Rajeev Menon Sells 3,492 Shares of Marriott International (NASDAQ:MAR) Stock

Marriott International, Inc. (NASDAQ:MAR) insider Rajeev Menon sold 3,492 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $354.00, for a total value of $1,236,168.00. Following the sale, the insider owned 6,000 shares of the company’s stock, valued at $2,124,000. The trade was a 36.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website.

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

• On Wednesday, February 18th, Rajeev Menon sold 6,333 shares of Marriott International stock. The shares were sold at an average price of $356.61, for a total value of $2,258,411.13.

Marriott International Stock Down 0.6%

Marriott International stock opened at $347.93 on Friday. The company has a fifty day simple moving average of $324.55 and a 200-day simple moving average of $291.53. The firm has a market capitalization of $92.20 billion, a price-to-earnings ratio of 36.66, a PEG ratio of 3.08 and a beta of 1.13. Marriott International, Inc. has a 52-week low of $205.40 and a 52-week high of $370.00.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share 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 business’s revenue was up 4.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.45 earnings per share. 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. On average, research analysts anticipate that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Announces Dividend

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

More Marriott International News

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)

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in MAR. Frederick Financial Consultants LLC raised its holdings in shares of Marriott International by 0.8% in the 4th quarter. Frederick Financial Consultants LLC now owns 3,531 shares of the company’s stock valued at $1,095,000 after buying an additional 28 shares during the period. Transamerica Financial Advisors LLC increased its stake in Marriott International by 34.8% during the fourth quarter. Transamerica Financial Advisors LLC now owns 120 shares of the company’s stock worth $37,000 after purchasing an additional 31 shares during the period. Optimize Financial Inc boosted its stake in shares of Marriott International by 1.4% in the fourth quarter. Optimize Financial Inc now owns 2,284 shares of the company’s stock valued at $709,000 after purchasing 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 valued at $1,017,000 after purchasing an additional 32 shares in the last quarter. Finally, Riversedge Advisors LLC lifted its holdings in Marriott International by 3.0% during the 4th quarter. Riversedge Advisors LLC now owns 1,149 shares of the company’s stock worth $357,000 after buying an additional 33 shares in the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. Wells Fargo & Company lifted their price target on Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. BMO Capital Markets raised shares of Marriott International from a “market perform” rating to an “outperform” rating and lifted their target price for the stock from $285.00 to $370.00 in a research note on Friday, January 9th. The Goldman Sachs Group increased their price target on shares of Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. Finally, Truist Financial raised their target price on Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a research note on Wednesday, February 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $343.27.

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.