Marriott International (NASDAQ:MAR) Sets New 52-Week High After Analyst Upgrade

Marriott International, Inc. (NASDAQ:MAR)’s share price hit a new 52-week high during trading on Thursday after JPMorgan Chase & Co. raised their price target on the stock from $323.00 to $356.00. JPMorgan Chase & Co. currently has a neutral rating on the stock. Marriott International traded as high as $367.73 and last traded at $358.75, with a volume of 2491348 shares. The stock had previously closed at $359.35.

MAR has been the topic of a number of other reports. Evercore lifted their price objective on Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research report on Thursday, January 22nd. Truist Financial increased their price objective on shares of Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a research note on Wednesday. The Goldman Sachs Group upped their target price on shares of Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a report on Wednesday. Citigroup boosted their price objective on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research report on Thursday, January 15th. Finally, Robert W. Baird cut their target price on Marriott International from $287.00 to $285.00 and set a “neutral” rating for the company in a research report on Tuesday, October 21st. 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. According to MarketBeat.com, Marriott International currently has an average rating of “Moderate Buy” and an average target price of $343.27.

Insider Transactions at Marriott International

In other Marriott International news, CAO Felitia Lee sold 1,617 shares of Marriott International stock in a transaction on Monday, December 15th. The stock was sold at an average price of $305.98, for a total value of $494,769.66. Following the sale, the chief accounting officer owned 4,893 shares in the company, valued at $1,497,160.14. The trade was a 24.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 10.68% of the stock is currently owned by company insiders.

Marriott International News Summary

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

• Positive Sentiment: Multiple firms raised price targets and reiterated bullish views (Jefferies to $415 buy; Goldman to $398 buy; Wells Fargo to $403 overweight; BMO and others also lifted targets), signaling analyst confidence in upside from international and luxury demand. These Analysts Boost Their Forecasts On Marriott International Following Q4 Results
• Positive Sentiment: Q4 revenue topped expectations ($6.69B vs. ~$6.67B) and RevPAR rose globally (notably +6.1% international), and management gave FY‑2026 EPS guidance (11.32–11.57) and Q1 guidance (2.50–2.55) that underpin growth expectations. Marriott International Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Unusually large call‑option buying (tens of thousands of calls) suggests short‑term bullish positioning by traders/speculators. Marriott International Stock Is Jumping Today: What’s Happening?
• Positive Sentiment: Management says it is “actively investing” in AI and progressing a systems migration — a potential medium‑term efficiency and loyalty‑program enhancement that could boost margins and returns on scale. Marriott ‘actively investing’ in AI, reports progress on system migration
• Neutral Sentiment: Brand/marketing initiatives (e.g., The Ritz‑Carlton x Kilometre Paris collection) support high‑end positioning but are unlikely to move near‑term earnings materially. The Ritz-Carlton x Kilometre Paris: Iconic Destinations, Reimagined in Handcrafted Travel Pieces
• Negative Sentiment: EPS slightly missed (adj. $2.58 vs. ~$2.61 consensus) and the company reported unusual accounting effects (negative ROE) — small misses can pressure sentiment despite the revenue beat. Marriott Q4 earnings / call transcript
• Negative Sentiment: Marriott disclosed a $23M loss tied to ending the Sonder arrangement, plus flagged contract/dispute risks tied to its asset‑light model — these items add near‑term costs and legal/growth uncertainty. Marriott said it lost $23 million in letting go of Sonder
• Negative Sentiment: U.S. business‑travel softness and a government shutdown impact were cited as headwinds; management sees uneven U.S. room‑revenue growth, which could cap near‑term domestic recovery. Marriott forecasts weak room revenue growth on sluggish US budget travel demand

Hedge Funds Weigh In On Marriott International

Large investors have recently made changes to their positions in the stock. Triumph Capital Management acquired a new stake in Marriott International in the 3rd quarter valued at approximately $28,000. Basepoint Wealth LLC acquired a new stake in shares of Marriott International in the fourth quarter valued at $28,000. AlphaQuest LLC lifted its stake in Marriott International by 2,750.0% during the 2nd quarter. AlphaQuest LLC now owns 114 shares of the company’s stock worth $31,000 after acquiring an additional 110 shares in the last quarter. Godfrey Financial Associates Inc. purchased a new position in Marriott International during the 4th quarter valued at about $31,000. Finally, Rachor Investment Advisory Services LLC acquired a new position in Marriott International in the 4th quarter valued at about $32,000. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Marriott International Stock Down 0.2%

The company’s 50-day moving average price is $315.86 and its 200-day moving average price is $287.20. The firm has a market cap of $96.27 billion, a price-to-earnings ratio of 37.80, a PEG ratio of 3.17 and a beta of 1.13.

Marriott International (NASDAQ:MAR) last announced its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing the consensus estimate of $2.61 by ($0.03). The business had revenue of $6.69 billion for the quarter, compared to analysts’ expectations of $6.67 billion. Marriott International had a negative return on equity of 88.92% and a net margin of 9.93%.Marriott International’s quarterly revenue was up 4.1% on a year-over-year basis. During the same period in the previous year, the company earned $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, sell-side analysts predict that Marriott International, Inc. will post 10.1 earnings per share for the current fiscal year.

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.