Insider Selling: Marriott International (NASDAQ:MAR) Insider Sells 3,492 Shares of Stock

Marriott International, Inc. (NASDAQ:MAR) insider Rajeev Menon sold 3,492 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $354.00, for a total transaction of $1,236,168.00. Following the completion of the transaction, the insider owned 6,000 shares of the company’s stock, valued at $2,124,000. This represents a 36.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

Rajeev Menon also recently made the following trade(s):

• On Wednesday, February 18th, Rajeev Menon sold 6,333 shares of Marriott International stock. The stock was sold at an average price of $356.61, for a total value of $2,258,411.13.

Marriott International Price Performance

Shares of MAR stock traded down $1.96 during trading hours on Friday, hitting $347.93. The stock had a trading volume of 2,276,683 shares, compared to its average volume of 1,696,199. The firm has a market capitalization of $92.19 billion, a PE ratio of 36.66, a PEG ratio of 3.15 and a beta of 1.13. The stock’s 50 day moving average is $323.56 and its 200 day moving average is $290.70. Marriott International, Inc. has a twelve month low of $205.40 and a twelve 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 the consensus estimate 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 for the quarter, compared to analysts’ expectations of $6.67 billion. During the same period in the previous year, the business posted $2.45 earnings per share. The company’s revenue for the quarter 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. As a group, equities analysts predict that Marriott International, Inc. will post 10.1 earnings per share for the current year.

Marriott International Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Thursday, February 26th will be issued a dividend of $0.67 per share. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Marriott International’s dividend payout ratio (DPR) is currently 28.24%.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on MAR shares. The Goldman Sachs Group boosted their price target on shares of Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Wells Fargo & Company boosted their target price on Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Barclays raised their price target on Marriott International from $320.00 to $356.00 and gave the company an “equal weight” rating in a report on Wednesday, February 11th. BMO Capital Markets raised Marriott International from a “market perform” rating to an “outperform” rating and upped their price objective for the stock from $285.00 to $370.00 in a report on Friday, January 9th. Finally, Morgan Stanley raised their target price on Marriott International from $296.00 to $328.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, Marriott International has an average rating of “Moderate Buy” and a consensus target price of $343.27.

Institutional Trading of Marriott International

Large investors have recently made changes to their positions in the stock. T. Rowe Price Investment Management Inc. raised its stake in Marriott International by 7.4% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 63,680 shares of the company’s stock valued at $19,757,000 after purchasing an additional 4,383 shares during the last quarter. Compound Planning Inc. boosted its position in Marriott International by 23.5% during the fourth quarter. Compound Planning Inc. now owns 3,213 shares of the company’s stock worth $997,000 after acquiring an additional 612 shares during the last quarter. Invesco Ltd. grew its stake in Marriott International by 2.7% in the 4th quarter. Invesco Ltd. now owns 4,440,359 shares of the company’s stock worth $1,377,577,000 after acquiring an additional 118,504 shares during the period. Birchwood Financial Partners Inc. acquired a new position in Marriott International in the 4th quarter valued at $33,000. Finally, Corient Private Wealth LLC boosted its holdings in shares of Marriott International by 12.8% during the fourth quarter. Corient Private Wealth LLC now owns 206,955 shares of the company’s stock worth $62,973,000 after purchasing an additional 23,554 shares during the last quarter. Institutional investors and hedge funds own 70.70% of the company’s stock.

Trending Headlines about Marriott International

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

• Positive Sentiment: Management set FY‑2026 and Q1 guidance above some Street expectations, supporting earnings growth expectations and underpinning analyst upgrades. Q4 & FY2024 Results / Guidance
• Positive Sentiment: Multiple brokerages raised price targets or reiterated Buy/Overweight calls after the results, increasing the consensus target and offering support for the stock. MarketBeat Analyst Coverage
• Positive Sentiment: Company declared a quarterly dividend ($0.67/shr; ex‑dividend Feb 26), signaling cash‑return discipline that can attract income‑sensitive investors. Dividend Notice
• Positive Sentiment: Retail/momentum coverage (Zacks/Yahoo pieces) is highlighting MAR as a consumer‑discretionary beneficiary of cooling inflation and stronger travel demand, which can draw retail buying. Yahoo: Consumer Discretionary Picks
• Neutral Sentiment: Q4 results were mixed: revenue modestly beat and was up year‑over‑year, but EPS missed by about $0.03 and margins/ROE metrics raised questions—supports guidance but tempers upside. Nasdaq: Q4 Results
• Neutral Sentiment: Brand and marketing updates (Bonvoy festival experiences; new JW Marriott all‑inclusive) improve engagement but are unlikely to move the stock materially near‑term. MSN: Bonvoy Festival
• Negative Sentiment: Clustered insider selling — large, disclosed sales by CEO Anthony Capuano (63,000 shares) and multiple senior executives (including Rajeev Menon, David Marriott, EVP sales) created visible supply and likely amplified downward pressure on the share price. These are open SEC‑filed sales that can spook investors even when sales are part of pre‑arranged plans. CEO Sale (SEC filing)

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.