Marriott International (NASDAQ:MAR) Shares Up 9.2% – Here’s Why

Marriott International, Inc. (NASDAQ:MAR) was up 9.2% during mid-day trading on Tuesday . The stock traded as high as $363.54 and last traded at $361.5960. Approximately 664,297 shares traded hands during trading, a decline of 55% from the average daily volume of 1,470,746 shares. The stock had previously closed at $331.21.

Trending Headlines about Marriott International

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

• Positive Sentiment: Q4 revenue slightly beat estimates driven by international travel and loyalty-program strength — Marriott reported $6.69B in revenue (vs. ~$6.67B est.) and highlighted growth in its Bonvoy members and international demand, a key driver of today’s buying. Marriott shares jump on strong 2025 revenue, international travel boost
• Positive Sentiment: Company set FY‑2026 EPS guidance marginally above consensus (11.320–11.570 vs. ~11.48) and Q1 guidance roughly in line — the guide reduced execution risk for investors and supported the rally. Marriott sets full-year profit guidance ahead of expectations
• Positive Sentiment: RevPAR and luxury/international segments showed meaningful strength — management cited international RevPAR growth (~6.1% Q4) and luxury demand, which boosts margin mix and rev‑per‑room recovery outlook. Marriott Revenue Climbs on International, Luxury Strength
• Neutral Sentiment: Adjusted EPS narrowly missed consensus ($2.58 vs. $2.61), a modest miss that tempered upside but didn’t overwhelm the revenue/guidance story. Investors are treating this as noise given the company’s guidance and international momentum. Marriott International (MAR) Lags Q4 Earnings Estimates
• Negative Sentiment: U.S. demand weakness, especially in the budget segment, limits room‑revenue growth domestically — management flagged uneven U.S. travel that could cap recovery and longer‑term upside in those cohorts. Marriott projects weak room revenue growth on sluggish US budget travel demand
• Negative Sentiment: Business travel was hit by the recent government shutdown, which contributed to the earnings miss and underscores near‑term volatility in corporate travel spend. Marriott misses expectations after shutdown hit business travel

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. BMO Capital Markets raised Marriott International from a “market perform” rating to an “outperform” rating and upped their price target for the stock from $285.00 to $370.00 in a research note on Friday, January 9th. The Goldman Sachs Group upgraded Marriott International from a “neutral” rating to a “buy” rating and increased their target price for the stock from $288.00 to $345.00 in a report on Monday, December 15th. Barclays upped their price objective on shares of Marriott International from $276.00 to $320.00 and gave the stock an “equal weight” rating in a report on Friday, January 16th. Wells Fargo & Company initiated coverage on shares of Marriott International in a report on Tuesday, November 18th. They issued an “overweight” rating and a $329.00 target price on the stock. Finally, 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 research note on Tuesday, January 6th. Three investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Marriott International currently has an average rating of “Moderate Buy” and a consensus price target of $316.19.

Marriott International Stock Up 8.3%

The company has a market cap of $96.25 billion, a P/E ratio of 37.92, a price-to-earnings-growth ratio of 2.92 and a beta of 1.13. The company’s 50-day moving average is $313.73 and its two-hundred day moving average is $286.13.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). Marriott International had a net margin of 10.07% and a negative return on equity of 89.29%. The firm had revenue of $6.69 billion for the quarter, compared to analysts’ expectations of $6.67 billion. During the same period in the prior year, the company earned $2.45 EPS. The firm’s quarterly revenue was up 4.1% on a year-over-year basis. 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, analysts anticipate that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CAO Felitia Lee sold 1,617 shares of the firm’s 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 completion of the transaction, the chief accounting officer directly owned 4,893 shares of the company’s stock, valued at $1,497,160.14. This trade represents a 24.84% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 10.68% of the company’s stock.

Institutional Investors Weigh In On Marriott International

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

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.