Marriott International (NASDAQ:MAR) CEO Anthony Capuano Sells 63,000 Shares

Marriott International, Inc. (NASDAQ:MAR) CEO Anthony Capuano sold 63,000 shares of the stock in a transaction 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 transaction, the chief executive officer owned 113,617 shares of the company’s stock, valued at $40,813,498.74. The trade was a 35.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink.

Marriott International Trading Down 1.7%

MAR traded down $6.11 on Thursday, reaching $349.89. The stock had a trading volume of 1,734,007 shares, compared to its average volume of 1,645,483. The company has a market capitalization of $92.71 billion, a price-to-earnings ratio of 36.87, a price-to-earnings-growth ratio of 3.15 and a beta of 1.13. Marriott International, Inc. has a fifty-two week low of $205.40 and a fifty-two week high of $370.00. The firm has a 50-day moving average of $323.56 and a 200-day moving average of $290.70.

Marriott International (NASDAQ:MAR) last released 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 9.93% and a negative return on equity of 84.23%. The company had revenue of $6.69 billion during the quarter, compared to the consensus estimate of $6.67 billion. During the same quarter last year, the firm posted $2.45 EPS. The company’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. Sell-side analysts anticipate that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Dividend Announcement

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

Key Stories Impacting Marriott International

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

• Positive Sentiment: Management set FY‑2026 EPS guidance of $11.32–$11.57 and Q1 guidance of $2.50–$2.55, which supports earnings visibility and helped trigger analyst target increases. Read More.
• Positive Sentiment: Analysts and bullish writeups are drawing attention — Zacks ran pieces framing MAR as a momentum/consumer discretionary buy as inflation cools and travel demand strengthens. These stories can attract retail and momentum flows. Read More. Read More.
• Positive Sentiment: Dividend declared — a $0.67 quarterly dividend (ex‑dividend Feb 26, payable Mar 31) signals cash‑return discipline, modestly supportive for income‑oriented investors. Read More.
• Neutral Sentiment: Q4 results were mixed: revenue (~$6.69B) slightly beat estimates and was +4.1% y/y, but EPS missed by $0.03 and margins/ROE metrics drew attention — the print underpins guidance but tempers enthusiasm. Read More.
• Neutral Sentiment: Marketing/loyalty activation: Marriott Bonvoy launched a 1‑Point Drop festival experience program — positive for engagement but unlikely to move near‑term revenue materially. Read More.
• Negative Sentiment: Insider selling disclosed — David S. Marriott sold 4,747 shares at ~$360 (Feb 17) and EVP Rena Hozore Reiss sold 2,512 shares at ~$357. Multiple filings, even at small ownership percentages, can spook investors and add downward pressure. Read More. Read More.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on MAR shares. Citigroup increased their price target on Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a report on Thursday, January 15th. Evercore increased their target price on shares of Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a research note on Thursday, January 22nd. Morgan Stanley lifted their price target on shares of Marriott International from $296.00 to $328.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Wells Fargo & Company raised their target price on Marriott International from $353.00 to $403.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Finally, Barclays upped their price target on Marriott International from $320.00 to $356.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 11th. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Marriott International has a consensus rating of “Moderate Buy” and a consensus target price of $343.27.

Institutional Investors Weigh In On Marriott International

A number of institutional investors and hedge funds have recently bought and sold shares of MAR. Kemnay Advisory Services Inc. bought a new stake in shares of Marriott International in the 4th quarter worth $27,000. McMillan Office Inc. purchased a new position in Marriott International during the fourth quarter worth about $27,000. Basepoint Wealth LLC purchased a new stake in Marriott International in the 4th quarter valued at about $28,000. Godfrey Financial Associates Inc. bought a new position in shares of Marriott International during the 4th quarter worth approximately $31,000. Finally, Advocate Investing Services LLC purchased a new position in shares of Marriott International in the 4th quarter worth approximately $31,000. 70.70% of the stock is owned by hedge funds and other institutional investors.

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.