Q4 results were mixed: revenue modestly beat and was up year‑over‑year, but EPS missed by about $0.03 and margins/ROE metrics raised questions—supports guidance but tempers upside. Nasdaq: Q4 Results
• Neutral Sentiment: Brand and marketing updates (Bonvoy festival experiences; new JW Marriott all‑inclusive) improve engagement but are unlikely to move the stock materially near‑term. MSN: Bonvoy Festival
• Negative Sentiment: Clustered insider selling — large, disclosed sales by CEO Anthony Capuano (63,000 shares) and multiple senior executives (including Rajeev Menon, David Marriott, EVP sales) created visible supply and likely amplified downward pressure on the share price. These are open SEC‑filed sales that can spook investors even when sales are part of pre‑arranged plans. CEO Sale (SEC filing)

Marriott International Company Profile

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.