Marriott International (NASDAQ:MAR) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Marriott International (NASDAQ:MAR) had its price objective lifted by research analysts at Morgan Stanley from $331.00 to $350.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Morgan Stanley’s price objective would suggest a potential downside of 1.16% from the stock’s current price.

A number of other equities analysts have also issued reports on MAR. Sanford C. Bernstein increased their price objective on Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Evercore upped their target price on Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a research report on Thursday, January 22nd. Barclays upped their target price on Marriott International from $320.00 to $356.00 and gave the stock an “equal weight” rating in a research report on Wednesday, February 11th. Citigroup upped their target price on Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a research report on Thursday, January 15th. Finally, Jefferies Financial Group upped their target price on Marriott International from $357.00 to $415.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $344.73.

Marriott International Price Performance

Shares of MAR stock opened at $354.10 on Friday. Marriott International has a 12-month low of $212.53 and a 12-month high of $370.00. The firm has a market capitalization of $93.81 billion, a price-to-earnings ratio of 37.31, a price-to-earnings-growth ratio of 3.12 and a beta of 1.10. The business has a 50 day simple moving average of $334.99 and a 200 day simple moving average of $307.64.

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 business had revenue of $6.69 billion during the quarter, compared to the consensus estimate of $6.67 billion. During the same period last year, the company earned $2.45 earnings per share. The business’s quarterly revenue was up 4.1% compared to the same quarter last year. 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, equities analysts anticipate that Marriott International will post 10.1 EPS for the current fiscal year.

Insider Activity at Marriott International

In other news, CEO Anthony Capuano sold 63,000 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the completion of the sale, the chief executive officer owned 113,617 shares in the company, valued at approximately $40,813,498.74. This represents a 35.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Rajeev Menon sold 3,492 shares of the stock in a transaction on Thursday, February 19th. The shares were 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. This trade represents a 36.79% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 95,540 shares of company stock worth $34,274,055. 11.43% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Marriott International

A number of institutional investors and hedge funds have recently modified their holdings of MAR. Kemnay Advisory Services Inc. acquired a new stake in shares of Marriott International during the 4th quarter valued at $27,000. McMillan Office Inc. purchased a new stake in shares of Marriott International in the fourth quarter valued at $27,000. Triumph Capital Management purchased a new stake in shares of Marriott International in the third quarter valued at $28,000. Basepoint Wealth LLC purchased a new stake in shares of Marriott International in the fourth quarter valued at $28,000. Finally, Godfrey Financial Associates Inc. purchased a new stake in shares of Marriott International in the fourth quarter valued at $31,000. Institutional investors and hedge funds own 70.70% of the company’s stock.

More Marriott International News

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

• Positive Sentiment: Morgan Stanley raised its price target to $350 and reiterated an “overweight” rating, signaling renewed analyst confidence in growth versus peers. Morgan Stanley raises MAR target
• Positive Sentiment: Marriott struck a multi‑year global beverage agreement with Coca‑Cola covering ~9,700 hotels — a scale win that should improve guest amenities consistency and could modestly improve procurement terms/revenue capture. Coca-Cola partnership
• Positive Sentiment: Macro tailwind: market reaction to a reported U.S.–Iran ceasefire helped lift hotel stocks, as lower geopolitical risk and energy prices support demand and operating margins. Ceasefire boosts hotel stocks
• Positive Sentiment: Local development: Marriott named as the hospitality partner for the Ambassador Hotel project in Jacksonville (Gateway Jax), supporting branded room growth and local market penetration. Gateway Jax partnership
• Neutral Sentiment: Marriott’s AI initiative in India is framed as augmenting staff rather than replacing them — potential long‑term efficiency gains but limited near‑term revenue impact. Marriott AI in India
• Neutral Sentiment: Coury Hospitality will manage a renovated Hotel Cleveland under Marriott’s Autograph Collection — strengthens branded presence but is a localized operational update. Hotel Cleveland management
• Neutral Sentiment: Data note: a short‑interest report shows zero shares and an anomalous NaN change — appears to be a data error and provides no clear signal on positioning. (No external link available.)
• Negative Sentiment: Critical coverage: an opinion piece highlighting risks for MAR (valuation and concentration of returns) could weigh on sentiment among risk‑focused investors despite recent gains. Risk article on MAR

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.