Marriott International (NASDAQ:MAR) Given New $350.00 Price Target at Morgan Stanley

Marriott International (NASDAQ:MAR) had its price objective lifted by Morgan Stanley from $331.00 to $350.00 in a report released on Friday morning,Benzinga reports. They currently have an overweight rating on the stock.

Other analysts also recently issued reports about the stock. 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 research report on Wednesday, February 11th. Sanford C. Bernstein upped their target price on shares of Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Truist Financial upped their target price on shares of Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a research note on Wednesday, February 11th. Jefferies Financial Group upped their target price on shares of Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Finally, Weiss Ratings restated 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 assigned a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $344.73.

Marriott International Trading Up 0.3%

Shares of Marriott International stock opened at $354.10 on Friday. The company’s fifty day simple moving average is $334.99 and its two-hundred day simple moving average is $307.32. The company has a market cap of $93.81 billion, a P/E ratio of 37.31, a PEG ratio of 3.11 and a beta of 1.10. Marriott International has a 12-month low of $212.53 and a 12-month high of $370.00.

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). The company had revenue of $6.69 billion for the quarter, compared to analysts’ expectations of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The firm’s revenue for the quarter was up 4.1% compared to the same quarter last year. During the same period 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. Analysts predict that Marriott International will post 10.1 EPS for the current fiscal year.

Marriott International Announces Dividend

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

Insider Transactions at Marriott International

In related news, CEO Anthony Capuano sold 63,000 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total value of $22,630,860.00. Following the completion of the sale, the chief executive officer directly owned 113,617 shares of the company’s stock, valued at approximately $40,813,498.74. This represents a 35.67% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Rajeev Menon sold 6,333 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $356.61, for a total transaction of $2,258,411.13. Following the completion of the sale, the insider directly owned 9,492 shares of the company’s stock, valued at $3,384,942.12. This represents a 40.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 95,540 shares of company stock worth $34,274,055. 11.43% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Marriott International

Several hedge funds and other institutional investors have recently added to or reduced their stakes in MAR. Norges Bank purchased a new stake in Marriott International in the 4th quarter worth approximately $812,570,000. Wellington Management Group LLP increased its holdings in Marriott International by 21.7% in the 3rd quarter. Wellington Management Group LLP now owns 9,175,377 shares of the company’s stock worth $2,389,635,000 after acquiring an additional 1,637,119 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in Marriott International by 37.9% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,363,845 shares of the company’s stock worth $423,119,000 after acquiring an additional 374,497 shares in the last quarter. Massachusetts Financial Services Co. MA increased its holdings in Marriott International by 7.2% in the 3rd 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. Finally, Capital International Investors raised its position in shares of Marriott International by 7.1% during the fourth quarter. Capital International Investors now owns 4,107,531 shares of the company’s stock valued at $1,274,475,000 after buying an additional 272,250 shares during the last quarter. 70.70% of the stock is owned by hedge funds and other institutional investors.

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

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.