BMO Capital Markets Upgrades Marriott International (NASDAQ:MAR) to “Outperform”

Marriott International (NASDAQ:MAR) was upgraded by equities research analysts at BMO Capital Markets from a “market perform” rating to an “outperform” rating in a report issued on Friday, MarketBeat reports. The firm currently has a $370.00 price objective on the stock, up from their previous price objective of $285.00. BMO Capital Markets’ price target indicates a potential upside of 12.74% from the company’s current price.

Several other equities research analysts have also commented on MAR. Barclays boosted their target price on shares of Marriott International from $274.00 to $276.00 and gave the stock an “equal weight” rating in a research report on Wednesday, December 17th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Marriott International in a research note on Wednesday, October 8th. Robert W. Baird lowered their target price on shares of Marriott International from $287.00 to $285.00 and set a “neutral” rating on the stock in a research report on Tuesday, October 21st. Wells Fargo & Company initiated coverage on shares of Marriott International in a research report on Tuesday, November 18th. They set an “overweight” rating and a $329.00 price target for the company. Finally, Morgan Stanley lowered their price target on Marriott International from $302.00 to $296.00 and set an “overweight” rating on the stock in a report on Wednesday, October 22nd. Three investment 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 data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $306.81.

Marriott International Trading Up 1.0%

Shares of MAR opened at $328.18 on Friday. The stock’s 50 day moving average is $300.42 and its two-hundred day moving average is $279.35. Marriott International has a twelve month low of $205.40 and a twelve month high of $331.09. The firm has a market capitalization of $88.07 billion, a PE ratio of 34.65, a P/E/G ratio of 2.56 and a beta of 1.16.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings results on Tuesday, November 4th. The company reported $2.47 EPS for the quarter, beating the consensus estimate of $2.38 by $0.09. Marriott International had a negative return on equity of 89.29% and a net margin of 10.07%.The business had revenue of $1.73 billion during the quarter, compared to analysts’ expectations of $6.46 billion. Marriott International has set its Q4 2025 guidance at 2.540-2.620 EPS and its FY 2025 guidance at 9.980-10.060 EPS. On average, sell-side analysts predict that Marriott International will post 10.1 EPS for the current year.

Insider Activity

In other Marriott International news, EVP Peggy Roe sold 2,000 shares of the firm’s stock in a transaction on Monday, November 10th. The stock was sold at an average price of $292.12, for a total transaction of $584,240.00. Following the completion of the transaction, the executive vice president owned 17,466 shares of the company’s stock, valued at approximately $5,102,167.92. This trade represents a 10.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Rena Hozore Reiss sold 5,483 shares of the company’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $287.11, for a total value of $1,574,224.13. Following the completion of the sale, the executive vice president owned 39,360 shares in the company, valued at $11,300,649.60. This represents a 12.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 88,289 shares of company stock worth $25,669,425 in the last quarter. 10.68% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the company. Norges Bank acquired a new stake in Marriott International during the second quarter worth about $638,968,000. Wellington Management Group LLP increased its position in Marriott International by 21.7% during the 3rd quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock worth $2,389,635,000 after purchasing an additional 1,637,119 shares in the last quarter. Kingstone Capital Partners Texas LLC purchased a new position in Marriott International in the second quarter valued at approximately $266,084,000. Boston Partners purchased a new stake in Marriott International during the second quarter worth approximately $196,579,000. Finally, Massachusetts Financial Services Co. MA increased its position in shares of Marriott International by 7.2% in the third quarter. Massachusetts Financial Services Co. MA now owns 4,921,767 shares of the company’s stock worth $1,281,825,000 after acquiring an additional 330,952 shares in the last quarter. 70.70% of the stock is owned by hedge funds and other institutional investors.

Marriott International News Roundup

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

• Positive Sentiment: BMO Capital Markets upgraded MAR from “market perform” to “outperform” and raised its price target to $370, signaling stronger analyst conviction and ~12% upside to current levels. Benzinga
• Positive Sentiment: Sanford C. Bernstein raised its price target for Marriott to $369, another bullish analyst revision that supports upward momentum in the stock. American Banking News
• Positive Sentiment: Marriott Bonvoy struck a multi‑year global partnership with the ICC (cricket) to be the official accommodation partner, and will also provide fan access for FIFA World Cup 2026 — agreements that expand brand visibility, group and event travel demand, and loyalty engagement in key international markets. ICC announcement
• Positive Sentiment: Company announced a strategic regional leadership realignment: a unified U.S./Canada/CALA structure under Satya Anand, Neal Jones to lead EMEA, Federico Greppi to head CALA, and other continent leadership changes — a move positioned to streamline regional operations and accelerate execution. PR Newswire
• Positive Sentiment: Market commentary highlights Marriott as a momentum and dividend‑backed stock (Zacks, Motley Fool pieces), reinforcing investor interest from both growth and income perspectives. Zacks
• Neutral Sentiment: Smaller development deals (e.g., Lumbini Palace Resort in Nepal) and loyalty UX updates were reported; these support long‑term pipeline and member engagement but are unlikely to move the stock materially on their own. MSN / Lumbini deal

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.